Getting started

Volaren works best when it sees every account you own. Connect your brokerages and banks once, and your portfolio, your AI agents and Copilot all read the same picture.

Connect a brokerage

Open Volaren, go to Settings, Brokerages, and press Connect. Pick your broker and sign in on its own secure page. The Portfolio tab has the same Connect button: Connect, pick a broker, continue to the broker. Add as many accounts as you have; each shows up in Portfolio by source.

Trade and track

Trade: at Public, Webull, tastytrade, E*Trade and moomoo, Volaren places the orders you approve, or the ones inside limits you set. Alpaca Paper and Trading212 Practice trade practice money.
Track: at Fidelity, Schwab, Vanguard, Robinhood and every other broker, your AI agent sees every holding, explains every move and builds its suggestions around what you own there.
Every account connects for free, and trading from Volaren comes with every plan.

Connect a bank

Connect your banks and cards from Settings, and Volaren shows your cash next to your investments.

Plan and credits

One account covers the terminal, phone web and text. Start free with free credits every month. The Volaren plan is $12 a month, includes $10 of credits each month and unlocks everything. One credit is one cent of AI work, so $10 is 1,000 credits.

What $10 covers: about 37 Copilot answers, or 20 Idea to trade runs, or 25 backtests, or a mix.
Always included: reading prices, news and your portfolio, and trading, never use credits.
Need more: buy extra credits, $10 = 1,000, as many as you need, from Settings, Plan & usage. Automatic extra credits are there when you want them, with an optional monthly cap.

What to do next

Ask Copilot about your portfolio, make your first AI agent, or turn an idea into a book in Idea to trade.

You stay in charge

Every order is approved by you, or placed automatically inside limits you set and agreed to. See Safety and limits.

Trade and track

Trade: at Public, Webull, tastytrade, E*Trade and moomoo, Volaren places the orders you approve, or the ones inside limits you set. Alpaca Paper and Trading212 Practice trade practice money.

Track: at Fidelity, Schwab, Vanguard, Robinhood and every other broker, your AI agent sees every holding, explains every move and builds its suggestions around what you own there.

Every account connects for free, and trading from Volaren comes with every plan.

Plan and credits

What $10 covers: about 37 Copilot answers, or 20 Idea to trade runs, or 25 backtests, or a mix.

Always included: reading prices, news and your portfolio, and trading, never use credits.

Need more: buy extra credits, $10 = 1,000, as many as you need, from Settings, Plan & usage. Automatic extra credits are there when you want them, with an optional monthly cap.