Public.com

Step 1: Create an account and link a bank account.

Step 2: Explore the platform's educational resources.

Step 3: Use AI-powered tools to identify potential investments.

Step 4: Start with small investments in diversified assets.

Step 1: Open an options-enabled account.

Step 2: Trade options regularly to meet rebate volume requirements.

Step 3: Monitor rebate earnings in the account summary.

Step 4: Utilize rebates to offset trading fees or reinvest.

Step 1: Access the Direct Indexing feature.

Step 2: Choose a customizable index or create a new one.

Step 3: Monitor portfolio performance for potential tax-loss harvesting opportunities.

Step 4: Sell underperforming assets to offset capital gains.

Step 1: Utilize the Income Hub to view income streams.

Step 2: Track monthly earnings from dividend stocks, bonds, and other assets.

Step 3: Review the annual income forecast.

Step 4: Adjust portfolio allocation based on income goals.

Step 1: Access AI-generated summaries of stock price movements.

Step 2: Review earnings call recaps for key insights.

Step 3: Ask AI questions about specific stocks.

Step 4: Use AI recommendations to refine investment strategies.