💻Getting Signed Up

Welcome to Pluto! Here's a quick rundown of how to get started:

  1. Sign Up: Register at https://pluto.fi and provide basic personal information to open an account.

  2. Customize: Adjust your profile settings to your preference.

  3. Open Your Portfolio: Link your bank account and get your portfolio up and running.

  4. Navigate: Explore the main screens - Home, Sandbox, Portfolio, and Automations.

  5. Talk to Plato: Start interacting with your AI copilot, Plato, for insights and assistance.

  6. Dive Deeper: Read through this guide and don't hesitate to ask Plato for help.

Now, let's delve into each step in more detail...

Sign Up

Start by signing up at https://pluto.fi just your email is needed.

Customize Your Profile

To customize your profile settings, click on the "Preferences" button located at the bottom left of the app on desktop or at the bottom of the menu on mobile.

Open Your Portfolio

To start investing, you'll need to open a portfolio. Simply follow the prompts to set up your portfolio and link your bank account for deposits.

The main screens of Pluto are:

  • Home: Your starting point, where you can interact with Plato and access the latest market insights.

  • Sandbox: A space to try out automations without risking real money.

  • Portfolio: View and manage your investments here. Once your portfolio is open, you can use the "Buy / Sell" button for trading.

  • Automations: Create, test, and deploy your investing strategies here.

Interact with Plato

Plato, your AI copilot, is always ready to assist. You can start a conversation with him on the Home screen, ask him about your portfolio, or even tell him what kind of automation you want to set up. He can respond to any query and even explain how to get the most out of your conversation.


You're currently reading one of the best resources to help you get started with Pluto! In addition, you can always ask Plato for help. He can even access these documents and explain how to use different features of Pluto.

Remember, investing is a journey, and every journey begins with a single step. You've already taken the first step by choosing Pluto. Now, let's start making the most of your investing journey!

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