Long-term systematic trading bot
Invest like the Oracle.Let the bot handle the math.
Warren Bot is built for long-term buy-and-hold investors. We combine a time-tested quantitative approach with an AI-assisted thematic assessment of competitive landscapes to select the best stocks. Our goal: consistently beat the S&P 500 over the long run.
New accounts pay no fees for the first 3 months—then standard pricing applies.
How Warren Bot decides
Our strategy is simple: buy wonderful businesses at fair prices. We score every stock in our S&P 500 universe on value, growth, competitive moat, profitability, and financial health. We pick the top ten scoring stocks, hold them with conviction, and rebalance monthly.
Illustrative example. See real scores in the demo portfolio.
Value
A discounted cash flow model weighs a company's cash flows against its price, flagging names trading below intrinsic value.
Growth
A blended quantitative and thematic assessment of revenue and earnings growth, weighing not just analyst forecasts, but what management is actually funding and whether those investments are likely to pay off.
Moat
An assessment on a company's competitive advantage over rivals including pricing power, switching costs, and network effects that protect the company in the long-term.
Profitability
Margins and returns on capital, measured against sector peers.
Health
Leverage, liquidity, and the balance-sheet cushion to survive a downturn.
Performance vs the S&P 500
Cumulative return 2016–2026 vs. S&P 500 in the same period.
Warren Bot Total Return
+544.5%
S&P 500 Total Return
+301.0%
Warren Bot Avg Annual Return
20.5%
S&P 500 Avg Annual Return
14.9%
Simple fees
Five flat monthly tiers based on how much you have invested with Warren Bot. No hidden layers - your subscription is charged monthly to your card on file.
| Invested range | Monthly fee |
|---|---|
| $0 - $9,999 invested | $5/ month |
| $10,000 - $24,999 invested | $10/ month |
| $25,000 - $49,999 invested | $15/ month |
| $50,000 - $99,999 invested | $20/ month |
| $100,000+ invested | $25/ month |
Signup offer
First 3 months free
When you open a new Warren Bot account, we waive all subscription fees for your first 3 months. Starting month four, the monthly tier above applies based on your current invested balance. Other brokerage or third-party costs may still apply during the trial - your Warren Bot subscription is billed by card, not deducted from your brokerage account.
Get started freeFee tiers apply to invested balances as defined in your client agreement. The 3-month free period and ongoing rates are confirmed at account opening and may be subject to promotion terms.
Common questions
Straight answers on custody, billing, and how we’re different from typical trading bots.
- Who owns my brokerage account and my money?
- You do. Your account stays in your name at a supported custodian. Warren Bot never takes custody of your cash or securities—we connect to the accounts you approve and place trades on your behalf according to the strategy.
- Can I withdraw or transfer funds anytime?
- Yes. You move money in or out through your broker, on your schedule. We’re not a lockbox on your capital.
- What can Warren Bot withdraw from my account?
- Nothing. Warren Bot never withdraws money from your brokerage account. We only charge a monthly subscription through your credit card.
- How is Warren Bot different from other trading bots?
- Many bots lean on technical indicators and shorter-term trading, which tends to be noisier and riskier. Warren Bot is built for long-term investors: we rank high-quality businesses on fundamentals, aim to buy and hold, and rebalance monthly to stay aligned with the model—closer to disciplined value investing than chart-chasing.
Sign up & get started
You keep ownership of your brokerage account and can move money whenever you like—we execute the strategy on accounts you connect. Your first 3 months are free—no subscription fees while you’re getting started; standard monthly pricing applies afterward per our fee schedule. See common questions for custody and billing.
- 1
Open your Warren Bot account
Create your account with us to get started. It only takes a few minutes to join.
- 2
Your brokerage stays yours
Accounts and assets stay in your name at your custodian. You can withdraw or transfer through your broker anytime. We never take custody of your portfolio.
- 3
We trade the plan you approve
With your authorization, we place trades in your connected accounts to keep you aligned with the strategy. Warren Bot fees are billed as a monthly card subscription and are never withdrawn from your brokerage account.