Long-term quality trading bot
Invest like the Oracle.Let the bot handle the math.
Warren Bot is built for long-term buy-and-hold investors: we rank high-quality companies on quality, valuation, and fundamentals, size positions with conviction, with a disciplined monthly rebalance to stay aligned with the latest rankings.
New accounts pay no fees for the first 3 months—then standard pricing applies.
Principles, not hype
The algorithm mirrors a Buffett-style playbook for the long run: buy wonderful businesses at fair prices, hold with conviction, and rotate only when fundamentals and valuation say so—not because a moving average crossed.
Long-term ownership, not technical timing
We don’t chase chart patterns or intraday signals. The strategy is durable ownership of fundamentally strong businesses, with a monthly rebalance to refresh weights and rankings—closer to concentrated value investing than to bots that trade off indicators alone.
Quality first
ROE, debt-to-equity, margins, free cash flow, and dividend discipline screen out fragile businesses before a dollar is allocated.
Intrinsic value lens
A discounted cash flow model estimates intrinsic value per share. The bot favors names trading below that estimate—and steps aside when price and fundamentals no longer line up.
Concentrated conviction
A compact portfolio of top-ranked ideas, with weights tilted toward the most undervalued high-quality names—no dilution across hundreds of tickers.
Capital stays deployed
The strategy aims to keep you fully invested in its highest-conviction names—no standing cash reserve. Each month’s rebalance refreshes the lineup as fundamentals and rankings change, so idle cash isn’t a drag on long-term compounding.
How Warren Bot decides
Transparent stages from market data to portfolio decisions—fundamental quality and value scores, not technical overlays. Built for investors who want systematic long-term allocation, not signal-driven churn.
- 01
Stock universe
Warren Bot only considers the highest quality companies in the S&P 500 ensuring high liquidity.
- 02
Quality score
We look at each stock's profitability, dividend quality, and other fundamentals to develop a 0–100 quality score.
- 03
Value score
We plug historical and projected free cash flow into our own proprietary DCF valuation model to develop a 0-100 value score.
- 04
Composite rank
Rank the top 10 candidates based on blended quality and value scores.
- 05
Rebalance & risk
Each month the bot rotates into the latest top-ranked names, trims positions that no longer qualify, and keeps the book aligned with current quality and value scores.
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.