InvestInsights - AI-Powered Investment Analytics Platform | Portfolio Tracker

Connect your Robinhood, Fidelity, Charles Schwab, E*TRADE, Merrill Edge, Vanguard accounts for comprehensive portfolio tracking and AI-powered investment insights. Get real-time stock analysis, risk assessment, and personalized investment recommendations with 3-day trial.

Features: Portfolio Analytics, Stock Screener, Investment Tracking, Risk Assessment, Market Analysis, Dividend Tracker, Performance Benchmarking, Asset Allocation, Tax Optimization

Monitoring investments just got smart

Daily AI insights for smarter investing.

Coming Soon to Mobile

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Fidelity
Charles Schwab
Robinhood
Vanguard
E*TRADE
Merrill Lynch
Chase
Fidelity
Charles Schwab
Robinhood
Vanguard
E*TRADE
Merrill Lynch
Chase
Fidelity
Charles Schwab
Robinhood
Vanguard
E*TRADE
Merrill Lynch
Chase

Powered by advanced AI

Enterprise-grade AI infrastructure designed for scale, security, and performance. Trusted by financial institutions worldwide.

Agentic AI

AI that learns and optimizes automatically

99.7% Accuracy

Real-Time

Lightning-fast processing

<50ms

Global Scale

Enterprise-grade infrastructure

24/7 Uptime

Industrial Security

Industry standards encryption

256-bit SSL
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How InvestInsights works

Connect your accounts, let our AI analyze your investments, and get intelligent insights delivered daily. It's that simple.

01

Connect Your Accounts

Securely link your brokerage accounts with bank-level encryption. We support all major platforms.

Fidelity logo
Schwab logo
Robinhood logo
Vanguard logo
E*TRADE logo
Merrill logo
02

AI Analyzes Everything

Our advanced AI continuously monitors your portfolio, market conditions, and financial news 24/7.

03

Get Daily Insights

Receive personalized investment intelligence and actionable recommendations delivered daily.

Portfolio Performance

"Your tech holdings outperformed the market by 2.3% today. Strong momentum in AI sector."

Market Analysis

"Unusual volume detected in AAPL - earnings report impact likely. Consider position review."

AI Recommendations

"Consider rebalancing - your tech allocation is now 45%. Diversification opportunity available."

Start Your Investment Journey

What InvestInsights Does

From connecting your accounts to receiving daily insights—see how InvestInsights transforms your investment journey

Smart investment monitoring

AI that actively monitors markets and optimizes your investment strategy.

Agentic AI Assistant

Monitors markets and suggests optimized investment strategies.

Portfolio View

Complete investment tracking with real-time performance.

Live Market Data

Real-time market information and trend analysis.

Smart News

AI-filtered financial news for your portfolio.

Natural Chat

Ask questions in plain English, get smart answers.

Secure & Private

Bank-level security with encrypted transmission.

Choose your investment plan

Start free and scale as your portfolio grows.

Free

Perfect for getting started

$0
Try free for 3 days
Connect up to 2 accounts
Personalized daily portfolio feedbacks
Agentic AI Chatbot

Basic

Great for individual investors

$5/month
1 daily portfolio pull
Connect up to 4 accounts
Personalized daily portfolio feedbacks

Premium

For serious investors

$12/month
Everything in Basic
Additional real time portfolio feedbacks
Connect up to 10 accounts
Agentic AI Chatbot

Got questions? We've got answers

Find answers to common questions about InvestInsights and how it can help you monitor your investments.

Popular Questions
InvestInsights uses bank-level security protocols to securely connect to your brokerage accounts through encrypted APIs. We partner with leading financial data providers to ensure safe, read-only access to your investment information. We never store your login credentials.
Absolutely. We use enterprise-grade security measures including 256-bit SSL encryption, multi-factor authentication, and SOC 2 compliance. Your data is encrypted in transit and at rest. We follow the same security standards as major financial institutions.
We support all major brokerages including Fidelity, Charles Schwab, Robinhood, Vanguard, E*TRADE, Merrill Lynch, Chase, TD Ameritrade, and many more. We're constantly adding support for new brokerages based on user demand.
Our Agentic AI Chatbot is an intelligent assistant that can answer questions about your portfolio, explain market trends, and provide personalized investment insights. You can ask questions in plain English and get smart, contextual responses based on your specific investments.
You'll receive daily insights including portfolio performance analysis, asset allocation recommendations, market trend alerts, news relevant to your holdings, and personalized investment opportunities based on your risk profile and goals.
Your portfolio data is updated in real-time during market hours. We continuously monitor your investments and provide fresh insights as market conditions change throughout the day.
Yes, you can cancel your subscription at any time. There are no long-term contracts or cancellation fees. You'll continue to have access to your account until the end of your current billing period.
No, we never store your brokerage login credentials. We use secure OAuth protocols and encrypted tokens to access your account information, which is the same method used by major financial apps.
Intraday pulls provide you with real-time portfolio updates throughout the trading day. Premium subscribers get multiple intraday updates, allowing you to track performance and receive timely alerts as market conditions change.
Yes, you can connect multiple accounts from the same brokerage (like separate retirement and taxable accounts) as well as accounts from different brokerages to get a complete view of your investment portfolio.
If you cancel your subscription, your data will be securely stored for 30 days in case you decide to reactivate. After 30 days, all your personal data and account connections are permanently deleted from our systems.
InvestInsights provides educational insights and analysis tools, but we are not a registered investment advisor. Our AI provides informational insights to help you make informed decisions, but all investment decisions remain yours to make.

Still have questions?

Can't find the answer you're looking for? Our support team is here to help.

Ready to experience intelligent investing?

Join thousands using our AI-powered investment platform.

Get Started Today

Transform your investment monitoring.

Get started with AI-powered investment monitoring today.

What You Get

  • Complete portfolio tracking and analysis
  • Agentic AI assistant for investment insights
  • Real-time market data and alerts
  • Secure, user-friendly investment platform

Questions?

hello@investinsights.ai
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InvestInsights

AI-Powered Investment Monitoring

Your intelligent investment monitoring app powered by agentic AI technology. Get personalized insights and make smarter investment decisions.

Coming Soon to Mobile

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