Blog
Notes on investing, markets, and building an AI analyst.
Perplexity Finance is a research desk
People ask us how Investi is different from Perplexity Finance. They do different jobs. One is a research desk. The other is a workspace for the work that has to last.
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The other tab: brokerage connections are live in Investi
Connect Robinhood, Fidelity, Schwab, Interactive Brokers, and hundreds more with a read only link. Your holdings, cash, and history land in the workspace, and the analyst reasons over what you actually own.
An analyst on a schedule
Monitors are live in Investi. Write a request once, put it on a calendar, and the analyst runs it for you: every morning, every Friday, or once, the day after earnings.
Bring your own data: MCPs are live in Investi
Connect any MCP server and your analyst researches with the data you chose: fundamentals, sentiment, web traffic, whatever your process needs. Here is why that matters.
Teach an AI analyst your investment process
Skills are live in Investi. Turn the way you research into a reusable workflow the analyst runs every time, with your rigor. Here is how they work.
The beta is open
Investi is live in beta. An AI analyst, a real research workspace, and a place for your thesis to live. This is the first step toward an analyst for everyone.
How to build an investment thesis
A complete framework for building an investment thesis, plus a one-page template and a worked example. What one actually is, the seven steps, kill criteria, and how to keep it alive after you buy.
Anatomy of a harness
Everyone can call a frontier model. So why build a product around one? A technical look at what a harness for investing actually is: context, tools, memory, and trust.