Today we're launching data connections in Investi. Connect a data service you already use, and the analyst can pull from it while it researches, next to the SEC filings it reads by default.
Investors don't all check the same things before they buy. One starts with the balance sheet. One follows macro releases. One watches web traffic and app rankings for an early read on the quarter. What you read is part of how you invest, so Investi lets you choose the sources instead of choosing them for you.
#How it works
Connections use MCP, an open standard that lets an AI assistant call another data service. A provider runs one MCP server, and any assistant that supports the standard can use it, which is how Investi can offer many services without a custom integration for each.
Once a service is connected, you ask questions as usual. The analyst decides whether a connected service helps with the question, the same way it decides when to open a filing. Each call it makes appears as a step in the conversation. Hover the step to see what the analyst asked for and what came back.
#What you can connect
Open Plugins in the sidebar and filter to MCPs. The catalog lists more than a hundred hosted services, grouped by what they cover. A few of the groups:
- Market data and research from several providers.
- Macro and government data, such as the IMF, the OECD and the World Bank, on top of the US series Investi already includes.
- Crypto markets and on-chain data.
- Prediction markets.
- News and alternative data, including sentiment and web traffic.
- Your own tools, such as Notion or Airtable, so the analyst can read notes you keep elsewhere.
Some services, such as FactSet or S&P Capital IQ, work only if you already have an account with that provider. If a service isn't in the catalog, paste its server address and connect it yourself. Services that need a login use the provider's own sign-in page; others take an API key.
Connections are to servers reachable on the internet. A server that runs only on your own computer has to be hosted at a public address before Investi can reach it.
#The same workspace, different sources
- A fundamentals investor connects nothing extra and works from the filings, margins and insider trades in the SEC record.
- An investor who also holds crypto adds crypto market and on-chain data, so one conversation covers both sides of the portfolio.
- A macro-minded investor adds more rate, inflation and employment series, and asks how a release affects the companies on the watchlist.
When a question needs math, the analyst's notebook can call your connected services from its code too.
#Get started
Open Plugins in the sidebar, pick a service from the catalog or paste a server address, and ask your next question as usual. To have the analyst follow your own method as well, read Teach an AI analyst your investment process.