The other tab: brokerage connections are live in Investi

Anyone who does their own research knows the second tab. It has the brokerage in it. You read a filing in one window, then flick over to check how big the position actually is. You ask an AI about concentration risk and start the message by typing out your holdings from memory, roughly, and probably wrong by a rebalance or two.

The research and the money have always lived in different rooms. As of today, they don't have to.

Your research should start from what you actually own.

You can now connect your brokerage to Investi. Pick it from the list, sign in on your brokerage's own page, and your holdings, cash, and trade history land in the workspace next to your notes and watchlists. Robinhood, Fidelity, Charles Schwab, Interactive Brokers, and hundreds of others. The connection is read only, and that is not a limitation we apologize for. It is the design.

Here is what shipped, and why we built it this way.

The watchlist was a stand in

Until now, the closest thing Investi had to your portfolio was a watchlist you maintained by hand. That worked, sort of. A watchlist knows what you find interesting. It does not know that one position is a quarter of your book while another is a leftover from 2021 that you keep meaning to deal with. Weights are where research gets personal, and a list of tickers has no weights.

So people did what people do: kept the broker app open in the other tab, alt tabbed to check a position size, pasted numbers into chat. The portfolio reached the research through you, one retyped figure at a time.

Now the workspace just knows. Every position with its live value and today's move. Unrealized P&L against your actual cost basis. Cash. The trade history that explains how you got here. And on top of that book, the numbers a professional would compute: time weighted returns against a benchmark, volatility, Sharpe, drawdown, beta. Not for a model portfolio. For yours.

Weights are the quiet upgrade here. Fifteen percent of everything you own sitting in a single name is the kind of fact that should decide what you read next, and until now the workspace had no way of knowing it.

Read only, on purpose

We should be clear about what this connection cannot do, because we spent as much time on that as on what it can.

It cannot place a trade. It cannot move money. It cannot touch the account in any way. Data flows in one direction, from your brokerage to your workspace, and there is no channel going the other way.

This is a philosophical choice before it is a security one. We have written before that most consumer investing apps reward activity over understanding, because activity is what they monetize. The moment a research tool can execute, its incentives start bending toward the trade button, and the product follows. We built Investi to make you think better, not trade more, and the cleanest way to hold that line is to make the profitable temptation structurally impossible.

Nothing about this connection can move your money. It can only tell you the truth about it.

The sign in works the way you would hope. You authenticate on your brokerage's own page, with your brokerage, and Investi never sees your credentials. What comes back is a read only session and nothing else.

The analyst can finally see the book

This is the part we are most excited about, because it changes what a conversation with the analyst is grounded in.

Ask "how exposed am I to semiconductors, really?" and the analyst does not need you to describe your portfolio from memory. It reads the actual positions, adds up the actual weights, and shows the math. Ask "which of my theses does today's drawdown touch?" and it can read the book and your notes side by side. Ask it to sanity check an earnings report, and it knows whether this is a company you watch or a company you own, which are two very different conversations.

A raw model answering portfolio questions works from whatever you pasted in, however stale. An analyst with your book connected works from the thing itself. The same grounding we built for market data with MCPs now applies to the most personal dataset you have.

And the control rules you already know still hold. The analyst can read the portfolio; it cannot touch it, same as you, same as us. Your notes still change only through a diff you approve. Nothing about connecting a brokerage gives anyone, human or machine, new standing to act on your behalf.

A brief word about the plumbing

We did not write custom integrations to hundreds of brokerages, and you should be suspicious of any small team that claims it did. The connection runs on SnapTrade, whose entire job is exactly this: secure, read only brokerage connections, with the authentication handled by the brokerage itself. It is the same reasoning that led us to build on open standards for skills and MCPs. When a hard problem has a well built layer, use the layer and spend your effort on the product above it.

The picture fills in

Step back and look at what the workspace holds now. Your folders and notes, shaped however you think. Your method, installed through skills. Your data sources, connected through MCPs. Your checks, running on a schedule. And as of today, the thing all of it was always about: the actual money, the positions you hold, the record of what you did.

We keep saying we build the harness and the opinions are yours. A harness that could not see the portfolio was a harness with one strap missing. Research floated free of what was at stake in it.

The research and the portfolio finally live in the same place. One of them keeps the other honest.

Brokerage connections are live today. See how the connection works on the features page, and if you are new to the larger idea, Anatomy of a harness is the place to start.