Brokerage connections
Connect Robinhood, Fidelity, Schwab, Interactive Brokers, and hundreds more with a read-only link. Holdings, cash, and history land in the workspace, and the analyst reasons over what you actually own.
Changelog
What we shipped.
August 2026
July 2026
Monitors
Write a research request once, put it on a calendar, and the analyst runs it: every morning, every Friday, or once, the day after earnings.
MCP connections
Connect any MCP server and the analyst researches with the data you chose. Fundamentals, sentiment, web traffic, whatever your process needs.
Skills
Turn the way you research into a reusable workflow the analyst runs every time. The method is yours, installed on purpose, never a default.
Open beta
Investi is live in beta. An AI analyst, a research workspace, and a place for your thesis to live.