Changelog

Pro can connect more than one brokerage and look at them together. Hobby includes a single institution. The picker at the top of Portfolio chooses which accounts are in view. The rest of the tab follows that selection.

Notes and skills open in a visual editor. Write in preview, or switch to Markdown when you want the source.

When a monitor finishes, you get an email with a short preview and a link to the run. The switch is on the Monitors tab, labeled Email when done. It is on by default.

Public docs are live at docs.tryinvesti.com. A question mark next to a heading in the app opens the matching page.

The analyst can draw a chart in the reply. It lands in the conversation, next to the reasoning that produced it.

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.

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.

Connect any MCP server and the analyst researches with the data you chose. Fundamentals, sentiment, web traffic, whatever your process needs.

Attach a file to a message and the analyst reads it with the question.

Turn the way you research into a reusable workflow the analyst runs every time. The method is yours, installed on purpose, never a default.

Investi is live in beta. An AI analyst, a research workspace, and a place for your thesis to live.