Research like a professional analyst
Real market data, an AI analyst that shows its work, and a workspace built for deep research. Every demo below is rendered live from the real product, not a video.
Everything about a company, one tab
Keep a dozen companies open at once and go deep on any of them. Price, fundamentals, earnings, analyst ratings and your own notes all live one click apart.
- Live price, fundamentals, and earnings history
- Analyst ratings, price targets, and estimates at a glance
- Your notes saved right next to the data they reference
An AI analyst that shows its work
Ask a real question and watch it think, pull the actual numbers, and answer in seconds. When it touches your notes, it proposes the edit first and waits for your approval.
- Every answer grounded in real financial data
- Reasoning and tool calls visible as it works
- Note edits arrive as a diff you approve or reject
Your real portfolio, connected
Link your brokerage and your holdings, cash, and trade history land in the workspace. The analyst reasons over the positions you actually hold, not a watchlist you keep in sync by hand.
- Read-only sync from Robinhood, Schwab, Fidelity, Interactive Brokers, and more
- Live value, unrealized P&L, returns, and risk on your real book
- Investi can never place a trade or move money
Research that runs on a schedule
Monitors fire a saved prompt as a fresh analyst chat, once or on a recurring schedule. The earnings recap, the weekly portfolio check, the filing watch: they run on time whether or not you remember to.
- A saved prompt fired as a fresh chat, once or on a recurring schedule
- Every run lands as a full conversation you can pick up and continue
- Pause, resume, or edit a monitor in place
Teach the analyst how you work
Out of the box the analyst is unopinionated. It answers however you ask. Skills are reusable workflows that steer it to run your process, with your rigor, every time. Use one from the community or write your own.
- Reusable workflows the analyst follows automatically when relevant
- Trigger any skill by hand with / in chat
- Import a skill from GitHub, or author your own in SKILL.md
Your research, organized
Organize your coverage the way developers organize code. Group companies into folders, move them around freely, and archive the ones you no longer follow.
- Folders for sectors, themes, or watchlists
- Drag, rename, and select several companies at once
- Archive without losing a single note
Bring your own tools and data
Connect any MCP server and the analyst can call it. Pick one from the catalog or paste a server URL, and its tools are available in seconds, right next to the market data.
- Connect from a catalog of research servers or bring your own URL
- Tools from connected servers used automatically when relevant
- Target any server by hand with / in chat