# The first AI Investment Studio > Investi is the first AI Investment Studio - a web-based research workspace that helps you analyze markets, build conviction, and invest smarter with AI. Start free today. Canonical: https://tryinvesti.com/ Ask about any public company or your portfolio. The analyst reads the filings, runs the numbers, and shows its sources. Every number traced to its filing. Every calculation shown. Coverage: US-listed companies and funds (SEC filers, including foreign issuers filing 20-F), plus US and international macro data. Built-in brokerage connections are read-only. Third-party connectors that can place orders ask before every action. ## Features - **Analyst**: Ask a hard question and watch it pull the filed numbers, reason in the open, and answer with every source one click away. - **Citations**: They cite a news article about the filing; we cite the filing. Every figure links to the exact passage or cell, and every calculation is shown. - **Company research**: Company pages built from what was filed: financials, funds and ownership, from 1993 to today, with new filings within minutes. - **Skills**: The analyst starts with no opinions baked in. Skills teach it how you invest. It helps you think; it doesn't think for you. - **Portfolio**: Link the brokerage you already use and the analyst reasons over what you actually hold. Built-in brokerage connections are read-only. Third-party connectors that can place orders ask before every action. - **Routines**: A routine reruns your question on a schedule, at most daily, and emails you the result. Details on [the features page](https://tryinvesti.com/features.md). ## Who it's for ### I own a few stocks You hear a headline about a company you own and want to know if it's true. Investi checks it against what the company actually filed, and tells you when the premise is wrong. ### I invest in funds You own funds, which means you own whatever is inside them. Investi reads every holdings report so you can see what you hold, how much, and what changed. ### I'm an analyst You need numbers you can put in a model without re-checking each one. Every figure comes with its filing, both bases when a company restates, and the formula behind anything computed. ### I advise clients Your clients ask about the news, and you need answers you can stand behind. Investi separates what a filing says from what a headline implies, with the passage one click away. ### I'm learning You're learning to read a company from its filings, and the jargon gets in the way. Ask in plain words and see how the answer is built from the actual reports. ## FAQ **What is Investi?** Investi is an AI Investment Studio for individual investors. You ask about any US-listed company or your own portfolio, and its AI analyst reads the SEC filings, runs the numbers and shows its sources. Every number links to the filing it came from, and what you conclude is saved as a note next to the company, so your research builds over time. **How is Investi different from a general AI chatbot like ChatGPT?** A general chatbot answers in a thread, often citing a news article about a filing, and the work ends with the thread. Investi's analyst cites the filing itself. Your conclusions are saved in a workspace next to each company, the analyst reads your notes before it answers, and a scheduled routine can rerun a question, at most daily, and email you the result. **Why not plug a financial data MCP into ChatGPT or Claude?** A data MCP gives a general assistant a set of fixed lookups, and the work ends with the chat. Investi's analyst works over the whole SEC record, so it can answer questions that cross filings and companies. Every number links to its filing, and your notes, portfolio and routines stay in a workspace that builds over time. **Can Investi follow my own investing process?** Yes. Investi's analyst starts with no investing philosophy of its own. You teach it yours with skills: write one, upload one or have the analyst write one with you. You can also connect remote MCP tools with OAuth, and run your own analysis in a sandboxed Python notebook whose tables and charts keep their citations. **Where does Investi get its data?** Investi reads the full SEC record from 1993 to today, with new filings within minutes, plus macro and government data from FRED, BLS, BEA, Treasury, the FDA, clinical trials and the FDIC. Values are what filers and agencies submitted; nothing is estimated. Prices are a delayed last trade, 15 to 20 minutes behind, not a live stream. **What companies does Investi cover?** Investi covers US-listed companies and funds that file with the SEC, including foreign issuers filing a 20-F: stocks and ADRs, ETFs and closed-end funds, preferreds and warrants. It also covers US and international macro data. It does not cover stocks listed only outside the US. A market view tracks the 2,000 largest US stocks with a 14-day filings feed. **How can I check the analyst's numbers?** Every number Investi's analyst uses is cited to the exact place in the filing, down to the cell in a table, and a value-mismatch check flags figures that don't match their source. Metrics like trailing-twelve-month revenue or CAGR are formulas over filed numbers, and you can open the formula. The analyst can still be wrong; the citations let you check. **Is Investi investment advice?** No. Investi is a research and information tool, not a licensed investment adviser, and nothing it produces is a personal recommendation. It doesn't tell you to buy, sell or hold, and it doesn't publish ratings of its own. It helps you think; it doesn't think for you. Check the cited filings before relying on any answer. **Can I connect my brokerage account, and is it safe?** Yes. Investi connects to Fidelity, Charles Schwab, Robinhood, Interactive Brokers and more through SnapTrade, so your broker login never reaches Investi's servers. Brokerage connections are read-only today: Investi sees positions, balances and transactions, and cannot place trades or move cash. Disconnecting removes that connection's synced data, and your content is never used to train AI models. **How much does Investi cost?** Investi is free to start with no card required: the full SEC record, the whole workspace, the standard model and one brokerage connection. Plus ($20/mo) adds frontier models, every reasoning level and multiple brokerages. Premium ($60/mo) triples the model allowance. Investi makes money only from subscriptions and does not sell data. Investi is a research and information tool, not a licensed investment adviser. Nothing it produces is a personal recommendation.