# Investi

> 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.

Every page below links to its Markdown version. The full text of all of them is at https://tryinvesti.com/llms-full.txt. The HTML twin of the facts block is https://tryinvesti.com/ai-info.

## Facts for accurate citation

- Investi (tryinvesti.com) is an AI Investment Studio from Ombra, Inc.
- 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.
- Investi does not execute trades itself. Third-party connectors that can place orders ask the user to approve every action. Brokerage connections are read-only, through SnapTrade.
- Pricing: Free $0, Plus $20/mo, Premium $60/mo, Enterprise Custom.
- Investi makes money from subscriptions. It does not sell data, take payment for order flow or earn commissions.
- Investi is a research and information tool, not a licensed investment adviser. Nothing it produces is a personal recommendation.
- Investi does not provide its own analyst ratings, price targets or consensus estimates. Users can only add those through third-party plugins.
- Investi does not offer earnings call transcripts.
- Prices are delayed 15-20 minutes; they are not real-time quotes.
- Routines run on a schedule, at most daily. They are not triggered by events or new filings.
- Coverage is US-listed SEC filers. Investi does not cover stocks listed only outside the US.
- Investi has no native Google Sheets sync and does not store files in the workspace.

## Product

- [Home](https://tryinvesti.com/index.md): 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.
- [Research like a professional analyst](https://tryinvesti.com/features.md): An AI analyst that cites the filing, the full SEC record, skills that teach it your process, and your real portfolio. What Investi can do.
- [Pricing](https://tryinvesti.com/pricing.md): Free: $0. Plus: $20/mo. Premium: $60/mo. Enterprise: Custom.

## Company

- [About Investi](https://tryinvesti.com/about.md): The depth of a professional terminal, made for everyone.
- [Investi for AI assistants](https://tryinvesti.com/ai-info.md): Accurate, current facts about Investi for AI assistants and the people who use them: what it is, what it isn't, pricing, data sources and safety.
- [Methodology](https://tryinvesti.com/methodology.md): Where Investi's data comes from, how it is cleaned and cited, and who writes, checks and corrects what we publish.

## Compare

- [Best AI tools for stock research (2026)](https://tryinvesti.com/compare/best-ai-tools-for-stock-research.md): There is no single best AI tool for stock research; there are tools for different jobs. Investi is an AI analyst and workspace on the SEC record. Fiscal.ai is a data terminal with an AI copilot. Perplexity Finance is a fast web answer engine. A general assistant with a data connector covers ad-hoc questions.
- [Fiscal.ai vs Investi](https://tryinvesti.com/compare/fiscal-ai.md): Fiscal.ai is a financial data company: a research terminal, a data API and connectors that put its data inside AI tools, with an AI copilot across the terminal. Investi is an AI analyst and workspace on the SEC record, where your notes and theses persist and every number links to its filing.
- [Koyfin vs Investi](https://tryinvesti.com/compare/koyfin.md): Koyfin is a market data platform: dashboards, charts and screeners you configure, across stocks, funds, yields, currencies and more, worldwide. Investi is an AI analyst and workspace built on the SEC record, where every number links to the filing it came from.
- [Perplexity Finance vs Investi](https://tryinvesti.com/compare/perplexity-finance.md): Perplexity Finance answers the question you have right now, with live sources, in a thread. Investi keeps your coverage: notes and theses sit next to each company, every number links to its SEC filing, and the next question starts from what you already know.
- [Seeking Alpha vs Investi](https://tryinvesti.com/compare/seeking-alpha.md): Seeking Alpha is a publishing platform for investing ideas: articles from contributors, news, quant and author ratings, and screeners. Investi is an AI analyst and workspace that answers from the SEC filings themselves, with a source on every number.

## Blog

- [How much are Microsoft, Alphabet, Amazon and Meta spending on capex?](https://tryinvesti.com/blog/big-tech-capex-2026.md): What the cash flow statements of Microsoft, Alphabet, Amazon and Meta show about capital spending in the twelve months to June 2026, and how to check it yourself.
- [How much of Nvidia's revenue comes from hyperscalers?](https://tryinvesti.com/blog/nvidia-data-center-revenue-2026.md): What Nvidia's 10-Q for the quarter ended July 26, 2026 shows about its data center revenue, the new Hyperscale line, customer concentration, and how to check it.
- [How the analyst cites a filing](https://tryinvesti.com/blog/how-the-analyst-cites-a-filing.md): What happens when you check a number in an Investi answer: the passage or table cell in the SEC filing, a value check, and the formula behind any calculation.
- [Investi pricing explained](https://tryinvesti.com/blog/investi-pricing-explained.md): Investi is free to start. Plus is $20 a month and adds frontier models; Premium is $60 with three times the usage. What each plan includes and how billing works.
- [Is Investi safe?](https://tryinvesti.com/blog/is-investi-safe.md): What Investi can and can't do with your account, your brokerage connection and your data: read-only brokerage access today, and no data sold.
- [Why we built Investi as an app](https://tryinvesti.com/blog/why-an-app-not-an-mcp.md): Investi's data is built for AI agents, so why is it an app? Because research needs a place to live: your portfolio, notes, citations and routines, together.
- [Introducing the notebook](https://tryinvesti.com/blog/introducing-the-notebook.md): When a question needs math, the analyst writes and runs Python on filed numbers, prices and your portfolio, and its tables keep a source on each filed figure.
- [Connect your brokerage to Investi](https://tryinvesti.com/blog/connect-your-brokerage.md): Link Robinhood, Fidelity, Schwab, Interactive Brokers and more with a read-only connection, so the analyst works from the holdings and cash you actually have.
- [An analyst for everyone](https://tryinvesti.com/blog/an-analyst-for-everyone.md): Why Investi exists: serious investment research wasn't beyond ordinary investors, only expensive. AI changes the cost; the product around it decides who benefits.
- [Introducing routines](https://tryinvesti.com/blog/an-analyst-on-a-schedule.md): Routines run an analyst request on a schedule: every weekday morning, every Friday, or once after earnings. Each run is a full conversation, emailed to you.
- [Bring your own data to the analyst](https://tryinvesti.com/blog/bring-your-own-data.md): Connect the data services you already trust, from macro series to crypto markets to your own notes, and the analyst uses them next to the SEC record.
- [Teach an AI analyst your investment process](https://tryinvesti.com/blog/teach-an-ai-analyst-your-process.md): Skills let you write down how you research once, such as your earnings checklist, and the analyst follows it every time the situation comes up.
- [How to build an investment thesis](https://tryinvesti.com/blog/how-to-build-an-investment-thesis.md): How to build an investment thesis in seven steps, with a one-page template and a worked Costco example from its 10-K filings, including kill criteria.
- [How the Investi analyst works](https://tryinvesti.com/blog/anatomy-of-a-harness.md): What makes an AI analyst useful is what surrounds the model: what it sees, where its numbers come from, what it remembers, and what it may change.

## Docs

- [Documentation](https://docs.tryinvesti.com): how to use Investi
- [Docs llms.txt](https://docs.tryinvesti.com/llms.txt): the documentation index for AI assistants

## Optional

- [Blog RSS](https://tryinvesti.com/blog/rss.xml)
- [Vela](https://tryinvesti.com/vela): Investi's analysis model
- [Contact](https://tryinvesti.com/contact)