What is Invesst?
Invesst positions itself as an AI-first investing platform, leveraging agentic research systems to assist traders. It provides AI agents specifically designed for investment research, aiming to combine deep market insights, similar to Bloomberg, with the search precision of Perplexity, tailored for financial markets.
The platform specializes in automated financial data analysis, equipping users with in-depth screening tools, automated Discounted Cash Flow (DCF) and valuation models, and predictive analytics applied to both the market and individual portfolios. Invesst incorporates an AI-powered search engine to help users identify investment opportunities and compare competitors effectively. Additionally, it offers universal brokerage integration, enabling users to monitor and optimize diverse portfolios, including stocks and cryptocurrencies, from a single interface while maintaining security through real-time compliance and AI governance (SOC2, ISO 27001, GDPR).
Features
- AI Agents: Dedicated AI agents for conducting investment research.
- Automated Financial Data Analysis: Includes screening tools, automated DCF & valuation models, and predictive analytics.
- AI Search Engine: Enables searching for investment opportunities and competitor comparison using AI.
- Universal Brokerage Integration: Connects with various brokerages to monitor and optimize stock and crypto portfolios in one place.
- Portfolio Insights: Provides AI-driven analysis tailored to user portfolios.
- Security & Compliance: Features real-time automated compliance, AI governance, SOC2, ISO 27001, and GDPR adherence.
Use Cases
- Conducting AI-powered investment research.
- Automating financial data analysis and valuation.
- Screening stocks and other assets based on specific criteria.
- Discovering potential investment opportunities using AI search.
- Comparing competitor performance and financials.
- Monitoring and optimizing diverse investment portfolios (stocks, crypto).
- Generating predictive analytics for market and portfolio trends.
- Getting AI-driven insights specific to personal investment holdings.
