The first AI Investment StudioAn AI analyst that reads every company filing.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.