VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Invesst Review, Pricing, and Features
An AI-first research platform with screeners, automated DCF and valuation tools, portfolio analysis, watchlists, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights and a Start for Free entry point, while terms still describe paid monthly or annual subscriptions. Its public Trust Center says SOC 2 Type II and ISO 27001 are in progress, not complete; GDPR, CCPA, and HIPAA are listed as compliant, and brokerage connectivity is provided through SnapTrade.
Community votes (overall)
Pricing
Free · 3 plans
Start for Free
Subscription (Monthly)
Subscription (Annual)
Key features
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
- Public Trust Center lists SOC 2 Type II and ISO 27001 as in-progress, with GDPR, CCPA, and HIPAA marked compliant.
- Currently browser-only; accessible via “Start for Free” calls to action, with paid subscriptions described in the terms.
- Third-party partnership with SnapTrade for brokerage data integration.
FAQ
Is Invesst free?
Not entirely. Invesst includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Invesst best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Invesst support?
You can use Invesst on Web. Integrations include SnapTrade.
Which markets does Invesst cover?
It tracks Stocks, ETFs, and Cryptos. Identifiers include Ticker.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
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