★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Invesst Review, Pricing, and Features
Invesst is an AI-first investing workspace for RIAs, portfolio managers, analysts, and serious self-directed investors who want natural-language research, stock and ETF screeners, automated valuation models, watchlists, real-time market data, and read-only portfolio insights through brokerage connections. It fits users comparing AI investing apps, AI stock screeners, portfolio analysis, and AI-assisted valuation tools. Treat its AI output as a research starting point that needs verification, and treat brokerage integrations as read-only portfolio context rather than trade execution.
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Pricing
Free • Paid plans available · 3 plans
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Subscription (Monthly)
Subscription (Annual)
Key features
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages through SnapTrade for read-only portfolio insights rather than order placement.
- Views for reviewing portfolio analysis outputs as decision support, while checking holdings, cost basis, risk, and assumptions against source account data.
- Real-time and end-of-day market data for stock and ETF research; time-sensitive quotes require verification before trading.
- Current trust posture: SOC 2 Type II and ISO 27001 are in progress, not completed certifications.
- Paid monthly or annual subscriptions beyond the free entry point, because public terms describe paid subscription access even when detailed plan pricing is not fully exposed.
- Invesst is AI research and portfolio-analysis software, not a registered advisor, broker, tax platform, public API, or substitute for verifying AI-generated conclusions.
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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Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.