The idea
Serious investment analysis used to require a team, a terminal, and expensive data. Models can now read filings, follow earnings calls, and reason through a thesis. They still need your coverage list, your notes, and a place to work. Investi is that place.The analyst
The AI analyst lives in the right panel. Talk to it the way you would talk to a colleague who can read the filings.Sees
Already in front of it
Your folders, companies, and notes, and a connected portfolio. Live financials, transcripts, and news as it works.
Changes
Only after you approve
Nothing on its own. A note, skill, or monitor arrives as a proposal you approve or decline.
Ask your analyst…
What makes it different
No opinions baked in
The analyst starts unopinionated. Investi does not decide how you should invest. When you want a repeatable process, you add a skill: opt-in, visible, and removable.
You stay in control
When the analyst wants to change a note, skill, or monitor, you review the exact edit as a diff. Reasoning and data stay visible so you can check the work.
Organize it your way
Group companies into folders by sector, theme, or conviction. One watchlist or fifty. The tree is yours.
Fundamentals first
Statements, earnings, holders, and estimates are the center of the product: data in service of judgment, not charts for their own sake.
The studio at a glance
The studio is a single workspace with three panels.Left
Portfolio, monitors, skills, and sources, above the explorer.
Center
Your open tabs.
Right
The analyst chat.
Skills, MCP, subagents, and monitors
These four sit next to the analyst and get mixed up.Skill
A process you give the analyst
The same checks every time
MCP
A connected source of tools or data
A source Investi does not ship
Subagent
A built-in specialist
A noisy job. You do not write these.
Monitor
A chat request on a schedule
The question asked again without you there
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Quickstart
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