Continue with Google: signs you in with your Google account.
Email code: enter your email and select Continue with Email. Investi sends you a 6-digit code; enter it and select Verify Code. If the code doesn’t arrive, you can resend it after 60 seconds.
No password is required either way.
The sign-in screen with Google and email-code options
2
Take the tour
On your first visit, Investi asks which best describes you (individual investor, analyst, advisor, student, or just exploring) and then offers a short spotlight tour of the workspace: the explorer, companies, the analyst, skills, and MCPs. You can skip it at any time with Esc.
Investi currently focuses on US-listed equities. It works from anywhere in the world.
3
Add your first company
In the Explorer on the left, select the + button (or right-click) and choose Add Company. Search by ticker or company name, for example NVDA, and press Enter. The company appears in your tree and opens as a tab with its dashboard: price, financials, earnings, holders, and more.
Adding a company from the explorer and opening its dashboard
4
Ask the analyst
The chat panel on the right is your AI analyst. Ask a real question, referencing the company with $:
How has $NVDA's data center revenue trended over the last 8 quarters, and what did management say about it on the latest call?
Watch it think, call tools against real financial data, and answer with its reasoning visible.
Asking the analyst a question end to end: composer, thinking, tool calls, and the final answer
5
Start a note
Right-click the company in the explorer and choose New Note to keep your thesis next to the data. Notes are markdown, autosave as you type, and keep version history. When the analyst wants to update a note, it proposes the change as a diff you approve or reject.
Creating a note with the analyst and reviewing its proposed diff
