A private investing intelligence desk for serious investors. Every holding in one picture, a personal AI chief of staff on what matters today, and the context to reach your own conclusions.
A quiet set of tools that help you understand what you hold, why you hold it, and whether your decisions worked out. Every figure is sourced, and every screen stays informational.
Bring together stocks, ETFs, index funds, mutual funds, crypto and commodities. Add holdings by hand, by CSV, or by uploading a photo of a broker screen. Live prices and value in one place.
A personal briefing that scans the market, earnings and macro, then surfaces only the few things that actually touch your portfolio, each tagged by priority and explaining why it matters to you. Honest when it is a quiet day.
Note your reasoning when you add a holding and get an evidence-based read of how well it holds up. When you sell, capture why, see the realized profit or loss, and find out whether your thesis actually played out.
A portfolio health score and its personality, your make-up across sectors, geography and liquidity, and an AI read of the hidden connections and how different investing philosophies would interpret your portfolio.
Set what you are building toward, a house, a car, an education, financial freedom or retirement, and track your progress with an informational projection of what it takes to get there.
Scan which companies are drawing attention and why, each with a source, follow any stock or ETF on a live watchlist, and keep your own private research notes on the names you are weighing up.
New to investing, or testing an idea? Start with $1,000 in virtual money and build a portfolio at real, live market prices. Compete with friends in leagues, climb from Beginner to Ace as you grow your account, and journal every decision. Zero risk, actually fun, and free the moment you sign up.
Start practising freeCreate your account and tell us a little about how you invest today. Free paper investing opens right away.
Add positions by hand, upload a CSV, or attach a photo of a broker screen. Your book is aggregated in one place.
Open your chief of staff for what matters today, record the reasoning behind your buys and sells, and track your goals. Every conclusion is yours.
InsightVest is a small, considered community of serious investors. Access is by approval, sign-in is passwordless, and everything you read is framed as information and research, not advice.
InsightVest is for information and research only. It is not investment advice and does not recommend buying, selling, or holding any security. Data may contain errors and can change, so verify independently before making any decision.
New accounts are approved by the team. Membership stays small and considered.
One-time magic links by email. Nothing to remember, nothing to leak.
InsightVest presents research and numbers. It does not recommend buying, selling, or holding any security.
Access is by approval, and sign-in is passwordless. What you find is information and research, never advice.