Your guide to smarter investing and lasting wealth

Guiding every step of your investing journey

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Built for modern investors — inspired by the best in finance and technology

Stripe
Robinhood
Trading View

Stripe
Robinhood
Trading View

Stripe
Robinhood
Trading View

Our Features

Features That Empower Smarter Investing

Tools to help you analyze, plan, and grow your portfolio with confidence.

Smart Market Insights

Get personalized summaries of stock movements, trends, and news — tailored to your portfolio and risk level.

Portfolio Intelligence

Track your holdings with dynamic charts and risk alerts that adapt to market shifts — stay one step ahead.

Goal-Based Investing

Define your targets and track progress as StockAI helps you stay aligned with your financial goals.

Centralized Portfolio Tracking

View all your stocks, options, and assets in one smart dashboard — updated in real time for complete clarity and control.

Invise AI Chat

Your intelligent co-pilot for every market move. Ask real questions about stocks, strategies, or terms and get clear, actionable answers in seconds. Invise learns from your conversations to deliver sharper insights, personalized to how you invest.

Integrations

Connect Your Accounts Securely With Plaid

Seamlessly link your favorite platforms — from Robinhood to Fidelity — and see your entire financial picture in one dashboard.

AI Features

Smarter Insights for Modern Investors

Simplify complex data, uncover hidden risks, and understand your financial health — all in one place.

Net Worth Analyzer

See your complete financial picture in one place. Invise automatically tracks your assets, liabilities, and investments to calculate your real-time net worth.

AI Health Check

Portfolio Health Check

Understand the true state of your portfolio at a glance. Invise analyzes your diversification, risk exposure, and performance trends to give you a clear health score

AI Features

Smarter Insights for Modern Investors

Simplify complex data, uncover hidden risks, and understand your financial health — all in one place.

Net Worth Analyzer

See your complete financial picture in one place. Invise automatically tracks your assets, liabilities, and investments to calculate your real-time net worth.

AI Health Check

Portfolio Health Check

Understand the true state of your portfolio at a glance. Invise analyzes your diversification, risk exposure, and performance trends to give you a clear health score

FAQ's

Frequently Asked Questions

Answers from common questions to help you get started.

What is Invise?

How does Invise connect to my accounts?

Is my financial data safe?

What makes Invise different from other investing apps?

Can Invise give financial advice?

What accounts can I connect?

Does Invise ever store my bank credentials?

FAQ's

Frequently Asked Questions

Answers from common questions to help you get started.

What is Invise?

How does Invise connect to my accounts?

Is my financial data safe?

What makes Invise different from other investing apps?

Can Invise give financial advice?

What accounts can I connect?

Does Invise ever store my bank credentials?

Ready to Take Control of Your Financial Future?

Start today and experience how clarity, insight, and smarter investing decisions begin with Invise.

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Invise

Empowering investors to track, analyze, and grow their wealth with AI-driven insights.

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