Investi

Investi is a web-based research workspace that functions as an AI Investment Studio. It provides a place for investment theses to live and utilizes an AI analyst (Vela) to help users analyze markets and build conviction.

Investi allows users to connect brokerage accounts (including Robinhood, Fidelity, Schwab, and Interactive Brokers) via a read-only link. This imports holdings, cash, and history into the workspace, enabling the AI analyst to reason over the user's actual portfolio. Pro users can connect multiple brokerages and view them together using the picker at the top of the Portfolio tab, while Hobby users are limited to a single institution.

Monitors allow users to automate research requests by placing them on a calendar. The AI analyst can run these requests on a schedule (e.g., every morning, every Friday, or once the day after earnings). Users can enable email notifications for completed monitor runs via the 'Email when done' switch on the Monitors tab.

Skills in Investi allow users to codify their specific investment research process into a reusable workflow. Once a skill is installed, the AI analyst runs that specific methodology every time the skill is invoked, ensuring consistent rigor in the research process.

Investi supports the Model Context Protocol (MCP), allowing users to connect any MCP server. This enables the AI analyst to perform research using custom data sources such as fundamentals, sentiment, or web traffic.

Notes and Skills in Investi are managed via a visual editor. Users can write in a preview mode or switch to Markdown to edit the raw source.