InvestInsight

InvestInsight is a Finance tool that tracks investments across multiple brokers. It offers AI-powered portfolio analysis, dividend tracking, and social investing features to help users make smarter decisions.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Mixed

Product Hunt

About

What is InvestInsight?

InvestInsight is a comprehensive social portfolio tracker designed to help investors manage their assets across various brokers like Trading212, IBKR, and Kraken. The platform provides a unified dashboard to track stocks, ETFs, and cryptocurrencies, offering real-time performance insights and profit/loss tracking. Users benefit from AI-powered portfolio analysis, which delivers health scores, risk assessments, and personalized recommendations. A key feature is the dividend tracker and calendar, ensuring users never miss a payment and can project annual income. InvestInsight also fosters a social investing community, allowing users to follow real investors, view public portfolios, and discuss strategies. It supports automatic syncing with Trading212 via API, with more broker integrations planned.

Best used for

Ideal for individual investors who need to consolidate their holdings from various brokers, gain AI-driven insights into their portfolio's health, and learn from the strategies of other real investors. Especially valuable for those seeking to optimize dividend income and engage with a social investing community.

Common actions

track investments

analyze portfolio

monitor dividends

follow investors

manage assets

fintechPersonal financeInvesting

Capabilities

Key features

Multi-broker portfolio tracking
AI-powered portfolio analysis
Dividend calendar and tracking
Social investing features
Stock and crypto search
Watchlists and price alerts
Investor leaderboard

Target Audience

individual investorsday tradersfinancial enthusiasts

Integrations

trading212interactive-brokerskrakenbinancecoinbasefreetrade

Pricing & Plans

Freemium · Paid

Not publicly disclosed. Check investinsight.io for current pricing.

FAQs

Does InvestInsight offer a free trial?

Yes, InvestInsight provides a 21-day free trial with full premium access, and no credit card is required to start. This allows users to explore all features before committing to a subscription.

Which brokers can I connect to InvestInsight?

Currently, InvestInsight supports automatic syncing with Trading212 via API key. Integrations for Interactive Brokers (IBKR), Kraken, Binance, Coinbase, and Freetrade are planned or in development. You can also add holdings manually from any broker.

What types of assets can I track with InvestInsight?

You can track a wide range of assets including stocks, ETFs, and cryptocurrencies. The platform allows you to consolidate these holdings from various brokers into a single, unified dashboard for comprehensive management.

What are the social features available on InvestInsight?

InvestInsight allows you to follow other investors and view their real portfolios. You can also share your own holdings publicly, post investment insights, and engage in discussions about strategies with the community, fostering a social learning environment.

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Financial Modeling Financial Data & Research Risk & Fraud Detection Personal Finance Crypto & Blockchain Fintech

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