InvestSpy
InvestSpy is an investment portfolio tracker that provides institutional-grade performance and risk analytics with an AI assistant that explains portfolio metrics and answers plain‑English questions about holdings, risk, and what‑if scenarios.
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Review official source →Quick Overview
Best for: Finance
What it does
Fintech software for decision-makers comparing workflow fit and alternatives.
Best fit
Finance
Pricing snapshot
Freemium from $0.00 /mo
Next step
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InvestSpy
InvestSpy is a portfolio analytics product that combines portfolio tracking with institutional-grade performance and risk analytics and an AI assistant to explain results. It is built to analyze entire portfolios (not just individual tickers) with tools for performance attribution, risk measurement, correlation, factor decomposition and backtesting. The product targets individual investors, financial advisors and asset managers and supports multi-currency portfolios across 40+ global exchanges.
InvestSpy is an investment portfolio tracker that provides institutional-grade performance and risk analytics with an AI assistant that explains portfolio metrics and answers plain‑English questions about holdings, risk, and what‑if scenarios.
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Claim this listing for $29Key Features
Portfolio tracker
Every holding and transaction in one place; add positions by hand or import them. Prices and returns are kept current.
Performance analytics
Time-weighted, money-weighted and benchmark-relative performance attribution to show where returns came from.
Risk analytics
Measures including Value at Risk (VaR), volatility, Sharpe, Sortino, beta, correlation, risk contributions, and max drawdown.
AI interpreter / assistant
Plain‑English assistant that reads your holdings, performance and risk metrics and answers questions grounded in your data (not generic web content).
Correlation analysis
Visualize how holdings move together and identify lower-correlation alternatives.
Factor analysis & backtesting
Decompose returns by factor and replay results across past market regimes for deeper attribution and scenario analysis.
Securities search & deep data
Search stocks, ETFs, mutual funds and indices with deep instrument coverage across thousands of instruments.
Multi-currency, global coverage
FX-aware analytics and consolidated portfolio views across 40+ global exchanges.
What-if / trade simulation
Explore hypothetical trades: selling, adding or rebalancing positions to see how numbers change before executing.
Pricing
Free Forever: $0.00/mo — Up to 1 portfolio, up to 5 securities per portfolio. No credit card required.
Free Forever
$0.00 /mo- Up to 1 Portfolio
- Up to 5 Securities per portfolio
- Basic Support
Basic (For hobbyists)
$6.15 /mo (annual) or $6.99 /mo- Everything in Free
- Up to 3 Portfolios
- Up to 10 Securities per portfolio
- Email Support
Advanced (Recommended for professionals)
$17.59 /mo (annual) or $19.99 /mo — $73.80 billed annually indicated- Everything in Basic
- Up to 10 Portfolios
- Up to 20 Securities per portfolio
- Priority Support
Pro (For teams)
$35.19 /mo (annual) or $39.99 /mo — $211.08 billed annually indicated- Everything in Advanced
- Up to 30 Portfolios
- Up to 50 Securities per portfolio
- 24/7 Support
Enterprise
Custom pricing- Higher limits
- Priority support
- Custom data integrations and on-premise options
Use Cases
Individual investors
Provides a clear read on portfolio performance and risk with an AI assistant to explain drivers and answer questions; free to start.
Financial advisors
Deeper attribution, risk and factor analysis across multiple client portfolios with priority support available on paid plans.
Asset managers
Institutional-grade analytics for funds and mandates, with multi-portfolio, multi-currency support and audit-friendly reporting for professional workflows.
Integrations
Custom data integrations (Enterprise)
Enterprise plans can include custom data integrations and on-premise deployments; contact sales for details.
Benefits
Limitations
Claim this listing to add transparent limitations.
Frequently Asked Questions
Is InvestSpy a free portfolio tracker?
What does the AI assistant actually do?
What risk metrics does InvestSpy calculate?
Who is InvestSpy for?
Getting Started
- 1 Create a free InvestSpy account (Free plan requires no credit card).
- 2 Add positions by hand or import your transactions to build a portfolio (2-minute setup advertised).
- 3 View performance and risk analytics and ask the AI assistant plain-English questions about your holdings or run what-if scenarios.
Support
Email support
Email support is available on paid plans; Basic plan lists email support.
Priority support
Priority support is included in the Advanced plan.
24/7 support
24/7 support is included with the Pro plan.
Contact sales
Contact sales for Enterprise enquiries, higher limits and custom integrations (link on site).
Report a problem / Contact page
Site includes 'Report a problem' and 'Contact us' links for general and technical inquiries.
API
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