InvestSpy

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.

InvestSpy is fintech software teams evaluate for finance. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Freemium Enterprise 70/100
#68 in Finance (68 tools)
Added 1 year ago
Data reviewed Jul 15, 2026

Profile facts come from the vendor source. AiMatch labels unknown pricing or API details instead of estimating them.

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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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Key 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 Tier Available

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

Institutional-grade performance and risk analytics without manual spreadsheets or expensive terminals.
Plain-language AI explanations grounded in your portfolio data, not generic web content.
Multi-currency, global market coverage and consolidated portfolio views across exchanges.
Quick setup: start free with no credit card and begin analyzing in minutes.
Tiered pricing that scales from hobbyists to teams and enterprise with higher limits and custom integrations.

Limitations

Claim this listing to add transparent limitations.

Frequently Asked Questions

Is InvestSpy a free portfolio tracker?
Yes. The Free plan needs no credit card and lets you build a portfolio and analyze its performance and risk. Paid plans add more portfolios, more holdings and the full AI assistant.
What does the AI assistant actually do?
It reads your live holdings, performance and risk metrics and answers questions about them in plain language: why you're down, where the risk lives, what happens if you sell a position.
What risk metrics does InvestSpy calculate?
Portfolio risk metrics including Value at Risk (VaR), volatility, Sharpe ratio, Sortino ratio, max drawdown, risk contributions, asset correlations and factor exposures, across thousands of stocks, ETFs and mutual funds worldwide.
Who is InvestSpy for?
Individual investors managing their own portfolios, financial advisors working with clients, and asset managers running funds and mandates.

Getting Started

  1. 1 Create a free InvestSpy account (Free plan requires no credit card).
  2. 2 Add positions by hand or import your transactions to build a portfolio (2-minute setup advertised).
  3. 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

Available: No

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