Introducing Portfolio Copilot

lnvestAlert is an Al powered Digital Companion watching over your portfolio. The perfect guide to protect your investments and maximize returns.
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Protect your retail portfolio
Your digital companion
Here for you 24/7

Smart features to inform your investment decisions

Ground-breaking tools to help you navigate a rapidly changing macro-economic landscape
Sign up for a free demo now

Protect your retail portfolio

  • Onboard your portfolio for an instant risk assessment
  • See key risks that require immediate action
  • Get regular health-checks to avoid impending losses

Your digital companion

  • View Al-powered allocations that maximize returns and minimize losses
  • Get clear explanations of past performance
  • See how simple investment decisions could lead to stronger gains

Here for you 24/7

  • 24/7 Smart Alert system to protect your investments
  • Receive warnings of adverse economic conditions when it really matters
  • Unbiased alerts 100% tailored to your portfolio

Connect with platforms

InvestAlert will connect portfolios from most platforms. This will not involve any movements of your funds, only a review of your holdings. You keep control of your portfolio at all times.

Sign up for a free demo now
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Our team

Our team has worked in the investment industry for decades, and has years of experience developing cutting-edge algorithms for leading global financial institutions.

Jacques Cailloux


20+ years' experience in asset management and finance. PhD in Economics. Former economic advisor to French Prime Minister. Proven track record of driving growth, successfully taking a start-up to $15B AUM business. Built some of the best-performing, most consistent economic forecasting models in the market.

Walter Distaso

Finance Scientist Lead

Professor of Financial Econometrics at Imperial College (London). Widely published from leading journals on time series analysis, portfolio optimization, macro-finance. Consulted several asset managers on quantitative finance, strategies' allocation, portfolio's downside risk minimization.

David Gilbert

Legal, Regulatory & Operations

20+ years' experience in  asset management and finance. Qualified lawyer. Experienced company General Counsel and Chief Compliance Officer.

Ian Brand

Business Development Lead

20+ years' experience in finance. Co-Founder of credit research business (acquired by Fitch). Experienced COO in investment banking and family offices.



Can’t find the answer you’re looking for? Please get in touch.
    • The InvestAlert digital companion is based upon a novel and unique proprietary algorithm whose methodology incorporates cutting-edge AI techniques currently used with proven success in industries such as science and engineering but which have yet to be offered at scale to retail investors.

      Unlike competitor algorithms, InvestAlert’s digital companion integrates rich, historical macroeconomic factors at scale alongside market data and utilises powerful machine learning to offer what we believe to be the most complete digital risk warning tool yet available to retail investors.

    • No, you keep control of your portfolio at all times. InvestAlert does not tell you the portfolio to hold or what assets to buy, we provide portfolio and risk analytics on the assets that you choose. We do not offer investment advice or provide discretionary management services.

    • InvestAlert's digital companion and suite of products work with most major asset classes including stocks, bonds, currencies, crypto and ETFs.

    • Yes, the intention is that InvestAlert will connect to portfolios from a variety of platforms. This will not involve any movements of your funds, only a review of your holdings.

    • If you sign up now you will be given access to a free portfolio health check and be eligible for a 90-day trial at launch - for no cost and zero obligation to continue using the service after the trial period ends.

    • We envisage offering some InvestAlert standard features to everyone for free, with a single platform portfolio upload. If you want to access premium features, or to connect to more than one institution, you can subscribe to a premium package.

    • That’s our goal!  If there is a particular feature or functionality that you need, please let us know at and we will try to take your feedback into account in future product updates.

    • InvestAlert is a new company created by a dedicated team of experienced investment professionals, economists and academics. Our team has worked in, and with, the finance and investment industries for decades, and has years of experience in developing cutting-edge algorithms for some of the world's leading financial institutions.

      Find out more about the InvestAlert team.

    • We think the investment world is changing. InvestAlert is introducing a totally new service that is on the side of the investor and respects their portfolio. The investor retains total control of their investment choices. This is about partnering with investors on their investment journey by offering them access to cutting edge investment tools - previously reserved to the largest investors and institutions - at a fair price.

    • We are currently in the final stages of pre launch product development and testing. We would welcome your feedback on the existing product features and anything else you would like to see. Please feel free to contact us at

    • Protecting your portfolio is at the heart of everything we do and this includes data security. We have implemented a robust information security framework to protect you and your portfolio 24/7. InvestAlert is built with AES-256 encryption and we enable two-factor authentication as a default. All your data is stored on encrypted servers. We do not sell your personal data to any third parties.

      For more information, visit our Privacy Policy.

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