Question 1

What is Portfolio Copilot?

Accepted Answer

A real-time portfolio analysis tool that assesses the health and performance of your portfolio holdings offering immediate remediation solutions. Consider it to be like a sophisticated risk manager watching over your portfolio holdings and warning you about any risks of severe losses.

Question 2

Does InvestAlert manage my portfolio?

Accepted Answer

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.

Question 3

What asset classes does InvestAlert cover?

Accepted Answer

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

Question 4

Will it connect to my existing brokers and trading platforms?

Accepted Answer

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.

Question 5

Can I try InvestAlert for free?

Accepted Answer

Current sign ups are entirely free. We are keen for early adopters to have the benefit of using the app in its full functionality for free. Any free registration will remain free. There will never be an obligation for early adopters to move to a paid subscription.

Question 6

What does it cost?

Accepted Answer

All features are currently free for all early adopters and will never be charged to those early adopters.

Question 7

Do you intend to add more functionalities in the future?

Accepted Answer

That’s our goal!  If there is a particular feature or functionality that you need, please let us know at contact@investalert.ai and we will try to take your feedback into account in future product updates. Our most recent addition based on user feedback is the ability to build your portfolio manually. You have also launched recently InvestAlertGPT.

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Frequently asked questions