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.

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.

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.

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

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.

InvestAlert is a digital advisor that leverages advanced analytics, including historical macroeconomic data and current market insights, to provide predictive risk assessments, investment recommendations, and real-time alerts.

InvestAlert offers wealth managers and investment platforms tools like Portfolio CoPilot™, Concentration Risk analysis, Diversification Assist, Alerting, Smart News, and InvestAlertGPT, enhancing portfolio management, risk assessment, and client engagement through personalized insights and real-time data.

The Portfolio CoPilot™ uses historical macroeconomic data and current market insights to perform a detailed predictive risk assessment, providing early loss warnings and displaying a dynamic risk gauge for visual risk analysis.

Concentration Risk evaluates the risk associated with asset concentration in a portfolio and the potential for significant losses. A clear gauge indicates the concentration risk score, showcasing different levels of investment risk.

Diversification Assist recommends securities by comparing current holdings against an optimized model to reduce concentration and downside risks, offering a curated list of securities to enhance portfolio diversification.

Smart News delivers daily, hyper-personalized insights into stock performances, highlighting critical factors influencing stock movements tailored to the specifics of an investor's portfolio, ensuring timely and relevant updates.

InvestAlertGPT serves as a dynamic and interactive copilot, integrating chat modality to combine the latest news, earnings calls, real-time price data, and comprehensive risk management tools for an immersive user-driven experience.

InvestAlert was 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.

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.

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. 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.