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Your Next Gen Investment Research & Portfolio Management Platform

Features

Taking your investment to the next level

01

AI Smart Summary

Using AI to analyze your investment to have quick summary on what you're interested in. 

Stocks Research Tools

 Comprehensive suite of tools designed to delve deep into the stocks markets. Access real-time data, analytical tools, and market insights that enable you to identify investment opportunities, understand market trends, and make informed decisions.

The tools include complete company data, analysis metrics, and  fundamental of the business. By leveraging big data and AI technologies, these tools offer personalized recommendations and insights, helping users navigate the complexities of equity investments with confidence and precision

02

Portfolio Management & Analytics

Holistic solution for managing and analyzing investment portfolios across various asset classes, including bonds, equity, and mutual funds. It provides a unified platform where investors can track their portfolio's performance in real time, assess risk exposure, and adjust their investment strategy based on comprehensive analytics.

Includes tools for asset allocation, performance benchmarking, risk assessment, and portfolio analysis. By integrating data from diverse financial instruments, it delivers a 360-degree view of the portfolio's health, enabling investors to make strategic adjustments, optimize returns, and mitigate risks. With intuitive dashboards and customizable reports, investors can gain deep insights into their investments, ensuring they are aligned with their financial goals and risk tolerance.

Use Case

Financial Institutions

Asset Management 

Securities

Insurance

Pension Fund 

Banks

Hedge Fund

Companies & Family Offices

Public and Private Companies

Family Offices

Individual Investors

Professional Investors 

Value Investors

Facts and Figures

What you get from Investly

500+

Data Metrics

900+

Companies 

3 Assets

Equity, Bonds, and Mutual Funds

5000+

Users

About Us

We offer AI powered investment research and portfolio management analytics. Built by Investor by Investor

 

A platform that empowers investors with the right tools and insights needed for smarter and effective investment decisions.

 

Get all the information you need in one place, so you can ensure you’re always one step ahead of the competition.

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