SaaS

InvestSpy

Advanced investment portfolio tools made simple

FreeSaaS+1Listed Apr 15, 2026

About InvestSpy

What InvestSpy does

AINave analysis

Track an investment portfolio and analyze its performance, risk and drivers, with an AI assistant that answers questions about the holdings.

Best for
Individual investorsFinancial advisorsAsset managers
Use it to
  • Tracking holdings and transactions across multiple accounts
  • Measuring portfolio risk with VaR, volatility and drawdown
  • Analyzing which positions drive returns and risk
  • Comparing holdings against benchmarks and ETFs
  • Backtesting portfolios across past market regimes
  • Asking plain-language questions about portfolio performance

Based on InvestSpy's listing and website.

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