Skip to content
investi
Open Investi
ProductDownloadsFAQSign in

The research terminal for your own trades

Your Schwab history, rules-based research and a 52-week-low screener. Read-only, always.

Open Investi
Works with
Particles drifting, then gathering into a rising price line

Research in one place

Screener, trade ledger and company research, laid out like a terminal.

Open Investi
Investi research page for SPXC: header stats, candlestick chart with the investor's fills and orders, and the Why it matters panel with rule checks
The research page, shown with the built-in sample account. Quotes are delayed about 15 minutes.

Everywhere you work

Trade ledger

Ledger-true P/L

Import Schwab CSV or JSON exports, or connect Schwab’s read-only API. Every lot is rebuilt and matched FIFO, LIFO or HIFO, round trips run flat to flat, and shares with unknown cost basis stay out of verified totals instead of being guessed.

See your portfolio
Investi portfolio page: account, margin, today and open-order figures, the positions table, scenarios and working orders
The portfolio page with the built-in sample account. Scenarios are simulations, not orders.
  1. 01

    Investi's job is to make your own record the source of truth.

  2. 02

    Every number comes from an imported fill, a public price bar or an SEC filing. When data is missing, Investi says so instead of estimating, and an unknown cost basis or earnings date stays unknown.

  3. 03

    Rules are versioned. Change a threshold and every past verdict keeps the rules that produced it, so you can always see why a call was made.

  4. 04

    Investi watches and explains. It never places an order.

Security

Investi is read-only by design: it can see your Schwab account and has no path to place, change or cancel an order.

Schwab sync uses Schwab’s own OAuth, so your brokerage password never touches Investi.

Brokerage tokens are encrypted at rest. Personal access tokens are stored only as a hash and shown once. Claude and API scopes are explicit, none of them can trade, and every Claude call is audited.

Filing text and other third-party content is treated as untrusted data. AI features explain the verdict your rules produced; they never compute it and never act on it.

What Investi computes

  • Screener
    Default rules v3

    US stocks near 52-week lows, scored against rules you version.

  • Trade ledger
    FIFO · LIFO · HIFO

    Every lot rebuilt from your exports, round trips matched flat to flat.

  • Research report
    report.v2

    One versioned report for the web, Claude and the extension.

FAQ

What is Investi?

A read-only research workspace for your own trades: your Schwab history as ledger-true P/L, a 52-week-low screener on rules you version, and one research report you can read on the web, in Claude or beside schwab.com.

Can Investi place trades?

No. There is no order entry anywhere in Investi: not on the web, in the desktop app, in the extension or through Claude. Hypothetical trades are simulations and are labeled that way.

Is the data real-time?

No. Quotes come from the public nasdaq.com feed and run about 15 minutes behind the exchange. Filings and financial statements come from SEC EDGAR.

Is this investment advice?

No. Verdicts apply rules you control to public data. The decisions stay yours.