# Investi documentation

> How Investi works, from importing your trade history to the strategy rules, every screen, the Claude MCP server and the REST API.

Source: https://investi.live/docs

Investi is a read-only research workspace for your own equities investing. It reconstructs your trade history into a ledger, scores companies against a versioned set of rules, and shows the same numbers everywhere: the web app, Claude, the REST API, the Chrome extension and the desktop app. It never places, changes or cancels an order.

## Start here

- [What Investi is](/docs/getting-started/what-is-investi): what it does, what it deliberately does not do, and why the data is delayed.
- [Create an account](/docs/getting-started/create-account), then [import your history](/docs/getting-started/import-history) or [connect Schwab](/docs/getting-started/connect-schwab).
- No data yet? Load the [sample portfolio](/docs/getting-started/sample-data) and explore every screen.

## How the numbers work

- [Canonical numbers](/docs/concepts/canonical-numbers): one calculation on the server, read by every surface.
- [The ledger](/docs/concepts/ledger): FIFO, LIFO and HIFO lot matching, round trips, fees, splits and unknown basis.
- [Verdicts and policy](/docs/concepts/verdicts-and-policy) and the live [strategy rules](/docs/strategy/rules), with every threshold read from the code.
- [Data sources](/docs/concepts/data-sources) and [coverage](/docs/concepts/coverage): where each number comes from and what is never shown.

## Using the app

One page per screen: [Home](/docs/app/home), [Discover](/docs/app/discover), [Portfolio](/docs/app/portfolio), [Research](/docs/app/research), [History](/docs/app/history), [Analytics](/docs/app/analytics), [Calendar](/docs/app/calendar), [Markets](/docs/app/markets), [Notebook](/docs/app/notebook) and [Settings](/docs/app/settings).

## For developers and agents

- [Claude MCP server](/docs/integrations/mcp): connect Claude in three steps, with every tool and its input schema.
- [REST API](/docs/integrations/rest-api): personal access tokens and every endpoint. The machine-readable spec is at [`/api/v1/openapi.json`](/api/v1/openapi.json).
- [Docs for AI agents](/docs/integrations/agents): [`/llms.txt`](/llms.txt), [`/llms-full.txt`](/llms-full.txt), and any page as Markdown by adding `.md` to its URL.
- [Chrome extension](/docs/integrations/chrome-extension) and [desktop app](/docs/integrations/desktop-app).

## Help

[Security and privacy](/docs/support/security-privacy), the [FAQ](/docs/support/faq) and the [changelog](/docs/support/changelog).

> **Note:** Investi is research output from your own rules and public data. It is not investment advice. Market data comes from public sources and is delayed about 15 minutes.