# Investi > Investi is a read-only research workspace for personal equities investing. Every number is calculated on the server, and the web app, the Claude MCP connector, the REST API and the Chrome extension all read the same calculations. Investi never places, changes or cancels orders. Market data is delayed about 15 minutes. Every page below is plain Markdown. Append `.md` to any docs URL to get the source of that page (for example `/docs/concepts/ledger.md`). The whole site in one file is at https://investi.live/llms-full.txt. The REST API is described by the OpenAPI 3.1 document at https://investi.live/api/v1/openapi.json, and the remote MCP server is at https://investi.live/api/mcp. ## Overview - [Investi documentation](https://investi.live/docs.md): How Investi works, from importing your trade history to the strategy rules, every screen, the Claude MCP server and the REST API. ## Getting started - [What Investi is](https://investi.live/docs/getting-started/what-is-investi.md): A read-only research workspace for your own equities history. It never trades, uses delayed data, and is research, not advice. - [Create an account](https://investi.live/docs/getting-started/create-account.md): Sign up at /setup, how each account is a private workspace, login limits and 30-day sessions. - [Import your history](https://investi.live/docs/getting-started/import-history.md): Accepted Schwab CSV, Schwab JSON, generic CSV, positions CSV and Order Status CSV formats, how duplicates are skipped, and how to delete an import batch. - [Connect Schwab](https://investi.live/docs/getting-started/connect-schwab.md): Link a Schwab account through the official Trader API OAuth flow. Read-only calls, encrypted tokens, a sync every minute in market hours, a connection state you can trust, and disconnect. - [Sample data](https://investi.live/docs/getting-started/sample-data.md): Load a clearly labeled sample portfolio built on real historical prices to explore every screen, then remove it in one click. ## Concepts - [Canonical numbers](https://investi.live/docs/concepts/canonical-numbers.md): Every surface reads the same server calculations, so a P/L figure or verdict is identical in the web app, API, MCP, extension and desktop app. - [The ledger](https://investi.live/docs/concepts/ledger.md): How Investi matches lots (FIFO, LIFO, HIFO), counts round trips, rounds realized P/L, treats fees, applies splits, handles shorts and legacy sales with unknown basis, and compares lot methods. - [Verdicts and policy](https://investi.live/docs/concepts/verdicts-and-policy.md): How the versioned policy turns rule outcomes into a verdict, why UNKNOWN never passes, and how fingerprints, diffs and new versions work. - [Candidate states](https://investi.live/docs/concepts/candidate-states.md): What NEW, UNCHANGED, CHANGED, OWNED, ORDERED, BLOCKED and STALE mean on screener candidates, and how resumable screener runs work. - [Data sources](https://investi.live/docs/concepts/data-sources.md): Where every number comes from: Nasdaq's delayed public data, SEC EDGAR, Schwab and your imports, plus how freshness and caching work. - [Coverage and provenance](https://investi.live/docs/concepts/coverage.md): Coverage windows show what your records span, provenance shows where each number came from, and unlicensed data is never shown or approximated. - [AI page analysis](https://investi.live/docs/concepts/ai-analysis.md): The Analyze button summarizes the page you are on, gives one research recommendation written only from the figures that page shows, and takes follow-up questions about your numbers or about how Investi works. - [Candidate sources](https://investi.live/docs/concepts/candidate-sources.md): Where new candidates come from (near low, big drop, Strict 1, uploaded screener exports), the exact Strict 1 filters, and what "new" means. - [Uploads, playbook and memory](https://investi.live/docs/concepts/uploads-and-memory.md): Upload any file and Investi checks what it is and puts it in the right place; strategy documents become your playbook, and everything you share is remembered. ## Strategy - [Strategy rules](https://investi.live/docs/strategy/rules.md): The default policy, every threshold with its current value, the rules the evaluator emits and how they combine into a verdict. ## Using the app - [Home](https://investi.live/docs/app/home.md): The Home screen: your account figures, cumulative P/L, items that need a decision, new screen candidates and a briefing of what changed. - [Action list](https://investi.live/docs/app/actions.md): The Actions screen: one line per thing to do, grouped Do now, This week and Watch, each with Done, Snooze 1d and Dismiss, plus the crash-cap bar with the level you choose. - [Discover](https://investi.live/docs/app/discover.md): The Discover screen: new entrants from four sources, the 52-week-low screen, candidate states and verdicts, filters and saved screens. - [Portfolio](https://investi.live/docs/app/portfolio.md): The Portfolio screen: five headline figures with trend arrows and a data badge, the positions table, working orders, concentration, framework risk, stress scenarios and covered calls. - [Holdings](https://investi.live/docs/app/holdings.md): The Holdings screen: every held position as one row for visual triage, biggest percentage loss first, with lot ages, verdicts, earnings, analyst targets, working orders and concentration buckets. - [Open orders](https://investi.live/docs/app/orders.md): The Open orders screen: every working order across accounts with distance to fill, session, verdict, earnings, ex-dividend, analyst targets and flags, plus open buys and sells and the crash-cap ratio. - [Research](https://investi.live/docs/app/research.md): The Research index and the per-company research page: header and 52-week range, chart with events, earnings and drawdown graphics, verdict scorecard, records tabs, notes, alerts and simulations. - [History](https://investi.live/docs/app/history.md): The History screen: realized P/L by month, win rate and top symbols, every round trip and fill in sortable tables, tax, realized by lot method, the weekly review and a Data notes drawer. - [Sold today](https://investi.live/docs/app/sold.md): The Sold today screen: every sale on a trading day from your Schwab transactions, against that day's close, with each fill, totals and a day picker for any past day. - [Analytics](https://investi.live/docs/app/analytics.md): The Analytics screen: net economic P/L, a dollar-matched benchmark, strategy health, missed exits, underwater lots and correlation. - [Calendar](https://investi.live/docs/app/calendar.md): The Calendar screen: earnings and ex-dividend dates for your names, US economic releases, and notable earnings for the week. - [Markets](https://investi.live/docs/app/markets.md): The Markets screen: major indices, cap-weighted sector moves, breadth, and the day's largest gainers and decliners, all on delayed data. - [Notebook](https://investi.live/docs/app/notebook.md): The Notebook screen: your notes tied to the verdict at the time, price and 52-week-low alerts, and your watchlist. - [Settings](https://investi.live/docs/app/settings.md): The Settings screen: importing history, uploads, the playbook, memory, sample data, Schwab, Claude, extension and API tokens, strategy rules, preferences and data source status. ## Integrations - [Docs for AI agents](https://investi.live/docs/integrations/agents.md): Machine-readable entry points to these docs, llms.txt, llms-full.txt and per-page Markdown, plus the OpenAPI document and the MCP server. - [Claude MCP server](https://investi.live/docs/integrations/mcp.md): Connect Claude to Investi over MCP. Server URL, the OAuth flow, scopes, and every tool with its input schema and an example call. - [REST API](https://investi.live/docs/integrations/rest-api.md): Read your Investi research, portfolio and ledger over plain HTTPS at /api/v1 with a personal access token. No endpoint can trade. - [Chrome extension](https://investi.live/docs/integrations/chrome-extension.md): Investi for Chrome shows your Investi position, history, orders and verdict when you hover a ticker on Schwab and ten other finance sites. Read-only. - [Desktop app](https://investi.live/docs/integrations/desktop-app.md): The Investi desktop shell for macOS and Windows: what it loads, investi:// deep links, notifications, security, and current release status. ## Support - [Security and privacy](https://investi.live/docs/support/security-privacy.md): How Investi protects your account, tokens and broker connection, what it stores, and what it sends to third parties. - [FAQ](https://investi.live/docs/support/faq.md): Short answers to common questions about trading, quotes, verdicts, realized P/L, Claude, data storage, self-hosting and the apps. - [Changelog](https://investi.live/docs/support/changelog.md): What changed in Investi and when, from the project's commit history, newest first. ## Optional - [OpenAPI document](https://investi.live/api/v1/openapi.json): Machine-readable description of every REST operation, its scope and the report schema. - [Full documentation](https://investi.live/llms-full.txt): Every page above concatenated into one Markdown file.