InvestSpy
Advanced investment portfolio tools made simple
Free162 impressions#100 of its week
InvestSpy is a cloud-based platform that tracks portfolios and provides AI-driven performance and risk analytics.
- for
- Individual investors, financial advisors, and asset managers.
- pricing
- freemium · free trial
Key features
- Portfolio Tracker — Add holdings manually or import them; prices and returns stay up-to-date.
- Performance Analytics — Time-weighted, money-weighted and benchmark-relative returns with attribution.
- Risk Analytics — VaR, volatility, Sharpe, Sortino, drawdown and contribution analysis per holding.
- AI Interpreter — Ask plain-English questions about your portfolio; answers are based on your own data.
- Correlation & Factor Tools — View asset correlations and decompose returns by factor across market regimes.
- What-If Scenarios — Simulate trades to see impact on performance and risk before executing.
Use cases
- Identify which holdings drive portfolio volatility.
- Understand why a portfolio under-performed in a given month.
- Run a what-if trade to see how selling a stock changes risk metrics.
- Compare factor exposures across multiple client portfolios.
InvestSpy pricing
- Free$0.00/mo1 Portfolio · Up to 5 securities · Basic support
- Basic$6.99/mo/monthUp to 3 portfolios · Up to 10 securities per portfolio · Email support
- Advanced$19.99/mo/monthUp to 10 portfolios · Up to 20 securities per portfolio · Priority support
InvestSpy FAQ
Is InvestSpy a free portfolio tracker?+
Yes. The Free plan requires no credit card and lets you build a portfolio and analyze its performance and risk.
What does the AI assistant actually do?+
It reads your live holdings, performance and risk metrics and answers plain-language questions about them.
What risk metrics does InvestSpy calculate?+
It provides VaR, volatility, Sharpe, Sortino, max drawdown, risk contributions, correlations and factor exposures.
Who is InvestSpy for?+
Individual investors, financial advisors managing client portfolios, and asset managers running funds.
Can I switch plans later?+
Yes, you can upgrade or downgrade at any time; upgrades are prorated and downgrades take effect at period end.
Do you offer refunds?+
Subscriptions are non-refundable, but you can cancel anytime and retain access until the end of the billing period.
Summarized by DevHunt from investspy.com · Oct 7, 2026. Details may change; check the official site.
.png?width=64)
.png?width=64)
