Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AlgovestIQ is an online research tool designed for self-directed investors who are evaluating stocks and exchange-traded funds (ETFs). The platform integrates various elements such as company fundamentals, financial data, technical indicators, risk assessments, dividends, earnings updates, news articles, and AIQ ratings into interconnected research pages. Investors have the ability to compare stocks and ETFs side by side through a unified data snapshot, allowing for thorough screening of investment options. Additionally, users can examine ETF holdings and their corresponding exposures, as well as utilize calculators for dividends, returns, dollar-cost averaging, position sizing, and portfolio risk analysis. The platform further enriches the user experience by offering insightful articles, in-depth studies, and detailed explanations of its methodologies and limitations. These comprehensive tools enhance individual investment research, enabling users to effectively screen, compare, and calculate portfolio-related metrics. Ultimately, AlgovestIQ aims to empower investors with the resources they need to make informed decisions in the stock and ETF markets.
Description
Vestiio serves as a portfolio management tool and AI-driven analyst tailored for individual investors who possess stocks and ETFs across multiple brokerage accounts.
You can easily connect your US and Canadian brokerage accounts in a read-only format via Plaid, or you can opt to import your statements manually. Vestiio provides insights into your time-weighted returns in comparison to your selected benchmarks, tracks your dividend income, and reveals the actual composition of your holdings—highlighting duplicated companies, ETF overlaps, and the genuine distribution of sectors within your portfolio.
You can engage with the AI analyst regarding your personal portfolio, which is aware of your assets, annotations, and investment strategies, offering responses informed by real-time market data. The Pro version includes a feature called Radar, which sends you news alerts related to your holdings, while the Premium version introduces Scouts, allowing you to pose questions that Vestiio will verify on a weekly basis.
Research capabilities are robust, featuring a stock screener that utilizes the V-Score, access to 13F filings from prominent fund managers, and comprehensive market briefings. Additionally, you can share your portfolio privately or compete on a leaderboard with others.
It's important to note that Vestiio operates in a read-only capacity, meaning it does not engage in trading or financial transactions. All data is securely stored in Switzerland, ensuring user privacy. You can begin with a Demo using sample data without the need for a credit card, and subscription plans start at a very affordable rate of $19 per month. This makes Vestiio a valuable resource for investors seeking detailed insights and management tools for their portfolios.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Interactive Brokers
No
Plaid
No
Pricing Details
$0
The Basic plan is free. Explorer costs $29/month, Pro costs $59/month, and Premium costs $99/month. Each paid plan includes a 14-day free trial; annual billing is discounted by 20%.
Free Trial
No
Free Version
Yes
Pricing Details
$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AlgovestIQ
Founded
2025
Country
United States
Website
www.algovestiq.com
Vendor Details
Company Name
Vestiio GmbH
Founded
2026
Country
Switzerland
Website
vestiio.com/en
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No