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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.
Description
From unusually extensive news coverage to new SEC filings, approaching ex-dividend dates, or notable price fluctuations, we ensure you have all the information you need. Stay informed about your stocks, cryptocurrencies, ETFs, and mutual funds within a single portfolio. Our daily newsletter, complemented by real-time updates from Thomson Reuters, keeps you aware of developments regarding the companies that matter most to you. You can quickly access historical SEC filings to facilitate bulk downloads of relevant tables. The platform allows you to automatically consolidate figures from various tables while selecting the data that piques your interest. Engage with your colleagues by highlighting sections of financial documents and sharing your insights. Utilize the comprehensive full-text search feature to locate specific terms in any filing or transcript conveniently. Furthermore, you can annotate important data points inline, making it easier to export them and synchronize with your analytical model, enhancing your overall productivity. This way, you can make informed decisions based on comprehensive insights.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19/month
Free Trial
Free Version
Pricing Details
$50 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Vestiio GmbH
Founded
2026
Country
Switzerland
Website
vestiio.com/en
Vendor Details
Company Name
wallmine
Founded
2018
Country
Czech Republic
Website
wallmine.com
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Alternatives
No Alternatives
