Private Beta — Invite Only

Your personal assistant
to succeed in investing

But it's not for everyone.

InvestLab is built for a specific kind of investor — one who thinks in frameworks, not noise.

No spam. We'll reach out when a spot opens.

It's for you if you are…

Ready to invest with intention

Strategy

Concretize and refine your investment strategy

You don't just have a vague idea — you want a written, living philosophy that sharpens your decisions over time. InvestLab helps you define it and keeps it at the centre of every analysis.

Trends

Identify and understand key trends

Markets reward those who see around corners. InvestLab surfaces macro shifts, sector dynamics, and emerging themes — and connects them to what matters for your portfolio.

Portfolio

Construct a strong portfolio aligned with your strategy

Every holding should have a reason. InvestLab helps you build a portfolio where each position is deliberate, tracked, and accountable to your strategy — not just a collection of tickers.

InvestLab AI Strategy Portfolio Trends

"Most investors accumulate information.
InvestLab helps you turn it into conviction."

Inside the app

The tools to back your thinking

Agentic AI Chat

Ask about prices, macro, news, or your portfolio. The AI fetches live data and takes action — adding tickers, updating your strategy, saving findings.

Investment Thesis Tracker

Move ideas through Open → Exploring → Convicted → Closed. Record findings, discuss with AI, and build a structured case for each position.

Live Market Intelligence

Real-time prices, macro indicators (Fed rates, CPI, yields), sector news, earnings calendar, and a daily AI brief every morning.

Investment Philosophy

Define your time horizon, risk tolerance, focus areas, and core thesis. Every AI analysis is anchored to your philosophy.

Read List with AI Analysis

Save articles, then ask the AI to extract key implications and connect them to your portfolio and open theses.

Portfolio Analysis

Instant AI snapshot of your holdings — performance, concentration risk, and alignment with your investment philosophy.

Private Beta

Ready to invest with a system?

InvestLab is invite-only for now. Register your interest and we'll reach out when a spot opens.

Beta User Login