We’re excited to announce a new partnership between Invesst and SnapTrade that enhances how investors interact with their financial data. Invesst is an innovative AI-driven investing platform that combines the market insight of Bloomberg with the search precision of Perplexity, tailored specifically for investors. Effectively empowering investors to unlock real-time market opportunities and personalized analytics. With SnapTrade, Invesst users can now seamlessly link their brokerage accounts for a fully integrated, AI-powered trading experience.

How Invesst Brings AI Into Every Investment Decision

Invesst is designed for investors who demand both breadth and precision. Unlike general-purpose AI tools like Perplexity and ChatGPT, Invesst specializes in financial data, equipping users with in-depth screening tools, automated DCF & valuation models, and predictive analytics tailored for not just the market but now their portfolio. By integrating real-time insights with AI and advanced modeling, Invesst delivers a dynamic, data-rich environment that goes beyond traditional financial terminals.

SnapTrade Integration: Expanding Access to Real-Time, Cross-Account Insights

With SnapTrade’s API integration, Invesst now enables users to seamlessly access and analyze portfolio data across 20+ investment accounts in one platform. This means streamlined access to a consolidated view of all assets, combined with Invesst’s AI-driven insights—helping users make strategic moves with real-time precision.

Key Features Launching with SnapTrade + Invesst:

• Unified Account Overview: Track balances, positions, and performance metrics across all connected accounts.
• Real-Time Position Tracking: Stay informed on portfolio health with up-to-the-second market data.
• Integrated Trading Capabilities: Make trades and manage investments from a single interface.
• AI Powered Portfolio Analysis: Dive into complex metrics and strategies with Invesst’s intelligent analysis tools.

What’s Next for Invesst Users?

Our commitment to innovation doesn’t stop here. The Invesst team is continuously refining our models and expanding features to ensure that users have access to the most intuitive, powerful investment tools available:

• Advanced In-House Model Training: We’re enhancing our AI’s predictive power, giving users even deeper insights.
• User-Friendly Investment Solutions: New features in development will simplify the investment journey for everyone, from novice traders to seasoned investors.
• Drag and Drop Algo-Builder: Struggling to build custom algorithms or running your financial scripts in VSCode? The next generation of Invesst aims at abolishing the need to run a financial algo in VSCode ever again.

Together, Invesst and SnapTrade Are Redefining Fintech Innovation

SnapTrade is proud to partner with Invesst to bring a new level of sophistication to AI investing. Invesst users now have the advantage of robust AI insights and seamless access to all their financial data in one place. Whether you’re analyzing portfolio trends or executing trades,
Invesst is designed to be the ultimate companion for modern investors.

AI is the future, don’t invesst in the past... explore Invesst.ai today.