InvestmentLens is an AI-native workspace that explains stocks, ETFs, funds, and portfolios in plain language. See what you own, why it moves, where your risks concentrate, and how to diversify — with an assistant that reasons like a senior analyst.
No card required. Educational content, not personalized financial advice.
Three positions now drive 61% of your overall risk. Consider studying how sector correlation could amplify a drawdown in a rate-sensitive environment.
Illustrative labels — connect your own market data feed for live prices.
The market has never been more transparent — and never more overwhelming. Retail investors face a firehose of tickers, ratios, and hot takes with no meaningful way to translate any of it into their own portfolio.
Hundreds of data points per stock. None of them tell you what to do with the twelve stocks you already own.
Fear and FOMO win when there is no dispassionate framework. Investors buy high, sell low, and blame the market.
Owning ten funds can still leave 40% of your money in a handful of companies. Most investors never see this until it hurts.
Duration, beta, Sharpe, moat, EV/EBITDA — the vocabulary of investing keeps ordinary savers on the outside looking in.
Broker recommendations, influencer picks, and hot tips are optimized for their revenue, not your outcomes.
Brokerage apps show balances. They rarely show risk, diversification, or what the businesses you own actually do.
InvestmentLens combines a purpose-built AI reasoning layer with a full portfolio workspace. It reads your holdings, understands your goals, and translates markets into clear, defensible reasoning — so decisions feel less like guessing and more like knowing.
Enter holdings, tag purchase prices, choose asset types. Everything is stored inside your private workspace on this device.
Each holding is enriched with asset class, sector, geography, and volatility profile so the AI can reason about it in context.
A large reasoning model produces bull cases, bear cases, risk views, and diversification analysis — always with sources of uncertainty flagged.
Insights appear where you need them: on your dashboard, on every holding, and inside a chat that remembers you.
Ask questions in natural language — “is my portfolio too tech-heavy?”, “explain why utilities behave differently from tech”, “what does a 15% drawdown mean in practice?” — and get answers grounded in your actual holdings.
Every session, every prompt, every generated report is saved to your workspace. Rename it, search it, come back to it in a year and pick up the reasoning trail.
From the moment you log in, the platform is complete. Every module below is available on the free plan.
Track any position. See allocation, concentration, and health at a glance.
Read more →Evergreen macro briefings on rates, inflation, earnings, and regimes.
Read more →Give your portfolio the attention it deserves. Start with a single position or paste in your whole book — InvestmentLens will start reasoning about it in seconds.