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Your broker executes your trades. AInvest helps you decide what to make.

Connect your brokerage and get an AI that uncovers opportunities, pressure-tests strategies, and keeps your portfolio optimized. You make every call.

Your brokerageWhere your money lives
Portfolio value$248,610.42Held & protected at your broker

Safeguards your assets

Executes your trades

Holds your cash and settles

Secure link

Your cash and trades always settle at your broker.

AInvest AI
AInvestYour intelligence layer
Analyzing your portfolio

Watching positions, spotting risk, surfacing timely ideas - around the clock.

Spots risks and opportunities in your holdings

Turns them into concrete trade ideas

Alerts you the moment something needs a decision

Find - Opportunities in your portfolio

Aime finds the opportunities hiding in your portfolio.

Aime reads what you actually hold and turns it into opportunities - an underweight sector to lean into, a risk to trim, dead cash to put to work - each with the math behind it.

Reads your real holdings, not a generic model portfolio
Turns what you own into concrete opportunities
Shows the math behind every one
AInvest AIOpportunities in your book3 found - Scanned 24 holdings
Rebalance

Take some tech off the table

You're at 34% vs your 20% target - NVDA, MSFT & AMD are 3 of your top 5. One earnings miss hits the whole book.

Suggested | Trim ~5% NVDA | Frees ~$12,400
Rotate

Lean into healthcare strength

Sector up +9% this quarter and you hold just 4% - well below the 13% S&P weight.

Suggested | Add XLV to ~10% | Cuts single-sector risk
Deploy

Put $29,800 of idle cash to work

12% of the portfolio earning ~1% while money-market yields sit near 5%.

Suggested | Move to SGOV / T-bills | Est. +$1,190/yr
AInvest AITrade idea for youSignal triggered - 10:56 AM

Consider trimming NVDA and rotating into your underweight healthcare.

Why you're seeing this

PortfolioTech is 34% of your book - well above your 20% target.

HistoryYou've trimmed winners past +40% before. NVDA is up +112%.

SignalMomentum cooling - RSI 74, overbought for 5 sessions.

Suggested
Trim ~5% NVDA - add XLV
Est. tech weight
34% - 29%
Act - Trade ideas tailored to you

Turn each opportunity into a specific move.

That same tech overexposure becomes a concrete idea - sized to your portfolio, informed by how you've traded before, and surfaced the moment a signal fires. You decide whether to take it.

Built from your actual portfolio and trade history
Fires only when a signal actually triggers - not spam
Every idea shows its reasoning. You make the call.
Monitor - Always-on alerts

Set the workflow. Aime watches the market.

Set workflows for your holdings, watchlists, sectors, earnings, unusual moves, or risk thresholds. When something important changes, Aime sends an alert or delivers a report by email.

Watches price, risk, and news across every holding
Alerts only when something crosses a threshold that matters
Receive scheduled market reports in-app or by email
AInvest AIMonitoring workflows4 active

Portfolio risk

Flag any position over 30% of the book

Alerted - MU

Semiconductors watchlist

Unusual volume or breaking news

Watching

Earnings calendar

Ping 1 day before each holding reports

3 this week

Weekly portfolio report

Emailed every Monday, 8:00 AM

Scheduled
Find - Opportunities in your portfolio

Aime finds the opportunities hiding in your portfolio.

Aime reads what you actually hold and turns it into opportunities - an underweight sector to lean into, a risk to trim, dead cash to put to work - each with the math behind it.

Reads your real holdings, not a generic model portfolio
Turns what you own into concrete opportunities
Shows the math behind every one
AInvest AIOpportunities in your book3 found - Scanned 24 holdings
Rebalance

Take some tech off the table

You're at 34% vs your 20% target - NVDA, MSFT & AMD are 3 of your top 5. One earnings miss hits the whole book.

Suggested | Trim ~5% NVDA | Frees ~$12,400
Rotate

Lean into healthcare strength

Sector up +9% this quarter and you hold just 4% - well below the 13% S&P weight.

Suggested | Add XLV to ~10% | Cuts single-sector risk
Deploy

Put $29,800 of idle cash to work

12% of the portfolio earning ~1% while money-market yields sit near 5%.

Suggested | Move to SGOV / T-bills | Est. +$1,190/yr
Act - Trade ideas tailored to you

Turn each opportunity into a specific move.

That same tech overexposure becomes a concrete idea - sized to your portfolio, informed by how you've traded before, and surfaced the moment a signal fires. You decide whether to take it.

Built from your actual portfolio and trade history
Fires only when a signal actually triggers - not spam
Every idea shows its reasoning. You make the call.
AInvest AITrade idea for youSignal triggered - 10:56 AM

Consider trimming NVDA and rotating into your underweight healthcare.

Why you're seeing this

PortfolioTech is 34% of your book - well above your 20% target.

HistoryYou've trimmed winners past +40% before. NVDA is up +112%.

SignalMomentum cooling - RSI 74, overbought for 5 sessions.

Suggested
Trim ~5% NVDA - add XLV
Est. tech weight
34% - 29%
Monitor - Always-on alerts

Set the workflow. Aime watches the market.

Set workflows for your holdings, watchlists, sectors, earnings, unusual moves, or risk thresholds. When something important changes, Aime sends an alert or delivers a report by email.

Watches price, risk, and news across every holding
Alerts only when something crosses a threshold that matters
Receive scheduled market reports in-app or by email
AInvest AIMonitoring workflows4 active

Portfolio risk

Flag any position over 30% of the book

Alerted - MU

Semiconductors watchlist

Unusual volume or breaking news

Watching

Earnings calendar

Ping 1 day before each holding reports

3 this week

Weekly portfolio report

Emailed every Monday, 8:00 AM

Scheduled

Connect accounts. Your money never leaves your broker.

01

Connect your broker - nothing moves

Link your TradeStation, Webull, Public, or other account. Your money stays exactly where it is. Setup takes about one minute.

02

Manage all your accounts in one place

Manage every brokerage account in a single app and see one aggregate report across all of them, so you can spot portfolio risk account by account.

03

Get trade ideas worth acting on

AInvest scans news, guru moves, and market events, then analyzes them against your portfolio and surfaces trade ideas that fit you.

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Premium unlocks advanced AI tools, full options analysis, portfolio diagnostics, automation credits, and research workflows.

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Your broker stays put. Your portfolio finally gets some attention.

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Works with your existing brokerage account - Free to start - No credit card