Investment Workflow

InvySmart keeps screening, watchlists, backtesting, and portfolio review connected in one workspace, so a single idea moves cleanly into execution.

Quote Pages

Start the workflow with liquid benchmark names

These quote pages give you fast live context before you compare peers, validate catalysts, or move into backtesting.

Products

Every InvySmart workspace, one click away.

Filter global stocks with presets and build a shortlist in seconds.

Open charts, prices, and AI summaries for any ticker or index.

Track favorites and import lists from Finviz or TradingView.

Monitor allocations, risk, and optimization ideas in one view.

Validate setups with historical metrics and an action plan.

Extract bank statements and organize spending, budgets, goals.

Track earnings, dividends, and economic events worldwide.

Interactive candlestick and technical charts for any symbol.