Cashflow health, recurring merchants, and forecast visibility.

Wealth Excel DashboardCashflow health, recurring merchants, and forecast visibility.

Wealth Excel workspace
Bank Statements, Financial Planning with budgets and goals
Checking session...
Dashboard requires sign-in
Guest mode is limited to a single statement extraction. Sign in to unlock recurring charges, forecast, anomalies, and exports.
Sign in
Products

Explore the tools

Every InvySmart workspace, one click away.

Stock Screener

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

Open

Live Quotes

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

Open

Watchlist

Track favorites and import lists from Finviz or TradingView.

Open

Portfolio

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

Open

Backtest Lab

Validate setups with historical metrics and an action plan.

Open

Wealth Excel

Extract bank statements and organize spending, budgets, goals.

Open

Market Calendar

Track earnings, dividends, and economic events worldwide.

Open

Strategy Studio

Build, backtest, and deploy strategies with AI-powered code generation.

Open

Charts

Interactive candlestick and technical charts for any symbol.

Open