Agentic investing · Early access

Put disciplined stock strategies on autopilot.

Investory's agent watches every position, researches what changed, and surfaces add, hold, or trim decisions, so you always know what changed and what the rules say. Discipline, automated.

Open App Watch It Work

Your money stays with your broker. Read-only by default. You approve every action.

Investory Agent

Watching 14 positions

Live

NVDA crossed ladder level 4 · +28% above basis

Reading Q2 10-Q · data-center revenue +154% YoY

Valuation check · fwd P/E 46x vs. 38x sector median

Position now 11.2% of portfolio · cap is 10%

NVDA+28.4%

Trim 15%

Thesis intact, but position exceeds your 10% cap. Trim to target and rebalance into laggards on your watchlist.

Why Investory

The hardest decision in investing isn't what to buy. It's what to do with what you own.

Research shows investors reflexively sell winners too early and hold losers too long, the disposition effect. Screeners and dashboards don't solve it, because the mistake happens at the position level, after you've bought. That's the decision Investory is built for.

Stock screeners

Tell you what to buy

Scores and rankings across thousands of tickers. Useful for finding ideas, but silent once you actually own the stock.

Portfolio dashboards

Tell you what you own

Aggregation, allocation charts, and fee analysis. A rearview mirror that describes your portfolio, not your next move.

Investory Agent

Works out what to do next

An agent that researches your actual holdings around the clock and surfaces add, hold, or trim decisions grounded in your thesis, valuation, and sizing rules.

How it works

Deploy an agent, not another trading app

Connect your brokerage

Link Fidelity, Schwab, Robinhood, Vanguard, E*TRADE, or Interactive Brokers in read-only mode. Your holdings, cost basis, and transactions import automatically.

Choose your discipline

Set your add/trim ladder, position size caps, and concentration limits. Write a living thesis for every stock you own so you never forget why you bought it.

Your agent takes it from there

When a ladder level triggers, the agent researches what actually changed across earnings, filings, valuation, and risk, then surfaces an add, hold, or trim decision.

Decision examples

The agent does not just explain the rule. It changes the decision.

The edge is not a secret price target. It is better position-level judgment: catching thesis drift, sizing into uncertainty, preserving winners without letting them dominate the portfolio, and vetoing adds when the evidence no longer supports the rule.

NVDA+28%

Trim triggerPartial trim only

Agent edge

Winner remains high quality, but portfolio risk is doing the decision-making now.

Thesis intact: data-center demand and networking attach remain supportive.
Position drifted to 18% of portfolio, above the 15% concentration cap.
Volatility budget is stretched, so the agent preserves upside while reducing single-name risk.

Decision

Trim 20% of the excess exposure, not 20% of the position. Keep the core holding and recheck after the next earnings update.

SHOP-17%

Add triggerHalf-size add

Agent edge

The price rule says buy. The evidence says buy smaller until margin risk clears.

Revenue growth and merchant retention still support the original thesis.
Margin guidance weakened, so the confidence score moved from high to medium.
A full add would lift the position to 13%, close to the user cap.

Decision

Add half-size now, reserve the second half for earnings confirmation, and tighten the stop condition around margin deterioration.

TSLA-24%

Add triggerResearch veto

Agent edge

This is where the product earns trust: it refuses to average down when the business case broke.

Delivery growth and margin trend no longer match the saved ownership thesis.
Estimate revisions and competitive signals moved against the position.
Averaging down would increase exposure while evidence quality is deteriorating.

Decision

Block the add, mark thesis weakened, and require a new owner thesis before any future capital is deployed.

Why it matters

Investors don't lose because they lack information. They lose because they lack process.

Buying emotionally. Averaging down into broken companies. Letting winners become dangerously concentrated. Forgetting the original thesis. Every add or trim signal must pass a full set of checks before it reaches you:

Fundamentals: revenue, margin, and profit trends
Thesis: is your original reason to own still intact?
Valuation: where the stock sits in your range
Risk: concentration, volatility, and balance sheet
Cash and tax: what the move costs you
Market regime: context before mechanical action

Research before every move

Every ladder trigger generates a memo: latest earnings, filings and news summary, analyst estimate movement, industry context, and competitive position.

Your money stays with your broker

Read-only first. No custody. No surprise trades. Investory never touches your funds. It helps you decide, and you control every action.

Not copy trading

Other tools help you follow someone else. Investory helps you manage your own thesis with discipline. Your conviction, your rules, better process.

Pricing

A platform fee plus the trades you actually make

Every plan includes a monthly allowance of researched trade decisions with a full research memo, ladder check, and risk review behind each one. Need more? Pay only for the extra trades you use.

Starter

$19per month

Platform access for investors with a focused watchlist.

10 researched trade decisions / mo

Then $2.50 per additional trade

Brokerage connection (read-only)
Holdings and cost basis import
Ladder view per holding
AI research memo on every decision
Email alerts

Start Starter

Investor

$49per month

The full decision system for active, concentrated portfolios.

50 researched trade decisions / mo

Then $1.50 per additional trade

Everything in Starter
Thesis workspace per stock
Ladder alerts and daily briefing
Risk and concentration scoring
Decision log with outcomes
Priority research queue

Start Investor

Pro

$149per month

For serious investors and small teams managing multiple portfolios.

250 researched trade decisions / mo

Then $0.75 per additional trade

Everything in Investor
Multiple portfolios
Tax-aware trim estimates
Advanced risk controls
Shared thesis workspace
Client-ready memos and exports

Start Pro

Holding is always free. You're only metered when Investory researches an add or trim decision for you. Unused decisions roll over one month.

Managing client portfolios? RIA and family office plans with pooled trade allowances, compliance export, and role-based access start at $500/month. Talk to us