Plaid-powered portfolio evidence · Early access

Put disciplined stock strategies on autopilot.

Investory connects through Plaid in read-only mode, imports portfolio evidence, and turns real holdings, cost basis, tax lots, and transactions into policy-gated add, hold, trim, or pause decisions.

Open App Watch It Work

Your money stays with your broker. No custody. No order execution.

Investory Agent

Watching 14 positions

Live

Plaid sync · holdings, cash, cost basis, and tax lots

NVDA crossed ladder level 4 · +28% above basis

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

Policy replay · position 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 through Plaid

Use Plaid Link to authorize read-only Investments access. Investory uses accounts, cash, holdings, cost basis, tax lots when available, and investment transactions as portfolio evidence.

Set the policy

Save your investor profile, add/trim ladder, position caps, cash reserve, restricted assets, and approval rules before any recommendation can be produced.

Replay, review, receipt

Policy replay blocks when brokerage evidence is missing, explains the gates that passed or failed, and records approved decisions in an append-only receipt ledger.

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 lots: what the move costs you
Market regime: context before mechanical action

Evidence before every move

Every replay starts from imported portfolio evidence, then adds research context: earnings, filings, estimate movement, industry conditions, valuation, and risk.

Your money stays with your broker

Plaid access is read-only for the data Investory needs. No custody, no money movement, no surprise trades. The product helps you decide, and you control every action.

Receipts, not black boxes

Each recommendation can be traced back to the policy, data snapshot, gates, and review decision that produced it. The receipt ledger is designed for investor and advisor audits.

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, policy replay, 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

Plaid brokerage connection (read-only)
Holdings, cash, 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-lot-aware trim estimates
Advanced risk controls
Policy receipts and replay history
Client-ready memos and exports

Start Pro

Holdings do not consume a researched-decision allowance. Usage is 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, receipt review, and role-based access start at $500/month. Talk to us