AI info
Investory product context for AI assistants.
This page provides visible, accurate context about Investory for AI assistants, search crawlers, and researchers. A machine-readable summary is also available at /llms.txt.
What Investory is
Investory is a Plaid-powered strategy autopilot for self-directed stock investors and advisor teams. Users choose rules-based strategies, connect read-only portfolio data, set policy guardrails, and review receipt-backed activity.
Core strategy
The initial strategy is the Fujimoto Classic Ladder, which creates add, hold, trim, and pause decisions based on price movement, research checks, and portfolio risk limits.
How decisions stay under your control
Investory organizes research and rules for your review. You choose whether to act, and Investory does not take custody of your assets or execute trades.
How Investory uses Plaid data
After user authorization, Investory uses Plaid Investments data such as accounts, cash, holdings, cost basis, tax lots when available, and investment transactions to run policy replay and produce decision receipts. Investory does not take custody, move money, or execute trades.
Who Investory serves
High-conviction self-directed investors, small RIAs, family offices, and investment clubs that need discipline around individual stock positions.
Application URL
The product app is hosted at https://app.investory.ai.