AI app for finance · no coding needed
Evidence-backed investment analysis and portfolio workspace
Reduce tool sprawl and unreviewed recommendations while keeping one traceable record of holdings, risk and decisions.
Made for: Individual investors and small advisory teams managing their own portfolios
What it does for you
The problem
Investment decisions, portfolio tracking and reporting are spread across several rented tools, so holdings, risk figures and recommendations cannot be traced to one reviewed source.
What it gives you
Reviewer-approved portfolio actions and reports linked to their evidence
What you give it
Licensed market databroker statementsstated goalsrisk limits
Build your own version of Invxst AI, RAFA and more
One app with what these 9 AI tools do, yours to keep and change: Invxst AI, RAFA, Sagehood, hoopsAI, Lambda, Tradepost.ai, Alpha, Intellectia.AI, Finalle.ai.
Everything these tools do, in one app
- Real-time market insights Provides up-to-date information on market trends and opportunities.Found in Invxst AI, RAFA, Sagehood and 1 more
- Portfolio tracking Monitors and tracks investment holdings and performance.Found in Invxst AI, RAFA, Sagehood and 2 more
- Personalized recommendations Delivers tailored investment suggestions based on individual goals or profiles.Found in Invxst AI, RAFA, Sagehood
- Risk assessment Evaluates and helps manage investment risks.Found in Invxst AI, RAFA
- AI-powered chatbot Enables interactive conversations with dynamic charts and tables for real-time insights.Found in Lambda
- Stock screening Filters and identifies stocks matching specific criteria or strategies.Found in RAFA, Lambda
- Dividend insights Monitors dividend yields across holdings to identify income opportunities.Found in Lambda
- Portfolio optimization Uses model-based optimization to balance risk and returns and simulate outcomes.Found in Lambda
- Alerts and notifications Sends alerts based on user-defined criteria or market shifts.Found in Sagehood, Tradepost.ai
- Automated trading strategies Allows creation and automation of customizable trading strategies.Found in Tradepost.ai
- Data aggregation Consolidates data from various financial sources for a comprehensive view.Found in Finalle.ai
- API integration Provides an API for developers to integrate real-time financial intelligence into applications.Found in Finalle.ai
- Visual data representation Presents data through charts, heatmaps, or other visual formats.Found in hoopsAI, Lambda
- Customizable metrics Allows users to tailor analytics metrics to their needs.Found in hoopsAI
- Game simulation Predicts outcomes based on statistical models for strategic planning.Found in hoopsAI
- Automated data processing Streamlines data extraction and processing with customizable workflows.Found in Alpha, Intellectia.AI
- Natural language queries Enables users to interact using natural language for easier data access.Found in Alpha
- Collaboration features Supports team-based project management and collaboration.Found in Alpha
How it works, step by step
- Ingest licensed market data and broker statements
- Track holdings, cost basis and performance
- Screen stocks against stated criteria
- Monitor dividend yields across holdings
- Assess portfolio risk against stated limits
- Suggest goal-aligned allocation changes
- Simulate outcomes under stated assumptions
- Answer natural-language questions with charts and tables
- Send alerts on user-defined criteria
- Draft rule-based trading strategies for review
- Consolidate multiple financial data sources
- Expose a read-only API for approved data
- Render charts, heatmaps and tables
- Let users define custom metrics
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewer-approved portfolio action and report with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Evidence-backed investment analysis and portfolio workspace with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Evidence-backed investment analysis and portfolio workspace with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links4 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare26 KB
- prompt-vps.mdThe same build on your own server (Docker)26 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria13 KB
- demo/index.htmlThe working demo on sample data197 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce tool sprawl and unreviewed recommendations while keeping one traceable record of holdings, risk and decisions. For individual investors and small advisory teams managing their own portfolios, convert licensed market data, broker statements, stated goals and risk limits into reviewer-approved portfolio actions and reports linked to their evidence. The benefit is a testable hypothesis, measured through accepted portfolio actions per analyst hour and corrections after review; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect licensed market data, broker statements, stated goals and risk limits, then follow this sequence: 1. Ingest licensed market data and broker statements. 2. Track holdings, cost basis and performance. 3. Screen stocks against stated criteria. 4. Monitor dividend yields across holdings. 5. Assess portfolio risk against stated limits. 6. Suggest goal-aligned allocation changes. 7. Simulate outcomes under stated assumptions. Resolve uncertain cases with qualified reviewers, approve reviewer-approved portfolio actions and reports, and measure accepted portfolio actions per analyst hour and corrections after review against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One licensed market data feed and one broker statement format; final suitability and trading decisions remain with the investor or licensed adviser. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve investor suitability, source attribution, data accuracy and usage permissions. Investors or licensed advisers approve substantive changes and trading scope. One licensed market data feed and one broker statement format; final suitability and trading decisions remain with the investor or licensed adviser. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One licensed market data feed and one broker statement format; final suitability and trading decisions remain with the investor or licensed adviser. Implement one approved input format, a bounded representative case set and the first two task modules: ingest licensed market data and broker statements; track holdings, cost basis and performance. Support the remaining modules with operator review: screen stocks against stated criteria; monitor dividend yields across holdings; assess portfolio risk against stated limits; suggest goal-aligned allocation changes; simulate outcomes under stated assumptions. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Investor-owned broker statements, authorized market data feeds and permitted research sources. Cloud storage, broker statement import/export and reporting destinations. Start with file exchange and validate destination specifications before promising direct trading. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Investor profile and goals, Portfolio and evidence workspace, Review and report delivery. Use a thumbnail gallery for portfolios and watchlists, a large central analysis canvas, and a right-hand panel for sources, constraints and comments. Let users compare scenarios side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant holding or metric. Make the task-specific outcome reviewer-approved portfolio actions and reports linked to their evidence visible beside its evidence, review state and value baseline.
