Explore a sample portfolio. See how Invix tracks returns, holdings and income.
Connect
Bring every account together. Enter positions, upload a statement, or connect your accounts.
Enter positionsType in positions or transactions by hand for a quick start.
Upload a statementPaste text, add screenshots, or upload files from your broker.
Connect your accountsRead-only link to Interactive Brokers. More brokers to come.
Monitor
Watch it today and over the years. Every holding as it trades, and your return against the market.
Live sessionYour value, leaders and laggards, minute by minute.
Against a benchmarkThe gap to the market, and month by month.
Every view in the side navHoldings, look-through, income, risk and more.
Ask
Ask about it here, or in your own agent. Ask Invix sits beside every page and shows the steps and numbers behind each answer.
Ask InvixAsk anything about your portfolios, anytime.
Connect your app or botClaude, ChatGPT, Grok or any MCP app.
Read-onlyAgents read, never trade. Revoke any time.
See your own portfolio this way. Start with one account. Basic is free.
Figures on this page are illustrative.