Portfolio Analytics
Everything you need to know about your portfolio, minus the spreadsheet sprawl.
Analyze portfolios with AI-powered forecasts to make confident decisions - built for accuracy, designed for speed and simplicity.
Secure by design • Hosted on AWS • Encryption in transit
From data to decision, in one clean workflow.
Everything you need to know about your portfolio, minus the spreadsheet sprawl.
Analyze stocks, ETFs, and more in one unified workspace.
Advanced models estimate short-horizon returns and scenario outcomes.
Backtests, constraints, and objective-driven portfolio construction with intuitive UI.
Built on secure AWS infrastructure with encryption in transit.
Responsive and accessible on desktops, tablets, and mobile.
Built with
How InvestLens helps you analyze portfolios, forecast returns, and uncover investment opportunities - all in one seamless workflow.
No, the app does not require access to your brokerage account. You can work with the data available in the platform.
Market data is refreshed regularly, based on our data vendor's agreement.
We don’t require your personal financial account information. All data is encrypted during transmission and securely stored in our AWS-hosted database using state-of-the-art security measures.
Yes. While market data is only viewable within the app due to vendor licensing restrictions, some eligible reports can be exported as JSON or images for charts.
The beta is open to selected users who are willing to provide feedback on new features. Apply through our beta request form.
We value both technical and usability feedback, including suggestions, bug reports, and ideas for improvement.
Yes, your portfolios and settings will remain in your account when the full version launches.
Absolutely - testers can submit feature requests.
Tell us about your workflow and we’ll email next steps.