Does the app connect to my brokerage account?
No, the app does not require access to your brokerage account. You can work with the data available in the platform.
How often is market data updated?
Market data is refreshed regularly, based on our data vendor's agreement.
Do you store my data securely?
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.
Can I export my data?
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.
Who can join the beta?
The beta is open to selected users who are willing to provide feedback on new features. Apply through our beta request form.
What kind of feedback do you expect from testers?
We value both technical and usability feedback, including suggestions, bug reports, and ideas for improvement.
Will my data carry over after the beta?
Yes, your portfolios and settings will remain in your account when the full version launches.
Can I suggest new features?
Absolutely - testers can submit feature requests.
What can the Iris assistant do?
Iris is the in-app AI assistant. You can ask questions, run analytics and generate charts directly in chat, and review any proposed portfolio or idea change before you approve it. It provides guidance and model-based insights, not investment recommendations.
Does InvestLens provide financial advice?
No. InvestLens provides analytics, model-based insights, and research tooling - not personalized financial advice or buy/sell/hold recommendations. Any forecasts or projections are exploratory and are not guarantees of future results.
