Investall

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Finance & Trading AI

About this Tool

Investall

Investall is the only app you need to take charge of all your finances. Paired with the leading brokers for speed and efficiency trading thousands of

Investall is the only app you need to take charge of all your finances. Paired with the leading brokers for speed and efficiency trading thousands of stocks, bonds and options with the latest automated AI technology from years of research to assist you in your journey to financial freedom.

Now you can save, plan and invest by activating a Goals account. Use roundup, recurring deposits, and buys to reach your financial goals.

Automated investing and trading are at your fingertips with Investall

Pros & Cons

✓ Pros

✓Fees per year>$2,000
✓Fees per year>$250
✓OfferingsLimited to Budgeting
✓Workflow automation
✓Free plan or freemium pricing

✗ Cons

✗No native Android app
✗Some advanced features may require higher-tier plans

Key Features

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Fees per year>$2,000

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Minimum Investment$100,000

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OfferingsLimited access

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Fees per year>$250

🔧

Minimum InvestmentVaries

🔧

OfferingsLimited to Budgeting

🔧

Minimum Investment

🔧

Offerings

📋 Scripts & Prompts for Investall +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Investall +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

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🤖 AI Agents for Investall +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE

Claude Skill: Personal CFO

⏰ Scheduled

Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.

https://github.com/anthropics/claude-cookbook

⬇ Import Agent Docs

🤖 CLAUDE CODE

Claude Sub-agent: Tax-Loss Harvester

▶ On-demand

Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.

https://github.com/anthropics/claude-code

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

AlphaSense Claude Agent

▶ On-demand

Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🔄 N8N

n8n Mortgage Refi Analyzer

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n8n workflow that triggers on rate-feed changes, compares the user's existing loan terms, computes months-to-breakeven net of closing costs, and emails a recommendation.

https://n8n.io/workflows/

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →