Agent Description

Nextvestment AI democratizes professional-grade investment analysis, giving retail investors access to tools typically reserved for hedge funds and institutions. It combines AI-driven insights with simple, actionable recommendations to optimize portfolios.

Key Features

• AI-Powered Portfolio Diagnostics – Identifies risks, concentrations, and opportunities
• Smart Rebalancing – Recommends adjustments based on market conditions
• Tax Optimization – Suggests tax-efficient strategies for buying/selling
• Alternative Asset Analysis – Evaluates crypto, private equity, and real estate holdings
• Personalized Benchmarks – Compares performance against custom peer groups
• Regulatory Compliance Checks – Alerts to potential insider trading or wash sales

Use Cases

• Self-Directed Investors – Enhances decision-making for stock/crypto traders
• Retirement Planning – Optimizes 401(k)/IRA allocations
• Family Offices – Manages multi-generational wealth holistically
• Financial Advisors – Provides institutional-level analysis for client portfolios

Differentiation Factors

• True Institutional Tech – Adapts hedge fund analytics for retail use
• Multi-Asset Class – Analyzes stocks, crypto, and alternatives in one view
• Explainable AI – Shows the "why" behind every recommendation

Pricing Plans

• Basic– $ 9/month
• Pro– $29/month (full analytics + tax tools)
• Enterprise– Custom Pricing (advanced alt-asset coverage)

Frequently Asked Questions

Q: How does it connect to my brokerage accounts?
A: Uses read-only API connections to Schwab, Fidelity, Coinbase etc.

Q: Does it predict stock prices?
A: No—focuses on portfolio construction rather than market timing.

Q: Is my financial data secure?
A: Yes—bank-level encryption with no trading permissions.

Q: Can it handle international investments?
A: Currently US/Canada-focused with global expansion planned.