VestiioVestiio GmbH
|
||||||
Related Products
|
||||||
About
Similarix adds a powerful, read-only thin AI layer to your storage, enhancing your ability to search, sort, and manage digital assets without altering them. Enjoy advanced features like semantic search, deduplication, while your original files remain unchanged and secure. Set up your data sources with a simple configuration. Our system takes care of the rest, seamlessly setting up the AI functionalities. You’ll then be ready to explore and manage your digital assets using our intuitive UI or comprehensive API without altering your original files. A customizable, read-only AI layer for enhanced data management, accessible via an intuitive dashboard or a robust API.
|
About
Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers.
Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix.
Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.
Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard.
Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start a 14-day trial, no card needed. Plans from $19 a month.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Anyone wanting a powerful AI Tool
|
Audience
Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
€12 per month
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationSimilarix
similarix.com
|
Company InformationVestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Amazon S3
Supported
Google Drive
Supported
Interactive Brokers
Not Supported
Plaid
Not Supported
|
Integrations
Amazon S3
Not Supported
Google Drive
Not Supported
Interactive Brokers
Supported
Plaid
Supported
|
|||||
|
|
|