Vestiio

Vestiio

Vestiio GmbH
Vestiio Volaren

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Vestiio:

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.
Volaren:

About

Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
Vestiio:

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
Volaren:

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
Vestiio:

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
Volaren:

Audience

Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
Vestiio:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Volaren:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Vestiio:

API

Offers API Not Supported
Volaren:

API

Offers API Not Supported
Vestiio:

Screenshots and Videos

Volaren:

Screenshots and Videos

No images available
Vestiio:

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
Volaren:

Pricing

$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version Supported
Free Trial Not Supported
Vestiio:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Volaren:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Vestiio:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Volaren:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Vestiio:

Company Information

Vestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en
Volaren:

Company Information

Volaren
Founded: 2026
United States
www.volaren.ai/
Vestiio:

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Vestiio:

Categories

Volaren:

Categories

Vestiio:

Integrations

Plaid Supported
Alpaca Not Supported
Binance Not Supported
Charles Schwab Not Supported
Coinbase Not Supported
E*TRADE Not Supported
Fidelity Not Supported
Kraken Not Supported
OANDA Not Supported
Public Not Supported
Robinhood Not Supported
Stake Not Supported
TradeStation Not Supported
Trading 212 Not Supported
Vanguard Not Supported
Wealthsimple Not Supported
Webull Not Supported
eToro Not Supported
moomoo Not Supported
tastytrade Not Supported
Volaren:

Integrations

Plaid Supported
Alpaca Supported
Binance Supported
Charles Schwab Supported
Coinbase Supported
E*TRADE Supported
Fidelity Supported
Kraken Supported
OANDA Supported
Public Supported
Robinhood Supported
Stake Supported
TradeStation Supported
Trading 212 Supported
Vanguard Supported
Wealthsimple Supported
Webull Supported
eToro Supported
moomoo Supported
tastytrade Supported
Vestiio:
Claim Vestiio and update features and information
Claim Vestiio and update features and information
Volaren:
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Claim Volaren and update features and information