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
About Vestiio
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.
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Pricing
Starting Price:
$19/month
Pricing Details:
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Trial:
Free Trial available.
Integrations
Company Information
Vestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Vestiio Frequently Asked Questions
Q: What kinds of users and organization types does Vestiio work with?
Vestiio works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Vestiio support in their product?
Vestiio supports these languages: English.
Q: What kind of support options does Vestiio offer?
Vestiio offers support via online.
Q: What other applications or services does Vestiio integrate with?
Vestiio integrates with: Interactive Brokers and Plaid.
Q: What type of training does Vestiio provide?
Vestiio provides training in the form of documentation.
Q: Does Vestiio offer a free trial?
Yes, Vestiio offers a free trial.
Q: How much does Vestiio cost?
Pricing for Vestiio starts at $19/month.
