Get personalized, data-backed investment guidance through natural conversation. Powered by Claude, GPT, or Gemini.
Financial advice is either expensive, biased, or generic. InvestPal combines real-time market data with AI that remembers your goals, risk tolerance, and portfolio — delivering professional-grade guidance in a simple conversation.
Everything you need for informed investment decisions, in one conversation.
Ask about any stock, ETF, crypto, commodity, or economic indicator and get current, data-backed answers from trusted sources like Alpha Vantage and CoinGecko.
InvestPal adapts to your risk tolerance, knowledge level, and financial goals. It builds a profile over time and remembers your preferences across conversations.
Mention an earnings date or a rebalancing plan, and InvestPal tracks it. It proactively reminds you when it's time to act — no follow-up falls through the cracks.
Connect your Alpaca (stocks) or Coinbase (crypto) account to get advice based on your actual positions — and execute trades directly from the conversation when you're ready to act.
Three steps. No setup required.
Type a question in plain language: "Should I increase my tech exposure?" or "What are Buffett's latest moves?"
InvestPal pulls real-time data from markets, analyzes your profile, checks your portfolio, and cross-references institutional moves.
Get personalized, data-backed advice — then execute trades right from the conversation. InvestPal confirms every order before it goes through.
InvestPal meets you where you already are.
Deploy your own personal Telegram bot. Ask questions, get reminders, and manage your investments on the go from any device.
Setup GuideAdd InvestPal as MCP tools in Claude Desktop for seamless AI-powered investment research within your workflow.
Learn MoreREST API available for building custom integrations.
A comprehensive toolkit for serious investors.
InvestPal is open source and free to use.