InvestHub
An AI manager for your portfolio

Let AI become your investment manager

Upload your portfolio to InvestHub, talk it through with the AI consultant, get notified about what matters, and see your positions the way a fund manager does. All of it in one club subscription.

Connect my portfolio - first month freeHow it works ↓
  1. 01Upload a statement
  2. 02Ask the AI
  3. 03Get notified
  4. 04Read the analytics
Step 1 · Portfolio upload

Upload a broker statement - the portfolio builds itself

Export a report from Interactive Brokers, Lightyear or any broker as CSV and upload the file to InvestHub. The platform recognises trades, dividends and fees and recalculates positions and currencies - no manual entry, no access to your brokerage account.

  • IBKR Activity Statement, Lightyear, IntelInvest and generic CSV
  • Trades, dividends, fees and cash - from one statement
  • Splits and FX rates handled automatically
  • Just the statement file - no broker API keys
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Step 2 · AI consultant

Talk your portfolio through with AI - like a personal manager

The InvestHub AI consultant answers to the point: multiples, reports, diversification, the risk of a single position. Name your weights and ask whether a sector is overheated or what to do with a position that dropped - and get the reasoning, not a “buy/sell” slogan.

  • Stocks, ETFs, basic option strategies and crypto
  • Remembers the conversation - come back to it later
  • Works inside the platform: in the browser and the mobile app
  • Explains factors and risks instead of blind recommendations
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Step 3 · Notifications

Hear about what matters first - in Telegram and in the app

The club team's trades the moment they execute, AI reviews of quarterly reports and morning market digests arrive in Telegram and in the platform's notification centre. You do not watch the feed - the feed watches for you.

  • Trade alerts from our professionals - the moment they execute
  • An AI review of every quarterly report: revenue, EPS, guidance, verdict
  • Market digest and news - short and clear
  • A notification centre in the app: nothing gets lost
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Step 4 · Analytics

See your portfolio the way a fund manager does

The value curve, monthly returns, profit per position, allocation by sector, asset class and currency. Closed trades with their outcome - so you see what actually makes money and what sits as ballast.

  • P&L per position and for the portfolio as a whole
  • Monthly returns - a heatmap, like a fund's report
  • Allocation by sector, asset class and currency
  • Closed-trade history with the outcome of each
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And that is not all

The subscription opens every club tool - the ones that used to need a paid terminal.

Straddle radar

Before every quarterly report the options market prices the expected move. The radar collects those expectations across all upcoming reports and shows where the premium is cheap and where it is overpriced.

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Stock screener

Fundamental metrics for a thousand-plus tickers - no paid terminal. Filter by valuation, growth, profitability and stability, save your screens and come back to them.

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Team portfolios

No black-box signals: the professionals' portfolios are open to subscribers in full - positions, entry prices, profits and losses, losing trades included.

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Questions people ask before connecting

Do I need to give access to my brokerage account?
No. You upload a statement file (IBKR, Lightyear, IntelInvest or CSV). The platform never needs broker logins, passwords or API keys.
Does the AI see my portfolio?
The consultant works inside the platform where your portfolio lives and answers questions about your positions when you bring them into the conversation. Your data does not go to third-party services.
Is this investment advice?
No. The AI consultant explains the reasoning and the factors but does not tell you to “buy” or “sell”. The decisions are yours.
What does it cost?
For new accounts arriving from this page the first month is free: the FREEMONTH code applies automatically, only a card is needed, until 29 September 2026. Then €24.90/mo - one subscription for every tool, the team portfolios and the community. Your price is locked forever; cancel anytime.

Connect your portfolio - first month free

Uploading a statement takes a minute. The FREEMONTH code applies automatically: €0 today, then €24.90/mo. Cancel before the trial month ends and nothing is charged.

Start my free month

InvestHub is an educational service and an investor community. The AI consultant’s answers and club materials are not individual investment advice.