BIG PICTURE

Portfolio Management For Everyone

90% of returns are explained from asset allocation, not stock selection. We help you build a properly diversified portfolio and can source portfolio ideas from our community

investipal portfolio assistant

Investment Copilot

Your AI copilot gives you an easy place to research investments from and showcases existing portfolios to replicate

portfolio performance

Selecting the Right Investments

Our portfolio builder helps you construct the perfect portfolio aligned to your goals

Portfolio Analytics

Uncover detailed analytics on your portfolio to take a proactive approach on risk

risk analytics
Why Choose Investipal

Why Choose Investipal

Professional level risk management for the everyday investor

Safe & Secure

Build a virtual portfolio without risking your hard earned investment dollars

Innovative Inspiration

Whether you want to see what Warren Buffett's investing in or your friends, take inspiration from anywhere

Portfolio Analytics

Get in-depth analytics on your portfolio, preventing undue risk to your investments

Alerts

Get alerted to any portfolio change before it becomes an issue

Manage Your Investments Confidently

Make Your Investments Work For You

Build a diversified portfolio that's unique to you.

Get Started In Minutes

Build or replicate a custom investment portfolio in a few clicks

  • Complete our questionnaire
  • Build your portfolio
  • Monitor your investments
friends investments

Get Inspired

How do you get started investing? It's a difficult question for many. But why not take inspiration from your friends or the pros as your starting place. Now you can.

  • Create your account
  • Subscribe to friends
  • Use their portfolio for inspiration
friends investments

Custom Portfolio Builder

We all have our own goals and interests, so why not find investments that work for you.

  • Filter of 100s of themes and interests
  • Compile your portfolio
  • Portfolio backtest
portfolio performance

Who's The Best Investor

See who's the best portfolio manager out of your friends by competing against each other

  • Build your portfolio
  • Invite your friends
  • Track who has the best performance
friends investments
Track Investments

Track All Your Investments In One Place

Create and manage your investment portfolios across all your accounts. Leverage our portfolio builder to optimize each portfolio

performance chart

Portfolio Builder

Leverage our stock portfolio builder or ETF portfolio builder for your unique portfolio

Thousands of Securities

Get access to over 10,000 North American stocks and ETFs

Strong Security

Keep your money with your existing brokerages. No moving funds required

Advanced Analytics

Get in-depth insights into how your portfolio is constructed to manage risk

Inspiration

Find pre-built portfolios to build your portfolio off of

Automated Tracking

See how you perform in the real world with a paper portfolio

Collaborative Investing

We all bounce ideas off our friends. Why not have a live look at what they are investing in? Or better yet, what the likes of Warren Buffett, Cathie Wood and other pros are doing

  • Subscribe To Others

  • Replicate pre-built portfolios

  • Monetize your portfolios

invest with your friendsrisk tolerancecollaborative investing
Our Latest Articles

Keep Up With The Latest In Investing

Subscribe to our blog for the latest in personal finance and investing

Factor investing is a strategy that chooses securities based on attributes that are associated with higher returns. These attributes, or 'factors', have been historically proven to outperform the broader market over time.

Factor Investing: Improving Your Investment Strategy

Factor investing is a strategy that chooses securities based on attributes that are associated with higher returns. These attributes, or 'factors', have been historically proven to outperform the broader market over time.

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You've likely heard of total stock market funds But do you really know what they are, how they work, and more importantly, if they're the right fit for your portfolio? Let's dive in and find out!

Why Total Stock Market Funds are Worth Considering

You've likely heard of total stock market funds But do you really know what they are, how they work, and more importantly, if they're the right fit for your portfolio? Let's dive in and find out!

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Client’s Testimonials

Listen To Our Great Clients!

Check out more independent reviews here

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Dan P.

I think this is the personal finance tool that a lot of people have been waiting for. It's sitting right at the sweet spot that gives more adventurous investors the tools to mimic a fund manager without paying their exorbitant fees. I've shown this tool to a couple of pro investors, they agreed that this is exactly what the more active investor is missing from their tool belt. Lookout FAs, Investipal is coming for you!

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James M.

This is an exciting and timely product. I think we are seeing a generational regime change in global credit liquidity. Chasing meme's is probably not going to be the best strategy going forward. In taking a global macro approach, I've looked to Investipal to quickly screen ETFs, allowing a setup that is looking resilient as the S&P bleeds.

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George P.

Great product for the common investor. Helps to close the gap between institutional and retail investors, giving common people a fighting chance.

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Madhurja B.

Its an extremely useful software for anybody looking to start investing or for experienced investors. If you are new, I would recommend making a mock portfolio and playing around with different Mutual Funds & ETF’s on Investipal until you’re comfortable investing. Some other great key features is that you can share your portfolio with friends and family or follow famous investors trades, like Warren Buffet, Cathy Woods, etc. all these online investment brokerages lack so much utility but Investipal has you covered on your investing journey!

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Salina G

Easy to use and navigate, especially on the user interface side, plus the tips along the way is helpful for beginners.

Frequently Asked Questions

Frequently Asked Questions

Here are some common questions on Investipal

01.

How Does Investipal Work?

Investipal is an investment research and collaboration platform. Individuals can come in and build a portfolio from the ground up with the help of our assistant or, can subscribe to prebuilt portfolios on the platform.

02.

Do I Have To Move My Money To Investipal?

No! We are not a brokerage. You get to keep your money with your existing brokerage and use Investipal to build and test your portfolio.

03.

Is Investipal a Robo Advisor?

Robo-advisors bucket individuals into pre-defined portfolios based off their risk tolerance. We are aimed at the individual who wants to invest independently. If you want to get smarter about investing and need the tools to aid you – you came to the right place! Anyone can build a completely independent portfolio on Investipal.

04.

Do You Invest On My Behalf?

No we don’t! We provide you the tools and information to build an intelligent portfolio custom to your client. You can then take that information and purchase ETFs like you normally would.

05.

How Much Does It Cost To Get Started?

Great question, it's totally free to get started on Investipal! If you want to subscribe to any paid portfolios or leverage Investipal Pro, we charge a subscription.

04.

Can I Use An Advisor With Investipal

We do not offer any investment advice on Investipal, as such we do not have any advisors on Investipal. We do have a plethora of resources to help you understand investing, terminology and how to build a portfolio.

05.

How Do I Get Started?

After registering you will get access to our getting started guide.

01.

How Much Is Investipal?

We are free to use! We do have a paid subscription for upgrade features you can access here.