How We Help

Empowering Your Independent Investment Journey

Master Your Portfolio(s)

Create and manage all your investment portfolios with ease. Institutional-grade analytics, risk management tools, scenario analysis and out-of-the-box optimizations allow you to invest with confidence - all in one place.

  • Stock, Mutual Fund & ETF Research & Screeners
  • Portfolio-level Performance & Risk Analytics
  • Backtesting, Stress-testing, Rebalancing
  • Drift Analysis and Alerts
  • Sync With Your Brokerage
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Mitigate Risk

Deploy quantitative risk management tools like backtesting, stress-testing and rebalancing to effortlessly optimize your portfolio.

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Collaborate with Others

Discover other portfolios from famous investors and other Investipal users to get inspiration, learn and compete.

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Your AI Co-Pilot

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Portfolio Tracking

Get robust portfolio analytics and insights over 20 risk indicators, and take a more proactive approach to managing risk.

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Investment Research

Research all North American stocks, ETFs and mutual funds to build the perfect portfolio for each client.
Understand your portfolio's risk and return characteristics.

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Asset Diversification & Allocation

Asset allocation explains 90% of portfolio returns. Investipal helps you go beyond investment selection by also understanding how to optimally allocate towards those assets.

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Portfolio Rebalancing

Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.

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Discover and track other portfolios, and share your own. Gain inspiration, learn and compete.

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Brokerage Sync

Integrate with your brokerage for seamless execution, enabling you to manage your entire portfolio from one place, saving time and effort.

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Risk Assessment

Discover your unique risk profile and identify how your portfolio matches with that, so that you can align towards your financial goals more confidently.

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Secure Shield

Experience the utmost confidence in your data with Secure Shield. Our robust security measures ensure that your information is protected.

Become The Smarter Investor

Source inspiration, follow top portfolios and benchmark your performance with powerful portfolio collaboration software.

  • Discover & track other portfolios
  • Benchmark your performance
  • Get investment inspiration
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Personalized Portfolio Management

Powerful portfolio analytics and risk management tools make it easy to build and manage all of your investments like a pro, in one place.  

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Comprehensive Portfolio Analysis
Track performance, understand asset allocation and diversification, and identify risks.
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Effective Risk Mitigation
View correlations between your holdings, set up alerts when your portfolio drifts beyond your desired thresholds, and rebalance to optimize your performance.
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Robust Screeners & Research
Get access to over 10,000 North American stocks, mutual funds and exchange-traded funds (ETFs), and build your perfect portfolio.

Frequently Asked Questions

What does Investipal specialize in?
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How can I stay informed about updates and new features?

Let's Kickstart Your Growth

Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.