Individuals

Research your portfolio with evidence you can inspect.

For financially sophisticated investors and professional individual traders who want to test ideas, assess holdings, run strategies on paper and review the work behind the answer.

Diligence with real data, not a chat window

Set the benchmark, horizon and limits in Research. The agent works through global prices and fundamentals, filings and web research, runs the numbers with code, and shows its methods and gaps. Important research gets an independent review before it reaches you.

The agent runs your routine

Describe how you already keep up and Itoflow turns it into Monitors that run on schedule and report what changed.

A recorded track record, not a backtest curve

A Strategy runs forward on paper: every decision, trade and mandate change is recorded and versioned as it happens, across stocks, ETFs, bonds, crypto and funds in the US, UK, Europe and India. Connect a supported broker when you are ready to go live; every live trade still needs your approval.

An Itoflow chat where a user describes their morning research routine; the agent checks their portfolio and existing Monitors, then asks clarifying questions before scheduling the rest — Describe the routine once. The agent asks for the decisions that are yours, then keeps the rest running.

A live Itoflow strategy: performance chart with every trade marked on the price path, benchmark comparisons, and the current holdings with entry prices and P&L — A Strategy runs the mandate on paper: the agent decides, trades and records as markets move, and every trade is marked where it happened on the price path.

Start with your question.

Try Research

Start free with $30 of included AI usage a month.