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Vestiio

Portfolio tracker and AI analyst for private investors: true returns, what your funds really own, and research on every stock you hold.

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Cost / License

  • Subscription
  • Proprietary

Platforms

  • Online
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Vestiio information

  • Developed by

    CH flagVestiio

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $16 and $59 per month.

  • Alternatives

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  • Supported Languages

    • English
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What is Vestiio?

Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers.

Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix.

Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.

Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard.

Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start with a Demo on sample data, no card needed. Plans from $19 a month.

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