Frequently Asked Questions
Everything you need to know about how Inves 21 approaches portfolio analysis. If your question isn't covered here, our team is happy to help directly.
What exactly does Inves 21 do?
Inves 21 provides AI-driven analysis of investment portfolios. We process your holdings data through our models to surface patterns, concentration risks, and structural observations that are often difficult to spot through manual review alone.
Is Inves 21 a financial advisor or broker?
No. Inves 21 is an analytical tool, not a licensed financial advisory or brokerage service. We do not execute trades, manage assets, or provide personalized investment advice. Our output is intended to inform, not replace, your own judgment or consultation with a qualified professional.
What kind of portfolios can be analyzed?
Our analysis is designed to work across common portfolio structures, including equities, funds, and diversified multi-asset holdings. The depth of insight depends on the quality and completeness of the data provided during setup.
How do I get started?
You begin by submitting your portfolio details through our intake process. Once received, our system runs its analysis and prepares a structured summary for your review. Specific steps and timing are outlined when you start the process.
Is my financial data kept secure?
We take data handling seriously and apply reasonable technical safeguards to protect information submitted to us. For full details on how data is collected, used, and retained, please refer to our Privacy Policy.
Will the analysis tell me exactly what to buy or sell?
No. Inves 21 delivers analytical observations about your portfolio's structure and characteristics. It does not issue buy, sell, or hold recommendations. Any decisions you make based on the analysis remain entirely your own responsibility.
How often should I run an analysis?
This depends on how actively your portfolio changes and your personal review habits. Some clients revisit their analysis periodically after major market moves or portfolio adjustments; others use it as an occasional check-in tool.
Does Inves 21 work with international portfolios?
Our analytical approach is built to accommodate a range of holding types and markets. If you have questions about a specific portfolio structure, we recommend reaching out through our contact page before proceeding.
What does the process cost?
Pricing details are communicated during the intake process and may vary depending on the scope of analysis requested. Please get in touch for current information.
Can I speak with someone directly?
Yes. If you have questions not addressed here, you can reach our team through the contact page, and we'll respond as promptly as we're able.
Still have questions?
Reach out to our team directly, or begin your portfolio analysis to see Inves 21 in action.