InvestmentMS
Investment Management System
Built for individual investors
Invest smarter.Trade with a system.
InvestmentMS brings your accounts, holdings, trades, research, performance, and AI-powered investment guidance into one simple system.
No brokerage connection required to get started.
InvestmentMS Dashboard
Portfolio overview
Portfolio Value
$128,420
Available Cash
$24,810
Open Trades
6
A+ Setups
3
AI Advisor
Bullish BiasCash levels remain healthy. Two watchlist names are approaching high-quality technical setups while current option exposure remains controlled.
One system
Everything you need to manage your investing.
Keep the daily workflow simple, then drill deeper only when you need more information.
Portfolio Management
Track accounts, holdings, cash, allocation, and account activity in one place.
Trade System
Review setups, track open trades, manage options, and separate system trades from impulse trades.
Research
Bring fundamentals, technicals, options, news, history, and AI analysis together by ticker.
AI Advisor
Get clear explanations of opportunities, risks, portfolio conditions, and what deserves attention next.
Designed for real life
Less spreadsheet chasing. More useful decisions.
Import brokerage activity, organize multiple accounts, monitor opportunities, and keep a clear record of what worked and what didn't.
Connect your portfolio
Add accounts manually or import brokerage files.
Organize your investing
Track holdings, trades, options, watchlists, and account activity.
Research opportunities
Use one research workflow instead of bouncing between disconnected tools.
Learn from performance
See what the system produced over time and refine your process.
InvestmentMS
Build a better investing process.
Create your account and start building your own investment management system.