Your Investment Research Workspace
Keep track of what you own, what you're researching, and where you're headed - without gimmicks or all the noise of a trading platform.
Cleared for TakeoffAbout Investing Copilot
Investing Copilot helps individual investors organize holdings, track performance, maintain watchlists, and capture research in one place. Designed for long-term investors who value clarity, discipline, and informed decision-making.
Research & Planning
Save investment ideas, maintain research notes, track watchlists and evaluate opportunities over time. Set goals and understand timelines to achieve them.
Contact & Corporate
Independent and transparent. Developed by an investing enthusiast and creative in Philadelphia for people like him who want to research, plan and learn.