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.
Independent & Transparent
Developed in Philadelphia for individual investors who want to research, plan, and learn with greater clarity. Investing Copilot brings portfolio context, research notes, goals, and watchlists together without the distractions of a trading platform.
Built for Research, Not Trading
Investing Copilot is an information, organization, and planning tool. It does not execute trades, hold customer funds, or provide individualized investment advice. Investment decisions remain with the user and should reflect personal objectives, circumstances, and independent judgment.