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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Similarix introduces a robust, read-only AI layer that enhances your storage capabilities, allowing for improved searching, sorting, and management of digital assets without making any changes to the original files. You can take advantage of advanced functionalities such as semantic search and deduplication, all while ensuring your files remain safe and unaltered. Setting up your data sources is a breeze with our straightforward configuration process. Once configured, our system automatically implements the AI features, enabling you to efficiently explore and manage your digital assets. You can utilize either our user-friendly interface or a powerful API, both designed to keep your original files intact. This customizable, read-only AI layer empowers you to elevate your data management experience, with seamless access through an intuitive dashboard or a reliable API, making it easier than ever to handle your digital resources.

Description

Vestiio serves as a portfolio management tool and AI-driven analyst tailored for individual investors who possess stocks and ETFs across multiple brokerage accounts. You can easily connect your US and Canadian brokerage accounts in a read-only format via Plaid, or you can opt to import your statements manually. Vestiio provides insights into your time-weighted returns in comparison to your selected benchmarks, tracks your dividend income, and reveals the actual composition of your holdings—highlighting duplicated companies, ETF overlaps, and the genuine distribution of sectors within your portfolio. You can engage with the AI analyst regarding your personal portfolio, which is aware of your assets, annotations, and investment strategies, offering responses informed by real-time market data. The Pro version includes a feature called Radar, which sends you news alerts related to your holdings, while the Premium version introduces Scouts, allowing you to pose questions that Vestiio will verify on a weekly basis. Research capabilities are robust, featuring a stock screener that utilizes the V-Score, access to 13F filings from prominent fund managers, and comprehensive market briefings. Additionally, you can share your portfolio privately or compete on a leaderboard with others. It's important to note that Vestiio operates in a read-only capacity, meaning it does not engage in trading or financial transactions. All data is securely stored in Switzerland, ensuring user privacy. You can begin with a Demo using sample data without the need for a credit card, and subscription plans start at a very affordable rate of $19 per month. This makes Vestiio a valuable resource for investors seeking detailed insights and management tools for their portfolios.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon S3 Yes 
Google Drive Yes 
Interactive Brokers No 
Plaid No 

Integrations

Amazon S3 No 
Google Drive No 
Interactive Brokers Yes 
Plaid Yes 

Pricing Details

€12 per month
Free Trial No 
Free Version No 

Pricing Details

$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Similarix

Website

similarix.com

Vendor Details

Company Name

Vestiio GmbH

Founded

2026

Country

Switzerland

Website

vestiio.com/en

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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