Build a thesis
Define the principles, constraints, and rationale behind a portfolio before the next trade.
insighta cloud
Institutional infrastructure for individual investors.
Turn every investment decision into a process you can explain, revisit, and improve.
insighta cloud
Institutional infrastructure for individual investors.
Turn every investment decision into a process you can explain, revisit, and improve.
01
Investing gets harder when the process disappears.
Ideas, research, trades, and lessons are usually scattered across tabs, spreadsheets, and memory. That makes a good decision difficult to repeat—and a bad one difficult to learn from.
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Make the work behind a decision visible.
insighta connects your strategy, portfolio changes, market context, and reflection in one investment workstation.
02
One system for the work that matters.
Operate with context
See positions, market signals, and the reason behind each change in one working view.
Keep the history
Restore past portfolio versions and review decisions at the point in time they were made.
Learn together
Share portfolios, memos, and feedback with the people you invest alongside.
03
From conviction to a better next decision.
- 01
Set a strategy
Put the investment thesis and operating rules in writing.
- 02
Run the portfolio
Make changes with current positions and market context in view.
- 03
Review the record
Compare versions, revisit rationale, and turn outcomes into learning.
04
See the investment process, not just the result.
A portfolio should preserve the reasoning that created it. Browse performance, changes, memos, and market context without leaving the workflow.
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A shared investment view, with the reasoning intact.
Bring a partner, family, or investment group into one workspace. Compare shared portfolios, retain the context behind each position, and surface questions before they become assumptions.
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06
AI that helps you examine the work.
Use AI-assisted evaluation to surface questions, structure a review, and challenge a portfolio against the criteria that matter to you.
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Build an investment process worth repeating.
Start with a portfolio, a thesis, and a record you can learn from.
Start for free