Institutional financial intelligence[email protected]

FAQ

Frequently asked questions

Everything you need to know about Investilo. If your question is not here, contact us.

Investilo is an investment intelligence platform operated by Investilo AI. It helps professional researchers, investment teams, asset managers and financial institutions turn fragmented market data into trusted, evidence-backed research.

About Investilo

What is Investilo?

Investilo is an investment intelligence platform for professional research teams. It brings market data, filings, news, financial analysis, technical signals, company comparisons and research reports into one connected system.

Who is Investilo built for?

Investilo is built primarily for professional users, including equity researchers, asset managers, wealth managers, family offices, research firms, fintech platforms and investment teams. Individual investors can also use Investilo to access more structured research.

What problem does Investilo solve?

Investment research is fragmented across too many tools. Analysts often move between data terminals, filings, news sources, spreadsheets, charting tools and AI assistants before producing research. Investilo brings these workflows together into one platform.

Why do you call Investilo an investment intelligence platform?

Because Investilo is more than a report generator or chatbot. It connects multiple investment workflows, including reports, comparison matrices, technical analysis, backtesting, dashboards and market monitoring, through one intelligence engine.

Research Reports

What is an Investilo Research Report?

An Investilo Research Report is a structured company analysis generated in minutes. It combines financial performance, valuation, business overview, technical analysis, sentiment, risks and supporting evidence into one report.

How long does a report take?

Most reports are generated in approximately two minutes.

What is included in a report?

Reports can include company overview, financials, valuation, technical indicators, business model, growth drivers, market sentiment, risks, peer context and research summary.

Are reports suitable for professional research?

Yes. Investilo is designed to support professional research workflows by making research faster, more consistent and easier to review.

Matrix & Company Comparison

What is the Investilo Matrix?

The Matrix allows users to compare companies side by side across financial, valuation, technical and business metrics.

Why is the Matrix useful?

Professional research rarely looks at one company in isolation. The Matrix helps analysts compare peers quickly, identify differences and avoid manually building spreadsheets.

What can I compare?

Users can compare metrics such as growth, profitability, margins, valuation multiples, balance sheet strength, cash flow, technical indicators and market performance.

Technical Analysis & Backtesting

Does Investilo include technical analysis?

Yes. Investilo includes technical analysis alongside fundamental research so users can evaluate both company quality and market behaviour.

Which technical indicators are available?

Investilo supports indicators such as RSI, MACD, moving averages, VWAP, Bollinger Bands, ADX, Heikin Ashi, volume analysis and momentum indicators.

Does Investilo support backtesting?

Yes. Investilo supports backtested strategy analysis to help users evaluate how investment ideas or technical setups may have performed historically.

AI, Trust & Transparency

Is Investilo just a chatbot?

No. AI is one component of Investilo. The platform combines structured financial data, research workflows, comparison tools, technical analysis and source-supported outputs.

How is Investilo different from general AI tools?

General AI tools can answer broad questions. Investilo is purpose-built for investment research and uses financial workflows, market data, company analysis and technical indicators to produce structured research.

Does Investilo provide buy or sell recommendations?

No. Investilo provides research and analysis to support investment decisions. It does not provide personalised financial advice or direct buy, sell or hold recommendations.

How does Investilo reduce unreliable AI outputs?

Investilo grounds research in structured financial data, company information and defined research workflows rather than relying only on general language generation.

Are reports source-supported?

Yes. Where applicable, Investilo links research conclusions to the underlying financial information and supporting evidence used in the analysis.

Enterprise & Professional Use

Can asset managers use Investilo?

Yes. Investilo is designed to support asset managers, wealth managers and institutional research teams by improving research speed, consistency and reviewability.

Can Investilo be used by research teams?

Yes. Research teams can use Investilo to standardise reports, compare companies, monitor markets and reduce repetitive manual work.

Do you offer APIs?

Yes. Enterprise customers can integrate Investilo into internal systems, client portals or research workflows through APIs.

Do you offer white-label solutions?

Yes. Fintech platforms and financial institutions can deploy Investilo capabilities under their own brand.

Can workflows be customised?

Yes. Enterprise customers can customise research workflows, outputs and integrations based on their needs.

Security & Data

Do you sell customer data?

No. Investilo does not sell customer data.

Is my research private?

Yes. Customer research activity is treated as confidential and is not sold to third parties.

Pricing & Getting Started

Is there a free plan?

Yes. Users can explore Investilo before upgrading.

Do you offer professional plans?

Yes. Professional plans provide access to advanced research reports, Matrix comparisons, technical analysis and premium research features.

Do you offer enterprise pricing?

Yes. Enterprise pricing is tailored based on users, integrations, APIs, white-label needs and deployment requirements.

How can I get started?

Professional users can create an account and begin generating research. Enterprise customers can request a demo to discuss workflows, integrations and pricing.

Individual Investors

Can individual investors use Investilo?

Yes. While Investilo is built primarily for professional research workflows, individual investors can use the platform to research companies, compare stocks and better understand investment opportunities.

Is Investilo suitable for beginners?

Yes, but Investilo is not designed to replace financial education or personal advice. It helps individual investors access structured research and understand companies more clearly.

Can Investilo help me decide what to buy?

Investilo does not tell users what to buy or sell. It provides research, analysis and evidence so investors can make their own informed decisions.