Vestify: Investment Tracker

Stop tracking prices, start tracking progress. See exactly how close you are to FIRE, a home, or retirement — with AI that actually knows your portfolio

Vestify helps you invest toward your goals — not just watch prices move. Set a target for retirement, FIRE, a home, or any dream, and always know exactly how close you are.

Add your stocks and ETFs, and instantly see your progress toward each goal alongside your total portfolio value, gain/loss, and how every position is performing. Prices update automatically with real market data every time you open the app.

WHAT YOU CAN DO

• Multiple portfolios with a target amount, year, and visual progress bar — retirement, FIRE, education, or a dream purchase
• AI Investment Assistant that knows your holdings and gives specific, actionable answers
• Real-time quotes for US stocks and ETFs, plus international markets including Hong Kong, London, and Frankfurt
• CSV import from Interactive Brokers, with full lot history and average buy prices
• Portfolio charts showing performance over 1 week, 1 month, 3 months, or 1 year
• Watchlist to follow stocks without adding them to your portfolio
• Sign in with Apple or Google to sync your portfolios across all your devices

AI ASSISTANT Ask anything about your portfolio — "Am I on track?", "What are my biggest risks?", "Should I take profits?" Vestify AI knows exactly what you own and gives direct, personalized answers — not generic advice.

IMPORT FROM INTERACTIVE BROKERS Connect your IB account by exporting a CSV report. Vestify reads your full position history including individual lots and average buy prices.

VESTIFY PRO Vestify is free to start. Upgrade to Pro for unlimited portfolios, unlimited AI chat, portfolio charts, and the market watchlist. No commitment — cancel anytime.

Vestify is for informational purposes only and does not provide investment, legal, or tax advice. Always consult a licensed financial advisor before making investment decisions.

Terms of Use: https://janekyr.notion.site/Terms-of-Service-3830a6b76c2580568438e6adadbdb660