Meet the agent
Ivy Research Guide
“Hi, I am Ivy. I can help organize your watchlist research, show sources, and flag questions to review..”
Ivy Research Guide is not live yet. Luma, our AI guide, can tell you about it.
Coming soon
Fintech · AI investing research and portfolio decision support
ai1stinvesting.com
AI 1st Investing
Turn scattered market information into organized research; watchlists; and risk-aware portfolio notes.
The business
What this business does
AI 1st Investing helps Investors who want clearer research; portfolio visibility; risk alerts; and educational decision support without pretending the AI is a financial advisor to organize watchlists, portfolio context, filings, news, risk notes, and education into source-aware investing research briefs. It matters because investors expect AI summaries and proactive alerts but regulators and users need clear boundaries between research and advice, and the AI-native system links watchlist behavior, sourced documents, user learning goals, alert reactions, and research notes into a better personal research workflow without taking control of trades.
Best first use
AI watchlist research brief and risk alert tool.
Where it stands
Coming soon
This business is being built. Its agent and its pages are planned; it is not open yet.
What the agent does
What Ivy Research Guide will do
- Portfolio import
- watchlists
- research summaries
- filing parser
- news digest
- risk alerts
- scenario notes
- education mode
- advisor dashboard
- citations
- compliance disclaimers
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