Every account you invest through, in one place. Your broker already emails every trade — forward it once and your portfolio records itself. No credentials, no retyping, and a straight answer on whether you are still on plan.
Your return next to the index you actually care about, measured on your own money.
Technology is 41% of your portfolio going into a week where two holdings report.
That sits inside your own 45% ceiling, so Veo reads it as concentration to watch rather than to fix.
You have funded 11 of the last 12 months and made no unplanned sales since May 2025.
We read your buys and sells out of the email your broker already sends. All you do is confirm them.
Read-only, and no credentials, ever. Nothing touches your portfolio until you confirm it.
Copy this address, then add one forwarding rule at your mailbox. We read mail from your broker’s known addresses and refuse everything else.
A 6% return means nothing on its own. Put it next to the S&P 500 and it becomes a decision you can defend.
Pick the index you want to be judged against. Set the mix of shares, funds and cash you are aiming for. This page shows how far you have drifted from it.
Your return over time, how rough the ride was, and how far your mix has drifted from the one you planned.
Benchmarks are not goals. They are context.
An index tells you what the market did. It does not know when you need the money, or what you can sleep through.
FinveOS puts your return next to the index, then holds you to your own plan rather than to somebody else’s.
Veo is the built-in AI. Each morning it writes a short read on what you own: what moved, what is coming this week, and what needs nothing from you.
Ask it a question in your own words and it answers from your real holdings. Where it has no number, it says so rather than inventing one.
Quiet week. Two earnings dates ahead, both things you hold; nothing needs action today.
Cash covers the Sep 1 contribution with room to spare.
Veo writes this from your own holdings, not from a general news feed.
Rewritten every morning, before the market opens.
Every line is tied to a source. Where Veo has no number, it tells you.
Most people run their investing across three things: the broker they trade in, a spreadsheet they keep by hand, and whatever they can find to read. FinveOS sits on top of all three. It is an operating system you do not trade in — the buy button stays at your broker, on purpose, because a tool that profits when you act cannot also tell you honestly when to sit still. The last row is where that costs you, and we have left it in.
FinveOS | Brokerage app the place you trade | Spreadsheet what most people use | Robo-adviser managed for you | |
|---|---|---|---|---|
Holdings across every account One portfolio, however many brokers you hold it across. | ||||
Import a statement without typing it PDF or CSV in; your holdings and what you paid for them come out. | ||||
Benchmarked against world indices Your return beside the S&P, FTSE or Nikkei, not a number on its own. | ||||
What institutions are actually buying Big funds must publish what they own. We match those filings, plus insider and congressional trades, to your holdings. | ||||
Research that answers in your own words Ask about a holding and get a grounded answer, not a search box. | ||||
Teaches you as you go Courses and lessons built into the product, pitched at your level. | ||||
Other investors to learn from Follow people whose strategy matches yours and see what they hold. | ||||
You keep control of every decision We never buy or sell on your behalf. Ever. | ||||
Executes trades for you We are not a broker, on purpose. This is the one row where that costs you. | ||||
Costs nothing to start A free tier that is a product, not a trial. |
Read what other people hold, and why. Join a room on a subject you care about. Message anyone directly.
Nothing here can place a trade or copy a position into your account. It is people explaining their reasoning, not tips.
Ten years in VTI and the only decision I have ever made about it is to keep buying. It is 13.2% of my portfolio, I have never once trimmed it, and the boredom is the entire strategy.
Held ASML through the whole drawdown and added twice on the way down. The thesis never depended on the quarter, so the quarter never got a vote — it is back to 10.7% on its own.
My rule is that I have to re-read what I wrote about MSFT before I am allowed to sell any of it. It is my largest position at 19.0%. I have re-read it four times and sold none.
A flat monthly fee, or nothing at all. No payment for order flow, no commission, and no cut of anything you buy. Every other platform earns when you act, which is why every other platform is built to make you act. We are paid the same whether you trade fifty times this year or not once — and that is the only reason a product can honestly tell you there is nothing to do today.
Start here. It is a product, not a trial.
For a portfolio you are still adding to.
For more accounts than patience.
WHILE FINVEOS IS IN PRIVATE BETA, EVERY ACCEPTED ACCOUNT IS ON PRO — FREE, AND WITHOUT A CARD.