Invix

Invix brings your brokerage, bank, pension and crypto accounts into one clear view of your investments, then shows how they are performing. Key features: • Combined view of brokerage, bank, pension and crypto balances • Performance tracking against benchmarks such as the S&P 500 • Look-through exposure showing holdings inside funds like VOO, QQQ and SMH • Dividend, interest and withholding history by month and by holding • Plain-language portfolio questions answered with the numbers behind them • Read-only connections to Claude, ChatGPT, Grok and other MCP-compatible apps Invix shows what you really own, not just the tickers on your statements. Its performance view separates returns from deposits and withdrawals, so you can judge how your portfolio is doing over one year or five. The exposure tools reveal concentration, such as how much of your portfolio sits in a single company once direct holdings and fund holdings are combined. The income tracker lets you review every payment across accounts in one place. Invix is view-only and is not a broker, so it cannot trade or move money, and it does not provide investment or tax advice. Interactive Brokers is currently supported, with more brokers planned. You choose which portfolios each connected app can see, and you can revoke access at any time. Built for individual investors who hold accounts across several institutions and want clarity on performance, diversification and income. It also suits self-directed investors who prefer asking questions in everyday language and reviewing holdings from the chat app they already use. Start with one account on the free plan.