Content
About Invetso
Quick Start
Using the Platform
Plans & Payments
Trust & AI Accuracy
Security & Privacy
About Invetso
– What is Invetso?
Invetso is an AI-powered platform built for anyone looking to understand public companies beyond just financials.
It delivers expert-style qualitative analysis using 12 frameworks such as SWOT, Moat, ESG, and PESTLE, offering a fast, structured 360-degree view of what truly drives a company’s performance.While traditional platforms focus on financial data, and qualitative analysis often requires scattered research and manual effort, Invetso turns complexity into clear, easy-to-understand insights and scores that help you go beyond the numbers.
– Does Invetso provide financial advice?
No. Invetso is not a financial advisor. All content is for informational purposes only and is meant to support your independent research. Always consult a qualified financial advisor before making investment decisions. For more details, please refer to our Terms of Service.
– Who is Invetso for?
Invetso is for anyone interested in understanding the stock market, from curious beginners to serious retail investors who want to deepen their research through clear, structured qualitative insights.
– How is Invetso different from traditional stock platforms and other solutions?
Most stock platforms focus only on financial data like earnings, ratios, and charts.
Before Invetso, you had to piece together qualitative insights from filings, news, blogs, and forums, or pay for an expensive subscription to access deeper information.
Invetso replaces that with clear, AI-powered analysis using 12 frameworks, turning scattered research into easy-to-read insights and scores.
– Why Qualitative Analysis is important?
Qualitative analysis helps you understand the why behind a company’s performance. It goes beyond numbers to evaluate factors that shape long-term potential, such as leadership quality, strategy, and external risks.
At Invetso, we organize our qualitative insights into four core categories:
Growth & Forward Thinking, Competitive Positioning, Leadership & Execution, and Macro & ESG Factors.
This structured view helps you uncover what financial data alone can’t show, giving you a more complete picture of a company’s future.
Quick Start
– How do I get started with Invetso?
Getting started with Invetso is simple:
1. Sign up in seconds to access your account (Free or Premium plan).
2. Search any U.S. public company.
3. Explore 12 qualitative frameworks like SWOT, Moat, ESG, and more.
4. Compare Overall Scores and discover the Top 10 Stocks by category.
5. Save your favorites to your Watchlist and download editable Reports to
customize your research.
Free Plan includes: 3 stock analyses per month with limited framework access. Perfect for exploring before upgrading.
Using the Platform
– What stocks are included?
Invetso covers public U.S. companies listed on NASDAQ and NYSE, with over 5,000
stocks across all sectors. Our coverage will expand over time based on user demand
and data availability.
– What are the 12 frameworks?
To provide a well-rounded view of each company, we selected 12 expert-style frameworks, grouped into 4 core categories:
• Growth & Forward Thinking: 10Y Growth Analysis, Scenario Analysis, Risks & Opportunities, and Economic Moat.
• Competitive Positioning: Porter´s 5 Forces, SWOT Analysis, Products Matrix, and Business Model.
• Leadership & Execution: Management Analysis and Company Milestones.
• Macro & ESG Factors: PESTLE Analysis and ESG Analysis.
For more details, please refer to Our Frameworks.
These frameworks work together to uncover the qualitative factors behind a company’s performance.
– What powers the platform?
Invetso uses advanced AI technology and trusted financial data sources to generate qualitative insights and scores. Our platform combines industry-leading tools to ensure accuracy, depth, and reliability. For more details, please refer to our Terms of Service.
– How often is the data updated?
While Invetso takes a long-term view, we update analyses monthly to reflect meaningful
changes. You can also access the past five months to track how a company’s trajectory and scores have evolved over time.
Plans & Payments
– Is there a free version?
Yes. The Free Plan allows you to analyze up to 3 stocks per month with limited access to our frameworks. It’s a great way to explore Invetso before upgrading to Premium.
– What do I get with the Premium plan?
Unlock the full potential of Invetso. The Premium Plan gives you:
• Unlimited stock searches
• Access to all 12 frameworks
• Overall Scores
• Top 10 Rankings
• Downloadable Reports
• Unlimited Watchlists
• An ad-free experience
– How can I pay?
We accept major credit/debit cards. Payments are securely processed in USD via Stripe and PayPal. We don’t store your card details.
– Can I cancel or get a refund?
While refunds aren’t available, you can cancel anytime and continue using your plan until the end of the billing cycle.
Trust & AI Accuracy
– How does the AI generate insights?
Invetso uses OpenAI technology to analyze publicly available data and generate structured qualitative insights across 12 expert-style frameworks. Each framework is scored using AI, and these scores are combined into an overall score through a weighted average.
– How accurate is the analysis?
We regularly review and improve our analyses and scoring system to enhance accuracy and reduce errors. While AI helps deliver fast, structured insights, it may still contain mistakes. Use the analysis as a starting point, not a replacement for your own research.
– Is the information up to date?
We use the latest OpenAI models and the most recent publicly available data to keep our analyses current. However, information can change quickly, so we encourage you to verify anything time-sensitive.
– How are the Scores calculated?
Each framework is scored individually using AI-generated qualitative insights based on the company’s analysis. The score reflects how strong or weak a company is within that specific area, such as SWOT, ESG, or Management.
In some cases, frameworks include subscores to highlight specific components. For example, SWOT Analysis shows separate scores for Strengths and Weaknesses.
The Overall Score is a weighted average of the 12 framework scores. Some frameworks carry more weight than others, depending on their importance to a company’s strategic position and long-term potential.
While the scoring is AI-powered, we regularly review and improve the methodology to enhance accuracy and transparency.
Security & Privacy
– Is my personal data secure?
Yes. Invetso follows best practices for data privacy and security. We use secure infrastructure and do not store sensitive financial information. For more details, please
refer to our Privacy Policy.
– Do you share my data with third parties?
No. Your data is never sold or shared with third parties. It is only used internally to improve your experience on the platform.
– Are you affiliated with the SEC or other financial authorities?
No. Invetso is not affiliated with the SEC, FINRA, or any regulatory agency. We provide informational tools, not financial, legal, or tax advice.
Content
About Invetso
Quick Start
Using the Platform
Plans & Payments
Trust & AI Accuracy
Security & Privacy
About Invetso
– What is Invetso?
Invetso is an AI-powered platform built for anyone looking to understand public companies beyond just financials.
It delivers expert-style qualitative analysis using 12 frameworks such as SWOT, Moat, ESG, and PESTLE, offering a fast, structured 360-degree view of what truly drives a company’s performance.While traditional platforms focus on financial data, and qualitative analysis often requires scattered research and manual effort, Invetso turns complexity into clear, easy-to-understand insights and scores that help you go beyond the numbers.
– Does Invetso provide financial advice?
No. Invetso is not a financial advisor. All content is for informational purposes only and is meant to support your independent research. Always consult a qualified financial advisor before making investment decisions. For more details, please refer to our Terms of Service.
– Who is Invetso for?
Invetso is for anyone interested in understanding the stock market, from curious beginners to serious retail investors who want to deepen their research through clear, structured qualitative insights.
– How is Invetso different from traditional stock platforms and other solutions?
Most stock platforms focus only on financial data like earnings, ratios, and charts.
Before Invetso, you had to piece together qualitative insights from filings, news, blogs, and forums, or pay for an expensive subscription to access deeper information.
Invetso replaces that with clear, AI-powered analysis using 12 frameworks, turning scattered research into easy-to-read insights and scores.
– Why Qualitative Analysis is important?
Qualitative analysis helps you understand the why behind a company’s performance. It goes beyond numbers to evaluate factors that shape long-term potential, such as leadership quality, strategy, and external risks.
At Invetso, we organize our qualitative insights into four core categories:
Growth & Forward Thinking, Competitive Positioning, Leadership & Execution, and Macro & ESG Factors.
This structured view helps you uncover what financial data alone can’t show, giving you a more complete picture of a company’s future.
Quick Start
– How do I get started with Invetso?
Getting started with Invetso is simple:
1. Sign up in seconds to access your account (Free or Premium plan).
2. Search any U.S. public company.
3. Explore 12 qualitative frameworks like SWOT, Moat, ESG, and more.
4. Compare Overall Scores and discover the Top 10 Stocks by category.
5. Save your favorites to your Watchlist and download editable Reports to
customize your research.
Free Plan includes: 3 stock analyses per month with limited framework access. Perfect for exploring before upgrading.
Using the Platform
– What stocks are included?
Invetso covers public U.S. companies listed on NASDAQ and NYSE, with over 5,000
stocks across all sectors. Our coverage will expand over time based on user demand
and data availability.
– What are the 12 frameworks?
To provide a well-rounded view of each company, we selected 12 expert-style frameworks, grouped into 4 core categories:
• Growth & Forward Thinking: 10Y Growth Analysis, Scenario Analysis, Risks & Opportunities, and Economic Moat.
• Competitive Positioning: Porter´s 5 Forces, SWOT Analysis, Products Matrix, and Business Model.
• Leadership & Execution: Management Analysis and Company Milestones.
• Macro & ESG Factors: PESTLE Analysis and ESG Analysis.
For more details, please refer to Our Frameworks.
These frameworks work together to uncover the qualitative factors behind a company’s performance.
– What powers the platform?
Invetso uses advanced AI technology and trusted financial data sources to generate qualitative insights and scores. Our platform combines industry-leading tools to ensure accuracy, depth, and reliability. For more details, please refer to our Terms of Service.
– How often is the data updated?
While Invetso takes a long-term view, we update analyses monthly to reflect meaningful
changes. You can also access the past five months to track how a company’s trajectory and scores have evolved over time.
Plans & Payments
– Is there a free version?
Yes. The Free Plan allows you to analyze up to 3 stocks per month with limited access to our frameworks. It’s a great way to explore Invetso before upgrading to Premium.
– What do I get with the Premium plan?
Unlock the full potential of Invetso. The Premium Plan gives you:
• Unlimited stock searches
• Access to all 12 frameworks
• Overall Scores
• Top 10 Rankings
• Downloadable Reports
• Unlimited Watchlists
• An ad-free experience
– How can I pay?
We accept major credit/debit cards. Payments are securely processed in USD via Stripe and PayPal. We don’t store your card details.
– Can I cancel or get a refund?
While refunds aren’t available, you can cancel anytime and continue using your plan until the end of the billing cycle.
Trust & AI Accuracy
– How does the AI generate insights?
Invetso uses OpenAI technology to analyze publicly available data and generate structured qualitative insights across 12 expert-style frameworks. Each framework is scored using AI, and these scores are combined into an overall score through a weighted average.
– How accurate is the analysis?
We regularly review and improve our analyses and scoring system to enhance accuracy and reduce errors. While AI helps deliver fast, structured insights, it may still contain mistakes. Use the analysis as a starting point, not a replacement for your own research.
– Is the information up to date?
We use the latest OpenAI models and the most recent publicly available data to keep our analyses current. However, information can change quickly, so we encourage you to verify anything time-sensitive.
– How are the Scores calculated?
Each framework is scored individually using AI-generated qualitative insights based on the company’s analysis. The score reflects how strong or weak a company is within that specific area, such as SWOT, ESG, or Management.
In some cases, frameworks include subscores to highlight specific components. For example, SWOT Analysis shows separate scores for Strengths and Weaknesses.
The Overall Score is a weighted average of the 12 framework scores. Some frameworks carry more weight than others, depending on their importance to a company’s strategic position and long-term potential.
While the scoring is AI-powered, we regularly review and improve the methodology to enhance accuracy and transparency.
Security & Privacy
– Is my personal data secure?
Yes. Invetso follows best practices for data privacy and security. We use secure infrastructure and do not store sensitive financial information. For more details, please
refer to our Privacy Policy.
– Do you share my data with third parties?
No. Your data is never sold or shared with third parties. It is only used internally to improve your experience on the platform.
– Are you affiliated with the SEC or other financial authorities?
No. Invetso is not affiliated with the SEC, FINRA, or any regulatory agency. We provide informational tools, not financial, legal, or tax advice.
