Clean, transparent data, professional analytics, and an AI agent that knows you, helping every everyday investor understand funds and ETFs and make allocation decisions with confidence.
Bring transparency and clarity to your financial decisions.
The Invix agent answers from high-quality fund, index, and market data in the Invix database and cites its sources. Ask in one sentence for an intraday market summary, an index comparison, or a close read of a single fund.
Understand the data and manage your fund portfolio.
Group your funds into portfolios and see market value, daily P/L, and each fund's daily change at a glance. Screening, comparison, and fee analysis show how your portfolio is really doing.
| Fund | Market value | Daily change |
|---|---|---|
CSI 300 ETF Feeder A | 6,809.47 | +8.70+0.13% |
Hang Seng TECH ETF Feeder (QDII) A | 23,370.73 | -187.43-0.80% |
CSI 500 ETF | 42,560.00 | +186.44+0.44% |
ChiNext ETF | 31,860.00 | +371.58+1.18% |
CSI AI Theme ETF Feeder | 18,640.00 | +248.30+1.35% |
Start with your goals and preferences.
Chat with the AI about your goals, risk tolerance, and specific requirements. It analyzes fund and market data, screens matching funds, and drafts a model allocation for your reference.
We believe every everyday investor deserves clean, transparent data, professional tools, and an AI agent that truly works for you.
What we believe
Data you can trace to its source. Fees and risk metrics are shown in full, never cherry-picked.
No fund sales, no trade execution, and no promised returns. The AI analyzes and assists; the decision is always yours.
We process only what's needed to answer you. Your holdings and preferences are used only to serve you.
Features are for information and analysis only and do not constitute investment advice, advisory services, or securities recommendations.