Portfolio tracking & shared research
Your portfolios.
Your research.
One shared workspace.
Invest Circle helps private investment communities follow model portfolios, organize ticker-linked research, and discuss changes together.
Workspace access is approved by a circle administrator.
Allocation
3 positions + cash
| Holding | Allocation |
|---|---|
| ACMEExample company A | 40% |
| NOVAExample company B | 30% |
| ORBTExample company C | 20% |
| CASHCash | 10% |
Ticker-linked research
ACME · Research note
Track the thesis, source notes, and questions alongside a position.
Portfolio updates
Changes with context
Review recorded allocation changes and the commentary around them.
Inside Invest Circle
From holdings to the conversation behind them.
Follow the portfolio
Review model-portfolio holdings, allocations, watchlists, and recorded changes in one workspace.
Keep research in context
Connect commentary and member discussions to the tickers and positions they describe.
Stay up to date
Bring configured portfolio updates into the circle, with history and email notifications.
Built for a private circle
Members sign in with Google and receive access to specific portfolios. Administrators manage membership and review automated updates. Holdings, commentary, and member information stay inside the approved workspace.
Planned · Claude API integration
Clearer summaries, grounded in the records
We are exploring Claude for structured extraction from portfolio updates and source-linked research summaries, with administrator review before publication. These Claude features are planned and are not yet available.
Meet Invest Circle
Built by Dinesh Kankanala. Get in touch for product questions or to learn more about the workspace.