Substack stock pick tracker

Track public investing ideas from Substack.

If you follow investing writers, the hard part is remembering every idea, why it was compelling, and what happened next. Investi helps turn public posts into tracked portfolio context.

Build my first portfolio

Currently paper money only · No real trades · Not financial advice

Example instructions

Track this writer weekly and summarize new public picks.

Ask before adding anything from the post.

Cap any single Substack-sourced idea at 5%.

Compare each pick to my current AI infrastructure rules.

How Investi helps

From plain English to explainable portfolio action.

Follow ideas without blindly copying.

Investi is designed around monitoring, logging, and review. Public ideas can be captured with reasoning and checked against your own constraints before they affect the portfolio.

Preserve the reason, not just the ticker.

A stock pick without the original argument is easy to misuse. Investi keeps the source context attached so you can revisit the logic later.

Make source tracking part of the portfolio.

Set a cadence, define position caps, and ask Investi to surface only the ideas that matter for the portfolio you are trying to build.