AI Portfolio Insights
See the forces shaping your portfolio and get recommendations grounded in your goals.
Finance AI Platform
Optimize your investments with AI-driven analysis, real-time tracking, and intelligent recommendations.
4.9/5 rating Bank-level security Real-time AI insights
Trusted by investors and financial teams
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See the difference
Smarter decisions start with clear data
Turn scattered portfolio information into one focused view. Drag the slider to compare the old way with Zenvix.
Designed for clarity
Everything you need to move with confidence
One calm workspace for understanding risk, spotting change, and acting on what matters.
Real-time Tracking
Follow allocation, performance, and market movement from one continuously updated view.
Bank-level Security
Your data is protected with encryption, strict access controls, and constant monitoring.
Smart Alerts
Set meaningful signals and receive a clear explanation when a holding needs attention.
Simple pricing
Start small. Grow when you’re ready.
Every plan includes secure connections, real-time tracking, and a 14-day free trial.
Starter
For new investors building a clearer habit.
$0 / month
- 2 connected accounts
- Portfolio dashboard
- Weekly AI summary
- Essential alerts
Growth
For active investors ready for deeper insight.
$18 / month
- Unlimited accounts
- Advanced AI insights
- Real-time smart alerts
- Scenario planning
Scale
For financial teams managing shared portfolios.
$49 / month
- 5 team members
- Shared workspaces
- Custom reporting
- Priority support
Investor stories
Clearer thinking, less noise
How people use Zenvix to understand their money and make considered moves.
Zenvix gives me the context I was missing. I can see what changed, why it matters, and what I should look at next.
AM
Avery MorganIndependent investor
Our Monday review went from two hours to twenty minutes.
JL
Jordan LeeFinance lead
The alerts are useful because they explain the signal instead of adding more noise.
SK
Samira KhanGrowth investor
Questions, answered
Know what you’re getting into
Still unsure? Explore the most common questions about security, setup, and insights.
Zenvix analyzes portfolio structure, market movement, risk preferences, and the goals you set. It shows the reasoning behind every recommendation so you stay in control.
Yes. Growth and Scale plans support unlimited connected accounts, while Starter includes two.
Your information is encrypted in transit and at rest. Zenvix uses read-only connections and never moves money on your behalf.
No. Zenvix is an analysis and decision-support tool. It helps you understand information, but it does not provide personalized financial advice.
Scale workspaces include role-based access, shared dashboards, and downloadable custom reports for reviews and planning.