Intello V2
Now Live!
Understand Your
Portfolio with AI.
Understand Your
Portfolio with AI.
Intello connects to your brokerage and uses the latest in AI to explain why your investments move - using real market news, transactions, and performance data.
Intello connects to your brokerage and uses the latest in AI to explain why your investments move - using real market news, transactions, and performance data.
Intello connects to your brokerage and uses the latest in AI to explain why your investments move - using real market news, transactions, and performance data.
Connect over 20+ of the largest investment platforms in the world.
Connect over 20+ of the largest investment platforms in the world.
Getting Started
How Intello Works
Connect once. Get clarity every day.
Connect Your Brokerage
Security First, Always
Instant Portfolio Intelligence
Portfolio-Aware AI
Connect Your Brokerage
Securely link your brokerage account in under a minute using SnapTrade. Intello uses read-only access - we can’t place trades, move money, or make changes.
Human-like ai chat generative ai feature
Deliver fast, natural conversations powered by AI without increasing your support team.
Smart system integration
Easily connect channels, tools, and workflows to power unified support across your ecosystem.
Chats that feel human but powered by AI
Deliver instant, intelligent, and always-on support — without scaling your team.
Connect Your Brokerage
Security First, Always
Instant Portfolio Intelligence
Portfolio-Aware AI
Connect Your Brokerage
Securely link your brokerage account in under a minute using SnapTrade. Intello uses read-only access - we can’t place trades, move money, or make changes.
Human-like ai chat generative ai feature
Deliver fast, natural conversations powered by AI without increasing your support team.
Smart system integration
Easily connect channels, tools, and workflows to power unified support across your ecosystem.
Chats that feel human but powered by AI
Deliver instant, intelligent, and always-on support — without scaling your team.
Connect Your Brokerage
Security First, Always
Instant Portfolio Intelligence
Portfolio-Aware AI
Connect Your Brokerage
Securely link your brokerage account in under a minute using SnapTrade. Intello uses read-only access - we can’t place trades, move money, or make changes.
Human-like ai chat generative ai feature
Deliver fast, natural conversations powered by AI without increasing your support team.
Smart system integration
Easily connect channels, tools, and workflows to power unified support across your ecosystem.
Chats that feel human but powered by AI
Deliver instant, intelligent, and always-on support — without scaling your team.
AI Insights based on your
holdings, transactions, & news.
AI-Powered Analysis Built for Real Portfolios
Intello generates portfolio-specific insights that explain why your investments moved - connecting price changes, market events, and your individual holdings into a single daily summary.
AI-Powered Analysis Built for Real Portfolios
Intello generates portfolio-specific insights that explain why your investments moved - connecting price changes, market events, and your individual holdings into a single daily summary.
AI-Powered Analysis Built for Real Portfolios
Intello generates portfolio-specific insights that explain why your investments moved - connecting price changes, market events, and your individual holdings into a single daily summary.
Curated News Based on Your Current Holdings
Intello filters market news and uses AI to identify articles that are relevant to your current holdings - highlighting affected symbols and sentiment so you can stay up to date on news that directly impacts your portfolio.
Curated News Based on Your Current Holdings
Intello filters market news and uses AI to identify articles that are relevant to your current holdings - highlighting affected symbols and sentiment so you can stay up to date on news that directly impacts your portfolio.
Curated News Based on Your Current Holdings
Intello filters market news and uses AI to identify articles that are relevant to your current holdings - highlighting affected symbols and sentiment so you can stay up to date on news that directly impacts your portfolio.
Your Own Personal Assistant & Strategist
Available at anytime is your personal assistant, whenever you start a new conversation your assistant takes a glance over your portfolio - and is ready to answer and questions or discuss any strategies, all while keeping your data secure. No data sharing enabled.
Your Own Personal Assistant & Strategist
Available at anytime is your personal assistant, whenever you start a new conversation your assistant takes a glance over your portfolio - and is ready to answer and questions or discuss any strategies, all while keeping your data secure. No data sharing enabled.
Your Own Personal Assistant & Strategist
Available at anytime is your personal assistant, whenever you start a new conversation your assistant takes a glance over your portfolio - and is ready to answer and questions or discuss any strategies, all while keeping your data secure. No data sharing enabled.
Built for Real Portfolios.
Intello is designed for investors with real capital, real transactions, and real complexity - not simulated portfolios or manual tracking.
Intello is designed for investors with real capital, real transactions, and real complexity - not simulated portfolios or manual tracking.
Intello is designed for investors with real capital, real transactions, and real complexity - not simulated portfolios or manual tracking.
Designed for Mid to Long-Term Investors
Whether you hold ETFs, individual stocks, or dividend-paying assets, Intello focuses on clarity, visibility, and informed decision-making.
Designed for Mid to Long-Term Investors
Whether you hold ETFs, individual stocks, or dividend-paying assets, Intello focuses on clarity, visibility, and informed decision-making.
Designed for Mid to Long-Term Investors
Whether you hold ETFs, individual stocks, or dividend-paying assets, Intello focuses on clarity, visibility, and informed decision-making.
Transaction-Aware Performance
Charts and returns account for when capital was invested, not just price movement - giving you a true view of performance over time.
Transaction-Aware Performance
Charts and returns account for when capital was invested, not just price movement - giving you a true view of performance over time.
Transaction-Aware Performance
Charts and returns account for when capital was invested, not just price movement - giving you a true view of performance over time.
Handles Real Transaction History
Your performance is calculated using your actual buys, sells, dividends, fees, and transfers — so returns reflect reality, not assumptions.
Handles Real Transaction History
Your performance is calculated using your actual buys, sells, dividends, fees, and transfers — so returns reflect reality, not assumptions.
Handles Real Transaction History
Your performance is calculated using your actual buys, sells, dividends, fees, and transfers — so returns reflect reality, not assumptions.
See Your Portfolio - Clearly Explained
Real data, real accounts, and real explanations, not generic charts or simulated portfolios.
Real data, real accounts, and real explanations, not generic charts or simulated portfolios.
Real data, real accounts, and real explanations, not generic charts or simulated portfolios.
Understand What Actually Moved Your Portfolio
AI-powered insights explain which holdings, transactions, and market events drove performance - in plain English.
Understand What Actually Moved Your Portfolio
AI-powered insights explain which holdings, transactions, and market events drove performance - in plain English.
Understand What Actually Moved Your Portfolio
AI-powered insights explain which holdings, transactions, and market events drove performance - in plain English.
Your Entire Portfolio, At a Glance
A real-time overview of your total value, daily performance, and holdings - unified across all connected accounts.
Your Entire Portfolio, At a Glance
A real-time overview of your total value, daily performance, and holdings - unified across all connected accounts.
Your Entire Portfolio, At a Glance
A real-time overview of your total value, daily performance, and holdings - unified across all connected accounts.
Everything You’d Expect
& A Few Things You Won’t.
Your already connecting a brokerage account so why not have access to the usual bells and whistles, enhanced with AI that understands your holdings,
transactions, and market context.
Your already connecting a brokerage account so why not have access to the usual bells and whistles, enhanced with AI that understands your holdings,
transactions, and market context.
Your already connecting a brokerage account so why not have access to the usual bells and whistles, enhanced with AI that understands your holdings,
transactions, and market context.
Portfolio-Aware News
News filtered and prioritised based on the stocks you actually own - with sentiment and relevance analysis.
Portfolio-Aware News
News filtered and prioritised based on the stocks you actually own - with sentiment and relevance analysis.
Portfolio-Aware News
News filtered and prioritised based on the stocks you actually own - with sentiment and relevance analysis.
AI Assistant
Ask natural questions about your portfolio and get clear explanations backed by real data and market context.
AI Assistant
Ask natural questions about your portfolio and get clear explanations backed by real data and market context.
AI Assistant
Ask natural questions about your portfolio and get clear explanations backed by real data and market context.
Portfolio Dashboard
Real-time view of your total portfolio value, daily performance, and individual holdings - across all connected accounts.
Portfolio Dashboard
Real-time view of your total portfolio value, daily performance, and individual holdings - across all connected accounts.
Portfolio Dashboard
Real-time view of your total portfolio value, daily performance, and individual holdings - across all connected accounts.
Market Overview
Daily market summary with major indices, key indicators, and sector performance - updated automatically.
Market Overview
Daily market summary with major indices, key indicators, and sector performance - updated automatically.
Market Overview
Daily market summary with major indices, key indicators, and sector performance - updated automatically.
Dividend Forecasting
Projected dividend income, yield tracking, and a monthly payout calendar based on your actual holdings. So you can plan and track.
Dividend Forecasting
Projected dividend income, yield tracking, and a monthly payout calendar based on your actual holdings. So you can plan and track.
Dividend Forecasting
Projected dividend income, yield tracking, and a monthly payout calendar based on your actual holdings. So you can plan and track.
Secure Account Sync
Read-only brokerage connections via SnapTrade - no trading access, no stored credentials.
Secure Account Sync
Read-only brokerage connections via SnapTrade - no trading access, no stored credentials.
Secure Account Sync
Read-only brokerage connections via SnapTrade - no trading access, no stored credentials.
Holdings & Allocation
See exactly where your money is allocated by holding, sector, and asset class - with performance and risk insights.
Holdings & Allocation
See exactly where your money is allocated by holding, sector, and asset class - with performance and risk insights.
Holdings & Allocation
See exactly where your money is allocated by holding, sector, and asset class - with performance and risk insights.
Transaction Tracking
Complete transaction history across buys, sells, dividends, and transfers - accurately gain insight to your investing history.
Transaction Tracking
Complete transaction history across buys, sells, dividends, and transfers - accurately gain insight to your investing history.
Transaction Tracking
Complete transaction history across buys, sells, dividends, and transfers - accurately gain insight to your investing history.
Backed with Security You Can Trust.
Backed with Security
You Can Trust.
Secure, read-only access that keeps your data private and under your control.
Secure, read-only access that keeps your data private and under your control.
Secure, read-only access that keeps your data private and under your control.
Intello connects to your brokerage securely using read-only access through SnapTrade. We cannot place trades, move money, or make changes - ever. Your credentials are never stored, and you can disconnect at any time.
Read Only Access
Intello can view your data, but cannot trade or take action.
Secure Broker Connections
Connections are handled through SnapTrade’s encrypted, OAuth-style flow.
No Stored Credentials
Your brokerage login details are never saved by Intello.
Disconnect Anytime
Revoke access instantly from Intello or your brokerage.
Intello connects to your brokerage securely using read-only access through SnapTrade. We cannot place trades, move money, or make changes - ever. Your credentials are never stored, and you can disconnect at any time.
Read Only Access
Intello can view your data, but cannot trade or take action.
Secure Broker Connections
Connections are handled through SnapTrade’s encrypted, OAuth-style flow.
No Stored Credentials
Your brokerage login details are never saved by Intello.
Disconnect Anytime
Revoke access instantly from Intello or your brokerage.
Intello connects to your brokerage securely using read-only access through SnapTrade. We cannot place trades, move money, or make changes - ever. Your credentials are never stored, and you can disconnect at any time.
Read Only Access
Intello can view your data, but cannot trade or take action.
Secure Broker Connections
Connections are handled through SnapTrade’s encrypted, OAuth-style flow.
No Stored Credentials
Your brokerage login details are never saved by Intello.
Disconnect Anytime
Revoke access instantly from Intello or your brokerage.
We Keep Pricing Simple.
One clear plan. Full access. No tiers, no upsells, no surprises.
One clear plan. Full access. No tiers, no upsells, no surprises.
One clear plan. Full access. No tiers, no upsells, no surprises.
All Your Investments,
One Smart Platform
Track your portfolio, understand performance, and get AI-powered insights - all in one place.
$
14.99
/month
Cancel Anytime. No Hidden Fees
Portfolio overview across all accounts
Curated, portfolio-aware news sourced for you
Dividend tracking and forecasting
Interactive Performance Charts & Allocation Analysis
Advanced Transaction Tracking
AI-powered insights for real portfolios
Secure, read-only connections via SnapTrade
Market & Indicator Snapshots (Daily)
Holdings-aware AI assistant
Daily curated market and portfolio analysis
All Your Investments,
One Smart Platform
Track your portfolio, understand performance, and get AI-powered insights - all in one place.
$
14.99
12
/month
Cancel Anytime. No Hidden Fees
Portfolio overview across all accounts
Curated, portfolio-aware news sourced for you
Dividend tracking and forecasting
Interactive Performance Charts & Allocation Analysis
Advanced Transaction Tracking
AI-powered insights for real portfolios
Secure, read-only connections via SnapTrade
Market & Indicator Snapshots (Daily)
Holdings-aware AI assistant
Daily curated market and portfolio analysis
All Your Investments,
One Smart Platform
Track your portfolio, understand performance, and get AI-powered insights - all in one place.
$
14.99
12
/month
Cancel Anytime. No Hidden Fees
Portfolio overview across all accounts
Curated, portfolio-aware news sourced for you
Dividend tracking and forecasting
Interactive Performance Charts & Allocation Analysis
Advanced Transaction Tracking
AI-powered insights for real portfolios
Secure, read-only connections via SnapTrade
Market & Indicator Snapshots (Daily)
Holdings-aware AI assistant
Daily curated market and portfolio analysis
Are You Ready Truely Understand What Drives Your Portfolio?
Your question answered
Need answers? We’ve got you covered.
These are some of the most common questions people ask us. If you can’t find what you’re looking for, feel free to reach out!
Is Intello safe to connect to my brokerage?
Yes. Intello connects using read-only access via SnapTrade, meaning we can never place trades, move money, or make changes to your account. Your credentials are never stored, and you can disconnect at any time.
Can Intello trade on my behalf or access my funds?
Which brokerages does Intello support?
Your question answered
Need answers? We’ve got you covered.
These are some of the most common questions people ask us. If you can’t find what you’re looking for, feel free to reach out!
Is Intello safe to connect to my brokerage?
Yes. Intello connects using read-only access via SnapTrade, meaning we can never place trades, move money, or make changes to your account. Your credentials are never stored, and you can disconnect at any time.
Can Intello trade on my behalf or access my funds?
Which brokerages does Intello support?
Your question answered
Need answers? We’ve got you covered.
These are some of the most common questions people ask us. If you can’t find what you’re looking for, feel free to reach out!
Is Intello safe to connect to my brokerage?
Yes. Intello connects using read-only access via SnapTrade, meaning we can never place trades, move money, or make changes to your account. Your credentials are never stored, and you can disconnect at any time.
Can Intello trade on my behalf or access my funds?
Which brokerages does Intello support?