From AI-powered stock analysis to 24/7 portfolio monitoring. Here is what ValpeInvestments puts in your hands.
Every stock analysis begins with the same rigorous evaluation a professional equity analyst would perform. Revenue growth, profit margins, earnings quality, balance sheet strength, and valuation ratios including P/E, PEG, and price-to-free-cash-flow are all examined systematically.
The Investment Analyst processes this data and produces a 0–100 fundamental score. Alongside the number, you get a list of specific reasons supporting or undermining the investment case. The score and the reasoning are always shown together.
Most research tools evaluate stocks in isolation. The Risk Manager takes a different approach: it evaluates every potential investment in the context of what you already own. Concentration risks, sector overexposure, and correlated positions are surfaced before you commit capital.
Once your portfolio is connected, the Risk Manager reads your actual holdings. It flags when a new position would push concentration beyond prudent thresholds, when you are adding to a sector already heavily represented, and when two holdings move so closely together that the diversification benefit is mostly illusory.
Markets move on information, but not all information carries the same weight. A CEO resignation matters far more than ten positive blog posts. An earnings miss of 15% is far more significant than a routine analyst note. The News Analyst exists to make these distinctions, consistently and without bias.
It runs first, before any other agent, and classifies every recent news item by type and materiality. Only events rated High materiality are allowed to influence your final score. Routine coverage, recycled headlines, and minor updates are noted but do not affect the outcome.
Once you enable monitoring, every stock in your portfolio is watched around the clock. The moment a significant move is detected, whether a crash, a surge, or a price target reached, you receive an immediate notification.
You control the thresholds. Set how much of a move triggers an alert, and choose whether notifications cover upward moves, downward moves, or both. Every alert includes an AI-generated assessment of what the move means and what actions are worth considering.
Price target alerts go beyond simple notifications. When a stock reaches the level you set, whether you are watching for an entry point or an exit, ValpeInvestments runs a fresh AI analysis and delivers a recommendation based on current market conditions.
A stock hitting $200 in a bull market means something very different from the same stock hitting $200 during a risk-off period. The recommendation accounts for where the market is, not just where the stock is.
Individual stock analysis tells you about one company. Portfolio analysis tells you about your actual financial situation. The full portfolio health report runs all four AI agents across every position you own simultaneously, then produces one combined assessment of how your portfolio holds together as a whole.
The report applies established investment frameworks including Modern Portfolio Theory, Sharpe ratio analysis, and sector rotation theory. The result is the same quality of assessment a professional wealth manager would produce, available for any portfolio at any size.
Create your account and run your first AI stock analysis in under a minute.