Meet Roi, your AI portfolio assistant

Roi is here. Our new AI portfolio assistant is built into Navexa, so you can ask questions about your holdings, returns and income in plain English, then keep the conversation going. Compare performance against multiple benchmarks, explore charts and tables, or upload a supported broker statement to review extracted trades before adding them. Roi is included on every plan, with access to the reports and features your plan supports. Select Ask Roi in the web platform to get started. AI responses can contain mistakes; check important figures against your records. Explore Roi · Watch the workshop with Navarre and Owen Rask