Product
Analytics designed to be questioned.
Every part of NeoInvest — from analytical states to scenario results — is built to show its inputs, assumptions and limits.
Watchlists and analytical alerts.
Alerts describe changes in analytical state or volatility. They are never instructions to transact.
A forecast is more useful when you can inspect it.
NeoInvest is designed to show what an estimate says, what it is based on, how uncertain it is and when it should no longer be relied upon as current.
- Horizon
- Whether the estimate covers one trading day or ten trading days, stated before the value.
- Direction and probability
- The estimated direction and the probability assigned to it, not a directive.
- Estimated range
- The range the estimate covers, so a single number is never read as a target.
- Confidence
- The strength and consistency of the analytical output—not a guarantee of a market result.
- Supporting and limiting factors
- What contributed to the estimate and what constrains how far it should be trusted.
- Model version and generation time
- Which model produced the output and when, so results stay reproducible.
- Expiry
- The point after which the estimate should no longer be relied upon as current.
Confidence describes the strength and consistency of the analytical output. It does not guarantee a future market result.
Forecasts are model-based estimates. Unexpected events, changing conditions and incomplete information may lead to materially different outcomes.
See individual holdings as part of a wider portfolio.
Build a manual portfolio, explore a demo portfolio or import a supported CSV to review exposure, concentration and forecast context in GBP.
Demo portfolio
Explore a fictional portfolio to see the analytics before adding anything of your own.
Manual portfolio
Add holdings by hand and keep full control of what is tracked.
Supported CSV import
Bring existing records across from statements and exports in a supported format.
Broker connections
Read-only holdings and transaction-history synchronisation from supported brokers.
Open Banking context
Cash-account context through appropriately authorised providers, where supported.
Phase 1 uses demo portfolios, manual portfolio creation and supported CSV imports. Planned for Phase 2. Scope and provider availability may vary.
Explore what could happen under stated assumptions.
Apply hypothetical market, asset-price, currency, volatility or interest-rate changes and review the estimated effect across a portfolio.
- Market movement
- Asset-price change
- Currency movement
- Volatility change
- Interest-rate change
Illustrative scenario — not a forecast or recommendation.
Investing involves risk, including the possible loss of capital. Forecasts and scenarios are estimates, not guarantees.
Designed around the way UK investors organise and understand investments.
NeoInvest is being developed with GBP-based views and educational context for common UK investment wrappers and tax concepts.
ISA context
ConceptUnderstand Stocks and Shares ISA concepts and review educational portfolio scenarios with the relevant tax year and content version visible.
Educational estimates based on selected assumptions and the applicable rule version.
SIPP context
ConceptExplore pension-wrapper concepts and long-term portfolio context through plain-English educational content.
Educational estimates based on selected assumptions and the applicable rule version.
Taxable-account context
ConceptReview illustrative gain, loss and Capital Gains Tax concepts using selected assumptions and stated rule versions.
Educational estimates based on selected assumptions and the applicable rule version.
Tax-related content is educational and illustrative. It does not constitute tax advice. Individual circumstances and applicable rules may differ.
Ask what changed. Get an answer grounded in context.
NeoInvestGPT is the conversational interface to NeoInvest's market, forecasting, portfolio, scenario and learning systems.
It uses large-language-model technology to understand questions and explain structured NeoInvest outputs. Financial values, forecasts and scenario calculations come from NeoInvest services—not from the language model.
- “Why did the ten-day forecast change?”
- “What is limiting model confidence?”
- “Which holdings contribute most to my USD exposure?”
- “Build a scenario where GBP strengthens against USD.”
- “Explain forecast uncertainty in plain English.”
NeoInvestGPT explains analytical and educational information. It does not recommend what to buy, sell or hold.
Honest about where things stand.
Every capability is labelled with its real development status — the same configuration drives every claim on this site.
Explainable analytics
In developmentPortfolio aggregation
In developmentScenario engine
In developmentOpen Banking connectivity
ConceptUK tax simulations
ConceptNeoInvestGPT
In developmentWatchlists & analytical alerts
In developmentSubscriptions
ConceptNeo-Invest.AI provides analytical and educational information only. It does not provide personalised investment advice, execute transactions, hold client assets or guarantee investment outcomes. Investments can fall as well as rise, and users may receive back less than they invest.