About
A personal assistant for the solo trader and investor
Ask your broker accounts questions in plain language and get answers you can trust: every number is read from your account by a tool, never guessed by an AI.
The logo is a chat bubble holding an X made of two halves: Invest on the left, Trade on the right. The same X replaces the x in the name.
Built today (read-only)
- One chat across several broker accounts (Zerodha and Fyers).
- Funds, holdings, positions, today's orders and running P&L.
- Margin-trading (MTF) holdings, split into your own money and the broker's.
- Answers that say when data may be stale or an account is missing.
- It cannot place, change or cancel an order.
Roadmap
Being built and planned, not yet available
- Building now: insights, calculated analysis of your own data.
- Planned: placing orders, with your approval and inside risk limits you set.
- A research aid.
- A strategy builder, and backtesting after Indian trading costs.
- Deploying a strategy.
- A journal with reflection on your own trades.
How it behaves
- Answers are grounded in your own account data. The AI explains it; totals are computed by InvexTrax.
- No investment advice: it shows what you hold, not what to buy or sell.
- Account data is fetched when you ask and is not stored by InvexTrax.
- Private for now. Nothing is offered to others until it is legally compliant (SEBI).
Why it exists
Trading and investing alone means juggling several broker apps and many questions. InvexTrax is built first for its owner: one honest assistant on top of existing accounts.
It is also a hands-on project in building AI that stays accountable: tools for facts, a model for language, tests before trust.
Get in touch
Questions, feedback, or interest in following along? Write to us. InvexTrax is not open to the public yet, so replies may take a few days.