Your wealth operating system

FirstInvest's OS is a workspace where every position you own, every name you're watching, and your own framework live together. The AI surfaces analytical context, you decide what to do in your broker. Educational only.

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Your wealth. Live.
Educational only · Not investment advice · You decide every action
Net invested
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Current value
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Unrealised P&L
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Positions
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Watching
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⚡ What to read today
Add positions and watchlist names. Each morning the OS surfaces analytical observations based on what's true in the data overnight.
📊 Your holdings
Your holdings will appear here. Add your first position to start.
👀 Watchlist
Names you're tracking but don't own yet. Add one to start.
💰 Warchest
  • Your cash buckets — free, committed, incoming. Edit to set them.
📅 Calendar
  • SIP debits, ex-dates, review reminders. Add an event to start.
📜 Your rules
  1. Write down your framework — max single-stock weight, exit triggers, review cadence. The AI surfaces them to you each day (Phase 1).
Educational Guide — Not Investment Advice. All signals (LOOKS_STRONG / MIXED_SIGNALS / HIGH_RISK / WAIT_WATCH) describe a position's fundamental health for educational study only. No buy / sell instruction. FirstInvest.ai is not SEBI-registered. Licensed investment services are provided by ACE Partners — SEBI RA INH000013280, AMFI MFD registered. Verify on SEBI SCORES (scores.sebi.gov.in). Consult a SEBI-registered investment advisor before making investment decisions.

Add a position

A position is something you own. We'll keep the analytical read fresh; you handle the trades in your broker.

Add to watchlist

Names you're tracking but don't own. The AI surfaces analytical context; you decide if and when.

Warchest — your cash buckets

Every rupee with a named home. Free, committed, incoming, reserved — define your own buckets.

Your framework — written down

Personal rules: max single-stock weight, exit triggers, review cadence, anything you want yourself to remember. The OS surfaces them on every visit.

Add a calendar event

SIP debit dates, ex-dividend dates, your own quarterly review reminders.