InvestLens Help Center¶

Welcome to InvestLens. This site covers product documentation, core features, and methodology for the InvestLens platform.

What is InvestLens?¶

InvestLens is a secure, cloud-native (AWS) investment analytics platform designed for:

Getting Started: create your first ideas, build a portfolio, and run analysis
Core Features: explore modules such as Universe Screener, Idea Tools, and Portfolio Tools
Iris Assistant: the in-app assistant — ask questions, run analytics in chat, and approve proposed changes
Interface Modes: Workspace vs Legacy layouts, the Reports dropdown, and the Market Mood strip
Settings: the assumptions behind your analytics, and where to change them
Market Data: data coverage, update frequency, and known limitations
Account Security: login, access, and security best practices
Organization and Billing: seats, roles, invitations, plans, and invoices
Glossary: look up unfamiliar terms across InvestLens