Belay Studio

Fintech SaaS · AI research agents

vest101

vest101 puts the positions of two brokers into one ledger, accounts for each dividend to the cent, and puts research agents and an AI advisor to work on the portfolio. The agents only propose: each change waits in an inbox for the investor.

Live AI agentsFull-stackFintech
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The vest101 home page: the headline “Dividend income, instrumented.” next to a portfolio panel with total value, deposits and return
research agents and one advisor
3 + 1
brokers in one ledger, with crypto and gold
2
trades that the product can place
0

The idea

AI agents do the research. The investor makes each decision.

  1. Agents that research on a schedule

    Agents read the sources that the investor chose, score what they find and write a monthly income plan.

  2. A person approves each change

    Each proposal of an agent waits in an inbox with its reasons. Nothing changes until the investor accepts it, and the product cannot trade.

  3. An advisor that reads the real portfolio

    A chat answers from the real holdings and shows which data it read, in English and in Spanish.

  4. One ledger for all the assets

    Two brokers, Bitcoin, gold and other assets in one figure, with each dividend accounted for.

Built with

  • React
  • Node.js
  • Python
  • LangGraph
  • PostgreSQL
  • Stripe
How we use our tools

A closer look

Screens

Sample data, drawn with the components of the product. Not a real account.

The portfolio screen of vest101: total value, deposits, return, a value chart and a table that splits the total by source
Portfolio Each broker and each asset class in one figure, with the time of the last sync.
The dividends screen of vest101: income of the last twelve months, the monthly average, a bar chart by month and the best holdings
Dividends Income by month, by ticker and by source: the payments that arrived, not an estimate.
The advisor screen of vest101: a question about a dividend, the three data tools that the advisor read, and its answer with three figures
Advisor A question about the real holdings, and the tools that the advisor read to answer it.
The inbox screen of vest101: three proposals from agents, each with its reasons and the buttons Accept and Reject
Inbox Agents propose and the investor decides. Each proposal waits here.

vest101 is a portfolio tracker and a research tool. It does not give investment advice.

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