IntelInvest

Information platform IntelInvest

Offers comprehensive control and accounting of investment resources and financial flows. Intelinvest is designed to automate processes in the field of investment and trading, allowing for the calculation of investment capital profitability, proportional distribution in the portfolio, and transaction monitoring.

The software product is developed and owned by LLC “Intelinvest”. Company registration details:

• OGRN — 1171690041270.

• INN —1655386205.

LLC “Intelinvest” is registered at the following legal address: 420107, Republic of Tatarstan, Kazan, Spartakovskaya Street, Building 2, Office 119.

Functional capabilities of the Intel Invest service

The software is available for installation on a computer, smartphone, or tablet. The functional characteristics of the software product allow you to:

• automatically account for trading transactions. Broker reporting is uploaded at the initial stage of portfolio management in Intelinvest, followed by regular data updates. Manual data entry is also available;

• import and export transactions. The current version of the portfolio is available via the user’s email;

• account for all types of trading assets: stocks, bonds, ETFs, mutual funds, cash, real estate, precious metals;

• comprehensively account for payments, including: dividend, coupon, and amortization payments, bond redemption, broker, depository, and exchange fees;

• conduct an analysis of the trading portfolio: asset allocation, benchmark comparison, profit dynamics, average price statistics for assets, investment instrument returns;

• analyze the dynamics of indicators for specific assets: changes in key multiples over a specified period, dividend accruals, revenue trends, net profit, expenses for a specific time period, etc.;

• generate input data for fundamental analysis of trading operations.

Intel Invest Tariffs and Terms of Use

To register on the intelinvest.ru platform, an email address must be provided. “Intel Invest” clients have access to annual and monthly subscriptions.

Available tariff plans:

1. “Free”. The tariff includes accounting for securities (stocks, bonds, ETFs, mutual funds), precious metals, currency pairs, and cryptocurrencies. Users can manage one portfolio and up to 7 securities. Additional features include:

• importing reports, full portfolio analytics;

• price and event notifications;

• public portfolio access;

• one tag category available for user classification.

1. “Standard”. Cost of the tariff package: 299 rubles per month/149 rubles per year. Users can manage 2 portfolios and no more than 30 securities. In addition to standard conditions, users have access to: arbitrary assets (real estate, loans, deposits), the ability to combine two portfolios.

1. “Professional”. Tariff cost: 499 rubles per month/249 rubles per year.

The number of portfolios corresponds to the number of securities. The tariff allows for statistics on margin trading transactions. There is an unlimited number of tag categories for user classification.

A referral program is in place, offering a 20% discount on the first purchase of any tariff plan for the referee and a free month of subscription or 30% of all subsequent payments for the referred user for the owner of the referral link.

Conclusion

Intel Invest offers a range of tools for accounting and analyzing investment portfolios. The product’s analytical capabilities allow for tracking and evaluating trends in key financial indicators. Users have access to a free version to test the software’s functionality. Current reviews from real platform clients and expert opinions in the field of investment planning can help assess the viability of using the software product.