The investing conversation, finally connected to the trade

Stop switching apps to invest. Just say it.

ChatInvestment is the conversational investing platform where you research, decide, and act in one thread. Ask the AI copilot for a second opinion, debate in live earnings rooms, earn from research bounties — and when you're ready, place the trade right from the chat.

See how it works

Pre-launch preview. Execution is planned for Phase 2 through a licensed brokerage partner.

Illustrative product mockupPhase 2 preview
Buy $500 of NVDA if it dips below 180.
I can prepare a good-til-canceled limit order. Review the confirmation ticket before anything is sent.Order execution via licensed brokerage partner.
Confirmation ticketReview required
Security
NVDA
Order
Buy · $500 notional
Condition
Limit at $180.00
Duration
Good-til-canceled
Illustration only — no brokerage action is available on this preview.
Execution
through a licensed brokerage partner
Custody & clearing
via licensed partner
Every AI claim
designed to cite its source
Sponsored content
always labeled
Not financial advice
information and tools for self-directed investors

One thread, six advantages

From question to conviction.

The conversation is not a layer beside the product. It is the product — research, community, and eventually execution in one clear record.

Chat-to-invest

Trade by talking, with plain-language confirmation before execution through a licensed partner. Phase 2.

Earnings rooms

Live transcripts, real-time summaries, and answers grounded in the call.

AI second opinion

A cited, structured teardown of any ticker, thesis, or tip — information, never personalized advice.

Executive AMAs

Verified, scheduled Q&As with public-company leaders in open investor rooms.

Research bounties

Real questions, funded answers, and a market that rewards analysts for useful work.

Deal rooms

Shared diligence, structured debate, and later syndication through compliant SPVs. Phase 3.

How it works

A decision trail you can revisit.

Each step stays in the thread, so context does not disappear between the idea, the decision, and the result.

01 · ASK

Bring the idea.

Drop a ticker, a thesis, or a tip into the chat. The copilot tears it down with financials, red flags, and comparables, every claim cited.

02 · DECIDE

Build conviction.

Use live earnings rooms, verified executive AMAs, and bounty-backed research. Conviction with receipts.

03 · ACT

Confirm plainly.

Say the trade and confirm in plain language. Execution runs through a licensed brokerage partner in Phase 2.

04 · REVIEW

Keep the why.

Your thread keeps the receipts: why you bought, what you paid, and how it is doing.

Illustrative
“The copilot did not tell me what to buy. It showed me what I had missed.”
Sample member perspective
Illustrative
“One transcript, one debate, one cited answer — no tab maze.”
Sample member perspective

The conversation is the trade. Get early access.

Join the Phase 1 waitlist for early access to earnings rooms, the AI copilot, research bounties, and executive AMAs.

The platform

Six modules. One investing thread.

The first release builds a high-signal research habit. Execution and pooled investing arrive only after the right partners, controls, and compliance reviews are in place.

01

Chat-to-invest

What it isTrade by talking. Natural-language orders — “buy $500 of NVDA if it dips below 180” — become plain-language confirmation tickets, executed through a licensed brokerage-API partner.

Who it’s forInvestors who want execution where the decision happens.

Coming soon · Phase 2
02

Deal rooms

What it isPrivate rooms where a group runs pooled due diligence on one opportunity: shared memo, debate, red-team challenges, voting, and syndication through SPV structures.

Who it’s forInvesting clubs and communities.

Coming soon · Phase 3
03

Earnings rooms

What it isLive auto-transcribed earnings calls with real-time AI summaries. The room reacts and asks questions answered from the transcript.

Who it’s forAnyone who owns or follows stocks.

Launching first — Phase 1
04

Executive AMAs

What it isScheduled, verified Q&As between public-company executives and investor rooms, always labeled when sponsored.

Who it’s forInvestors and investor-relations teams.

Launching first — Phase 1
05

AI second opinion

What it isPaste a ticker, thesis, or tip and get a structured teardown: financials, red flags, comparables, and sentiment. Skeptic as a service, framed as information — not advice.

Who it’s forSelf-directed investors.

Launching first — Phase 1
06

Research bounties

What it isPost paid bounties for real questions. Analysts submit breakdowns; the best answer earns the bounty.

Who it’s forAnalysts who want to monetize research and investors who want real answers.

Launching first — Phase 1

Start with the habit.

Join the list for access to earnings rooms, the AI copilot, research bounties, and executive AMAs.

How it gets built

Sequence the edge. Gate the risk.

Each phase proves a behavior before adding regulatory complexity. The order matters as much as the product.

PHASE 1

Habit

Build the daily research and conversation loop before money moves.

  • Chat platform
  • Earnings rooms
  • AI second-opinion copilot
  • Research bounty market
  • Verified executive AMAs

No money moves. This carries the lightest regulatory load and builds the habit first.

PHASE 2

Execution

Connect the conversation to trading through regulated infrastructure.

  • Chat-to-invest interface
  • Plain-language confirmations
  • Brokerage-API integration
  • Partner-led KYC and AML
  • Partner custody and clearing

The licensed brokerage partner carries the broker-dealer license. ChatInvestment owns the conversational experience.

PHASE 3

Syndicates

Give high-conviction communities compliant tools to invest together.

  • Private deal rooms
  • SPV formation
  • Accreditation verification
  • Voting and treasury
  • Carry and admin economics

A fund-administration partner supports the operating and compliance structure.

Compliance is a product gate, not a footnote.

Compliance reviews gate each phase. Securities counsel is engaged before any module touching trading, advice, or pooled investing ships.

Get the Phase 1 invite.

Join the waitlist for the first release and roadmap updates.

Pricing

Start free. Pay for deeper signal.

Three plans designed around how often you research, follow live events, and contribute to the community.

Free

$0 / month
No card required.
  • Community access
  • 10 AI teardowns each month
  • Live earnings rooms
  • Earn and post research bounties

Pro

$49 / month
Billed monthly.
  • Priority AI copilot
  • Earnings alerts and recaps
  • Featured bounty placement
  • Priority access to new modules

Feature detail

What each tier includes.

FeatureFreePlusPro
Chat rooms & communityIncludedIncludedIncluded
AI copilot10 teardowns / monthUnlimitedUnlimited + priority
Earnings roomsIncludedIncluded + alertsIncluded + alerts + recaps
Research bountiesEarn & postEarn & postEarn & post + featured placement
Chat-to-investPhase 2 · partner brokerage account requiredPhase 2 · partner brokerage account requiredPhase 2 · partner brokerage account required
Deal rooms / syndicatesPhase 3 · application-basedPhase 3 · application-basedPhase 3 · accreditation verification required

FAQ

Straight answers before launch.

How the platform, partners, and phased rollout are intended to work.

No. ChatInvestment is a technology and community platform. When execution launches in Phase 2, trades are executed, cleared, and custodied by a licensed brokerage partner; your brokerage account is with them.
No. It provides information and analysis frameworks for self-directed investors, never personalized recommendations.
Post a question with a bounty held in escrow. Analysts submit breakdowns; the best answer earns the bounty minus the platform fee.
Phase 3 rooms that pool capital require accreditation verification and signed SPV documents. Discussion rooms are open to all members.
Every AMA is public and simultaneous: open attendance, published transcripts, company legal sign-off, and no material nonpublic information.
Execution economics and data practices will be disclosed in plain language before you connect a brokerage account.
Yes, anytime. Access continues through the paid period.
Phase 1 — earnings rooms, AI copilot, bounties, and executive AMAs — ships first. Join the waitlist for early access. Execution and syndicates follow. Launch timing is a working target.

Still curious?

Choose “General question” in the waitlist form to open a message to the team.

About

Investing already happens in chat. We built the rest around it.

Decisions happen in group chats. Money moves somewhere else.

Investing decisions get made in group chats and comment sections while money moves in apps built for a different era. ChatInvestment closes the gap so investors ask better questions, get cited answers, and act without leaving the thread.

01

Conviction with receipts

Claims should be traceable. The thread keeps the thesis, the evidence, and the decision together.

02

Structured, fair access

Open rooms, clear sponsorship labels, published transcripts, and controls matched to each phase.

03

Conversation as the interface

The product meets investors where the decision already happens, then makes that conversation more useful.

Contact & waitlist

Help shape the first release.

Join for early access, research opportunities, company AMA interest, or partnership conversations.

hello@chatinvestment.com