InvySmart App: Backtest, Screener, Calendar & Bank Statement Extractor
InvySmart helps investors research and manage ideas across global markets. Use the stock screener to find
candidates, open quotes and profiles to understand what you’re buying, and keep watchlists organized as you
track your portfolio.
If you maintain symbol lists elsewhere, you can import watchlists from common CSV exports (including Finviz and
TradingView-style watchlists) and then use quotes, charts, screening, and backtesting to refine your shortlist.
Prefer workflows over noise: run a backtest in Backtest Lab to sanity-check a strategy, compare scenarios,
and turn findings into an actionable plan.
Plan around market-moving events using the earnings calendar, dividend calendar, and economic calendar.
Filter by date ranges and focus on what matters for your watchlists.
For personal finance workflows, the bank statement extractor converts statement PDFs into structured
transactions so you can review spending, categorize activity, and keep records consistent.
Key tools
- Stock screener (save scans and build watchlists)
- Backtest lab (test strategies and compare performance)
- Calendar (earnings, dividends, and economic events)
- Bank statement extractor (convert PDFs to transactions)
Guides (Knowledge Base)
JavaScript is required to run the interactive app. Visit the main site at
invysmart.com.