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Vestra
AI-powered financial modeling for real life goals
Portfolio Health • Financial Projections • Retirement Planning • AI Insights
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Analyze Portfolios
Know what you own
- •Diversification score (1-10)
- •Risk assessment & volatility
- •Cost efficiency analysis
- •AI-powered insights
"Is my portfolio balanced for retirement?"
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Plan Life Scenarios
Model your financial future
- •Retirement planning: Will you have enough?
- •College savings: Track education funding goals
- •Passive income: Plan sustainable withdrawals
- •Major purchases: Home, car, other big expenses
"Will my money last in retirement?"
"Will I have enough to pay for kids' college education?"
How Vestra Works (In 3 Steps)
1
Add Your Portfolio
Enter your holdings - stocks, index funds, mutual funds, bonds, or cash
2
Set Your Goals
Define retirement age, desired income, and years to plan for
3
Get Insights
View analysis, projections, and AI-powered insights
Modern Financial Planning for Everyone
Whether you manage your own investments or work with an advisor, Vestra provides the analytical tools to make informed decisions
For DIY Investors
- ✓Save thousands on feesProfessional-grade analysis without the cost
- ✓Get started freeNo credit card or minimums required
- ✓Institutional-quality toolsSame analytics used by wealth managers
- ✓Learn as you investEducational insights with every analysis
For Financial Advisors
- ✓Save hours per clientRun Monte Carlo simulations in seconds
- ✓AI-powered insightsEnhance analysis with intelligent recommendations
- ✓Instant scenario modelingLive what-if analysis during client meetings
- ✓Clear visual presentationsProfessional charts clients understand
Ready to see if you're on track?
Vestra is currently in private alpha, open to users by invitation for early feedback and testing.
Connect directly with our founder for early access