Product preview
A live-looking investment engine, even before launch.
Explore how Neliva keeps context, reasons between conversations, and surfaces explainable updates. This is a front-end preview of the experience.
Scenario
Rates concern, portfolio context
Shows how Neliva ties a headline to your actual holdings and long-term plan.
Investment context
Persistent memoryGoals
Retire in 18 years / Keep drawdowns manageable
Constraints
No leverage / Taxable + IRA mix
Portfolio
Global equity index core / Short-duration bonds / Cash reserve
Focus
Income stability + long-term growth
Risk watch
Rate sensitivity / Sequence risk
Engine timeline
Engine status: Monitoring
Always onTracking rate-sensitive holdings and duration exposure.
Explainability
Why this responseFor informational purposes only. Not investment advice.
The real problem
Too many tools. Too much noise. Nowhere to think clearly.
Individual investors are drowning in dashboards, alerts, and endless charts. Most tools answer a question and then disappear. Neliva is designed to be the calm, continuous layer that helps you think through decisions over time.
Fragmented tools
Research, portfolio tracking, and planning live in different places. You lose context every time you switch.
Context fades fast
One-off answers do not remember your goals, your constraints, or what you decided last month.
Noise beats clarity
Markets move, headlines shout, and it becomes hard to stay grounded in your long-term plan.
Why AI-native
Conversation is the product, not a feature.
Neliva is built as a conversational investing engine, not a chatbot for stock picking. It stays with you and builds a living, long-term investment context.
It remembers what matters to you
Goals, constraints, risk tolerance, and portfolio structure carry forward so every new conversation has context.
Each conversation builds on the last
You do not reset to zero. Neliva connects decisions, tradeoffs, and outcomes over time.
It adapts as your situation changes
Life events, market shifts, and new priorities are layered into the ongoing investment narrative.
It does not disappear after one answer
The engine keeps reasoning between sessions so you can stay aligned with your plan, not the news cycle.
How it works
A continuous investment engine, not one-off Q&A.
Neliva builds a living context, monitors what matters, and keeps you aligned with your long-term plan as markets shift.
Step 1
Talk about goals, concerns, and constraints
Share what you are working toward, what you want to avoid, and the tradeoffs you care about.
Step 2
Neliva builds an ongoing investment context
The engine organizes your portfolio, preferences, and timeline into a durable reference point.
Step 3
Analyze, monitor, and update over time
Neliva keeps reasoning as markets change and surfaces what matters so you can respond with clarity.
This is not one-off Q&A. Neliva is designed to reason continuously so your investing context stays alive between conversations.
Neliva supports
Clarity you can act on over time.
Neliva is designed to help you think through portfolio decisions, not dictate what to do. Use it as an investment research AI that supports conversational investing, portfolio monitoring, and long-term planning.
What Neliva can help you do
Make sense of your portfolio in context.
Every insight is tied back to your goals, constraints, and time horizon.
- Understand your portfolio in context, not just by ticker or chart.
- Think through allocation changes with clear tradeoffs and reasoning.
- Stay aware of risks without living inside headlines and alerts.
- Get explanations you can actually follow and revisit later.
- Act through supported integrations with user-authorized execution when available.
Everyday use
Conversations that build on each other.
These are not features. They are the kinds of questions real investors ask when they want clarity and calm.
Investor asks
"Should I be worried about rates right now?"
Neliva ties rate moves to your specific holdings, timeline, and risk preferences, then explains what matters and what does not.
Investor asks
"What changed in my portfolio this month?"
You get a clear summary of shifts, the drivers behind them, and how those changes affect your long-term plan.
Investor asks
"How does this affect my long-term plan?"
Neliva connects market moves to your goals so you can decide whether to hold, adjust, or stay the course.
Trust and safety
Built for clarity, explainability, and regulated environments.
Neliva is designed to support regulated investment frameworks when applicable and to keep you informed with transparent reasoning.
FAQ
Answers to the most common questions.
Neliva is early, but we want to be clear about what it is and what it is not.
Is this financial advice?
No. Neliva is for informational purposes only and does not provide investment advice, recommendations, or guarantees.
How is Neliva different from ChatGPT?
Neliva is built as a personal investment engine that remembers your goals, constraints, and portfolio context over time. It is designed for continuity, not one-off answers.
Does it replace a financial advisor?
No. Neliva is designed to support your thinking and help you prepare for conversations with professionals, not replace them.
Can it place trades for me?
When available, execution is user-authorized and happens through supported broker integrations. Neliva is not a broker.
Who is Neliva for?
Neliva is for individual investors who want clearer context, continuity, and a calmer way to reason about long-term investing decisions.
What does "conversational investing" mean here?
It means your investment context is built through natural conversation, so each discussion connects to the last and stays relevant as markets change.
Will Neliva track my portfolio?
Neliva is designed to understand your portfolio context and monitor changes so it can explain what matters over time.
Is my data secure?
Neliva is designed with privacy in mind and aims to operate within regulated investment frameworks when applicable. Specific security details will be shared as the product launches.
When will Neliva be available?
Neliva is currently building early access. Join the waitlist to help shape the product and get updates.
Early access
Help shape the future of conversational investing.
Join the waitlist to get early access, product updates, and the chance to influence how Neliva grows as an AI investing assistant for long-term decisions.