InvestBot is an investment research engine designed specifically for portfolio construction and tracking with transparent logic. Unlike traditional investment tools that focus on predictions and picks, this system builds portfolios based on explicit risk constraints and provides clear explanations for every decision made.

The system offers constraint-based portfolio allocation aligned with user-defined risk limits, quantified volatility and drawdown profiles for constructed portfolios, factor exposure and concentration breakdowns across holdings, and transparent explanations of inclusion and exclusion decisions. It provides analytical outputs only without forecasts, recommendations, or execution capabilities. The platform constructs portfolios under explicit risk constraints using daily updated market and fundamental data.

The process begins with investor profiling where users define risk constraints, time horizon, and portfolio mandate. This is followed by multi-factor asset selection filtering U.S. equities using fundamentals, volatility, drawdowns, correlations, and regime sensitivity. Finally, portfolio construction and risk controls optimize position sizing and diversification for downside control rather than return maximization.

The primary benefits include helping investors think clearly rather than react emotionally, understanding downside risks before they occur, and maintaining full transparency in methodology. Portfolio construction starts with constraints rather than forecasts, ensuring portfolios are built around individual investment mandates rather than generic assumptions.

This system is designed for investors who prioritize risk awareness over return chasing, those seeking structured constraint-driven portfolio construction, users who value transparency in methodology, and long-term oriented investors with defined risk parameters. It focuses exclusively on U.S. equities and saves portfolio logic while tracking changes over time.