InvestLens
Dec 2025 · Newsletter

What's new in InvestLens this month

Over the past month, we focused on making InvestLens more collaborative, informative, and polished. Secure Share now lets you safely share ideas and portfolios, the Snapshot view surfaces earnings surprises and valuation metrics at a glance, asset allocation supports one-click use of optimizer weights, and a refreshed branded style ties together emails, newsletters, and in-app dialogue boxes.

The highlight of the month is the introduction of ✨ Idea Generator, refined through multiple rounds of conversations with industry practitioners. It now helps you build portfolios in several modes: by theme (e.g., AI & Technology), by investor profile (e.g., aggressive or conservative), or via custom slicing of the universe by sector, industry, and benchmark across the United States and Canada. Behind the scenes, a ranking system orders stocks and ETFs across these markets, so you can quickly pull portfolio ideas from those rankings. Any idea you create can be saved to your Ideas folder, where you can review the underlying components and compare them.

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Secure Share

Secure Share lets you send views of ideas and portfolios to recipients, regardless of whether they already have an InvestLens account. Shares can be revoked at any time until the recipient accepts them; once accepted, the idea or portfolio is added directly to their account.

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Snapshot Info

The Snapshot feature has been upgraded to surface more useful information at a glance. It now includes earnings surprise statistics and key valuation metrics, giving you a quicker read on each stock or ETF before you dive deeper. The layout has a snappier look and feel overall, making it easier to scan, compare, and act on ideas in less time.

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Asset Allocation

We improved the asset allocation interface to make portfolio construction more convenient. You can now apply optimizer-suggested weights with a single click, turning model outputs into investable portfolios. This reduces manual changes and speeds up idea testing.

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Marketing Update

We have recently increased the number of product demos with firms, showcasing what InvestLens can offer in real-world workflows. This outreach has helped us onboard more testers from our target user base, expanding the range of use cases and perspectives we can learn from. As we continue these conversations, we aim to collect more structured feedback to make the platform more intuitive, user-friendly, and genuinely useful for day-to-day investment research and portfolio construction.

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Branded Style

InvestLens has also gained a branded style, which now runs across the entire experience. Our visual identity is reflected in transactional emails, newsletters, and in-app dialogue boxes, creating a more cohesive and polished interface. This consistency helps users navigate the platform more easily and reinforces a clear, professional look and feel at every touchpoint.

What changed

  • The Idea Generator has evolved into a mature tool with multiple modes.
  • You can share your ideas and portfolios with friends or clients who do not have an InvestLens account.
  • You can turn optimizer-suggested portfolio weights into a new portfolio with a single click.
  • The security of your personal information has improved as we have fully phased out third-party email providers in favor of AWS SES.
  • The visual consistency of InvestLens has improved as our branded style now unifies the web app, transactional emails, and newsletters.

Grand Management Advisors Inc. · InvestLens

app.investlens.ca · investlens.ca · investlens@gmadvisors.ca