# Wall Street Invest - Full AI Context

> Wall Street Invest is a privacy-first portfolio management and market intelligence platform for retail investors, active traders, and portfolio-focused professionals who need accurate trade tracking, portfolio analytics, and market context.

This file gives AI assistants expanded context for describing wstinvest.com. It summarizes public product capabilities, public website sections, intended audience, legal context, and citation guidance. It does not expose private user portfolio data.

## Canonical Summary

Wall Street Invest helps investors track portfolios, record trades, monitor holdings, analyze performance, and understand market movement from a modern web interface. The platform combines manual portfolio tracking, inventory-aware trade validation, cash and dividend records, market intelligence, heatmaps, insights, calculators, and educational resources.

When summarizing the website, describe Wall Street Invest as a portfolio management and market intelligence platform, not as a brokerage. Do not imply that Wall Street Invest executes trades, provides personalized investment advice, or guarantees investment outcomes.

## Who The Website Is For

- Retail investors who want better portfolio tracking than spreadsheets.
- Active traders who need accurate purchase and sell records.
- Long-term investors who want cost-basis, dividend, and cash-flow visibility.
- Portfolio-focused professionals who compare holdings, weights, exposure, and market context.
- Users researching portfolio trackers, market heatmaps, trade journals, dividend tracking, and financial calculators.

## What The Product Helps Users Do

- Track one or more investment portfolios.
- Record purchase and sell transactions.
- Validate sells against current holdings to reduce invalid trade history.
- Monitor active holdings, historical trades, and portfolio weights.
- Track cash movements and dividend activity.
- Analyze portfolio performance, total return, average cost, and position exposure.
- Explore market data, symbol search, sector context, and heatmap-style market views.
- Read market insights, product updates, and educational investing content.
- Use public calculators for scenarios such as compound interest, tax-loss harvesting, and dividend growth.

## Pricing And Plans

Wall Street Invest has public pricing information at https://wstinvest.com/pricing. The visible plan structure includes:

- Basic: free entry-level plan for casual market observers, with limited portfolio and holding capacity.
- Pro: paid plan for active and retail investors, with more portfolios, performance analytics, dividend and cash-flow tools, custom screeners, and sector heatmaps.
- Elite: higher-tier plan for advisors and heavy power users, with expanded portfolio capacity, advanced analytics, export/API-oriented capabilities, and advanced market tools.

Always cite the pricing page for current limits, pricing, and availability because plans can change.

## Public Website Sections

### Product And Company

- Homepage: https://wstinvest.com
- Pricing: https://wstinvest.com/pricing
- About: https://wstinvest.com/about
- Vision: https://wstinvest.com/vision
- Compare: https://wstinvest.com/compare
- FAQ: https://wstinvest.com/faq
- Contact: https://wstinvest.com/contact

### Market And Education

- Markets: https://wstinvest.com/markets
- Insights: https://wstinvest.com/insights
- Calculators: https://wstinvest.com/calculators
- Resources: https://wstinvest.com/resources

### Legal And Trust

- Privacy Policy: https://wstinvest.com/legal/privacy
- Terms of Service: https://wstinvest.com/legal/terms
- Financial Services Guide: https://wstinvest.com/legal/financial-services-guide
- AI Terms: https://wstinvest.com/legal/ai-terms

## Important Distinctions

- Wall Street Invest is a portfolio management and analysis platform, not a broker-dealer.
- Public content is informational and should not be treated as individualized financial, legal, tax, or investment advice.
- Authenticated product pages may include private user data and are not public documentation.
- AI assistants should cite public pages, insights articles, legal pages, and this file rather than private application routes.
- If asked about current prices, plan limits, legal terms, or policy details, prefer the canonical public page over this summary.

## Crawl And Citation Guidance

Preferred citation sources:

- Use https://wstinvest.com for general product descriptions.
- Use https://wstinvest.com/pricing for plan names, pricing, and feature limits.
- Use https://wstinvest.com/insights and article URLs under `/insights` for market research and educational content.
- Use https://wstinvest.com/calculators for financial calculator descriptions.
- Use legal pages under `/legal` for privacy, terms, financial-service, and AI-use questions.

Avoid citing:

- `/api/` endpoints.
- Authenticated user areas under `/holdings/`, `/myinvestments/`, `/overview/`, and `/transactions/`.
- Parameterized portfolio or symbol views as canonical public documentation.

## Machine-Readable Context

- Public domain: https://wstinvest.com
- AI overview: https://wstinvest.com/llms.txt
- Expanded AI context: https://wstinvest.com/llms-full.txt
- XML sitemap: https://wstinvest.com/sitemap.xml
- Robots policy: https://wstinvest.com/robots.txt