Roi, the Navexa AI agent

Your portfolio, explained in plain English.

Roi is the AI agent built into Navexa. Ask about your holdings, returns, income or tax and it answers from your own data, showing its working. Drop in a broker statement and it reads the trades for you.

Included on every planAnswers from your own dataNever gives advice or places trades
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Against the market

See how you've really done against the market

Ask Roi to compare you with an index and it charts your return against it from your first trade, then tells you plainly whether you're ahead and by how much.

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What drove it

Find out which holdings did the work

Ask why you beat the market, or why you didn't, and Roi works through every holding: what each one returned and how much it added to the total. It names the leaders and the laggards in your own portfolio.

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Month by month

Your best and worst months, side by side with the market

Ask for your monthly returns and Roi charts every month of the year next to your benchmark, then tells you which months were your best and worst and how often you came out ahead.

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What you own

See what your portfolio is really made of

Ask what you hold and Roi breaks the portfolio down by sector at today's prices, with the holdings behind each slice, so you can see where your money actually sits.

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What Roi won't do.

Roi is built to explain your portfolio, not to run it. The limits are worth stating plainly.

  • Give financial advice

    Roi explains your own figures. It doesn't recommend what to buy or sell, or tell you what to do.

  • Place an order or move money

    Navexa isn't a broker. Roi can't trade, transfer or withdraw anything, anywhere.

  • See your broker or bank login

    Roi works from your Navexa account. Navexa never holds the password to your broker or bank.

  • Train AI on your data

    Your portfolio and your questions are never used to train or improve any AI model.

Roi is included on every plan. Compare plans

Frequently Asked Questions

Every plan, Basic through Pro. Roi works from the reports your plan includes, so it can answer anything your plan shows you in the app.
No. Roi answers questions about your own portfolio using your own data: what you hold, how it has performed, what you were paid and what goes in your tax return. It doesn't recommend investments or tell you whether to buy or sell.
Only when you ask it to. It can record trades and income in Navexa, and the trades it reads from a file you drop in wait on a review screen until you confirm them. It can't place an order with your broker or move money.
No. We don't use your portfolio, your documents or your questions to train or improve any AI model, and neither do the providers we use to run Roi.
Yes. Turn off AI Features in Settings and Roi is hidden everywhere in Navexa and sent nothing from your account. Turn it back on any time.
Yes. In Settings, under AI Features, choose Roi's personality, how much detail it gives, and standing guidance it follows in every chat.
Yes. The Navexa MCP server connects Claude, Cursor and other MCP clients to your portfolio, and it's included on every plan too.See the API and MCP server →

Still have questions? Visit our help centre or get in touch.

Ask your portfolio a question.

Start a 14-day free trial, connect your broker, and ask Roi what you've been meaning to work out.

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