Frequently Asked Questions
Last updated: October 6, 2026
Answers to the questions we hear most often. Can't find what you're looking for? Email support@inve.money.
Is my portfolio data safe?
Yes. We connect to Zerodha via Kite Connect OAuth with read-only access — we never see or store your Kite password, PIN, or TOTP. Data is encrypted in transit (TLS) and at rest. See our Security page for details.
Do I need to pay to try it?
No. Company pages and call previews are free without an account. A free account includes 50 full call reads and 5 full guidance-ledger reads a month, plus one saved Inve Case. Each accepted API request counts, including repeat reads of the same company. MCP and website/app requests share these allowances. No card needed.
What does Pro give me?
500 full call reads and 100 full guidance-ledger reads a month, shared across MCP and the website/app. Repeat API requests count separately. The ledger follows management targets, revisions, misses and dropped targets with their original quotes. Pro also includes Inve Case for up to 20 companies, checked every morning. ₹499 a month or ₹4,799 a year.
Which brokers are supported?
Zerodha (via Kite Connect) is supported today. Support for other Indian brokers is on our roadmap.
What is Concall AI?
Concall AI uses artificial intelligence to analyze conference call transcripts of listed companies. It tracks management guidance, highlights red flags, and gives you a quick verdict on company health.
Where does my portfolio data come from?
Holdings and trades are pulled directly from your broker's official API after you authorize read-only access. We do not scrape, screen-record, or receive any credentials.
What happens when I unsubscribe or delete my account?
You retain access until the end of your billing period. When you delete your account, your holdings and personal data are removed from our active systems within 30 days. You can also email privacy@inve.money to request deletion at any time.
How do I cancel my subscription?
You can cancel anytime from your account settings, or email support@inve.money. See our Refund Policy for refund eligibility.
Do you offer refunds?
Refunds are handled per our Refund Policy — please review it for eligibility and timelines.
If I already use Screener.in, Trendlyne or Koyfin, why add Inve?
Screeners give you historical ratios and financial tables across thousands of stocks. Inve is the second-stage research layer once a stock is on your shortlist or in your portfolio: it tracks every numerical target management gave on earnings calls against what was actually delivered in later quarters, flags evasive Q&A answers and call-over-call tone shifts, and checks your written investment thesis (Inve Case) every morning against new filings.
How is Inve different from free AI transcript summary tools?
Generic summary tools compress one transcript at a time and repeat management's headline spin. Inve builds a multi-quarter memory across calls and filings — scoring whether past guidance was delivered, missed, revised down or quietly dropped ('went quiet'), and separating what management claimed from what they conceded in analyst Q&A.
See it on a real company
Every answer above is about something you can open right now: analysed earnings calls, the Guidance Tracker, company pages by sector, who was buying this quarter, the DCF calculator, and who reports next. Plans are on the pricing page.
Where the transcripts and financial figures come from, and how a guidance verdict is reached, is on the methodology page.