Try Pro free for 7 days

Browsing 5,000+ funds and seeing the shape of any fund (its largest holding, sector split and 6-month chart) costs nothing. Start a 7-day free trial of Pro to unlock everything — every holding, all performance history, AI forecasts, peer analysis and exports — with no charge for 7 days. Prefer to stay free? A free account keeps the basics with full holdings and 3 fund-detail views a day.

Legacy fund-research platforms charge $2,000 to $24,000+ annually for institutional licences. Morningstar Premium is around $33/month for retail. Pro is $29/month, cheaper than Morningstar, with deeper holdings data, unlimited peer analysis and comparisons, and AI forecasts powered by Anthropic's Claude. Start with a 7-day free trial, no charge until it ends.

Free — browse all funds and see full holdings, with 3 fund-detail views a day. Good for a quick look at a fund you've heard about.

Pro $29/mo — everything: unlimited research, full performance history, AI forecasts, unlimited peer analysis and comparisons, and exports. Try it free for 7 days, then $29/mo, cancel anytime.

Enterprise — firms needing a custom universe, API access, dedicated support or custom branding. Email us for a demo.

Our AI is powered by Anthropic's Claude — increasingly the model trusted by leading financial institutions for accuracy and reasoning. It analyses real fund data — holdings, sector and country exposure, recent rotation, peer-group context — and produces base / bull / bear scenarios with explicit reasoning. Each forecast cites the specific positions and macro factors that support its view. Not a price prediction; a structured second opinion on what's likely to drive the fund's returns.

Pro starts with 7 days free. We take your card up front so access continues seamlessly if you keep it, but you are not charged during the trial and we email you before it ends. Cancel any time before day 7 and you pay nothing. After that, cancel anytime in your account with no fees, and access runs to the end of the current billing period.

5,000+ funds available to UK investors — UK-domiciled OEICs and unit trusts, plus Irish and Luxembourg UCITS funds commonly held in ISAs, SIPPs, and general investment accounts. Performance data from FE fundinfo, refreshed monthly. ETF benchmark proxies update daily.

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