Browse 5,000+ funds free. Sign up free to unlock the full picture. Upgrade for AI analysis, comparison, and the synthetic fund builder.
Browse funds, dip your toe in
Full data + AI analysis
Unlimited everything + synthetic builder
| Feature | Free | Starter | Pro |
|---|---|---|---|
| Research & discovery | |||
| Browse fund list | ✓ | ✓ | ✓ |
| Fund detail views | 5/day (signed-in) | Unlimited | Unlimited |
| Full holdings, sectors & countries | Signup required | ✓ | ✓ |
| All performance periods (1Y, 3Y, 5Y, 10Y) | Signup required | ✓ | ✓ |
| Country / sector / holding drill-through | Signup required | ✓ | ✓ |
| Analysis & tools | |||
| AI forecast (powered by Claude) | Chart only | 10/mo | Unlimited + priority |
| Fund comparison | — | Up to 3 funds | Unlimited |
| Synthetic fund builder | — | — | ✓ |
| News event pins on charts | — | ✓ | ✓ |
| Saved comparisons | 0 | 10 | Unlimited |
| Reports & alerts | |||
| PDF export — fund detail + comparison | — | ✓ | ✓ |
| Weekly watchlist performance email | — | — | ✓ |
| Account | |||
| Watchlist size | — | 20 | Unlimited |
| Support | Community | Email priority | |
| Annual price | $0 | $278 (save $70) | $566 (save $142) |
Browsing 5,000+ funds and seeing the basics (name, sector, 1Y return, top 3 holdings) costs nothing. Sign up free and we'll unlock the full data — holdings, allocations, performance history — capped at 5 fund views per day. Paid tiers unlock the tools that turn research into decisions: AI forecasts, comparison, PDF reports, and the synthetic fund builder.
Legacy fund-research platforms charge $2,000–$24,000+ annually for institutional licences. Morningstar Premium is around $33/month for retail. Our Starter plan is $29/month — cheaper than Morningstar, with deeper holdings data and AI forecasts powered by Anthropic's Claude. Pro at $59/month adds the synthetic fund builder, unlimited comparisons, and priority AI for client-facing work.
Free — researching a fund you've heard about, want to see the basics. Sign up to unlock full data, free.
Starter $29/mo — researching your own portfolio, comparing alternatives, want AI second-opinions. The natural choice for retail investors.
Pro $59/mo — running multiple comparisons regularly, building custom blended portfolios, or producing client-facing reports. The IFA/advisor workflow.
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.
Yes — cancel anytime in your account, no fees. Your access continues 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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