Funds Benchmark
Free for 14 days, no card. Then free access continues, or choose Pro.
Browse and compare
The full professional workflow
For teams and institutions
What each plan includes. Rows follow the plan table.
| Feature | Free | Pro £59/mo | Firm |
|---|---|---|---|
| Research & discovery | |||
| Browse every fund, full holdings & allocations | ✓ | ✓ | ✓ |
| Fund-detail views | 3/day | Unlimited | Unlimited |
| Performance history | 3 years | Full (10Y+) | Full (10Y+) |
| Country / sector / holding drill-through | ✓ | ✓ | ✓ |
| Basic risk metrics (SRRI, volatility, Sharpe) | ✓ | ✓ | ✓ |
| Analysis & tools | |||
| AI forecast (powered by Claude) | 3/mo | Unlimited | Unlimited |
| AI peer-find & comparison summary | 3/mo | Unlimited | Unlimited |
| Peer comparison | 3/mo | Unlimited | Unlimited |
| Priority AI model | — | ✓ | ✓ |
| News event pins on charts | — | ✓ | ✓ |
| Reports & account | |||
| Export, share & email | — | ✓ | ✓ |
| Save comparisons | — | ✓ | ✓ |
| Weekly watchlist performance email | — | ✓ | ✓ |
| Watchlist size | 3 | Unlimited | Unlimited |
| Seats | 1 | 1 | Multiple |
| API, white-label & custom universe | — | — | ✓ |
| Support | Community | Priority | |
| Price | £0 | £59/mo or £566/yr | Custom |
Answers on trial, billing, cancelling and data.
Browsing funds and seeing the shape of any fund (its largest holding, sector split and 6-month chart) costs nothing. Every new account also gets 14 days of full Pro, free and with no card, so you can try everything: all holdings, full performance history, AI forecasts, peer analysis and exports. Prefer to stay free? When the 14 days end you move to the free plan automatically, which keeps the basics with full holdings and 3 fund-detail views a day.
Pro is £59 a month or £566 a year, and includes unlimited AI, full performance history and exports. Firm is quoted per team. Start with a 14-day free trial: no card, and no charge until you choose to keep it.
Free: browse every fund with full holdings and allocations, performance to 3 years, and 3 fund-detail views a day. A genuine research tool for a quick look.
Pro £59/mo: the professional workflow. Everything unlimited, full 10-year performance history, unlimited AI forecasts and comparisons, priority AI model, and exports. Every new account starts with 14 days of Pro free, no card. Keep it for £59/mo (or £566/yr), cancel anytime.
Firm: for teams and institutions. Everything in Pro across multiple seats, plus custom fund universe, API access, white-label branding and priority support. Contact us.
Our AI is powered by Anthropic's Claude. It analyses holdings, sector and country exposure, recent rotation and peer context and produces base, bull and bear scenarios with its reasoning. AI assisted, not advice.
Every new account gets 14 days of full Pro, free, with no card. When the 14 days end you move to the free plan automatically, with no charge and nothing to cancel. To keep Pro, add a card for £59/mo any time; you can cancel whenever you like and access runs to the end of the billing period.
Coverage comes from FE fundinfo and spans several domiciles and structures, including UK OEICs and unit trusts, Irish and Luxembourg UCITS funds, and US-listed ETFs. Coverage is broad but not complete. A fund appearing here does not mean it is available to you or suitable for you, so check availability with your platform or provider before investing. Performance data is from FE fundinfo and updated regularly.
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