Professional fund research at a fraction of legacy platform costs. Cancel anytime.
Explore the platform
Independent advisors & analysts
Wealth managers & advisory firms
For family offices, sovereign funds, and institutions with custom requirements.
| Feature | Free | Professional | Advisor |
|---|---|---|---|
| Research & discovery | |||
| Fund searches per month | 5 | Unlimited | Unlimited |
| Fund detail (basic) | ✓ | ✓ | ✓ |
| Full performance history (3Y, 5Y, 10Y) | — | ✓ | ✓ |
| Holdings & allocations | — | ✓ | ✓ |
| Country & sector drill-down | — | ✓ | ✓ |
| Analysis & tools | |||
| Fund comparison | — | Up to 3 | Up to 5 |
| News event pins | — | ✓ | ✓ |
| AI-powered fund analysis | — | — | ✓ |
| AI forecasts per month | 0 | 0 | 30 |
| Synthetic fund builder | — | — | ✓ |
| Saved comparisons | 0 | 3 | Unlimited |
| Account | |||
| Watchlist size | 3 | 10 | Unlimited |
| API access | — | — | ✓ |
| Support | Community | Priority | |
| Annual billing discount | — | $490/yr (save $98) | $990/yr (save $198) |
We offer similar fund research capabilities at a fraction of the cost. Legacy platforms charge $2,000–$24,000+ annually. Our Advisor plan gives comprehensive AI-powered fund analysis for $99/month.
Our first 50 subscribers get reduced rates locked for 12 months: Professional at $29/mo (normally $49) and Advisor at $69/mo (normally $99). Once you lock in, your rate stays for the full 12 months.
Yes — cancel anytime with no fees. Your access continues until the end of your billing period.
Our AI analyses real fund data — holdings, sector allocations, country exposure, and macro conditions — to generate professional-quality fund outlooks with base, bull, and bear-case scenarios.
We cover UCITS, OEICs, and mutual funds from major fund houses globally. Our database includes funds domiciled in Luxembourg, Ireland, the UK, and other major jurisdictions.