AI-powered research tool for tracking hedge fund holdings and optimizing investment portfolios
AI visibility tracking for brands across ChatGPT, Claude, Perplexity, and Google AI Overview
Stage
Not given
Not given
Founded
Not given
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Based in
GB
Not given
Pricing model
Freemium
Freemium
Pricing
Free: $0/mo with 2 AI Chat and 1 Fund Analysis per day, 20 credits on signup, plus 10 credits per daily check-in. Plus: $30/mo with 50 AI Chat and 20 Fund Analysis per day, 3,000 credits per month. Pro: $90/mo with Unlimited AI Chat & Fund Analysis, 12,000 credits per month.
Free: $0/month for 1 brand with ChatGPT and Claude tracking. Startup: $9/month for 1 brand with all 4 engines. Freelancer: $34/month for up to 5 brands. Agency: $99/month for unlimited brands.
Key features
Track quarterly hedge fund position changes and dollar amounts
AI-powered explanations of manager investment decisions
Portfolio optimization workspaces with backtest evaluation
Compare hedge fund concentration and sector exposure
Static research reports on funds and ETFs
Multi-13F workspace for comparing multiple fund portfolios
Fund Analysis runs to test strategy changes and measure performance impact
Track brand mentions across ChatGPT, Claude, Perplexity, and Google AI Overview
AI mention detection and sentiment analysis
Position analysis showing where brand ranks in AI responses
Competitor mention tracking and Brand vs Brand comparison
Automated weekly and monthly prompt scheduling
Team collaboration with role-based access
REST API access for programmatic data retrieval
PDF report generation and white-label branding
Model Context Protocol (MCP) integration with AI agents
Google Search Console integration
What makes it different
AI-assisted explanations reduce complexity of analyzing institutional moves
Institutional-grade research tools designed for individual investors
Tracks smart money rotation signals with conviction metrics for highest-impact moves
Works natively with your existing AI agent via MCP, not a proprietary system
Generous free tier with no credit card required, no expiry, and no demo call needed
Fair pricing with no hidden costs, no per-brand pricing contracts, and ability to cancel anytime
13F.chat
AEO Copilot