AI-powered research tool for tracking hedge fund holdings and optimizing investment portfolios
Start winning customers from AI search
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
Not given
Pricing model
Freemium
Paid
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.
Starter $20/month, Growth $40/month, Premium $100/month. All plans include a 14-day free trial with no credit card required.
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
Check whether AI assistants recommend your business
Visibility score and trends over time
Competitor comparison in AI answers
Prompt-level visibility across tracked queries
Brand mention and citation analysis
Step-by-step action plan with expected effect of each task
Diagnosis of why your business is missing from AI answers
Strategy document explaining what drives visibility
Multiple websites in agency accounts
Weekly visibility digest
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
Tracks visibility in AI-generated answers instead of traditional search rankings
Provides specific, actionable tasks with expected impact on visibility
Results available on day one after setup
Written in plain language without requiring SEO expertise
Option to have Beamtrace team implement fixes for you
13F.chat
Beamtrace