AI-powered research tool for tracking hedge fund holdings and optimizing investment portfolios
AI brand visibility monitoring with evidence tracking across ChatGPT, Perplexity, Gemini, and Google AI
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.
Small Pack: $5 for 200 credits; Standard Pack: $19 for 1,000 credits; Power Pack: $49 for 3,000 credits. Credits never expire. New accounts receive 20 credits. AI visibility checks cost 1 credit per prompt.
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
AI Visibility Snapshot reports across ChatGPT, Perplexity, Gemini, and Google AI
Mention rate and citation source tracking
24-hour async report delivery
GEO toolkit with URL Review and Citation Check
Perplexity rank tracking
Page-level GEO fixes and optimization guidance
Deepening plan consultation for optimization prioritization
Visibility score and heatmap analysis
HTML source and plain-text page review options
API documentation and integration support
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 brand visibility specifically in AI chat and search answers, not traditional search rankings
Provides evidence and proof of citations with stored prompts for review
One-time credit purchases that never expire, no subscription required
Founded by SEO/GEO expert with 10 years of search, AI, and cross-border product experience
Combines validation, optimization guidance, and system-level governance for different business stages
13F.chat
Convertos