AI-powered research tool for tracking hedge fund holdings and optimizing investment portfolios
Track your AI visibility across ChatGPT, Claude, Perplexity and Gemini
Stage
Not given
Startup
Founded
Not given
2025
Based in
GB
DE
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: €84/month (7 days free) with 50 prompts tracked and 3 models of choice. Business: €210/month (most popular) with 150 prompts tracked. Growth: €479/month with 350 prompts tracked and API access. Enterprise: Custom pricing. All plans offer 15% discount on yearly billing.
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 visibility across ChatGPT, Claude, Perplexity, Gemini and other AI platforms
Real-time brand mention and citation monitoring
Competitor analysis and source tracking
AI agent for prompt research and analysis
Content generation backed by expert data
One-click white-label report building
AI attribution tracking from answer to revenue
Bot traffic analysis
200+ integrations with business tools
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 across all major AI platforms in one unified dashboard
Converts raw visibility data into actionable insights and revenue attribution
AI-powered agent automates prompt research and competitor analysis
Includes attribution tracking connecting AI visibility to actual revenue impact
13F.chat
Finseo