AI-powered research tool for tracking hedge fund holdings and optimizing investment portfolios
Track your brand visibility across AI search engines and generative models
Stage
Not given
Startup
Founded
Not given
2026
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 trial for 14 days with 750 credits. Starter: $40/month with 2,000 credits. Growth: $129/month with 6,500 credits. Scale: $369/month with 18,500 credits. Enterprise: $849/month with 43,000 credits. Extra credits available: 1,000 for $13, 5,000 for $59, or 15,000 for $165.
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, Gemini, Perplexity and Google AI
Scheduled checks on your chosen frequency
Position and sentiment scoring
Competitive benchmarking and share of voice
Citation source mapping and tracing
Actions with effort estimates tied to gaps
API and MCP server for data integration
Shopping recommendations tracking
Workflow automation and scheduled reports
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
Directly samples answers from all six major AI engines, not a panel or cached data
Measures share of voice against competitors on the same questions
Converts visibility gaps into shippable fixes with evidence and impact measurement
Traces every recommendation to the sampled answers you can open and read
Coverage of all major AI engines and models in one dashboard
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