| What it does | Research 13F holdings and institutional ownership across 500+ asset managers
| AI operating system for finance teams
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| Stage | Not given
| Established
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| Founded | Not given
| 2015
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| Based in | Not given
| US
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| Pricing model | Freemium
| Contact for pricing
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| Pricing | Monthly plan: $19.9/mo includes every quarter of history, full holders lists, 5,000 credits, and daily check-in +20 credits. Yearly plan: $169/yr (saves 29% vs monthly) includes all monthly features plus 60,000 credits and CSV export exclusive to yearly subscribers.
| Professional plan: 2 Users, 1 Integration, Unlimited Dashboards, Reporting & Planning, Datarails® AI Agents, Standard Support. Premium plan: Everything in Professional plus Spend, 5 Users, 2 Integrations, Premium support. Expert plan: Everything in Premium plus Cash Management, Receivables, 15 Users
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| Key features | - Quarterly 13F filings normalized from 500+ asset management companies
- Co-holdings analysis showing which managers own the same securities
- Reported position changes tracking increases and reductions
- AMC Screener to browse asset management companies with holdings and portfolio value
- AMC AI research assistant backed by 13F data
- Industry exposure analysis by GICS sectors
- Buy/Sell Trends to spot accumulation and distribution across managers
- Watchlist to track favorite stocks and manager position changes
- Side-by-side company comparison tool
- CSV export capability on yearly subscription
| - Connects to 600+ data sources including ERPs, CRMs, HR platforms, banks, and spreadsheets
- Excel-native integration allowing users to keep existing models
- Automated consolidation with multi-entity, multi-currency support
- Real-time dashboards and reporting
- AI-powered agents for automated analysis and insights
- Version control and audit trails
- FinanceOS AI Connector for integration with third-party AI tools
- Spend control and approval workflows
- Month-end close workflows with automated reconciliations
- Cash management with multi-entity visibility and 13-week forecasting
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| What makes it different | - Covers 556 asset managers with 105,788 holdings across 5,271 stocks
- Data sourced directly from official SEC Form 13F filings without substitution or inference
- AI-powered research assistant with never-expiring credits
| - Governed, auditable AI outputs grounded in consolidated, reconciled financial data
- Excel-native design that preserves existing models while adding governed data connectivity
- Single platform for all CFO office workflows eliminating disconnected systems
- No IT required for implementation and consolidation
- Consolidates complexity including multiple entities, currencies, and file formats automatically
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 9 ▲ +3 (up) since last check | 70 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 20 | 18 |
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| Citation Flow (Majestic) | 24 | 43 |
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| Referring domains (Majestic) | 45 | 2529 |
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