| What it does | Research 13F holdings and institutional ownership across 500+ asset managers
| Convert Excel, CSV, JSON and NDJSON files into instant dashboards and shareable web apps
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| IT
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| Pricing model | Freemium
| Freemium
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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.
| Instant: free (KPIs, up to 8 charts, column profile, runs in browser). Custom dashboard: €5 per file (AI-built or expert-made dashboards, templates, linked to computer file). Dashboard + Share: €15 per file (custom dashboard plus shareable link with optional password, up to 5 deploys with visit coun
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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
| - Instant dashboard from Excel, CSV, JSON and NDJSON files with KPIs and up to 8 charts
- Column profile table with missing values, uniques, min, mean, median and max
- AI assistant that builds a tailored dashboard from a compressed data schema
- Expert-made dashboards shared by the community
- Automatic templates for GA4, Shopify, Stripe, HubSpot, Google Ads, SAP and Business Central
- Uploaded file stays linked to the local file to stay in sync
- Export to PDF or PPTX, or deploy a shareable app with optional password
- Live data connectivity runs entirely in your browser
- Row-level security enforcement for shared dashboards
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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
| - Instant analysis in your browser with no setup or formulas
- Data stays private—rows never leave your browser, AI only sees compressed schema
- Pay per file, no subscription required
- Automatic templates for popular data sources like GA4, Shopify and Stripe
- Embeddable JavaScript widgets for React, Angular, Vue and vanilla JS
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 9 ▲ +3 (up) since last check | 21 ● no change since last check |
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| Trust Flow (Majestic) | 20 | 7 |
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| Citation Flow (Majestic) | 24 | 28 |
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| Referring domains (Majestic) | 45 | 61 |
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