Research 13F holdings and institutional ownership across 500+ asset managers
Collaborative Intelligence for Finance
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Freemium
Not given
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.
Not given
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
DCF and relative valuation models computed on demand
Options structuring with live chain data
SEC filings and financial statements analysis
Background research agent for sourced answers
Workflow automation with approval gating
Voice-driven research in multiple languages
Live market and economic data access
Real-time shared canvas with synchronized state
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
Single shared canvas where people and AI work on the same problem in real time
Financial work unified in one place instead of scattered across terminals and vendors
Built-in video, audio and screen sharing with no separate meeting link
Transparency about computational capabilities and limitations
AMC Stocks Hub
Purifi