| What it does | Research 13F holdings and institutional ownership across 500+ asset managers
| No-code AI data analytics platform that finds patterns and explains them in plain language
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | Not given
| CA
|
|---|
| Pricing model | Freemium
| Freemium
|
|---|
| 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.
| Free: $0/mo with 10 MB files, 20,000 rows, 1 dataset, 5 AI insights per dataset, 50,000 monthly AI tokens. Pro: $25/user/mo with 1 GB files, 2M rows, unlimited datasets, 50 AI insights per dataset, 2,500,000 monthly AI tokens. Startup: $225/mo for 10 licenses plus $20 per additional user per month.
|
|---|
| 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
| - Connect SQL databases, REST APIs, Google Sheets, SFTP, and CSV files
- Automatic multi-source data merging without ETL pipelines
- 14 visualization types including time series, violin plots, bubble charts, heat maps
- Automated statistical analysis with correlation, ANOVA, trend analysis, outlier detection
- AI-generated plain-language business insights
- Scheduled reports delivered by email in HTML or PDF format
- Continuous monitoring with alerts for emerging or disappearing patterns
- Report scheduler for automated delivery of insights
- On-premise deployment for Enterprise plan
|
|---|
| 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
| - No data engineer or SQL knowledge required – designed for non-technical business users
- Data stays in your infrastructure with no migration or proprietary data warehouse required
- Automatically ranks findings by statistical significance and business importance to surface what matters
- Permanent free plan with no credit card required
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 9 ▲ +3 (up) since last check | 23 ▲ +1 (up) since last check |
| Trust Flow (Majestic) | 20 | 4 |
| Citation Flow (Majestic) | 24 | 18 |
| Referring domains (Majestic) | 45 | 20 |