Research 13F holdings and institutional ownership across 500+ asset managers
KPI software for creating dashboards and reports with AI insights built in
Stage
Not given
Established
Founded
Not given
2007
Based in
Not given
GB
Pricing model
Freemium
Free trial
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.
$79 per month billed monthly, or $63 per month billed annually ($758 a year). Every feature included, unlimited users. Free 14-day trial with no credit card required.
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
AI-powered dashboard creation
KPI dashboards with interactive charts and graphs
Pulse anomaly detection and alerting
Explore deep dive analytics with root causes
Data connections from apps and spreadsheets
Smart spreadsheet import with AI mapping
Role-based access control with six user roles
Public dashboard sharing and embedding
Developer API for programmatic data access
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
AI built into the core for dashboard creation and insights
No per-seat fees or AI credit meters
100% independent with no venture funding
Designed for simplicity without data department requirements
AMC Stocks Hub
SimpleKPI