Financial data visualization and organization tool for ETF and mutual fund portfolio analysis
Fix why users leave
Stage
Not given
Startup
Founded
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Based in
US
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Pricing model
Freemium
Freemium
Pricing
Free plan includes basic financial data visualizations, interactive visualizations for ETFs and mutual funds, up to 4 saved portfolios, and limited full holdings data. Pro plan at $14/month includes everything in the free plan plus unlimited full holdings data, export to Excel, and unlimited saved p
Free: landing-page audits with no card required. Pro: $49/mo flat, cancel anytime, includes 7-day free trial.
Key features
Sankey diagrams for portfolio visualization
Correlation matrix analysis
Customizable visualizations
Drill-down analysis by asset class and geography
Real-time data feeds
Portfolio overlap detection
Efficient frontier optimization chart
International asset coverage
CSV portfolio import
Export to Excel
On-demand diagnostics whenever you ship
Weekly Monday scan optional background scans
Regression detection against baseline
Read-only PostHog integration with AES-256 encryption
30-second PostHog connection setup
What makes it different
Analyzes underlying holdings of ETFs and mutual funds, not just surface-level attributes
Makes institutional-grade portfolio analysis tools accessible to retail investors
Comprehensive holdings data beyond top 15 positions shown by competitors
Supports multiple asset types including ETFs, mutual funds, stocks, and international equities
Delivers finished work, not charts
No new tracking code needed, works with existing PostHog data
Anku