Financial data visualization and organization tool for ETF and mutual fund portfolio analysis
Compare AI tool subscription plans with source-verified pricing
Stage
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Founded
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Based in
US
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Pricing model
Freemium
Free
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
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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
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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
All prices source-verified against vendor official pages with verification dates
Completely independent with no vendor payments for placement or ranking
Comparison winners computed from fixed rules, nothing scored or sponsored
Covers the broadest range of AI categories including coding, app builders, voice, video, and headshots
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