Financial data visualization and organization tool for ETF and mutual fund portfolio analysis
Analytics connecting traffic, search, conversions, and revenue for SaaS founders
Stage
Not given
Startup
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Free trial
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
Not given
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
Unified dashboard connecting traffic, search, conversions, and revenue
Revenue attribution tracking with multiple payment providers
Google Search Console integration showing queries, clicks, and impressions
Custom event and funnel creation
Ad click tracking without UTM tags
3-year data retention
API access and integrations
Real-time tracking verification
Support for multiple coding frameworks and stacks
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
Purpose-built for SaaS founders with simplified one-dashboard view of the complete customer journey
Connects payment data directly to traffic sources showing which channels drive revenue
Requires no analytics expertise to understand business growth signals
Clarvivo