Financial data visualization and organization tool for ETF and mutual fund portfolio analysis
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Stage
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Founded
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Based in
US
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Pricing model
Freemium
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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
Product analytics dashboard with traffic by region and URL
Session replay and visitor details
Heatmaps and UTM visualization
Customer feedback boards with feature voting
Public and private product roadmaps
Product changelogs and release updates
Customer surveys
Searchable help center
Customer support inbox
AI agents for feedback organization and prioritization
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
One connected workspace replacing multiple disconnected tools
FeatureShark