| What it does | Financial data visualization and organization tool for ETF and mutual fund portfolio analysis
| Listen to what your users already say, learn what matters most, plan what to build next, then close the loop on a successful launch.
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
| Paid
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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
| Starter: $0 with 5 free credits, then top-ups of 10 credits for $10. Product Squad: $50/month with 100 credits monthly plus 50% off top-ups. Product Org: $150/month with 250 credits monthly plus volume pricing on top-ups.
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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
| - Searches 16 channels including Reddit, X, Hacker News, Product Hunt, G2, Capterra, GetApp, Trustpilot, Quora, Stack Overflow, GitHub Issues, community forums, YouTube, App Store, Google Play, Steam an
- Three search modes: broad sweep across all product areas, pointed search for specific questions, or release tracking
- Clusters raw posts into themes and learnings with easy to digest summaries
- Every learning includes source links back to original posts for verification
- Shared team workspaces with admin and member roles on Product Squad and Product Org plans
- Promotes learnings into Now, Next and Later plans aligned with roadmaps
- Loop feature re-checks shipped items daily, weekly or monthly to confirm impact
- Generates before and after reports showing whether complaints stopped, praise started or new opportunities appeared
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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
| - Usage-based credit model with no per-seat charges, meaning unlimited teammates at no extra cost on monthly plans
- Filters competitor and category noise with product-anchored search anchored to your specific product identity
- Prioritizes recent signals from the last six months with data never older than a year
- Founder-led company where support goes directly to builders with no red tape
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 22 ● no change since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 18 | 0 |
| Citation Flow (Majestic) | 25 | 0 |
| Referring domains (Majestic) | 137 | 1 |