Financial data visualization and organization tool for ETF and mutual fund portfolio analysis
Feature voting and public roadmap software that weights votes by customer revenue
Stage
Not given
Startup
Founded
Not given
Not given
Based in
US
CZ
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
LITE $9/mo for 1 project; PRO $39/mo for unlimited projects; LIFETIME $999 one-time payment. Annual billing saves approximately 17%.
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
Revenue-weighted voting where votes count for their voter's tier and payment amount
Feature voting board that requires no account to vote
Public roadmap with drag-and-drop columns for organization
Changelog that emails customers who requested shipped features
Demand, effort and priority scoring system
REST API with 21 endpoints for integration
Custom domain for roadmap and voting board
Swift package for iOS integration
Import customer revenue from Stripe, Paddle or CSV
Data export to CSV format
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
Votes weighted by customer revenue tier and payment, not just vote count
No per-seat or per-vote pricing; flat rate per project regardless of usage
Board data persists and remains accessible after subscription ends