Research 13F holdings and institutional ownership across 500+ asset managers
Stage
MVP
Not given
Founded
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Based in
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Pricing model
Paid
Freemium
Pricing
Side Project plan at $29/month (1 project, 1 seat, 4 agents), Full-Time plan at $49/month (1 project, 3 seats, all 6 agents), and Portfolio plan for multiple projects (custom pricing). 7-day free trial with 30-day money-back guarantee.
Monthly plan: $19.9/mo includes every quarter of history, full holders lists, 5,000 credits, and daily check-in +20 credits. Yearly plan: $169/yr (saves 29% vs monthly) includes all monthly features plus 60,000 credits and CSV export exclusive to yearly subscribers.
Key features
Metrics dashboard with revenue, customers, traffic, conversion and retention data
Digital Profile with business context and goals
Journal for historical context and decision tracking
Insights delivered via Slack, WhatsApp and Discord
Stripe and product analytics integration
Growth goal tracking and focus alignment
Weekly ranked recommendations prioritized by impact
Quarterly 13F filings normalized from 500+ asset management companies
Co-holdings analysis showing which managers own the same securities
Reported position changes tracking increases and reductions
AMC Screener to browse asset management companies with holdings and portfolio value
AMC AI research assistant backed by 13F data
Industry exposure analysis by GICS sectors
Buy/Sell Trends to spot accumulation and distribution across managers
Watchlist to track favorite stocks and manager position changes
Side-by-side company comparison tool
CSV export capability on yearly subscription
What makes it different
Built specifically for SaaS founders, not a generic dashboard
Combines metrics with business context and goals to deliver ranked insights
Designed for bootstrapped SaaS founders with minimal overhead
Delivers insights directly to you without requiring data team maintenance
Covers 556 asset managers with 105,788 holdings across 5,271 stocks
Data sourced directly from official SEC Form 13F filings without substitution or inference
AI-powered research assistant with never-expiring credits
Powsight
AMC Stocks Hub