AI-powered research tool for tracking hedge fund holdings and optimizing investment portfolios
Stage
Startup
Not given
Founded
Not given
Not given
Based in
AE
GB
Pricing model
Freemium
Freemium
Pricing
Starter: $9 first month, then $29/month. 3 new pages written every month, tracking every 14 days. Agency: $99/month for up to 10 client sites with white-label reports. One-time AI Visibility Report: $49. Local Report: $99 one-time.
Free: $0/mo with 2 AI Chat and 1 Fund Analysis per day, 20 credits on signup, plus 10 credits per daily check-in. Plus: $30/mo with 50 AI Chat and 20 Fund Analysis per day, 3,000 credits per month. Pro: $90/mo with Unlimited AI Chat & Fund Analysis, 12,000 credits per month.
Key features
Runs realistic buyer prompts against live AI with web search
Parses AI answers for product position and competitors named
Identifies which sources AI cites (G2, Capterra, Reddit, roundups)
Generates 3 publish-ready pages monthly for Starter plan
Tracks trends with repeat scans every 14 days
White-label reports for agencies
Lead-generation scanner widget for agencies
Client dashboard for agencies tracking up to 10 sites
Public leaderboards by category
Track quarterly hedge fund position changes and dollar amounts
AI-powered explanations of manager investment decisions
Portfolio optimization workspaces with backtest evaluation
Compare hedge fund concentration and sector exposure
Static research reports on funds and ETFs
Multi-13F workspace for comparing multiple fund portfolios
Fund Analysis runs to test strategy changes and measure performance impact
What makes it different
Measures discovery by excluding product name from prompts
60-day money-back guarantee if AI doesn't name you
Tracks AI answer variation over time instead of single snapshot
Ranks next actions by priority with a to-do list interface
7-day refund if service isn't useful
AI-assisted explanations reduce complexity of analyzing institutional moves
Institutional-grade research tools designed for individual investors
Tracks smart money rotation signals with conviction metrics for highest-impact moves
ShownInAI
13F.chat