Free account$0
“I just want to look something up.”
Get the facts about a fund, ETF or company. See what a fund holds, how a business is doing, and who owns it.
Explore for freeFree account. No card required.
What you can do
Your research.
Your investment decisions.
Look something up. Understand your funds. Get to know a business. Start with what matters to you.
Fund investor$5/ month
“I want to understand my funds better.”
Go deeper into one fund or compare several. Explore holdings and history with the ChatGPT or Claude you already use.
Research my fundsMonthly subscription. Cancel any time.
Individual investor$19/ month
“I invest in businesses, too.”
Everything in Fund investor, plus rich company financials and filings to explore with your AI.
Research companies & fundsMonthly subscription. Cancel any time.
Start with a real question
Follow your curiosity.
Then go a little deeper.
Fund investor · $5/month
“What has changed in this fund since I bought it?”
Bring its holdings and history into your AI conversation. Ask follow-up questions until the changes make sense.
- Holdings over time
- Manager activity
- Source data
- Connect our data
- Ask your AI
- Make your own call
Paid plans connect our data to the ChatGPT or Claude you already use. Your AI explains it; you decide. Use your own AI account, with any AI costs separate.
A free account opens every fund and company page. Paid plans add the connection to your AI.Need something more? Get in touch →