Lite
The holder graph plus crowding, conviction and rotation scores, for anyone tracking a handful of names or funds.
$10/month
Billed monthly.
Discounted prices for early adopters
- Full holder graph, by stock or by fund
- 20 quarters of split-adjusted history
- Crowding, conviction and rotation scores
- Watchlists: track favorite managers
- Compare: crossholdings between managers
- AI agent: ask anything in plain English
- AI agent: augment data with web search