Go deeper on the smart money.
The latest snapshot is always free. Upgrade to Pro for the full history, deeper charts and alerts, or to our Analytics platform for a complete, cross-manager view of your alternatives portfolio.
- Latest-quarter 13F holdings
- Current institutional ownership
- Insider trades, last 12 months
- Latest sector breakdown
- Price charts up to 1 year
- CSV export of the current view
- Shortlist up to 5 funds, stocks & insiders
- In-app update alerts
- Everything in Free, plus:
- All historical 13F quarters
- Position spotlights across full multi-quarter history
- Insider trades, full history
- 5-year and 10-year price charts
- Sector allocation over time
- CSV export of full history
- Shortlist up to 50 items
- Email alerts + fund × insider consensusSoon
- Priority support
- Everything in Pro, plus:
- A holistic view of your alternatives portfolio: exposures, attribution and sensitivities across every manager
- Portfolio simulation and scenario analysis
- Cross-manager risk/reward analysis, combining our alternatives specialists with proprietary AI insights
- Full access to the fund exploration platform
- For managers: introductions across our ecosystem of vetted LPs
Prices in USD. Cancel anytime. VAT/sales tax added where applicable.
Pricing & billing
What’s the difference between Free and Pro?
A free account already gives you the latest snapshot everywhere: the most recent 13F holdings, current ownership, the last 12 months of insider trades, the latest sector mix, a 5-item shortlist with in-app alerts, and CSV of the current view. Pro unlocks the history and the workflow: every prior 13F quarter, full multi-quarter position spotlights, full insider history, 5- and 10-year price charts, sector allocation over time, full-history CSV, a 50-item shortlist, and (shortly) email alerts and the fund × insider consensus signal.
How much is Pro, and how am I billed?
Pro is $250 per quarter, or $900 per year (that’s $75/month, $100 less than paying quarterly). You’re billed automatically each period through Stripe, and you can cancel anytime; access continues to the end of the period you’ve paid for.
What is the Analytics tier?
Analytics is our portfolio analytics platform for allocators to alternatives. It includes everything in Pro, plus a holistic view of your alternatives portfolio (exposures, attribution and sensitivities across every manager), portfolio simulation and scenario analysis, cross-manager risk/reward analysis combining our specialists with proprietary AI insights, the full fund exploration platform, and, for managers, introductions across our ecosystem of vetted LPs. It’s bespoke, so pricing is on application: get in touch and we’ll tailor it to your mandate.
Can I cancel or change plans?
Yes. You can cancel or switch between quarterly and annual at any time from your account. Cancelling stops future billing and you keep Pro access until the current period ends.
Is my payment secure?
Payments are processed by Stripe. We never see or store your card details. You can manage your subscription and payment method through Stripe’s secure customer portal.
Where does the data come from?
Everything is built from public regulatory filings: SEC EDGAR Form 13F holdings and Form 4 insider transactions, plus Form ADV and market price data. It’s research and information only, not investment advice.