- contact@insightfundz.com
Comprehensive fund 360 views, AI-driven insights, holdings analysis, peer comparison, and real-time alerts across mutual funds and ETFs — intelligent fund research for portfolio managers, advisors, and analysts.
Connect your fund-data feeds. AI agents read filings, surface changes, and stream alerts to the right team.
Ingest fund data from SEC EDGAR, market feeds, Morningstar, Bloomberg, and your proprietary sources.
Extract insights from prospectuses, fact sheets, and filings. Detect holdings changes and strategy shifts.
Performance metrics, holdings breakdown, sector allocation, peer comparison, AI summaries — in one pane.
Real-time alerts on holdings changes, drift detection, and strategy shifts — tailored to each watchlist.
Every signal cited with source, timestamp, and version.
Auto-parse prospectuses, fact sheets, N-PORT, annual reports, and 13F filings into structured holdings data.
Daily NAV tracking, multi-period returns, benchmarks, risk metrics, and inflow/outflow signals.
Fund-relevant news, analyst reports, market commentary, ESG data, and provider ratings — aggregated and deduped.
Asset classes: Mutual funds & ETFs — with deep coverage of US-registered vehicles and growing international coverage.
A 360 view, an AI copilot, and a portfolio-monitoring layer — not three disconnected tools.
Complete fund profile in one screen — the answer to "what does this fund actually do?".
Conversational AI grounded in your fund data — ask anything, get cited answers.
Peer comparison, overlap analysis, drift tracking, and real-time alerts — for the portfolio you actually manage.
From advanced screeners to document intelligence — the rest of the fund-research stack, in one platform.
Advanced filtering across category, performance, risk, ESG, and holdings.
Multi-period returns, benchmark relative, risk-adjusted (Sharpe, Sortino, Information Ratio).
Deep-dive into positions, sector exposure, and quarter-over-quarter changes.
Side-by-side rankings and percentiles across a peer set you define.
Statistical detection of style drift and deviation from the stated objective.
AI extraction from regulatory documents into structured, queryable data.
Each role gets a tuned workspace — the same data, the right view.
Your data never leaves your network. SEC/FINRA-ready by default, with full audit trails.
On-premise and private-cloud deployment options. All AI processing happens within your infrastructure — no data leaves your network.
Compliance-ready alignment with SEC, FINRA, and SOC 2 requirements — with audit trails, RBAC, and encryption at rest and in transit.
Every search, every AI answer, every alert delivery — logged with user, timestamp, and source citations for regulator review.