Companies
- Full profile, in two tabs
- Dated analyst consensus
- Three financial statements
- Earnings call calendar
Offer
A tailored offer. The whole platform.
Your team gets every service. The offer is built with you after a 30-minute demo, based on your team size and needs.
Your offer
Tailored
Built with you, with no public price list or tiers.
- Services included
- All five
- Users
- Based on your team
- Onboarding
- Supported
- Languages
- EN · FR · NL
What is included
Every service, no locked features.
Funds and ETFs
- Screener and presets
- Category ranking
- Composition and top 10 holdings
- Risk and return from 1 month to 5 years
Portfolios
- Transaction ledger
- TWR, MWRR, max drawdown, Sharpe
- Fund look-through
- Import of 120 portfolios in one batch
Screeners
- Predefined screeners
- 74 criteria for your own
- Five-level sector classification, themes
- Scheduled refresh, entries and exits
AI analyses
- Company, fund and portfolio reports
- Follow-up questions, web search
- History per entity
- PDF export
Day to day
- Interface and analyses in three languages
- Shareable links, keyboard shortcuts
- Excel and CSV exports
- Mobile version
How it works
Three steps, and your team is at work.
- Step 1
A 30-minute demo
With our team, on your companies, funds and portfolios.
- Step 2
An offer built with you
Based on your team size and needs, with no public price list or tiers.
- Step 3
Supported onboarding
Accounts created by invitation, portfolios imported from your statements, hands-on training.
Who it is for
For every investment profession.
Financial advisors
Fund selection, client portfolio monitoring, well-argued reviews.
Asset managers and family offices
Companies and funds, portfolio import, accurate performance, real exposure.
Equity and fund analysts
Sector coverage, dated consensus, fund rankings, AI reports.
Boutiques and institutions
A shared working base, set up with you.
Frequently asked questions
About the offer.
Do you have public prices?
No. The offer is built with you after the demo, based on your team size and needs. It gives access to the whole platform, with no tiers or locked features.
How does the demo work?
Thirty minutes with our team, starting from your cases: a company you follow, funds you compare, a model portfolio. We look at where the platform fits your workflow, then stay with you through onboarding.
Can we import our existing portfolios?
Yes. Your broker statements are imported in Excel or CSV, and your Harvest O2S account statements in XLSX, up to 120 portfolios in one batch. We support you through the first import during onboarding.
Which languages can we work in?
English, French and Dutch. Each user picks their language, and the AI analyses are written in that language.
How are team accounts created?
By invitation: we create your team’s access during onboarding, and each person activates their account from the email they receive. The platform is reserved for professionals.
Let’s talk about your team.
Thirty minutes is enough to see the platform on your cases and build the offer that fits you.