Fundscreener Copilot
Specialized assistants, built into the application, that carry out your everyday tasks — search, compare, build, analyze, monitor — from your data and 75,000 ISINs. You phrase it, the Copilot prepares, you decide.
FUNDSCREENER COPILOT
3 funds match — out of 1,214 euro short-term bond funds analyzed.
Simulated demo — real results are computed on your contracts and 75,000 ISINs.
Five intents, one input box
Find and understand
“A short-term euro bond fund, fees < 0.6%, eligible on this contract.”The Copilot translates the request into screener filters, displays them for correction, and suggests relaxations when the result is empty. On a fund sheet, it answers questions citing the KID or the prospectus.
Compare
“Compare these three funds over five years, fees included.”Instant comparison on the criteria that matter — rolling performance, drawdowns, fees, contract eligibility — with the table ready for the client's desk.
Build and rebalance
“Client aged 55, balanced profile, 10-year horizon, Cardif contract.”A proposed allocation built on actually available funds, diagnosis of an existing portfolio, trades quantified in fees and checked for eligibility, PDF statement import in seconds.
Read the documents
“Do the KID fees match those of the contract?”Structured summary of a KID, a prospectus or an annual report; Value for Money analysis in the format of ACPR recommendation 2024-R-01; drafting of the management commentary and suitability report in your template.
Monitor
“Alert me if this fund loses more than 5% in a month or changes manager.”Natural-language alerts on funds, portfolios and clients; a periodic digest of what moved and what deserves action; weak-signal detection (outflows, style drift, soft close).
True diversification: your lines, your blocks
Fourteen funds do not make fourteen bets. The Copilot groups a portfolio's lines by their actual behavior and exposures — not their declared category — and reports the number of independent blocks it is really made of.
Within each block of interchangeable funds, it places yours on fees and proposes, where one exists, a cheaper substitute eligible on the contract. It also flags funds that are not what they claim: a “flexible” fund behaving like an equity fund, an active fund indistinguishable from its index.
Every result carries its period, its method and a stability score. A fund that changes block depending on the window is presented as such, never as a reliable substitute.
Example: 61% of the portfolio in a single global growth equity block.
Three commitments
Traceable
Every statement cites its source
Filter applied, document consulted, calculation period. No figure that does not come from the database or from a document you provided. Every analysis is reproducible and archived with the portfolio.
Neutral
No fund put forward
The Copilot is paid by no asset management company. Comparisons rest on fees, net performance and eligibility, using the Fundscreener VfM methodology.
Under your control
It prepares, you decide
Every proposal is a draft to validate. The Copilot issues no personalized recommendation: responsibility for the advice remains yours, with a log of generated proposals.
Availability by plan
| Plan | Copilot included | For whom? |
|---|---|---|
| Standard | Fund FinderFund Explainerlimited volume | Discover the screener differently |
| Essential | Fund FinderFund Explainerextended volume | Digitalize your daily work |
| Plus | Fund FinderFund ExplainerComparatorPortfolio BuilderRebalancerImporterWatchlistEvent Digest | The independent firm, day to day |
| Premium | +Document AnalystPortfolio DoctorReporting WriterFund Health Monitor | The firm that industrializes its monitoring |
| Elite | +VfM Compliance+ range analysis and white label | Groups, insurers, platforms |
Available in early access by invitation
Progressive rollout to Plus and Premium subscribers in Q4 2026. Leave your work e-mail to be notified.
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The Copilot is an analysis-support tool for professionals. It constitutes neither investment advice nor a personalized recommendation within the meaning of MiFID II / IDD regulation. Past performance is not indicative of future results. Market data provided under Morningstar license.