Twelve modules.
One reflex.
Each module replaces a tool, a spreadsheet or a subscription you pay for today.
Multi-criteria & thematic screening
75,000 ISINs, 40+ combinable criteria — performance, volatility, Sharpe, fees, SFDR, themes. Your shortlist in 30 seconds, not three browser tabs.
Proprietary scoring
Eight sub-scores, one mark out of 100. Crisis resilience, consistency, conviction, alpha, fees, governance, data quality, ESG — each ranked against peers. Explainable line by line.
Peer groups by behaviour
Fundscreener groups funds by actual behaviour — correlations, risk profile, market sensitivities — not merely by declared category. You see a fund's real competitors, including the ones nobody compares it to.
Insurer & contract referencing
The only screen that tells you whether a fund is available at Axa, Cardif or Suravenir — contract by contract. No more back-office ping-pong.
Fund comparison
Up to 5 funds side by side: rolling performance, drawdowns, fees, holdings. PDF export, ready for the client's table.
Model portfolios
Build your model allocations, monitor them continuously, duplicate them by risk profile. Your convictions, industrialized.
Portfolio optimization
Efficient frontier, custom constraints, suggested trades. Trading-desk quantitative engineering, without the quant.
Macro dashboard & allocation
Growth, inflation, rates, market regimes: a macro dashboard wired to actionable allocation grids. Context and decision, together.
Automatic portfolio analysis
Import a client portfolio: instant X-ray — hidden risks, duplicates, excessive fees, profile mismatches. The audit that used to take half a day. Try it for free →
Client proposals & compliance
Generate documented, traceable investment proposals aligned with IDD / MiFID II. The regulator reads the same file as the client.
API & regulatory documents
Connect Fundscreener to your CRM or aggregator. Up-to-date KIDs, prospectuses and reports, attached to every ISIN.
iOS & Android
The cockpit in your pocket: score alerts, watchlists and fund sheets — in the waiting room or in the meeting.