Data over gut feeling.
AI analysis for better investment decisions.
InsiderPie bundles millions of data points — from fundamentals to alternative data such as insider transactions and sentiment signals — into a robust scoring system. For wealth managers, family offices and discerning private investors.
Built for professional standards.
For teams and individuals who want to bundle research, monitoring, and portfolio management on a single platform.
Wealth managers
Multi-client capability, shared watchlists, multi-account brokerage connectivity, and structured investment processes — for advisory at a new digital level.
- Shared watchlists across the team
- Multi-account brokerage connectivity
- Individual login per advisor
Family Offices
Aggregated view across all investment accounts, performance analysis, portfolio optimization, and alerts on relevant events.
- Aggregated portfolio view
- Personalized optimization tools
- Transparent data foundation
Private investors
Full institutional-grade information access including personal brokerage integration and AI research features.
- Full information access
- Personal brokerage connection
- Membership in the InsiderPie Investment Club
Research, monitoring & portfolio — in one tool.
InsiderPie combines intelligent portfolio management with a deep research platform for global stocks — in German and English, with encrypted brokerage connectivity.
Proprietary scoring
Overall and category scores from millions of data points — clearly comparable within peer groups.
Automated brokerage interface
Encrypted connections to many brokerage banks, automatic updates, personal performance analysis.
Find instead of searching
Classic filters or natural-language queries — with live data instead of hallucinations, including saved alerts.
Dashboard for every stock
Company profile, strengths and weaknesses, news, and individual notifications for portfolio and watchlist.
AI research assistant
AI-powered report analysis, ChatGPT/Claude plugins, and personalized portfolio optimization.
Security & provenance
Direct data sourcing from official sources and reputable institutional data providers, with regular backtesting of the scoring system.
Three editions. One ambition: outperformance.
Transparent annual pricing for individual investors. Team features for professionals on request.
InsiderPie Pro
Full information access plus personal brokerage integration.
- All scores and alternative data
- Connection to your personal brokerage accounts
- Personalized watchlists and notifications
InsiderPie Premium
For investors seeking more personalization.
- Membership in the InsiderPie Investment Club
- Access to exclusive research reports
- AI screener and research assistant
- ChatGPT/Claude plugins
- Personalized portfolio optimization
InsiderPie Max
For wealth managers and family offices with team requirements.
- Team features: shared watchlists and research notes
- Multi-account brokerage integration
- Multi-client capability
- SSO and SAML
InsiderPie investment certificate.
A tradable index based on the top stocks of the InsiderPie scoring system.
Key facts at a glance
- Tracks the top stocks by InsiderPie score
- Rules-based selection and transparent methodology
- Tradable through the usual brokers and exchanges
Note: Capital investments carry risks, including the possibility of capital loss. Please review the official product documents (including the base prospectus) from Vontobel and seek independent advice where appropriate.
Score → selection → certificate
- Daily recalculation of the AI scores based on fundamental and alternative data.
- Rules-based ranking by industry / peer group.
- Composition of the top stocks in the certificate by the issuer.
Learn more about the InsiderPie scoring system.
Trusted in practice.
Millions of data points, one clear signal: the InsiderPie Expert Score makes complex information understandable and actionable for wealth investment.
InsiderPie creates transparency and supports long-term investment decisions — so anyone can incorporate the stock tips of well-known professional investors into their own strategy.
Frequently asked questions.
Who is the platform for?
For wealth managers, family offices, and affluent private investors with approximately €120,000 or more in investable assets who want to manage research and portfolio systematically on a data basis.
How do Pro, Premium and Pro Max differ?
Pro (€1,200/year): full information access plus personal brokerage account. Premium (€6,000/year): additionally club membership, bi-weekly investment committee meetings, AI assistant and plugins, personalized optimization. Pro Max (on request): additionally team features such as shared watchlists and multi-account connectivity.
What is the Fortezza Insider Pie AI certificate?
The certificate is a tradable instrument that tracks the performance of the Fortezza Insider Pie AI Index. The index consists of a basket of stocks selected using the InsiderPie scoring system.
Where is my data held?
InsiderPie stores your data exclusively on servers within the EU. Brokerage account connectivity, if activated, is established via an encrypted connection with your bank or broker.
Which brokerage accounts can I connect with InsiderPie?
We offer integrations for Deutsche Bank/maxBlue, Commerzbank, Interactive Brokers, and V-Bank. If your preferred bank is not listed, please contact us and we will do our best to enable the connection.