Our focus
Combinatorics of diverse data
Unique data integration
Holistic stakeholder perspective
AI-based scores
Trust
Technology and Security
State-of-the-Art technology
User-centered development
Highest safety standards
The user in focus
Your advantages with InsiderPie Pro
Increase efficiency & reduce costs
AI advantage without in-house development
Structured investment process
Patrick Benesch
Financial analyst
|
“I follow the world's best investors on InsiderPie to find profitable investment ideas for my investment strategy!”
Monitoring:
Automated portfolio interface
Always keep an overview of all your portfolios – with an aggregated display of all relevant data and information.
- Encrypted connection to a variety of custodian banks - more available upon request.
- Automatic updates of portfolios and transactions for maximum convenience.
- Analysis of all transactions and securities portfolios, e.g. with regard to personal dividend yield, average holding period or allocation across sectors, countries and currencies.
Looking to the future:
Dashboard for each stock
All relevant data, information, and news for each title—with personalized notifications so you don't miss anything in the future.
- Illustrative information, even from previously unknown companies, e.g. through peer group comparisons or company profiles.
- Alert functions for relevant news about securities in your portfolio or on the watchlist.
- Extensive data as a basis for decision-making, e.g. analysis of business models for strengths and weaknesses, including an outlook on future development.
Analysis and scoring:
Improved assessment
With InsiderPie, you can identify the top performers in each industry early on through a comprehensive peer group comparison of fundamental and alternative data.
- AI for extracting extensive information such as quarterly and annual reports.
- Scoring to integrate the information basis: overall score, value and growth score, and more.
- Data points not previously taken into account, such as the sentiment of the shares in stock forums or employee ratings of management on relevant rating platforms.
Patrick Benesch
Financial analyst
“I follow the world's best investors on InsiderPie to find profitable investment ideas for my personal investment strategy!”
Start today!
Whether you are an experienced individual investor or a wealth manager, experience the innovative, AI-powered software solution InsiderPie Pro and benefit from comprehensive stock analysis and intelligent portfolio management - with optional multi-client capability in InsiderPie Pro Max.
Pro
Use InsiderPie Pro, the innovative, AI-powered software solution with full functionality and benefit from ongoing updates and enhancements!
- secure and automated linking with various custodian banks
- Analysis & evaluation of portfolios and transactions - individually and aggregated, e.g. personal dividend yield
- Established key figures and alternative data for all companies
- Exclusive InsiderPie scores based on correlations of all data points
- Forum posts, employee reviews and other previously unconsidered data sources
- Individual notifications for relevant company events Innovative AI screener with saved queries and alerts
99 €
monthly
yearly
One year minimum term
Pro Max
Use InsiderPie Pro Max, the innovative, fully-featured AI-powered software solution, and benefit from ongoing updates and enhancements, including flexible multi-tenancy and dedicated access for each consultant!
- secure and automated linking with various custodian banks
- Analysis & evaluation of portfolios and transactions - individually and aggregated, e.g. personal dividend yield
- Established key figures and alternative data for all companies
- Exclusive InsiderPie scores based on correlations of all data points, forum posts, employee reviews, and other previously unconsidered data sources
- Individual notifications for relevant company events Innovative AI screener with saved queries and alerts
Full functionality of the Pro version plus:
- full multi-client capability
- Individual login for each advisor to keep an eye on client portfolios
- Access for clients (end customers) to ensure maximum transparency and take digitalization to a completely new level
- AI advantage without in-house development
Price on request
monthly
yearly
Feel free to book an individual consultation with one of our experts!
Pro
Use InsiderPie Pro, the innovative, AI-powered software solution with full functionality and benefit from ongoing updates and enhancements!
- secure and automated linking with various custodian banks
- Analysis & evaluation of portfolios and transactions - individually and aggregated, e.g. personal dividend yield
- Established key figures and alternative data for all companies
- Exclusive InsiderPie scores based on correlations of all data points
- Forum posts, employee reviews and other previously unconsidered data sources
- Individual notifications for relevant company events Innovative AI screener with saved queries and alerts
99 €
monthly
yearly
One year minimum term
Buy now
Enquire now
Pro Max
Use InsiderPie Pro Max, the innovative, fully-featured AI-powered software solution, and benefit from ongoing updates and enhancements, including flexible multi-tenancy and dedicated access for each consultant!
- secure and automated linking with various custodian banks
- Analysis & evaluation of portfolios and transactions - individually and aggregated, e.g. personal dividend yield
- Established key figures and alternative data for all companies
- Exclusive InsiderPie scores based on correlations of all data points, forum posts, employee reviews, and other previously unconsidered data sources
- Individual notifications for relevant company events Innovative AI screener with saved queries and alerts
Full functionality of the Pro version plus:
- full multi-client capability
- Individual login for each advisor to keep an eye on client portfolios
- Access for clients (end customers) to ensure maximum transparency and take digitalization to a completely new level
- AI advantage without in-house development
Price on request
monthly
yearly
Feel free to book an individual consultation with one of our experts!
Buy now
Enquire now
