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
Markus Iftner
Asset manager
|
Fortezza Finanz AG
“Millions of data points, one clear signal: The InsiderPie Expert Score makes complex information understandable and actionable for your investment.”
Dr. Benedict von Ahlefeldt-Dehn
Investment Manager
|
"InsiderPie creates transparency and supports long-term investment decisions – so everyone can incorporate stock tips from well-known professional investors into their own 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.
Dr. Benedict von Ahlefeldt-Dehn
Investment Manager
"InsiderPie creates transparency and supports private investment decisions – so everyone can incorporate stock tips from well-known professional investors into their own 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
