Fund shortlisting for investment teams
Describe the fund.
See the shortlist.
Describe the fund you need; see a ranked, visual shortlist.
01 — How it works
From a rough brief to a ranked shortlist in three steps.
Describe it
Type what you need in plain words, however rough. We turn it into filters and criteria you can edit, and say plainly what the data can't answer: there are no P/E ratios, and dividends are a proxy.
Narrow it
Filters on fees, risk, currency, asset class and more cut about 4,400 funds (13,000 share classes) to a shortlist as you type. A fund with missing data stays in, marked Unverified.
Rank it
AI rank reads each shortlisted fund's KID excerpt and top holdings and gives an AI-estimated likelihood (0–100) for every criterion. Weights and limits then re-sort the matrix and the list instantly. No fund is perfect; you see where each one falls short.

