X-Ray
your investments
Upload your holdings. See where risk is hiding and how to fix it. In seconds.
Build
your portfolio
Start from scratch or improve what you have in under 2 seconds. The math that powers institutional portfolios, now yours.
Create
your themes
Describe any idea. Get a full research report, an investable universe, an optimized portfolio, and a factsheet. In minutes.
Invest with proof, not faith.
An entire wealth team: idea generation, research, optimization, risk, execution, and reporting. At a fraction of the price.
Beyond ETFs. Beyond robo-advisors.
Try It Out
Explore
strategies
Curated thematic strategies. Compare performance, see every holding, invest with one click.
Discover
hidden connections
See how markets, sectors, and companies connect. Find risks you didn't know existed and ideas others miss.
Research
any company
Investment research reports on any company. Financials, risks, catalysts, and competitive position. In seconds.
Powered by 20 years of institutional asset management
Why pay for someone else's thesis?
Create your own thematic product instead of settling for off-the-shelf ETFs.
Thematic ETFs
0.50–0.75% annually
Someone else's definition of the theme
Can't remove holdings you dislike
Rebalanced on their schedule
No loss harvesting, losses stay at fund level
ETF True Cost
~1.30%
0.50% fee + 0.80% missed TLH
Your Fundy Product
From 0.25% annually
Your definition, your rules
Add, remove, adjust anytime
Rebalance when you want, or automate it
Loss harvesting visibility included*
Fundy Net Cost
-0.55%
0.25% fee - 0.80% TLH benefit
ETFs make you miss ~0.80% annually in tax-loss harvesting benefits you could capture with direct ownership.
*Tax-loss harvesting estimates based on academic research. Actual results vary by jurisdiction, tax bracket, and portfolio characteristics. FUNDY provides informational tools, not tax advice.
The engine behind the proof.
Built on 20 years of managing real capital.
Optimization
The math to prove it.
54,570+ instruments. Equities, bonds, crypto, commodities. Optimized in 2 seconds.
Research
Professional insights. Zero jargon.
CFA-quality research on any company, on demand. Event-driven, updates as markets move.
Knowledge Graph
See connections others miss.
Maps 54,000+ companies: supply chains, competition, themes. The hidden risks and opportunities that traditional tools can't detect.
Trading
From portfolio to investment in minutes.
Review, confirm, invest. Through your existing financial partner. No switching.
Reporting
Always know where you stand.
Performance tracking in plain language. What's working, what isn't, and why.
Loss Harvesting
Spot unrealized losses automatically.
Spot unrealized losses across your portfolio. 17 countries supported. Informational only.
Free to explore. Pay only when you create.
All tools free. Fees apply only when you create.
Founding Member
Full access
Free
During early access
Unlimited screening & exploration
54,000+ instruments
2-second portfolio optimization
AI-powered research reports
Knowledge Graph for idea generation
Portfolio X-Ray health check
WHEN YOU'RE READY
Create Your Own
0.25%
annually on assets
Everything in Free, plus:
Save & compare unlimited watchlists
Knowledge Graph for risk analysis
Issued via leading financial institutions
Automatic rebalancing
Portfolio alerts & reports
100 STRATEGIES
Quantitative Themes
0.50%
annually on assets
50 curated thematic strategies
3 versions: Index+, Defensive, Growth
Enhanced by 20 years of IP
Institutional-grade methodology
Automatic rebalancing
One-click investment
INSTITUTIONS
Enterprise
Custom
tailored to your needs
Serve advisors through our platform
Issue your own branded products
Add your products to our universe
White-label options
API access & integrations
Dedicated account manager
All pricing excludes custody and transaction fees from your chosen issuer.
Frequently asked questions.
No. We handle the math behind the scenes. You make the strategic decisions.
Yes. Research, portfolio building, optimization, and analysis are all free. You only pay 0.25% annually if you create your own product. Explore as much as you like, no commitment.
Robo-advisors require you to transfer assets to their custody and offer preset portfolios. Fundy lets you keep your bank, work with your advisor, and build exactly the strategy you want. You stay in control, we provide the proof.
A personalized investment product, similar to an ETF but tailored to your preferences. Issued by a leading financial institution, adjustable whenever you like.
Yes. Your product is issued by a leading financial institution and held in your name. Adjust holdings anytime. We can rebalance automatically if you choose.
FINMA is Switzerland's financial regulator, among the strictest globally. AtonRâ has been FINMA-regulated since 2019.
Demo
Try it out yourself, free of any cost.
fundy
Wealth management, rebuilt for everyone. By AtonRâ Partners SA. FINMA-regulated, 20 years of thematic expertise.
Fundy is a product of AtonRa Partners SA, a FINMA-authorized asset manager headquartered in Geneva, Switzerland. AtonRa has provided institutional investment research and asset management since 2004.
7, rue de la Croix d'Or · 1204 Geneva, Switzerland · info@fundy.swiss
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