X-Ray
your investments
Upload your holdings. In seconds, see where risk is hiding, what a better structure looks like, and how to fix it.
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
Filter thousands of instruments by fundamentals, geography, sector, or your own rules. Build the exact pool of stocks you want to invest in.
Invest with proof, not faith.
Your investment team at a fraction of the price. The portfolio intelligence that used to require an entire wealth team. Research, Portfolio construction, Risk detection, Execution and Reporting now available to everyone.
Beyond ETFs. Beyond robo-advisors.
Try It Out
Explore
strategies
Browse curated thematic strategies. Compare performance, understand every holding, and 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
Full investment reports including financials, risks, catalysts, and competitive position. The research that used to take analysts days is now generated 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 over 20 years of managing real capital. Now running for you.
Optimization
The math to prove it.
54,570+ instruments optimized in under 2 seconds. Equities, bonds, crypto, commodities. The same quantitative methods used by the world's best funds, now running for you.
Research
Professional insights. Zero jargon.
CFA-quality research on any company, generated on demand. Financials, risks, catalysts, competitive position. Event-driven analysis that updates automatically when markets move.
Knowledge Graph
See connections others miss.
Our proprietary graph maps relationships across 54,000+ companies globally: supply chains, competitive dynamics, thematic overlaps. The hidden risks and opportunities that traditional tools can't detect.
Trading
From portfolio to investment in minutes.
Execute your strategy instantly through your existing financial partner. Review, confirm, invest. No more switching between platforms or rebuilding from scratch.
Reporting
Always know where you stand.
Clear, jargon-free performance tracking. See what's working, what's not, and why. Reports your advisor can use, or that give you full confidence on your own.
Loss Harvesting
Spot unrealized losses automatically.
We scan your portfolio and identify positions with unrealized losses, information your tax advisor will appreciate. Supported in 17 countries including US, UK, Canada, Australia, and more. Informational tool only.
Free to explore. Pay only when you create.
Use all our tools at no cost. Fees apply only when you create your own investment product.
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. Fundy was designed to make professional tools accessible to everyone. We handle the complex math behind the scenes, you just make the strategic decisions. No finance degree required.
Yes. All our research, portfolio building, optimization, and analysis tools are completely free to use. You only pay (0.25% annually) if you decide to create your own investment product through our platform. Explore as much as you like with no commitment.
Robo-advisors require you to transfer assets to their custody and offer preset portfolios. Fundy lets you keep your existing bank, work with your advisor if you have one, and build exactly the strategy you want, or choose from our curated templates. You stay in control; we provide the institutional-grade tools.
Through Fundy, you can create a personalized investment product, similar to an ETF but tailored exactly to your preferences. Your product is issued by a leading institution (BNP Paribas, JPMorgan, or UBS) and can be adjusted whenever you like. It's your portfolio, your rules, with institutional backing.
Yes. When you create your own product, it's issued by a leading institution (BNP Paribas, JPMorgan, or UBS) and held in your name. You can adjust your holdings anytime, and we handle the rebalancing automatically if you choose. Your money stays with trusted institutions — we're the intelligence layer.
FINMA is Switzerland's financial regulator, one of the strictest in the world. We've operated under their oversight since 2004, managing institutional capital with the highest standards of compliance and security.
Demo
Try it out yourself, free of any cost.
fundy
Wealth management rebuilt for everyone. Built by AtonRa Partners SA, a Swiss-based, FINMA-regulated asset manager with 20 years of thematic investment 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.
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