Choose your plan

Yes, any time. Changes take effect from your next billing cycle.

No. This site shows information and statistics only. You decide.

Public fund data from the providers, refreshed daily.

A LOW-to-EXTREME label for how much a fund's value has swung over the past year, distributions included. The label comes from fixed thresholds, the same for every fund.

Compares a fund only against others in its own category, never across categories. It looks at more than how much a fund moved: it also counts how far the fund fell from its high, and how long it stayed below it. Higher means a smoother ride than its category peers.

How much a fund's value has moved up and down over the past year, distributions included, as a percentage. Higher means bigger swings.

Tiers are decided by thresholds, and the displayed percentage is rounded. A fund reading 10.00% one day and 10.00% the next can really be 9.98% and 10.01%, either side of a threshold. That is why volatility is shown to two decimals. Rounding would hide the number that moved the tier.

An estimated stock-vs-bond mix for Balanced funds, grouped into ranges so similar funds are compared together.

On Pro they can go to Telegram. You connect a chat from your account page in two presses, and delivery is one way: the bot sends and never reads, so anything written to it reaches nobody here, and it cannot see or change anything about your account. On Plus the alerts are on the site, which is where they are for every paid plan either way.

On Pro you can give an AI assistant you already use read access to the same funds you see here. It answers as you: your provider, your plan, your watchlist, and nothing beyond that. You create a token on your account page and paste it into your assistant. Every answer it receives carries the note that our risk tier is our own classification and not an insurer rating, so a summary written by the assistant carries it too.

No. It can read, and that is all it can do. There is no way through it to add a fund to your watchlist, change your plan, or alter anything about your account. Revoking the token on your account page stops it at that moment.

Open your account and look. The figures here are the record, and anything an assistant says about them is a retelling. A language model can retell a figure it was never sent, in the same confident voice it uses for the ones it got right. We do what can be done from our side: every answer we send carries a notice and a short set of rules, and whole fields are kept out of what an assistant is able to see at all. In our own repeated testing that helps and does not cure it. In one recent set of runs, one answer quoted our own tool description and slipped its own conclusion inside the quotation marks, and another described a fund's investment style as though it came from us, when it came from reading the fund's name. So the habit worth having is a small one: whatever your assistant tells you about a fund, open that fund here before you act on it.

A fund we track but do not rate. We have its price history. What we do not have is a measurement we trust for that particular fund, so we publish UNRATED rather than a tier we would not stand behind.