75,000 ISINs.
One score. Zero blind spots.
Fund selection, insurer referencing, optimization, macro, compliance: what takes you three tools, two spreadsheets and a full day today, Fundscreener does in a single screen — before your first client meeting.
Real projection: 4,000 points from our map — nearly 16,000 unique funds and ETFs, i.e. 50,900 share classes analyzed — positioned by behavioral similarity (UMAP over 3 years of returns). The green circle surrounds the tracked fund's cluster — its true competitors, including those no category brings together.
Explore by theme
Megatrends, sectors, convictions: each theme groups funds by actual behavior — figures computed on our database.
Send us a portfolio. Get the audit within 24 hours.
No sales demo, no meeting: drop a portfolio statement (PDF, Excel, CSV or a photo), leave your professional email, and you receive the full X-ray by email within 24 business hours — hidden risks, duplicates, excessive fees, profile mismatches. Judge us on your own files.
File received. Confirm your address via the email we have just sent you: your audit follows within 24 business hours.
Anonymize the statement if you wish: we only need ISINs and amounts. Files are stored privately and deleted automatically after 30 days.
Your allocation is a landscape.
The optimizer takes you to the summit.
Every point on this surface is a possible allocation; its altitude, the Sharpe ratio it delivers. The optimizer walks the terrain under your real constraints — contract-referenced funds, risk profile, exclusions — and marks the summit: your optimal portfolio.
Only contract-eligible funds enter the optimization. Suggested trades from the existing portfolio, exportable client-ready report.
The dashboard: your whole universe, one screen.
Combinable filters, scores, performance, SFDR — your shortlist takes shape before your eyes.
| Fund | Score | Perf. 3a | Vol. | SFDR | Trend |
|---|---|---|---|---|---|
Horizon Global Megatrends R LU0000000001 · EUR |
87 | +41,2 % | 13,8 % | Art. 8 | |
Alpine Europe Quality I FR0000000002 · EUR |
81 | +28,6 % | 11,2 % | Art. 9 | |
Meridian Income Opportunities IE0000000003 · USD-H |
64 | −3,1 % | 7,4 % | Art. 6 |
The Fundscreener score.
The result: a single number, comparable across funds and asset classes — defensible in front of a client and an auditor alike.
The world's best fund is useless if it's not in the contract.
This is every generic screener's blind spot: they find you the perfect fund… that your insurer doesn't reference. Fundscreener crosses every ISIN with the actual referencing of French insurers, contract by contract.
Partner asset management companies
Insurers covered by the platform
Logos of partner asset management companies as referenced on fundscreener.app. Insurers listed for platform coverage purposes only, with no partnership implied.
The cockpit, in your pocket.
Search, fund sheets, watchlists and score alerts — the Fundscreener app is coming to iPhone and Android.
Actual screenshot of the app in development.
Data without decisions saves you no time. Decisions without your convictions are not yours. Fundscreener brings the two together.
Fund databases
Essential for looking things up: the data is there, rich and reliable. It is still up to you to turn it into a decision — often in another tool, by hand.
Asset allocators
Turnkey convictions, often solid — but identical for every subscriber, and rarely tooled all the way to a compliant client proposal.
Fundscreener
Data and decision tooling, together: screening, scoring, referencing, optimization, compliance. Your own convictions, industrialized end to end.
Every player has its strengths — and with us too, modules depend on the plan you choose: the full detail is in the pricing below, no asterisks.
Your competitors compare PDFs.
Take the cockpit.
Free account in two minutes, no credit card. Your first defensible shortlist before you finish your coffee.