Extra funds
Use our outstanding tools to track any SEC-registered fund/guru/company beyond our curated guru list
Included in plan:
Elite
What are extra funds?
Couldn't find your favorite investor in our curated list?
Monitor any institutional investor or fund manager filing 13F, NPORT, Form 3, Form 4, or other SEC reports beyond our curated guru list. Expand your research coverage to track the specific funds, managers, and investment strategies that align with your portfolio goals.
Whether you want to follow a specific fund manager or track a niche investment strategy, the "Extra funds" service lets you add your favorite investors and track their holdings, activity, historical data, charts, and more.
What you get with extra funds
Same powerful tools
Access full portfolio holdings, quarterly changes, real-time records, charts, historical data and more for your requested funds, just like our standard guru coverage.
Alerts too
Get notified when your extra funds file new SEC reports. Configure custom alerts to monitor portfolio holdings, all activities, SEC insider trades and more.
Private to you
Your chosen funds appear exclusively in your account with full data access - only you can see and track your extra funds. Track them just like public gurus.
How it works
Request access to extra funds in three simple steps:
Once approved, your extra fund appears in your personal fund list with full holdings data, quarterly tracking, and alert capabilities.
Ready to track your extra funds?