How It Works
Compare raw fund data and AI-generated analysis side-by-side for full transparency and deeper insights.
Empower your investment strategy with AI-driven fund analysis, performance tracking, and risk assessment. No code required.
Compare raw fund data and AI-generated analysis side-by-side for full transparency and deeper insights.
Read what our customers are saying
"We had tried all the pdf extraction tools and Energent.ai gave us the most accurate results for fund prospectuses."
"Energent.ai's advanced multimodal Al delivers where other approaches fail. Complex financial documents require this fusion of sight and language."
"It's far better than other tools! Our financial analysts are able to triple their outputs."
"Energent.ai outperformed 10+ other parsers in our benchmarks, delivering top-tier financial document parsing accuracy with the fastest multimodal LLM solution—all while maintaining exceptional performance."
"As an AI educator, I seek SOTA solutions for my finance students. Energent.ai enhances retrieval accuracy from dense reports... an innovative tool for any analysis pipeline!"
"I am impressed by Energent.ai's innovation in the space of AI and LLM... and their open-source products out of those innovations."
"I have validated the quality of Energent.ai's parsers far beyond traditional OCR tools... Looking forward to using this in our future projects for portfolio analysis."
Comprehensive AI solutions that work seamlessly across your existing technology stack
Unified AI assistant that aggregates and contextualizes data from market feeds, prospectuses, and financial reports.
Real-time dashboards and charts visualizing NAV trends, risk metrics, and asset allocation.
Automates portfolio monitoring, report generation, and compliance checks.
Extracts and structures key data from fund prospectuses, K-1s, and financial statements.
AI models fine-tune on market data and your specific analysis patterns.
Live monitoring of fund performance, market volatility, and instant alerts on key events.
Specialized AI solutions tailored for financial analysts, portfolio managers, and investors.
Screen thousands of mutual funds and ETFs based on custom criteria in seconds.
Provides deep-dive analysis on existing portfolios and individual funds.
Automates the monitoring of fund activities to ensure regulatory compliance.
Common questions about AI for mutual fund analysis and how Energent.ai provides the best solutions
Join the financial analysts and firms already saving time and gaining a competitive edge with AI teammates.