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StanShareAI is a global mutual fund intelligence platform covering 639,000+ funds across 25 countries ($40.9T AUM). You can search and analyze funds, compare performance, explore macro indicators, simulate risk scenarios, and get AI-powered insights.

No account needed to browse funds and use core features. Create a free account to unlock watchlists, portfolio upload, AI chatbot personalization, achievements, and settings persistence. Premium ($19/mo) adds Claude Sonnet AI and advanced tools.

Key pages: Fund Screener, Fund Comparison, Macro Intelligence, Risk Scenarios, Portfolio X-Ray, Calculation Studio, FundSwipe, AUM Timeline, Data Observability, Watchlist, Achievements.

Use the theme toggle (sun/moon icon) in the top navigation bar. Your preference is saved automatically. You can also set it to System to match your OS preference via Profile Settings.

Use the global search bar (top of any page). Search by fund name, ticker, ISIN, CUSIP, SEDOL, or CIK number. Results auto-suggest as you type — click a result to open the fund detail page.

Go to Advanced Screener. Filter by: fund type (ETF, mutual fund, UCITS, etc.), country, expense ratio range, AUM size, star rating, asset class, and more. Results update in real-time.

Go to Fund Comparison. Search for up to 4 funds to compare side-by-side — NAV history, returns, expense ratios, risk metrics, and AI-generated insights on the differences.

FundSwipe is a Tinder-style fund discovery tool. Swipe right to save funds to your watchlist, left to skip. Takes your investor persona (from the Persona Quiz) to show relevant funds first.

Click the chat bubble in the bottom-right corner of any page, or go to AI Chatbot for the full-screen experience. Ask anything about funds, macro indicators, portfolio analysis, or how to use the platform.

Free users: 5 questions per session (Claude Haiku). Premium users: 20 questions per session with Claude Sonnet — Anthropic's most advanced model — plus personalized context from your watchlist and portfolio. Sign in to reset your session limit.

Yes — when signed in as a Premium user, the AI automatically receives your watchlist and portfolio context. You can ask "What are my watchlist funds' expense ratios?" or "Should I rebalance my uploaded portfolio?" for personalized answers.

Try: "What's the Sharpe ratio of Vanguard Total Stock Market ETF?", "How does rising CPI affect bond funds?", "Compare VFIAX vs SPY", "What risk scenarios are available?", "Explain the yield curve inversion", or "What's the expense ratio of iShares Core MSCI World ETF?"

Go to Portfolio X-Ray. Upload a CSV file with your holdings (fund ticker or ISIN + quantity/weight). The platform will analyze diversification, overlap, geographic exposure, expense ratio, and risk concentration.

Minimum required columns: ticker (or isin) and weight (or shares). Optional: cost_basis, currency. The platform auto-detects column names — export from your broker or use our template.

Click the star () icon on any fund detail page, or use FundSwipe (swipe right). All saved funds appear in your Watchlist. Sign in to sync across devices.

US mutual fund data: SEC EDGAR (N-CEN, N-PORT filings), AMFI, Yahoo Finance. International funds: country-specific regulatory filings (CVM Brazil, Morningstar batch, European UCITS registries). Macro data: FRED (Federal Reserve), IMF, central bank APIs.

US fund NAV: daily (next business day after market close). ETF OHLCV: daily. Macro indicators (CPI, GDP, yield curves): weekly refresh. Fund holdings and N-PORT data: monthly. International fund data: weekly to monthly depending on the country.

Macro Intelligence covers 20+ countries with CPI (inflation), GDP growth, central bank interest rates, unemployment, and yield curve data. Compare up to 8 countries side-by-side and see how macro shifts correlate with fund flows.

Risk Scenarios simulates how a fund would have performed during historical market crashes (2008 GFC, 2020 COVID, 2022 rate hikes, SVB banking crisis, dot-com bust). Enter a fund ticker and choose a scenario — results show estimated drawdown, recovery time, and volatility impact.

Achievements is StanShareAI's gamification system. Earn XP for searching funds, adding to watchlist, running analyses, and logging in daily. Level up to unlock badges and climb the leaderboard. It's designed to help you explore more of the platform.

The Persona Quiz (6 questions) identifies your investor archetype — Conservative Income Seeker, Balanced Growth, Aggressive Growth, ESG-Conscious, or Opportunistic. Your persona customizes FundSwipe recommendations and AI chatbot answers.

Go to Profile (top-right menu or click your avatar). From there you can update your display name, email notifications, theme preference, and connected broker settings.

Cancellation is available in Profile → Subscription. You'll retain Premium access until the end of your billing period with no charges after cancellation. If you have trouble, contact us.