P1
Explore real 13F portfolios of top-ranked institutional investors before connecting a brokerage.
Jump straight to the place that usually fixes this.
Demo mode lets you inspect the product using real portfolios before connecting a brokerage: read-only 13F holdings of well-known and top alpha-ranked institutional investors, reconstructed from their actual SEC filings.
The analytics you see in demo mode — factor exposures, Holder IQ, health scores — are computed from the same warehouse data that powers the full product. They describe those public portfolios, not your own, so they are not personalized investment analysis.
Connect a brokerage when you want real factor exposure, Holder IQ overlap, alerts, and attribution for your own portfolio.
Still researching this topic? These guides are usually helpful next.
Tell us what to prioritize and we'll expand this article or add examples/screenshots.