Pricing and access
Free to use. Nothing to buy.
Fundology has no subscription, no paid plan and no trial, on the web or in the app. Here is what anyone can see, what a free account adds, and what Pro is.
What each kind of access includes
Without an account
Open to everyone
Every fund’s key facts, charges, returns before and after inflation, year-by-year returns, headline risk figures and top holdings, with the risk warning. This is also what search engines see.
- Fund name, identifiers and key facts
- Category and fund type
- Latest price
- Ongoing charges
- 1, 3 and 5-year returns
- Returns after inflation
- Risk warning
- Questions and answers
- The plain-English summary
- Top 10 holdings
- Sector breakdown
- Country breakdown
- Asset-class breakdown
- Similar funds
- 1-year price chart
- Calendar-year and 12-month returns
- Charges compared with similar funds
- Funds tracking the same index
- Volatility, largest fall and best and worst 12 months
Free account
No card · nothing to pay
The depth behind each fund, and your own lists and records. Sign-up takes an email address.
- Everything open to everyone, and:
- Sharpe, Sortino and Calmar ratios
- The full range of rolling 1- and 3-year returns
- The largest falls and how long each took to recover
- The full holdings list
- The currency, maturity and credit-quality breakdowns
- How the portfolio changed since the previous month-end
- The 5-year price chart
- The after-inflation chart
- Similar funds in detail
- Your watchlist
- Private notes
- The ISA allowance tracker
- Saved searches
- The CGT helper
Pro
Currently by invitation
Pro — currently by invitation. It is granted by hand while it is being built, and there is nothing to buy.
- Everything in a free account, and:
- Earlier portfolio snapshots
- Rank among similar funds by return
- Correlation and beta against a comparable fund
- The portfolio X-ray
- Comparing three or more funds in detail
- Price and drawdown alerts
- CSV export
- API keys
To ask about access, email [email protected].
Things we never do
- No paid placement: nothing on the site is ranked for money.
- No payments from fund managers.
- No selling of personal data.
- No pop-ups, trials or countdowns.
Some fund pages link to UK platforms. If you open an account through one of those links we may earn a referral fee from the platform — never from a fund manager — and it never changes what we show. How Fundology is run and paid for is set out on the about page.