![]() In addition to other unique features like alerts, a built-in chat, and Excel export capabilities, another impactful tool is Atom’s Hub module. “Given how large tech companies have become, it turns out that most people are in Apple, Facebook, Google, Microsoft, even though they have like four ETFs and eighteen mutual funds.” “I’m not sure people realize that they necessarily only own just five stocks,” he said. Via Look through, Shoykhet said that investors can better diversify their holdings. “If you have several accounts with a bunch of mutual funds and ETFs, and you link them to Atom, you can actually see what stocks you really own.” “We have a feature called Look through, which essentially lets you look through the ETF and mutual funds you may own, to the actual raw holdings you have,” the founder said. “Regardless of sophistication, the thing that’s pretty interesting is the ability to link accounts and aggregate portfolios across various financial institutions, and see it all in one place with aggregated returns.”įor a $10 monthly subscription, Atom increases the depth and breadth of insights with features like Fund look through, which allows users to further unpack the holdings in their connected portfolios. “We have users who span novice investors, all the way up to people in hedge funds and venture capital firms,” Shoykhet said in reference to Atom’s broad user base. With Atom, for free, retail and institutional investors can access breaking news, company research and analyst commentary, financials, investor documents and holdings, real-time stock quotes, screeners for stocks, and much more. “They would go to some random site to pull investor holdings, another random site to get SEC filings, and so on.” “When you looked at what retail investors were able to access, they had to go to like eight different websites to get things,” he said. Core Product: Typically, investors would look to numerous online sources for information to invest on.
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