We're launching FundOverlap AI soon and would love some early feedback.
As beginners, we realized we didn t actually know how diversified our portfolios were. Many funds sound different but often hold the same companies. That s what inspired us to build a simple tool to compare overlap between ETFs and mutual funds.
Before launch, we d love to understand:
How do you currently check fund overlap? Have you ever discovered two funds you own are very similar? What would you want to see in a tool like this? Would you use this before building a portfolio?
FundOverlap AI helps investors detect hidden overlap between ETFs and mutual funds. Many portfolios unknowingly hold the same companies through different funds, reducing diversification and increasing fees. Compare 2–5 funds instantly and see how similar they really are using holdings and exposure data. Built for clarity, speed, and smarter portfolio decisions. Early access — coverage improving continuously.
