What fund materials can I upload?

You can upload documents, images, web pages, audio, and video. That includes factsheets, reports, screenshots, recorded commentary, and other source material relevant to fund analysis.

Can it read screenshots and scanned reports?

Yes, image-based materials are supported. iWeaver can work from screenshots and scanned documents when you need to extract metrics or review fund commentary from visual sources.

Can I export the analysis?

Yes, exports are available. iWeaver can output fund analysis as doc, pdf, xmind, svg, or markdown depending on how you want to share or store findings.

Is there a free tier and usage limit?

Yes, there is a free tier. iWeaver includes three free uses per day, with Pro at $9.9/month and Unlimited at $29.9/month.

How reliable is the analysis?

The output is useful for research, but it should be reviewed against the source material. Fund analysis depends on the quality and completeness of the documents, screenshots, and links you provide.

Do I need to sign up?

Yes, signup is required. Create an account to run analyses, save your work, and access paid plans if you need more usage.

AI Fund Analysis with iWeaver

Upload fund factsheets, reports, screenshots, or web pages to analyze mutual funds in natural language, compare risk and returns, and get a summary, key points, structured output, and export options when spreadsheets feel fragmented.

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How to Run AI Mutual Fund Analysis

Add Sources

Upload a fund factsheet, annual report, screenshot, document, or page link with the metrics you want reviewed.

Ask Questions

Ask iWeaver to compare mutual funds with AI, explain Sharpe or AUM, or evaluate risk-adjusted performance.

Review Results

Read the summary, notes, and comparison output, then export structured findings for research discussions or investment reviews.

Why use AI fund analysis in iWeaver?

Flexible Inputs

Work from fund reports, factsheets, screenshots, web pages, and research notes instead of retyping scattered data before you can start comparing funds.

Metric Coverage

Pull out NAV, expense ratio, Alpha, Beta, Sharpe Ratio, drawdown, AUM, rolling returns, and portfolio details in one readable analysis view for screening.

Clear Comparisons

Compare fund A versus fund B using the same set of inputs, so differences in returns, risk, and fund strategy are easier to review.

Structured Results

Get a summary, key points, notes, and structured output that can support shortlist decisions when raw tables and long commentary are hard to scan.

Export Ready

Export fund analysis into doc, pdf, xmind, svg, or markdown formats when you need a shareable record for meetings, reviews, or research archives.

Use Cases for AI Fund Analysis

Compare Funds

You have two fund factsheets, a few screenshots, and conflicting performance notes, but the comparison is buried across different formats. iWeaver reads the materials together, highlights returns, drawdown, Sharpe Ratio, and expense ratio, then delivers a side-by-side summary and exportable shortlist.

Compare Now

Screen Risk

You are reviewing category reports, rolling return tables, and AMC notes to find funds that match a specific risk and return profile. iWeaver extracts the metrics, explains Alpha, Beta, and drawdown in context, and returns structured notes you can use to narrow a shortlist.

Screen Funds

Explain Metrics

You have a fund report or web page filled with AUM, NAV, expense ratio, and portfolio allocation data, but the terminology is slowing your review. iWeaver explains each metric in plain English, connects it to fund performance analysis, and produces key points, notes, and a reusable outline.

Explain Terms

Review Research

You are working through analyst commentary, presentation slides, and fund documents to understand historical performance without missing risk signals. iWeaver pulls out the main claims, links them to the source material, and turns the review into a concise summary, structured output, and shareable export.

Review Reports

AI Fund Analysis FAQ

Start Your Fund Review

Upload a factsheet, compare metrics, and get three free analyses each day.

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