FundAlign shows you what's actually inside the funds in your 401(k) or IRA: where they hold the same stocks, what they cost, and how they could fit together. It's built to be the check you'd want to run before your next enrollment or rollover decision.
FundAlign is built and operated by Artemis LLC, a New York company. Its founder has spent more than 20 years in institutional equity markets and built FundAlign to give individual savers the same kind of look-through analysis professionals use.
For each pair of funds, we add up the portion of holdings, by weight, the two funds have in common. If a stock is 7% of one fund and 5% of another, it contributes 5 points of overlap. The diversification score is 100 minus the average overlap across all pairs.
AI doesn't guess what's inside your funds. We use it to explain the results in plain English, to build the illustrative example mixes, to look up expense ratios and categories, and to read fund lists from screenshots you upload.
FundAlign is an educational tool. It is not a registered investment adviser or broker-dealer and does not give personalized investment advice. Example mixes are generic illustrations that don't consider your age, goals, risk tolerance or other assets. For advice about your situation, talk to a qualified financial professional.
We never ask for your account login or credentials. All we need are ticker symbols. We don't sell your data. See the privacy policy for exactly what we store and how to delete it.
Email hello@fundalign.ai.