How behavior becomes
intelligence.
More than 100,000 self-directed investors have used our platforms, mostly to research ETFs and funds. This is how their interactions turn into aggregated intelligence.
The panel
Self-directed investors who research, compare and follow investment products on our own platforms in Latin America and the Gulf.
- Focus
- ETFs & fundsand stocks
- Delivery
- Dashboardsplus API, reports and extracts, refreshed daily
- Products
- Tens of thousandsstocks and funds, mapped to issuer and theme
- Markets
- Latin America & GulfMexico, Colombia, Peru, Chile and Ecuador, plus selected Gulf markets
From interaction
to intelligence.
- 01
Capture
Every view, search, comparison, article, watchlist change and simulation on our platforms is recorded as an event.
- 02
Clean
Bot, crawler and internal test traffic is filtered out before any analysis.
- 03
Map
Each event is linked to a product, its issuer, theme, domicile and other characteristics.
- 04
Aggregate
Events are added up into segments by market, theme, product and investor dimension.
- 05
Deliver
Clients receive dashboards, reports, data extracts and API access, refreshed daily.
- 01
Capture
Every view, search, comparison, article, watchlist change and simulation on our platforms is recorded as an event.
- 02
Clean
Bot, crawler and internal test traffic is filtered out before any analysis.
- 03
Map
Each event is linked to a product, its issuer, theme, domicile and other characteristics.
- 04
Aggregate
Events are added up into segments by market, theme, product and investor dimension.
- 05
Deliver
Clients receive dashboards, reports, data extracts and API access, refreshed daily.
What we measure
Origin
Country and city
Demographics
Age group, where given
Investment size
How much investors plan to invest
Broker
Where they plan to invest
Preferences
Themes, risk and horizon
Domicile
UCITS vs US-domiciled
Intent stage
From first look to broker click
Portfolio
Current holdings, where shared
Origin
Country and city
Demographics
Age group, where given
Investment size
How much investors plan to invest
Broker
Where they plan to invest
Preferences
Themes, risk and horizon
Domicile
UCITS vs US-domiciled
Intent stage
From first look to broker click
Portfolio
Current holdings, where shared
Where demand comes from,
and where it goes.
An excerpt of how investor interest moves: from market, age and investment size, through the broker, to the product.
Principles
Aggregates only
Clients see segments, never individual investors or records.
Minimum group sizes
Segments below a minimum number of investors are never shown.
Sample basis stated
Every figure comes with the size of the group behind it.
GDPR-compliant
Data is pseudonymized at the source and processed under GDPR.
Aggregates only
Clients see segments, never individual investors or records.
Minimum group sizes
Segments below a minimum number of investors are never shown.
Sample basis stated
Every figure comes with the size of the group behind it.
GDPR-compliant
Data is pseudonymized at the source and processed under GDPR.
See the data for your markets.
A 30-minute walkthrough of the panel, the methodology and what it shows for your products.