June 2025 Updates

Fund Data

Mutual Fund Clarity is here!
Finding informative, easy-to-understand data on mutual funds used to be painful. BrokerBotics changes that. Each fund now has a dedicated page showing holdings, general data, charts, and more! Whether you’re managing a long-term portfolio or reviewing retirement options, we’ve got over 20,000 mutual funds ready for analysis.

Explore full holdings, not just the top 10, for over 20,000 different mutual funds!

Utilize Symbol-Xray to take a deep dive into individual funds and discover your true exposure to underlying stocks!

We’ve begun our data collection and training for Dividend data!

We’re upgrading how dividends are tracked on BrokerBotics, now accounting for stock splits, increased accuracy, historical adjustments, and more!

Whether you’re screening for income plays or building a dividend-focused portfolio, this next-level upgrade will make your research sharper and your decisions easier.

New Brokerage!

Fidelity Support­

We’re thrilled to bring BrokerBotics to Fidelity users! Our AI-powered research tools are now available to help you explore stocks, ask financial questions, and uncover opportunities—right from your Fidelity account. Whether you’re just getting started or looking for a smarter way to analyze the market, BrokerBotics is here to help!

New!

Fully Customizable Stock and ETF Information Pages

­Bring together everything you need to analyze a stock on one beautifully designed, fully customizable dashboard. No More switching tabs. Just the information you want. Instantly accessible whether you’re a casual investor or a data-driven trader.

More Data!

Insider Holdings + Transactions

We continue to add more data to make BrokerBotics more and more capable. We’ve just added Insider Holdings and Insider transactions. Not only can you see the data, you can chat with our AI to combine this data with your interests and choices.