Market summary
AI-generated
For UK financial advisers
Every UK fund,
made clear.
Screen the full UK fund universe, take any fund apart across nine analysis views, and build client portfolios that get the same depth. One platform, built for the way advisers work.
Fund data powered by Morningstar- Free for 7 days, no card needed
- Daily data on around 9,000 UK funds
Live analysis
Streams of market data
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An animated chart built from real market data. It cycles between rolling returns of the FTSE 100, quartile rankings of eight world stock market indices and a calendar heatmap of the FTSE 100's monthly returns.
Markets
The data
Powered by
Morningstar data.
Every fund on NGEN Markets UK is built on Morningstar data, loaded every day and analysed for UK advisers.
- Daily pricesfor around 9,000 UK funds, with their full price history
- Holdingswhat each fund owns, month by month, as funds report them
- Morningstar Categoriesthe peer groups behind every ranking and quartile
- Fees and fund factscharges, strategy, benchmarks and identifiers
Fund research
Every fund,
from every angle.
Open any fund into nine views, built on Morningstar's daily prices, monthly holdings and fund categories.
Real screens from the platform: Artemis Global Income Fund, with prices to 22 October 2026. Open any view to see the whole screen.
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Performance
Growth against the category average, with returns and risk ranked against every peer.
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Holdings
What it owns, and how that changes month by month: every entry, exit and trim.
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Peers
Where it ranks in its category today, and how that rank has moved over the years.
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Details
Strategy, benchmarks, identifiers and the provider, with one click to copy any code.
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Fees
The cost against its category, and what that cost takes off returns over ten years.
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Rolling returns
How consistent the returns really were, window by window, and how volatile.
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Drawdowns
Every fall: how deep it went, how long it lasted and how long the recovery took.
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Beta
How it moves with its category or a world index, in rising and in falling markets.
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Return profile
The shape of its returns: the spread, the skew and the worst and best days.
Screen & rank
Around 9,000 funds.
One screen.
Filter the whole universe on 64 data points, rank any category into quartiles and see how a fund's rank has moved since 2016.
- 9,000+UK funds, one row each across every share class
- quartile ranks in every category, back to 2016
- 64data points on every fund to filter and sort on
Portfolios
Build portfolios.
Analyse them like a fund.
A model portfolio gets the same depth as a single fund, run on its own backtested value.
Nine views on every portfolio.
Performance, alpha against a benchmark, risk and contribution, correlations, rolling returns, drawdowns, beta and the shape of its returns.
- Alpha
- Contribution
- Correlations
- Drawdowns
- Beta
A benchmark that fits.
By default each portfolio is measured against a blend of category averages, in its own category weights. Or pick a world index.
Contribution that adds up.
What each fund added or took away, summing exactly to the portfolio's own return.
Five models to start from.
Ready-made portfolios from Safe to Adventurous, to explore, copy and make your own.
- Safe
- Cautious
- Moderate
- Growth
- Adventurous
AI briefs
The market,
written up for you.
From the hourly market summary to the evening analysis, written for UK advisers and always labelled as AI.
- Through the trading day Market summary, refreshed every hour Hourly
- Every weekday evening The daily analysis: the day's markets, in depth Monday to Friday
- Whenever you need them Economy reports on seven major economies UK, EU, US and more
Live: the latest edition, as advisers read it
Pricing
One plan.
Everything in it.
Full access for one adviser. Pay monthly, or yearly and save. Prices are plus VAT at 20%.
Monthly
Launch price£99a month + VAT
£118.80 a month with VAT
Billed monthly. Cancel any time: access runs to the end of the month you’ve paid for.
Save £189 a year
Annual
Launch price£999a year + VAT
£1,198.80 a year with VAT
Billed yearly: about £83 a month. Cancel any time: access runs to the end of the year you’ve paid for.
- Every UK fund in nine views, ranked against its category
- Screening across around 9,000 funds, with saved screens
- Portfolios, comparisons and fund lists of up to 50
- Client-ready reports and fund factsheets as PDFs
- Daily AI market briefs
- Fund data powered by Morningstar
Payments are handled by Stripe: your card details go to Stripe, never to us. One login per subscription. On a free trial? Subscribe with your trial’s email and password and your portfolios and saved screens come with you. Not sure yet? .
Free for 7 days
Fund data powered by Morningstar
See every UK fund clearly.
Start a free 7-day trial: confirm your UK mobile number with a text and you're in. No card needed.
Fund research and portfolio analytics for UK financial advisers. Get in touch to see it for yourself.
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