Market Research

Our clever ideas, robust market data, at your fingertips 24/7

Our AI portfolio and equities research tool.

Free to all investment clients and available as a subscription.

Research companies, use natural language to dive deep, review reports, build your own portfolio and use AI to review your moves.

Access the exact holdings of our funds and subscribe for updates. 

Start a Conversation

  • Visit clever.clime.com.au

  • Click “Sign in” from the sidebar & complete onboarding

  •  Back on the home page, type your query into the input and click submit

  • Alternatively, press Ctrl + K to start a new chat from anywhere

Add Your Portfolio

  • Navigate to the portfolio page

  • Create your portfolio and give it a name

  • Click “Add Stocks” to add your holdings or use AI to give you some ideas

  • Use the search bar to find stocks, then enter the number of units

Add a shortcut to your device

  • Visit clever.clime.com.au in your Safari browser

  • Tap the “Share” button

  • Tap “Add to Home Screen”

  • Name the shortcut

  • Use the shortcut on your home screen to quickly access Clever Clime