VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Best Free ETF Performance Tools for Investors
Every product on this page includes a genuinely free tier, so you can plug trusted etf performance software into your workflow without swiping a card.
We filtered our full directory to focus on the 19 free etf performance platforms investors lean on today. Community voting keeps the rankings honest, while editorial picks highlight standout experiences for research, screening, and execution. Use this shortlist to compare pricing limits, supported platforms, and capabilities before graduating to paid upgrades.
More ways to explore
Want the full picture? The main category page covers 20 total etf performance tools, and the broader Find My Moat directory spans more than 205 investing platforms.
Top 10 picks
10 picks- 1
ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 2
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile, API - 3
Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 4
One of the largest investor communities online, blending crowdsourced research with data tools. Premium unlocks Quant Ratings and Factor Grades, stock and ETF screeners, advanced comparison tools with Excel/PDF export, broker syncing (via Plaid and SnapTrade), and AI-driven “Virtual Analyst” reports. PRO goes further with curated Top Ideas, Short Ideas, and the PRO Quant Portfolio. Market quotes are a mix of real-time and 15-minute delayed, depending on the exchange.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 5
A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 6
TipRanks is a retail research platform built around analyst rankings, Smart Score ratings, and screening tools. It offers forecasts, portfolios, alerts, and alternative datasets like insider activity and website traffic. Free users get basic access, while Premium and Ultimate tiers add deeper analytics, longer history, Excel/CSV exports, and broker-connected trading via TradeStation.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 7
Independent ETF analytics platform for advisors and asset managers. Offers global ETF classification, look‑through holdings analytics, overlap analysis, flows/volumes with T+1 flow timing, live quotes (FMV) via Polygon.io, model portfolio tools, 13F screening (Advisor Pro), and enterprise options including API access. DIY/Advisor Pro plans emphasize self‑service research and Excel/CSV downloads; Enterprise adds collaboration, custom dashboards, and API. A separate Model Builder plan enables model uploads and ‘Bridge’ trading integration. API details are not publicly documented—confirm endpoints and auth with vendor.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 8
Free, NYSE‑partnered portal by Trackinsight for U.S. ETFs (~3,000). Features include a taxonomy‑driven ETF screener, side‑by‑side comparison (performance/liquidity/risk/exposure/holdings), ‘Segments on the move’ (flows & performance), a personal Watchlist with one‑click Excel export, timely news (incl. VettaFi bylines), the ETF U education library, podcasts, and a path to the ETF Institute (CETF). No public API or trading/execution.
Category votes onlyPricing: FreePlatforms: Web - 9
ETFdb is a web-based research platform covering the U.S. ETF universe. A free account allows access to the screener and basic tools, while the Pro plan ($199/year, 14-day trial) unlocks CSV exports, full holdings, extended fund-flow horizons, ESG fields, and proprietary Realtime Ratings. Market data is provided with a 15-minute delay via Barchart, and ESG metrics come from MSCI.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 10
ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web
- 11
ETF.com is a web-based research suite for exchange-traded funds. A free account lets you save screeners and create up to five watchlists. Paid subscriptions unlock more: Content+ gives access to editorial content, while All Access provides unlimited use of tools, data, and saved screens.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 12
ETF-focused research and portfolio platform designed for European investors. The free plan supports one portfolio and one watchlist, while Premium tiers (5 or 25 portfolios) add advanced simulations, performance attribution, rebalancing, alerts, Excel export, and unlimited watchlists. Premium is billed quarterly or annually, with a 14-day money-back guarantee.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 13
Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.
Category votes onlyPricing: FreePlatforms: Web, API - 14
Open-source data and analytics platform with a REST API, Python SDK, and an enterprise workspace for custom dashboards and apps. The free Community plan includes unlimited dashboards and 20 AI Copilot queries per day. Pro adds collaboration features, Excel integration, secure deployment (VPC/on-prem), and export options. Infrastructure is SOC 2 Type II certified, with SSO support and a public status page.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 15
EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 16
India-focused research and portfolio platform for stocks, mutual funds, and ETFs. It offers end-of-day screening data, linked broker integration for unified portfolios and trading, and event-driven alerts. Free accounts provide core features, while Pro unlocks unlimited custom filters, CSV exports, advanced alerts, and access to historical Market Mood Index data and index constituents.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 17
Global ETF research platform with a 12k+ ETF database and daily updates. Core workflows: screen by theme/ESG/exposure/benchmark; compare up to 5 ETFs side‑by‑side (Excel export); manage sharable ‘Lists’; and (Premium) Portfolio Insights with advanced analytics & Excel export. Data/API options include an enterprise ‘Data Services’ offering and Nasdaq Data Link databases (REST/CSV/JSON). Identifiers shown on fund pages include ISIN and CUSIP. Trackinsight became majority‑owned by Kepler Cheuvreux in Sep 2024.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 18
One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 19
Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile
Ready for the full lineup? Compare all 20 etf performance tools, including premium upgrades and advanced tiers.
View full ETF Performance listingsInformation
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.