★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
ETF Action Review, Pricing, and Features
ETF Action is an ETF analytics platform for advisors, asset managers, and ETF-focused investors who need classification, look-through holdings, overlap, flows, model portfolios, 13F screening, exports, and enterprise data workflows. It is useful when ETF research and model construction need more depth than a free quote page.
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Pricing
Free • From $29/mo · 14-day trial · 5 plans
Free / Basic
DIY
Advisor Pro
Enterprise
Model Builder
Key features
- Research coverage for ETFs through global category channels covering size and style, regions, countries, sectors, industries, themes, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitoring ETF flows, trading volumes, ADV, daily refreshes, and T+1 flow timing from the platform dashboards.
- Screeners, watchlists, fund dashboards, Excel or CSV exports, and live indicative FMV quote context where plan limits allow.
- Tools for building, testing, managing, and reporting on model portfolios with Model Builder, including private marketplaces and PDF reports.
- 13F screening in Advisor Pro when institutional ownership context matters for ETF or holdings research.
- Enterprise options for custom dashboards, team collaboration, and API access when public self-serve plans are not enough.
- Paid-tier gating: look-through analytics, larger exports, 13F screening, model workflows, and enterprise APIs require paid or enterprise access.
- ETF Action is an ETF research and model workflow platform, not a broker, tax-lot system, broad multi-asset retail terminal, or fully documented public API product.
FAQ
Is ETF Action free?
Not entirely. ETF Action includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is ETF Action best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does ETF Action support?
You can use ETF Action on Web. ETF Action offers an API. Integrations include Polygon.io (pricing), Bridge (model trading integration), and RiverFront (model marketplace/partnership).
Which markets does ETF Action cover?
ETF Action covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks ETFs. Identifiers include Ticker.
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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.
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