VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
ETF Action Review, Pricing, and Features
ETF Action
ETF Action is a professional ETF research and model-building service. It covers classification, look-through holdings, overlap, flows, model portfolios, 13F screens, exports, and enterprise data workflows. It is for teams that need more than a free quote page.
Best for
- Advisers and ETF professionals who need ETF classification, holdings look-through, overlap, flows, 13F screening, model portfolios, and reports.
- ETF advisers comparing published DIY, Advisor Pro, and Model Builder prices plus enterprise channels.
- People needing ETF model and client-report workflows rather than a simple free ETF screener.
Watch out
- Free access covers basic fund data, classifications, dashboards, and sponsored marketplaces. Holdings look-through, exports, 13F screening, and model building require paid plans.
- ETF Action is not a broad multi-asset retail terminal or brokerage platform.
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Pricing
Free • From $29/mo · Enterprise · 5 plans
Free / Basic
DIY
Advisor Pro
Enterprise
Model Builder
Key features
- Research ETFs by size and style, region, country, sector, industry, theme, 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.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, Excel or CSV exports, and live indicative FMV quote context where plan limits allow.
- Build, test, manage, and report on model portfolios with Model Builder, 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 does not provide brokerage execution, tax-lot accounting, a broad retail terminal, or a documented public API.
FAQ
Is ETF Action free?
Not entirely. ETF Action includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
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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Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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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.