VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Saturday, December 13, 2025
ETF Insider
Web-based portfolio visualization and optimization tool that looks through ETFs, mutual funds and stocks to reveal overlap, correlations and concentration risk for US‑listed assets. Free tier offers interactive visualizations and up to 4 saved portfolios; Pro ($14/month) unlocks unlimited portfolios, full holdings depth and Excel export, while Enterprise adds a financial data API, custom visualizations and white‑label options for professional teams.
Community votes (overall)
Key features
- Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
- Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
- Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
- ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
- Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.
- Multiple saved portfolios and featured sample portfolios, with manual ticker entry and CSV import (Symbol and Quantity columns); free accounts can store up to 4 portfolios while Pro unlocks unlimited saved portfolios.
- Coverage focuses on US‑listed ETFs, mutual funds and stocks; FAQ notes that non‑US assets listed in the US are supported, while assets not listed in the US and crypto are currently out of scope.
- Holdings data is sourced primarily from SEC EDGAR filings with additional data manually collected from issuer websites; holdings are updated on a quarterly cadence based on SEC submissions.
- Export and sharing tools allow users to share portfolio links and, on Pro, save charts as images/PDFs and export portfolios to Excel for further analysis.
- Pricing tiers include a free plan with no ads and basic visualizations, a Pro plan at $14/month with unlimited portfolios, full holdings depth and Excel export, and an Enterprise plan (contact for pricing) that adds a financial data API, custom reports/visualizations, direct integrations, security controls and white‑label options.
- Educational and idea‑driven content via an in‑house blog (ETF exposure/comparison/analysis posts) plus community presence on Reddit and LinkedIn for feedback and feature requests.
Data partners
Primary source of underlying fund holdings data; FAQ notes most data comes from the SEC EDGAR system and is updated quarterly.
Supplementary holdings and fund information manually collected from issuers when not available via EDGAR.
FAQ
Is ETF Insider free?
Not entirely. ETF Insider 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 Insider best for?
ETF Insider is built for Retail Traders, Pro Retail, Institutional Investors, Long-term Investors, and Index/Passive Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does ETF Insider support?
You can use ETF Insider on Web. ETF Insider offers an API.
Which markets does ETF Insider cover?
ETF Insider covers North America. Examples include US. It tracks ETFs, Mutual Funds, and Stocks. Identifiers include Ticker.
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Information
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!
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