VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
ETF Insider Review, Pricing, and Features
ETF Insider
ETF Insider analyzes stocks, ETFs, and mutual-fund portfolios for holdings overlap, concentration, correlations, exposure, and efficient-frontier tradeoffs. Full holdings and Excel export require Pro; API and white-label access require Enterprise.
Best for
- ETF and mutual fund investors needing holdings look-through, overlap, concentration, correlation, factor exposure, and efficient-frontier style portfolio views.
- ETF researchers comparing a free tier, $14/month Pro plan, and Enterprise API or white-label access.
- People looking to diagnose hidden ETF overlap and concentration risk before replacing or consolidating funds.
Watch out
- Coverage is strongest for US-listed ETFs, mutual funds, and stocks. non-US assets outside US listings and crypto are out of scope.
- Free users can save up to 4 portfolios and have limited full holdings data. Pro unlocks unlimited full holdings and Excel export.
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Pricing
Free • From $14/mo · Enterprise · 3 plans
Free
Basic financial data visualization tier for retail investors with limited portfolio capacity and holdings depth.
Pro
Paid tier with full holdings, unlimited saved portfolios, and Excel export.
Enterprise
Contact-priced tier with API access, custom analysis, integrations, controls, and white-label options.
Key features
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
- Create portfolios manually or import a CSV with Symbol and Quantity columns.
- Support for saving up to four portfolios on the free tier, with unlimited saved portfolios and full holdings depth on Pro.
- Share portfolio links and export supported charts or analysis to image, PDF, or Excel.
- Enterprise for financial data API access, custom reports, custom visualizations, integrations, security controls, and white-label presentation workflows.
- Analyze U.S.-listed ETFs, mutual funds, and stocks; assets not listed in the U.S. and crypto are unsupported.
- ETF Insider is an ETF look-through and portfolio risk tool, not a broker-synced tracker, tax-lot system, or real-time trading platform.
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
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.