★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
ETF Insider Review, Pricing, and Features
ETF Insider is a web-based ETF, mutual fund, and stock portfolio visualization tool for investors who want to see holdings overlap, concentration, correlations, factor exposure, and efficient-frontier style portfolio tradeoffs. It is strongest for diagnosing hidden ETF overlap in U.S.-listed portfolios, with full holdings depth, Excel export, API access, and white-label options gated by Pro or Enterprise plans.
Best for
- ETF and mutual fund investors who need 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.
- Users who want 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.
Community votes (overall)
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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
Advanced visualization tier for retail and professional investors needing full holdings depth and more storage.
Enterprise
Financial data platform and visualization layer for professional investors and organizations, with API access and white‑label options.
Key features
- Visualizations for ETF, mutual fund, and stock portfolios through a network-style look-through 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.
- Comparison tools for portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe-ratio views, and efficient-frontier style charts.
- Tools for creating portfolios manually or through CSV import using symbol and quantity fields.
- Support for saving up to four portfolios on the free tier, with unlimited saved portfolios and full holdings depth on Pro.
- Sharing tools for portfolio links and export charts or portfolio analytics to image, PDF, or Excel where the plan supports it.
- Enterprise for financial data API access, custom reports, custom visualizations, integrations, security controls, and white-label presentation workflows.
- U.S.-listed ETF, mutual fund, and stock coverage; assets not listed in the U.S. and crypto are outside the core scope.
- 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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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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- Website: Jera Value
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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.