VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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ETF Research Center Review, Pricing, and Features
ETF Research Center, powered by AltaVista Research, offers deep ETF analytics focused on underlying constituent fundamentals. Public sample fund pages and tools are available, while current subscription tiers are Basic at $29/month and Professional at $99/month, each starting with a one-month free trial. Basic includes the complete data package, full Fund Focus data, screening, and exports; Professional adds Portfolio Builder, customizable PDF portfolio reports, and ETF Analyzer tear sheets.
Community votes (overall)
Pricing
Paid · 30-day trial · 2 plans
Basic
Professional
Key features
- Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
- Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
- Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
- Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
- Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.
- Portfolio Builder lets users create, test, and monitor ETF portfolios. Features include allocation views, overlap analysis, fundamentals aggregation, backtesting, and ZoomLens holdings drill-downs. Professional subscribers can also generate customizable PDF portfolio reports.
- ALTAR Score™ and five-tier recommendations (Speculative / Overweight / Neutral / Underweight / Avoid) based on forward-looking fundamentals; fixed-income ALTAR scores adjust yield to maturity for default factors and fees.
- Clear current subscription tiers: Basic ($29/mo) includes the complete data package, full Fund Focus data, full screening, and exports; Professional ($99/mo) adds Portfolio Builder, ETF Analyzer tear sheets, and customizable PDF reports. Single-user subscriptions can be canceled anytime and start with a one-month free trial.
- Watchlists with monitoring of 80+ investment criteria.
- Coverage includes both U.S. and Canadian-domiciled ETFs.
- Fund pages include money flow charts and comparable ETFs by overlap.
FAQ
Is ETF Research Center free?
Not entirely. ETF Research Center includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 30-day free trial is available on select plans.
Who is ETF Research Center best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does ETF Research Center support?
You can use ETF Research Center on Web.
Which markets does ETF Research Center cover?
ETF Research Center covers North America. Examples include US and CA. It tracks ETFs. 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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
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.