VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Global ETF research platform with a 12k+ ETF database and daily updates. Core workflows: screen by theme/ESG/exposure/benchmark; compare up to 5 ETFs side‑by‑side (Excel export); manage sharable ‘Lists’; and (Premium) Portfolio Insights with advanced analytics & Excel export. Data/API options include an enterprise ‘Data Services’ offering and Nasdaq Data Link databases (REST/CSV/JSON). Identifiers shown on fund pages include ISIN and CUSIP. Trackinsight became majority‑owned by Kepler Cheuvreux in Sep 2024.
Key features
- Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs.
- Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages.
- Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier.
- Portfolio Insights (Premium): portfolio analytics across more fund data, customization, and **Excel export**.
- ESG Observatory & education: ESG pages and editorial explain ratings and enable ESG‑specific filters.
- Underlying holdings search: articles and workflows demonstrate filters for ETFs holding specific stocks (e.g., NVDA/AVGO).
- Data/API: enterprise ‘Data Services’ (500M+ data points on 12k+ ETPs; daily updates) and **Nasdaq Data Link** databases (REST API with CSV/JSON).
- Identifiers on fund pages include **ISIN** and **CUSIP** alongside ticker metadata (issue‑level pages).
- Ownership & vendor: majority stake by **Kepler Cheuvreux**; imprint lists contact email/phone and company details in France.
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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
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