VOL. XCIV, NO. 247
PRICE: 5 CENTS
Thursday, September 25, 2025
Community-ranked etf holdings software ordered by net upvotes with starred picks breaking close calls.
Every entry here is part of our living directory of etf holdings software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.
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Use this shortlist to zero in on the etf holdings standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.
REST APIs delivering global market data in JSON and CSV. The free tier allows 25 requests per day, while premium plans remove limits and unlock real-time and 15-minute delayed US equities plus real-time US options. Entitlements and account management are handled through the Alpha X Terminal.
Categories: Data APIs • News • News Sentiment • Calendar • Dividends • Splits • IPO • Delisted • Inflation Rates • Unemployment Rates • GDP • Interest Rates • Options & Derivatives • ETF Holdings • Transcripts • Insider Data • APIs & SDKs • Sheets / Excel Add-ins
Free web portal for quotes, charts, news, watchlists, and simple portfolio tracking. Portfolios can include stocks, mutual funds, ETFs, and crypto, with returns shown using time-weighted calculations. Data freshness varies by source: some exchanges stream in real time, while others are delayed (e.g., 15 minutes for many equities, 10 minutes for CME futures, end-of-day for mutual funds). Currency and crypto quotes update every few minutes. Google Sheets supports the GOOGLEFINANCE() function for live data pulls, though no public REST API is offered.
Categories: Watchlist • Portfolio • News • Stock Comparison • Data Visualizations • Financials • ETF Overview • ETF Holdings
A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.
Categories: Screeners • Stock Ideas • Stock Comparison • Portfolio • Backtesting • Investor Holdings • US Government Trades • News • Alerts • Calendar • GDP • Interest Rates • Inflation Rates • Unemployment Rates • Commitment of Traders (COT) • Yield Curves • Financials • Valuation Models • Scores • Transcripts • Insider Data • 13F • ETF Overview • ETF Holdings • APIs & SDKs • Sheets / Excel Add-ins
Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.
Categories: Screeners • ETF Screeners • Data Visualizations • News • Alerts • Calendar • Financials • Transcripts • ETF Overview • ETF Performance • ETF Holdings • ETF Overlap • ETF Fundamentals • ETF Valuation • Watchlist • Portfolio • Short Interest • Dividends
A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.
Categories: Screeners • ETF Screeners • IPO • Top Analysts • Stock Comparison • ETF Comparison • Portfolio • Watchlist • News • Calendar • Dividends • Splits • Delisted • Spin-offs • Ticker Changes • Acquisitions • Bankruptcy • Financials • ETF Overview • ETF Holdings • ETF Fundamentals • ETF Performance
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Categories: Screeners • Data Visualizations • Stock Comparison • Portfolio • Watchlist • Alerts • Calendar • Dividends • Splits • Financials • Transcripts • ETF Overview • ETF Holdings • ETF Performance • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Insider Data • Institutional Data • 13F • Valuation Models • Data APIs
Market data delivered through REST and WebSocket APIs. Plans scale by geography and depth: Starter covers U.S. markets, Premium adds UK/Canada and extended history, and Ultimate unlocks global coverage, transcripts, fund and 13F data, one-minute intraday, and bulk delivery options. Bandwidth and query limits vary by plan.
Categories: Data APIs • Financials • ETF Holdings • 13F • Insider Data • Transcripts • Analyst Forecasts • Analyst Price Targets • Analyst Recommendations • News • News Sentiment • Calendar • Dividends • Splits • GDP • Interest Rates • Unemployment Rates • Inflation Rates • Commitment of Traders (COT) • Which ETF includes this Stock? • ESG Ratings • US Government Trades • APIs & SDKs
A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.
Categories: Screeners • Data Visualizations • Portfolio • Watchlist • Backtesting • News • Alerts • Data APIs • Financials • ETF Overview • ETF Holdings • Insider Data • 13F • Short Interest • Options
One of the largest investor communities online, blending crowdsourced research with data tools. Premium unlocks Quant Ratings and Factor Grades, stock and ETF screeners, advanced comparison tools with Excel/PDF export, broker syncing (via Plaid and SnapTrade), and AI-driven “Virtual Analyst” reports. PRO goes further with curated Top Ideas, Short Ideas, and the PRO Quant Portfolio. Market quotes are a mix of real-time and 15-minute delayed, depending on the exchange.
Categories: Screeners • ETF Screeners • Stock Comparison • Data Visualizations • Portfolio • Watchlist • News • Alerts • Calendar • Dividends • Financials • Scores • Bulls Say Bear Say • Transcripts • ETF Overview • ETF Performance • ETF Holdings • ETF Fundamentals • ETF Factors • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Options • Which ETF includes this Stock? • AI Report • AI Earnings Summary
A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.
Categories: Screeners • ETF Screeners • Stock Comparison • ETF Comparison • Data Visualizations • Correlation • Monte Carlo • Portfolio • Watchlist • News • Alerts • Calendar • Dividends • Financials • Scores • Valuation Models • Transcripts • ETF Overview • ETF Holdings • Fund Overview • Fund Performance • Fund Holdings • Fund Rating • Analyst Recommendations • Analyst Price Targets • Education • Videos
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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Got questions or suggestions? I'm all ears!
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!
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.
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.
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.