VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, September 25, 2025

View All Fund Holdings Tools Back to Categories

Top Fund Holdings Tools for Investing

Community-ranked fund holdings software ordered by net upvotes with starred picks breaking close calls.

Every entry here is part of our living directory of fund 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.

Explore more tools

Use this shortlist to zero in on the fund 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.

See all 4 fund holdings tools Discover the full investing catalog

Ranked tools

1
Stock Rover
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.
Pricing: Free, SubscriptionPlatforms: Web, Mobile
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
2
FT Markets (Markets data — Financial Times)
The Financial Times’ markets portal combines global market data with watchlists, portfolios, alerts, and screeners. Free registration unlocks basic tools, while an FT subscription is needed for deeper features like director dealings, detailed company financials and forecasts, and access to the Data Archive PDFs. Market data is delayed at least 15 minutes, with equity prices sourced from LSEG and fund data provided by Morningstar.
Pricing: Free, SubscriptionPlatforms: Web, Mobile
Categories: Portfolio • Watchlist • Alerts • Compounding Calculator • Screeners • ETF Screeners • Financials • Insider Data • Fund Overview • Fund Performance • Fund Holdings • Fund Rating • Data Visualizations
3
Morningstar Investor
Morningstar’s flagship research and portfolio platform for individual investors. Free users get access to screeners and quotes, while subscribers unlock analyst reports, expanded data, and premium ratings. A 7-day trial is available. Canceling a subscription also removes access to saved portfolios, watchlists, and screens.
Pricing: Free, SubscriptionPlatforms: Web, Mobile
Categories: Screeners • Portfolio • Watchlist • News • Alerts • Financials • ETF Overview • ETF Holdings • Fund Overview • Fund Performance • Fund Holdings • Fund Rating • Scores • Bulls Say Bear Say
4
Office of Financial Research (U.S. Treasury)
U.S. Treasury’s OFR publishes free, methods‑backed monitors and datasets (Short‑term Funding Monitor, U.S. Money Market Fund Monitor, Bank Systemic Risk Monitor, and the daily OFR Financial Stress Index). STFM and HFM provide open JSON APIs (no keys), CSV downloads are available from some monitors. Updates are end‑of‑day with documented lags (e.g., FSI ~T+2 business days; repo series T+1/T+2 depending on segment).
Pricing: FreePlatforms: Web, API
Categories: Data APIs • APIs & SDKs • Interest Rates • Yield Curves • Data Visualizations • Scores • Market Sentiment • Fund Holdings • Blogs

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
Substack: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

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!

Got ideas for new features?

Starred 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.