VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

View AmiBrokerView ETF InsiderBack to Home

Head-to-head

AmiBroker vs ETF Insider comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

AmiBroker adds Quant, Backtesting, Screeners, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), and Auto-Trading & Bots coverage that ETF Insider skips.

ETF Insider includes ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Portfolio, and Blogs categories that AmiBroker omits.

AmiBroker highlights: Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)..

ETF Insider is known for: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..

ETF Insider keeps a free entry point that AmiBroker lacks.

AmiBroker logo

AmiBroker

amibroker.com

Windows desktop platform for technical/system research with a fast AFL scripting language, portfolio‑level backtester, walk‑forward testing, Monte Carlo, and extensive optimization. Real‑time capability and instrument coverage depend on the data plug‑ins you use (e.g., IQFeed, eSignal, Interactive Brokers, Norgate Data). Auto‑trading to IB is available via the official interface. Licenses are perpetual with 24 months of updates.

Platforms

Desktop

Pricing

One-time

Quick highlights

  • Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore.
  • Walk‑forward testing integrated with optimization; in/out‑of‑sample stats.
  • Monte Carlo simulation (custom metrics can drive optimization/WF objective).
  • Very fast multi‑threaded optimization with 3D optimization surface visualization.
  • Exploration/Scanner to build custom screeners and reports via AFL.

Community votes (overall)

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ETF Insider logo

ETF Insider

etfinsider.co

Editor’s pick Hands-on review

ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
  • Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
  • Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
  • ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
  • Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity).

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data Visualizations, Correlation, and APIs & SDKs.

Where they differ

AmiBroker

Distinct strengths include:

Quant
Backtesting
Screeners
Monte Carlo
Risk Metrics (VaR/ES/Drawdown)
Auto-Trading & Bots
  • Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore.
  • Walk‑forward testing integrated with optimization; in/out‑of‑sample stats.
  • Monte Carlo simulation (custom metrics can drive optimization/WF objective).
  • Very fast multi‑threaded optimization with 3D optimization surface visualization.

ETF Insider

Distinct strengths include:

ETF Overview
ETF Performance
ETF Holdings
ETF Factors
ETF Overlap
ETF Screeners
Portfolio
Blogs
  • Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
  • Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
  • Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
  • ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.

Feature-by-feature breakdown

AttributeAmiBrokerETF Insider
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Correlation, APIs & SDKs

Unique: Quant, Backtesting, Screeners, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Auto-Trading & Bots

Shared: Data Visualizations, Correlation, APIs & SDKs

Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Portfolio, Blogs

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Futures, Currencies

ETFs, Mutual Funds, Stocks

Experience levels

Who each product is built for

Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Desktop

Web, API

Pricing

High-level pricing models

One-time

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore.
  • Walk‑forward testing integrated with optimization; in/out‑of‑sample stats.
  • Monte Carlo simulation (custom metrics can drive optimization/WF objective).
  • Very fast multi‑threaded optimization with 3D optimization surface visualization.
  • Exploration/Scanner to build custom screeners and reports via AFL.
  • Rich AFL scripting language for indicators, scans, backtests, and custom metrics; visual debugger.

Unique

  • Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
  • Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
  • Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
  • ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
  • Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity).
  • Exports (Pro): Export to Excel; save charts as PDF or image; shareable portfolio links.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do AmiBroker and ETF Insider both support?

Both platforms cover Data Visualizations, Correlation, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

ETF Insider offers a free entry point, while AmiBroker requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access AmiBroker and ETF Insider?

Both AmiBroker and ETF Insider prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

AmiBroker differentiates itself with Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)., whereas ETF Insider stands out for Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.