VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Curvo Backtest checked September 30, 2026 · ETF Insider checked September 24, 2026
Tool Comparison
Curvo Backtest vs ETF Insider
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want backtesting and monte carlo.
- Paid from
- $14/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want ETF screeners, factor exposure, and ETF analysis.
- You've outgrown the basics and want pro-level depth
Pick Curvo Backtest instead if
Curvo Backtest
Free · Web
- You want backtesting and monte carlo.
Start here
ETF Insider
Free • From $14/mo · Web · API
- You want an API so you can script or automate things
- You want ETF screeners, factor exposure, and ETF analysis.
- You've outgrown the basics and want pro-level depth
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Curvo Backtest and ETF Insider cover a lot of the same ground (4 shared categories, including portfolio, risk metrics, and correlation), so for the basics you won't go far wrong with either. ETF Insider simply does more: 10 categories to Curvo Backtest's 6, including ETF screeners, factor exposure, and ETF analysis. Curvo Backtest counters by being completely free.
What readers say
Curvo Backtest
No votes yet. Cast the first one.
ETF Insider
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Key differences at a glance
- Global coverage
- Curvo Backtest
- Broader coverage
- ETF Insider10 vs 6 categories
- API access
- ETF Insider
- Asset coverage
- ETF InsiderAdds stocks
- Free plan
- Both
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $14/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Index/Passive Investors and Long-term Investors | Retail Traders, Pro Retail +3 more |
Categories covered | 6 | 10 |
Regions | Europe | North America |
| Data & capabilities | ||
Data quality | Adjustments: TotalReturn and Pricing: Model | — |
Data partners | — | SEC EDGAR and Issuer Websites |
Capabilities | Monte Carlo and Rebalancing | 3 signals: Factor exposure, Portfolio factor exposure +1 more |
| Try it | Visit Curvo Backtest | Visit ETF Insider |
Standout features
The best features of Curvo Backtest and ETF Insider.ShowHide
Standout features
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
All details
Every attribute we track for Curvo Backtest and ETF Insider.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual Funds | ETFsMutual FundsStocks |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Index/Passive InvestorsLong-term Investors | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors |
Regions | Europe | North America |
Coverage details | Identifiers: ISIN and Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Pricing sources | Model | Not specified |
Data partners | Not specified | SEC EDGARIssuer Websites |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Export formats | Not specified | ImagePDFExcel |
| Plans & trust | ||
Capability signals | Monte CarloRebalancing | Factor exposurePortfolio factor exposureCorrelation |
Vendor & support | Not specified | ETF InsiderCountry: IsraelFounded 2022Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freesaved portfolios: 4 · holdings depth: Limited full holdings data |
| Entry paid plan | — | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more |
| Custom / enterprise | — | Contact sales“Enterprise” |
Questions we keep getting
What's the difference between Curvo Backtest and ETF Insider?
Curvo Backtest leans toward backtesting, portfolio, and risk metrics, while ETF Insider puts more weight on ETF screeners, data visualizations, and factor exposure. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Curvo Backtest and ETF Insider cost?
Good news: both Curvo Backtest and ETF Insider have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Curvo Backtest or ETF Insider?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does Curvo Backtest or ETF Insider have an API?
ETF Insider has an API for programmatic access and custom integrations. Curvo Backtest doesn't, so you're working through its interface.
Should I choose Curvo Backtest or ETF Insider?
It depends on what you're after. Pick Curvo Backtest if backtesting and monte carlo matter to you; go with ETF Insider if you'd rather have ETF screeners and factor exposure. And if you only need the basics both share, let price decide.
What asset classes do Curvo Backtest and ETF Insider cover?
Both cover ETFs and mutual funds. ETF Insider adds stocks on top.
Which covers international markets: Curvo Backtest or ETF Insider?
Curvo Backtest has documented international coverage (Europe), so it's the safer bet if you hold non-US stocks. ETF Insider is more region-specific, mainly North America.
Can I export data from Curvo Backtest and ETF Insider?
ETF Insider exports to Excel. Curvo Backtest is stingier about getting data out.
Are Curvo Backtest and ETF Insider good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Curvo Backtest or ETF Insider?
ETF Insider has a stock screener for surfacing ideas; Curvo Backtest doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Curvo Backtest or ETF Insider?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.