VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

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Tool Comparison

Estimize vs ETF Action comparison

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

Quick takeaways

Estimize adds Calendar, Analyst Forecasts, and Inflation Rates coverage that ETF Action skips.

ETF Action includes ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Data Visualizations, Portfolio, Watchlist, Backtesting, 13F, Blogs, and Videos categories that Estimize omits.

In depth comparison

Estimize logo

Estimize

estimize.com

Crowdsourced earnings and macro estimates platform. The free community tier lets you view and contribute forecasts, while Premium ($99/month) unlocks the full dataset without contributing, plus screening and alerts. Enterprise clients can access data through real-time APIs, daily FTP feeds, or Excel files. A public REST API exists for community data.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
  • Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
  • Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
  • APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.
  • Embeddable Estimize widget available for third-party sites.

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ETF Action logo

ETF Action

etfaction.com

Independent ETF analytics platform for advisors and asset managers. Offers global ETF classification, look‑through holdings analytics, overlap analysis, flows/volumes with T+1 flow timing, live quotes (FMV) via Polygon.io, model portfolio tools, 13F screening (Advisor Pro), and enterprise options including API access. DIY/Advisor Pro plans emphasize self‑service research and Excel/CSV downloads; Enterprise adds collaboration, custom dashboards, and API. A separate Model Builder plan enables model uploads and ‘Bridge’ trading integration. API details are not publicly documented—confirm endpoints and auth with vendor.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
  • Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).

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Where they differ

Estimize

Distinct strengths include:

CalendarAnalyst ForecastsInflation Rates
  • Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
  • Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
  • Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
  • APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.

ETF Action

Distinct strengths include:

ETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationETF FactorsETF OverlapData Visualizations
  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).

Feature-by-feature breakdown

AttributeEstimizeETF Action
Categories

Which research workflows each platform targets

Shared: Screeners, Alerts, Data APIs

Unique: Calendar, Analyst Forecasts, Inflation Rates

Shared: Screeners, Alerts, Data APIs

Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Data Visualizations, Portfolio, Watchlist, Backtesting, 13F, Blogs, Videos

Asset types

Supported asset classes and universes

Stocks

ETFs, Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
  • Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
  • Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
  • APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.
  • Embeddable Estimize widget available for third-party sites.
  • Gamified forecasting with leagues, rankings, and leaderboards to measure analyst accuracy.

Unique

  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
  • Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).
  • Model portfolio creation & back‑testing; private model marketplaces for advisors/strategists.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Estimize and ETF Action both support?

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

Do Estimize and ETF Action require subscriptions?

Both Estimize and ETF Action keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Estimize and ETF Action?

Both Estimize and ETF Action 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?

Estimize differentiates itself with Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter., Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates., and Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month)., whereas ETF Action stands out for Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..

Keep exploring

Keep exploring

Stay on top of related tools

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Recommended tools

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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.