VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing ETF Action and FINVIZ will find that Both ETF Action and FINVIZ concentrate on ETF Overview, ETF Holdings, and Screeners workflows, making them natural alternatives for similar investment research jobs. ETF Action leans into ETF Performance, ETF Fundamentals, and ETF Valuation, which can be decisive for teams that need depth over breadth. FINVIZ stands out with News, Financials, and Insider Data that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
ETF Action vs FINVIZ
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- ETF Action adds ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Blogs, and Videos coverage that FINVIZ skips.
- FINVIZ includes News, Financials, Insider Data, Short Interest, and Options categories that ETF Action omits.
- ETF Action 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., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
- FINVIZ is known for: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
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.
Categories
Platforms
Pricing
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).
FINVIZ
finviz.com
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
Platforms
Pricing
Quick highlights
- Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
- Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
- Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
- Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
- ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
ETF Action
Distinct strengths include:
- 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).
FINVIZ
Distinct strengths include:
- Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
- Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
- Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
- Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Feature-by-feature breakdown
| Attribute | ETF Action | FINVIZ |
|---|---|---|
Categories Which research workflows each platform targets | Shared: ETF Overview, ETF Holdings, Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, 13F, Data APIs, Alerts Unique: ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Blogs, Videos | Shared: ETF Overview, ETF Holdings, Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, 13F, Data APIs, Alerts Unique: News, Financials, Insider Data, Short Interest, Options |
Asset types Supported asset classes and universes | ETFs, Stocks | Stocks, ETFs, Options, Futures, Currencies, Cryptos |
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
| Unique
|
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 ETF Action and FINVIZ both support?
Both platforms cover ETF Overview, ETF Holdings, Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, 13F, Data APIs, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ETF Action and FINVIZ require subscriptions?
Both ETF Action and FINVIZ keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access ETF Action and FINVIZ?
Both ETF Action and FINVIZ 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?
ETF Action differentiates itself with 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., whereas FINVIZ stands out for Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
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.