VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, November 1, 2025

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Tool Comparison

ETF Action vs Letters and Reviews comparison

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

Quick takeaways

ETF Action adds ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, Data APIs, Alerts, and Videos coverage that Letters and Reviews skips.

Letters and Reviews includes Stock Ideas categories that ETF Action omits.

In depth comparison

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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Letters and Reviews logo

Letters and Reviews

lettersandreviews.blogspot.com

Free, personal curation site that aggregates **fund manager letters**, tickers mentioned in those letters, and **quarterly 13F** filer lists the author follows. Each quarter page links to original letters and maps tickers to quick‑reference pages; some 13F pages embed holdings tables and activity (new/increased/decreased/sold) for many managers. Also includes a small **Podcasts** list. No accounts, alerts, exports, or API—think link‑hub for primary sources rather than a data platform.

Platforms

Web

Pricing

Free

Quick highlights

  • Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
  • Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
  • Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
  • A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.

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Where they differ

ETF Action

Distinct strengths include:

ETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationETF FactorsETF OverlapScreeners
  • 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).

Letters and Reviews

Distinct strengths include:

Stock Ideas
  • Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
  • Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
  • Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
  • A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.

Feature-by-feature breakdown

AttributeETF ActionLetters and Reviews
Categories

Which research workflows each platform targets

Shared: 13F, Blogs

Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, Data APIs, Alerts, Videos

Shared: 13F, Blogs

Unique: Stock Ideas

Asset types

Supported asset classes and universes

ETFs, Stocks

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web

Pricing

High-level pricing models

Free, Subscription

Free

Key features

Core capabilities called out by each vendor

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.

Unique

  • Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
  • Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
  • Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
  • A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do ETF Action and Letters and Reviews both support?

Both platforms cover 13F, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Action and Letters and Reviews require subscriptions?

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

How can you access ETF Action and Letters and Reviews?

Both ETF Action and Letters and Reviews 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 Letters and Reviews stands out for Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup)., Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio)., and Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested..

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.