ETF Action adds ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Portfolio, Backtesting, 13F, Data APIs, Alerts, and Videos coverage that OptionCharts skips.
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Head-to-head
ETF Action vs OptionCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
OptionCharts includes Options & Derivatives, Options, and Options P&L 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..
OptionCharts is known for: Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar)., Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution., and Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations..
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).
Community votes (overall)
OptionCharts
optioncharts.io
Web app for options analytics and visualizations (P&L, greeks, IV skew, expected move, GEX/DEX, option history) with market‑wide trend screens. Free tier uses 15‑minute delayed OPRA; real‑time options available on Ultimate plan after exchange agreements. Not a broker; no trading execution.
Platforms
Pricing
Quick highlights
- Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar).
- Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution.
- Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations.
- Option Contract History (price, volume, OI, greeks) with intraday history (up to ~1‑minute intervals) and extended history.
- Market Trends screens: most active by ticker/contract, highest OI, IV/IV rank, unusual activity, options flow (aggregates update ≈10 min).
Community votes (overall)
Shared focus areas
4 overlapsMutual strengths include Screeners, Data Visualizations, and Watchlist plus 1 more area.
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).
OptionCharts
Distinct strengths include:
- Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar).
- Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution.
- Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations.
- Option Contract History (price, volume, OI, greeks) with intraday history (up to ~1‑minute intervals) and extended history.
Feature-by-feature breakdown
Attribute | ETF Action | OptionCharts |
---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Watchlist, Blogs Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Portfolio, Backtesting, 13F, Data APIs, Alerts, Videos | Shared: Screeners, Data Visualizations, Watchlist, Blogs Unique: Options & Derivatives, Options, Options P&L |
Asset types Supported asset classes and universes | ETFs, Stocks | Options, 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, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do ETF Action and OptionCharts both support?
Both platforms cover Screeners, Data Visualizations, Watchlist, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ETF Action and OptionCharts require subscriptions?
Both ETF Action and OptionCharts keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access ETF Action and OptionCharts?
Both ETF Action and OptionCharts 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 OptionCharts stands out for Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar)., Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution., and Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations..
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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.