VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
ETF Action vs Stock Analysis
Pick ETF Action if
ETF Action
Free • From $29/mo · Web · API
- You want an API so you can script or automate things
- You want ETF factors, ETF overlap, and backtesting.
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.58/mo instead of $29/mo
- You do a lot of your research from your phone
- You want stock ideas, screeners, and top analysts.
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ETF Action and Stock Analysis cover a lot of the same ground (7 shared categories, including ETF analysis, ETF screeners, and data visualizations), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to ETF Action's 13, including stock ideas, screeners, and top analysts, plus a mobile app. ETF Action counters by keeping things simpler.
What readers say
ETF Action
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Stock Analysis
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Key differences at a glance
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $29/mo
- Broader coverage
- Stock Analysis32 vs 13 categories
- Mobile app
- Stock Analysis
- API access
- ETF Action
- Broker sync
- Stock Analysis
- Asset coverage
- Stock AnalysisAdds mutual funds and closed-end funds
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | Polygon.io (pricing), Bridge (model trading integration) +1 more | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +8 more |
Categories covered | 13 | 32 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
| Try it | Visit ETF Action | Visit Stock Analysis |
Where each one shines
What ETF Action and Stock Analysis each do best.ShowHide
Where each one shines
What ETF Action and Stock Analysis each do best.What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, Excel or CSV exports, and live indicative FMV quote context where plan limits allow.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Every detail we compared
Every tracked attribute for ETF Action and Stock Analysis, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Action and Stock Analysis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsStocks | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | CSV | ManualCSVBrokerOAuth |
Integrations | Polygon.io (pricing)Bridge (model trading integration)RiverFront (model marketplace/partnership) | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | ExcelCSVPDF | CSVExcel |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | ETF Action, Inc.Country: USFounded 2018Support: Email | Vefir ehf.Country: IcelandFounded 2019Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Free / Basic” | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $29/mo“DIY” | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Tier 2 | $99/mo“Advisor Pro” | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
| Top plan | $199/mo“Model Builder” | — |
| Custom / enterprise | Contact sales“Enterprise” | — |
Questions we keep getting
What's the difference between ETF Action and Stock Analysis?
ETF Action leans toward ETF analysis, ETF factors, and ETF overlap, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do ETF Action and Stock Analysis cost?
Good news: both ETF Action and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ETF Action or Stock Analysis on my phone?
Stock Analysis lists a dedicated mobile app, so it travels better. ETF Action doesn't list a dedicated mobile app; its documented access is web and API.
Does ETF Action or Stock Analysis have an API?
ETF Action has an API for programmatic access and custom integrations. Stock Analysis doesn't, so you're working through its interface.
Should I choose ETF Action or Stock Analysis?
It depends on what you're after. Pick ETF Action if ETF factors and ETF overlap matter to you; go with Stock Analysis if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do ETF Action and Stock Analysis cover?
Both cover ETFs and stocks. Stock Analysis adds mutual funds, closed-end funds, and funds on top.
Do ETF Action and Stock Analysis offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from ETF Action and Stock Analysis?
Yes, both export to spreadsheets (Excel and CSV), which is handy if you like running your own numbers.
Can ETF Action or Stock Analysis connect to my broker?
Stock Analysis syncs with brokers automatically. With ETF Action, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Action or Stock Analysis?
Both ETF Action and Stock Analysis include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with ETF Action or Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.