VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

ETF Action vs Trackinsight comparison

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

Quick takeaways

ETF Action adds ETF Valuation, ETF Overlap, Screeners, 13F, Alerts, and Videos coverage that Trackinsight skips.

Trackinsight includes ETF Screeners, ETF Comparison, Factor Exposure, ESG Ratings, News, and Education 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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Trackinsight logo

Trackinsight

trackinsight.com

Global ETF research & data platform for screening, comparing and analyzing ETFs worldwide. Free Essentials accounts support the core screener, comparison tools and personal lists, while ETF Portfolio Insights, enterprise workflows and ETF Data Services/API are sold on paid tiers (Nasdaq Data Link lists ETF database packages starting around USD 5k/year).

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
  • Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
  • Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
  • Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
  • ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture).

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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).

Trackinsight

Distinct strengths include:

  • Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
  • Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
  • Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
  • Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.

Feature-by-feature breakdown

AttributeETF ActionTrackinsight
Categories

Which research workflows each platform targets

Shared: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Factors, Data Visualizations, Portfolio, Watchlist, Backtesting, Data APIs, Blogs

Unique: ETF Valuation, ETF Overlap, Screeners, 13F, Alerts, Videos

Shared: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Factors, Data Visualizations, Portfolio, Watchlist, Backtesting, Data APIs, Blogs

Unique: ETF Screeners, ETF Comparison, Factor Exposure, ESG Ratings, News, Education

Asset types

Supported asset classes and universes

ETFs, 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, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

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

  • Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
  • Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
  • Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
  • Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
  • ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture).
  • Dedicated ESG Investing / ESG Observatory channel with an ESG ETF screener that can filter ETFs by ESG scores, strategies, SFDR category and SDG alignment, plus ESG news and educational content.
Tested

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Not yet

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Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do ETF Action and Trackinsight both support?

Both platforms cover ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Factors, Data Visualizations, Portfolio, Watchlist, Backtesting, Data APIs, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Action and Trackinsight require subscriptions?

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

How can you access ETF Action and Trackinsight?

Both ETF Action and Trackinsight 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 Trackinsight stands out for Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..

Keep exploring

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.