VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF Insider View Firefly III Back to Home

Head-to-head

ETF Insider vs Firefly III comparison

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

Quick takeaways

ETF Insider adds ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Correlation, and Blogs coverage that Firefly III skips.

Firefly III includes Webhooks, and Other categories that ETF Insider omits.

ETF Insider highlights: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..

Firefly III is known for: Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification..

ETF Insider

etfinsider.co

Editor’s pick Hands-on review

ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity).

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Firefly III

firefly-iii.org

An open-source, self-hosted personal finance manager licensed under AGPLv3. Offers full double-entry bookkeeping, REST APIs, and optional event webhooks. Exchange-rate conversion is available from v6.2 onward as an opt-in feature. Bank connections are handled separately through the Firefly Data Importer app.

Platforms

Web

API

Pricing

Free

Quick highlights

Self-hosted open-source personal finance manager (AGPLv3 license).
Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.
Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification.
Event webhooks for transaction create/update/delete, enabled through environment configuration.
Separate Data Importer tool supports CSV and CAMT.053, with optional bank integrations via Salt Edge, GoCardless, and SimpleFIN.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Portfolio, and APIs & SDKs.

Where they differ

ETF Insider

Distinct strengths include:

Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.

Firefly III

Distinct strengths include:

Webhooks

Other

Self-hosted open-source personal finance manager (AGPLv3 license).
Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.
Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification.
Event webhooks for transaction create/update/delete, enabled through environment configuration.

Feature-by-feature breakdown

Attribute	ETF Insider	Firefly III
Categories Which research workflows each platform targets	Shared: Portfolio, APIs & SDKs Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Correlation, Blogs	Shared: Portfolio, APIs & SDKs Unique: Webhooks, Other
Asset types Supported asset classes and universes	ETFs, Mutual Funds, Stocks	Other
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
Key features Core capabilities called out by each vendor	Unique Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication. Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context. Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations. ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels. Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity). Exports (Pro): Export to Excel; save charts as PDF or image; shareable portfolio links.	Unique Self-hosted open-source personal finance manager (AGPLv3 license). Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting. Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification. Event webhooks for transaction create/update/delete, enabled through environment configuration. Separate Data Importer tool supports CSV and CAMT.053, with optional bank integrations via Salt Edge, GoCardless, and SimpleFIN. CSV export available for accounts, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and more.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do ETF Insider and Firefly III both support?

Both platforms cover Portfolio, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Insider and Firefly III require subscriptions?

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

How can you access ETF Insider and Firefly III?

Both ETF Insider and Firefly III 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 Insider differentiates itself with Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., whereas Firefly III stands out for Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification..

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