VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF InsiderView GhostfolioBack to Home

Head-to-head

ETF Insider vs Ghostfolio 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, Correlation, and Blogs coverage that Ghostfolio skips.

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..

Ghostfolio is known for: Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app., Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes., and Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid..

Ghostfolio offers mobile access, which ETF Insider skips.

ETF Insider logo

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).

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Ghostfolio logo

Ghostfolio

ghostfol.io

An open-source (AGPL-3.0) portfolio and net-worth tracker designed with privacy in mind. You can self-host it for free using Docker or opt for Ghostfolio Premium, a fully managed cloud version (~$40/year). There’s no broker OAuth; data comes in via manual entry, CSV uploads, or API. Runs as a PWA with mobile access and even allows anonymous sign-ups.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app.
  • Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes.
  • Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid.
  • Public REST API with bearer-token authentication for importing activities, duplicate detection, and publishing public portfolio endpoints. Data sources include Yahoo Finance and CoinGecko, alongside manual inputs.
  • CSV import for trades and positions (with specific improvements for brokers like IBKR noted in changelogs).

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data Visualizations, Portfolio, and APIs & SDKs.

Where they differ

ETF Insider

Distinct strengths include:

ETF Overview
ETF Performance
ETF Holdings
ETF Factors
ETF Overlap
ETF Screeners
Correlation
Blogs
  • 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.

Feature-by-feature breakdown

AttributeETF InsiderGhostfolio
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Portfolio, APIs & SDKs

Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Correlation, Blogs

Shared: Data Visualizations, Portfolio, APIs & SDKs

Asset types

Supported asset classes and universes

ETFs, Mutual Funds, Stocks

Stocks, ETFs, Cryptos, Currencies

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

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

  • Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app.
  • Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes.
  • Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid.
  • Public REST API with bearer-token authentication for importing activities, duplicate detection, and publishing public portfolio endpoints. Data sources include Yahoo Finance and CoinGecko, alongside manual inputs.
  • CSV import for trades and positions (with specific improvements for brokers like IBKR noted in changelogs).
  • Premium managed cloud version (~$40/year) for users who don’t want to self-host.
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 Ghostfolio both support?

Both platforms cover Data Visualizations, 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 Ghostfolio require subscriptions?

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

Which tool has mobile access?

Ghostfolio ships a dedicated mobile experience, while ETF Insider focuses on web or desktop access.

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 Ghostfolio stands out for Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app., Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes., and Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.