★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Insider vs Portfolio Visualizer
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- You want the cheaper way in: plans start at $14/mo instead of $30/mo
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You care about backtesting, monte carlo, and performance attribution, things ETF Insider doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
ETF Insider and Portfolio Visualizer cover a lot of the same ground (6 shared categories, including ETF screeners, screeners, and data visualizations), so for the basics you won't go far wrong with either. The real difference is focus: only ETF Insider gives you portfolio and ETF analysis, and only Portfolio Visualizer gives you backtesting and monte carlo.
What readers say
ETF Insider
Vote once to reveal the community verdict.
Portfolio Visualizer
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- ETF Insider$14/mo vs $30/mo
- Free trial
- Portfolio Visualizer14 days
- API access
- ETF Insider
- Real-time data
- ETF Insider
- Asset coverage
- Portfolio VisualizerAdds funds
- Free plan
- Both
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 $14/mo | Free • From $360/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current-... +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | — |
Categories covered | 11 | 11 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Data partners | SEC EDGAR and Issuer Websites | — |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 7 signals: Universe builder, Factor exposure +5 more |
| Try it | Visit ETF Insider | Visit Portfolio Visualizer |
Where each one shines
What ETF Insider and Portfolio Visualizer each do best.ShowHide
Where each one shines
What ETF Insider and Portfolio Visualizer each do best.What ETF Insider does best
- Visualize ETF, mutual fund, and stock portfolios through a network-style look-through view of underlying holdings.
- Analyze ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Use portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screen ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe-ratio views, and efficient-frontier style charts.
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Run Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Test tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Use optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analyze factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
Every detail we compared
Every tracked attribute for ETF Insider and Portfolio Visualizer, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Insider and Portfolio Visualizer, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Not specified |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | SEC EDGARIssuer Websites | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Export formats | ImagePDFExcel | ExcelCSVPDF |
| Plans & trust | ||
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | SRL Global Ltd.Country: United Kingdom |
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 | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current-... |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Top plan | — | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Custom / enterprise | Contact sales“Enterprise” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between ETF Insider and Portfolio Visualizer?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while Portfolio Visualizer puts more weight on backtesting, monte carlo, and correlation. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and Portfolio Visualizer cost?
Good news: both ETF Insider and Portfolio Visualizer have free plans, so you can run them side by side and only pay if you hit a wall.
Does ETF Insider or Portfolio Visualizer have an API?
ETF Insider has an API for programmatic access and custom integrations. Portfolio Visualizer doesn't, so you're working through its interface.
Should I choose ETF Insider or Portfolio Visualizer?
It depends on what you're after. Pick ETF Insider if portfolio and ETF analysis matter to you; go with Portfolio Visualizer if you'd rather have backtesting and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and Portfolio Visualizer cover?
Both cover ETFs, mutual funds, and stocks. Portfolio Visualizer adds funds on top.
Does ETF Insider or Portfolio Visualizer have real-time data?
ETF Insider offers real-time data, which matters if you trade actively. Portfolio Visualizer runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from ETF Insider and Portfolio Visualizer?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: ETF Insider or Portfolio Visualizer?
Both ETF Insider and Portfolio Visualizer 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 Insider or Portfolio Visualizer?
ETF Insider handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.