ETF Insider vs Portfolio Visualizer comparison

ETF Insider focuses on ETF Screeners, Screeners, and Data Visualizations while Portfolio Visualizer specializes in Backtesting, Monte Carlo, and Correlation. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Good news—both ETF Insider and Portfolio Visualizer offer free plans. You can try each platform without commitment and only pay when you need premium features.

ETF Insider provides API access for programmatic data retrieval and custom integrations. Portfolio Visualizer doesn't currently offer an API, so you'll need to use their web interface.

Choose ETF Insider if you need Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., and Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.. Go with Portfolio Visualizer if Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., and Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility. better fits how you invest.

Both cover ETFs, Mutual Funds, and Stocks. Portfolio Visualizer adds coverage for Funds.

ETF Insider offers real-time data feeds, which is essential for active traders. Portfolio Visualizer uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (PDF, and Excel). This is useful for custom analysis or record-keeping.

Both ETF Insider and Portfolio Visualizer include stock screeners. Try each to see which filtering options and interface you prefer.

ETF Insider offers portfolio tracking features. Portfolio Visualizer is more focused on research and analysis.