Tool Comparison
ETF Insider vs Portfolio Visualizer
- Paid from
- $14/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $14/mo instead of $30/mo
- You want an API so you can script or automate things
- You want portfolio, ETF analysis, and ETF overlap.
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want backtesting, monte carlo, and performance attribution.
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
- You want an API so you can script or automate things
- You want portfolio, ETF analysis, and ETF overlap.
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want backtesting, monte carlo, and performance attribution.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ETF Insider and Portfolio Visualizer cover a lot of the same ground (5 shared categories, including ETF screeners, data visualizations, and factor exposure), so for the basics you won't go far wrong with either. ETF Insider includes portfolio and ETF analysis, and Portfolio Visualizer includes backtesting and monte carlo.
What readers say
ETF Insider
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Portfolio Visualizer
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Key differences at a glance
- Cheaper paid plan
- ETF Insider$14/mo vs $30/mo
- Free trial
- Portfolio Visualizer14 days
- API access
- ETF Insider
- Asset coverage
- Portfolio VisualizerAdds funds
- Free plan
- Both
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for 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 ratios, and efficient-frontier charts.
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| 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 | 10 | 10 |
Regions | North America | — |
| Data & capabilities | ||
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 |
Standout features
The best features of ETF Insider and Portfolio Visualizer.ShowHide
Standout features
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for 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 ratios, and efficient-frontier charts.
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
All details
Every attribute we track for ETF Insider and Portfolio Visualizer.ShowHide
All details
| 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 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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, data visualizations, and factor exposure, while Portfolio Visualizer puts more weight on backtesting, monte carlo, and correlation. They overlap in 5 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.
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.
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