VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing ETF Insider and Portfolio123 will find that Both ETF Insider and Portfolio123 concentrate on Data Visualizations, Portfolio, and Correlation workflows, making them natural alternatives for similar investment research jobs. ETF Insider leans into ETF Overview, ETF Performance, and ETF Holdings, which can be decisive for teams that need depth over breadth. Portfolio123 stands out with Screeners, Quant, and Backtesting that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
ETF Insider vs Portfolio123
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, and Blogs coverage that Portfolio123 skips.
- Portfolio123 includes Screeners, Quant, Backtesting, Calendar, Data APIs, and Broker Connectors 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..
- Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
ETF Insider
etfinsider.co
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.
Categories
Platforms
Pricing
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).
Portfolio123
portfolio123.com
Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.
Categories
Platforms
Pricing
Quick highlights
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
- Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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.
Portfolio123
Distinct strengths include:
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
Feature-by-feature breakdown
| Attribute | ETF Insider | Portfolio123 |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Portfolio, Correlation, APIs & SDKs Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Blogs | Shared: Data Visualizations, Portfolio, Correlation, APIs & SDKs Unique: Screeners, Quant, Backtesting, Calendar, Data APIs, Broker Connectors |
Asset types Supported asset classes and universes | ETFs, Mutual Funds, Stocks | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Desktop, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Highlighted |
Frequently Asked Questions
Which workflows do ETF Insider and Portfolio123 both support?
Both platforms cover Data Visualizations, Portfolio, Correlation, 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 Portfolio123 require subscriptions?
Both ETF Insider and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access ETF Insider and Portfolio123?
Both ETF Insider and Portfolio123 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 Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
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.