VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Saturday, December 13, 2025

Tool Comparison

ETF Insider vs QuickFS comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ETF Insider adds ETF Screeners, Screeners, Factor Exposure, Risk Metrics, Portfolio, Correlation, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, and Blogs coverage that QuickFS skips.

QuickFS includes Financials, and Sheets / Excel Add-ins categories that ETF Insider omits.

In depth comparison

ETF Insider

etfinsider.co

Editor’s pick Hands-on review

Web-based portfolio visualization and optimization tool that looks through ETFs, mutual funds and stocks to reveal overlap, correlations and concentration risk for US‑listed assets. Free tier offers interactive visualizations and up to 4 saved portfolios; Pro ($14/month) unlocks unlimited portfolios, full holdings depth and Excel export, while Enterprise adds a financial data API, custom visualizations and white‑label options for professional teams.

Platforms

WebAPI

Pricing

FreeSubscriptionOther

Quick highlights

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.
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.
Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.

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QuickFS

quickfs.net

Global fundamentals platform focused on long‑history financial statements and ratios. Free tier gives on‑site annual data (10y). Premium and API unlock 20‑year histories, quarterly/TTM, bulk CSV/Excel exports, and programmatic access. Strong for modeling, valuation and screening in Excel or via REST; does not offer broker sync, risk, or options analytics.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
Public REST API for fundamentals, market data, and company metadata; batch requests supported.
One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.

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Where they differ

ETF Insider

Distinct strengths include:

ETF Screeners Screeners Factor Exposure Risk Metrics Portfolio Correlation ETF Overview ETF Holdings

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.
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.
Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.

QuickFS

Distinct strengths include:

Financials Sheets / Excel Add-ins

20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
Public REST API for fundamentals, market data, and company metadata; batch requests supported.
One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).

Feature-by-feature breakdown

Attribute	ETF Insider	QuickFS
Categories Which research workflows each platform targets	Shared: Data Visualizations, Data APIs, APIs & SDKs Unique: ETF Screeners, Screeners, Factor Exposure, Risk Metrics, Portfolio, Correlation, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Blogs	Shared: Data Visualizations, Data APIs, APIs & SDKs Unique: Financials, Sheets / Excel Add-ins
Asset types Supported asset classes and universes	ETFs, Mutual Funds, Stocks	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, API, Desktop
Pricing High-level pricing models	Free, Subscription, Other	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. 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. Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks. ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels. Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown. Multiple saved portfolios and featured sample portfolios, with manual ticker entry and CSV import (Symbol and Quantity columns); free accounts can store up to 4 portfolios while Pro unlocks unlimited saved portfolios.	Unique 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks. Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online). Public REST API for fundamentals, market data, and company metadata; batch requests supported. One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files). Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.
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 QuickFS both support?

Both platforms cover Data Visualizations, Data APIs, 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 QuickFS require subscriptions?

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

How can you access ETF Insider and QuickFS?

Both ETF Insider and QuickFS 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 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., 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., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., whereas QuickFS stands out for 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks., Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online)., and Public REST API for fundamentals, market data, and company metadata; batch requests supported..

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