VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, November 18, 2025

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Tool Comparison

ETF Insider vs Stock Analysis comparison

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

Quick takeaways

ETF Insider adds ETF Factors, ETF Overlap, Correlation, and APIs & SDKs coverage that Stock Analysis skips.

Stock Analysis includes Stock Ideas, Screeners, Top Analysts, IPO, Stock Comparison, ETF Comparison, Watchlist, News, Calendar, Dividends, Splits, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, Financials, ETF Fundamentals, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets categories that ETF Insider omits.

Stock Analysis offers mobile access, which ETF Insider skips.

In depth comparison

ETF Insider logo

ETF Insider

etfinsider.co

Editor’s pick Hands-on review

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.

Platforms

WebAPI

Pricing

FreeSubscription

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).

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Stock Analysis logo

Stock Analysis

stockanalysis.com

Editor’s pick Hands-on review

Stock Analysis is an all‑in‑one stock and ETF research platform offering screeners, comparison tools, curated stock lists, IPO insights, ETF discovery and a technical chart. The free tier supports unlimited symbol lookups, basic screening, news articles, and watchlists. Paid tiers remove ads and unlock advanced features like larger watchlists and portfolios, longer financial histories, complete corporate‑actions and ETF‑holdings data, advanced analyst filters, and the ability to save screens. The site covers more than 100k global stocks and ETFs across major exchanges and aims to list every tradable stock worldwide. Fundamental data comes from S&P Global Market Intelligence; downloadable financials use Nasdaq Data Link (US) and Financial Modeling Prep (non‑US). US stock quotes are real‑time via CBOE; international quotes are 15‑minute delayed or end‑of‑day. Pro costs $6.58/month (annual billing) and Unlimited $16.58/month (annual), with a 60‑day money‑back guarantee and a monthly Pro plan at $9.99.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans.
  • ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis.
  • IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters.
  • Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
  • By‑Industry, sector and market‑cap stock lists, trending stocks page (shows the day’s most‑viewed stocks), curated lists like dividend kings, FAANG, mega‑cap stocks and more.

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Where they differ

ETF Insider

Distinct strengths include:

ETF FactorsETF OverlapCorrelationAPIs & SDKs
  • 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.

Stock Analysis

Distinct strengths include:

Stock IdeasScreenersTop AnalystsIPOStock ComparisonETF ComparisonWatchlistNews
  • Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans.
  • ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis.
  • IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters.
  • Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.

Feature-by-feature breakdown

AttributeETF InsiderStock Analysis
Categories

Which research workflows each platform targets

Shared: ETF Overview, ETF Performance, ETF Holdings, ETF Screeners, Data Visualizations, Portfolio, Blogs

Unique: ETF Factors, ETF Overlap, Correlation, APIs & SDKs

Shared: ETF Overview, ETF Performance, ETF Holdings, ETF Screeners, Data Visualizations, Portfolio, Blogs

Unique: Stock Ideas, Screeners, Top Analysts, IPO, Stock Comparison, ETF Comparison, Watchlist, News, Calendar, Dividends, Splits, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, Financials, ETF Fundamentals, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Asset types

Supported asset classes and universes

ETFs, Mutual Funds, Stocks

Stocks, ETFs, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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).
  • Exports (Pro): Export to Excel; save charts as PDF or image; shareable portfolio links.

Unique

  • Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans.
  • ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis.
  • IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters.
  • Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
  • By‑Industry, sector and market‑cap stock lists, trending stocks page (shows the day’s most‑viewed stocks), curated lists like dividend kings, FAANG, mega‑cap stocks and more.
  • Earnings calendar with filters (before/after open/close) and week/day views; ability to download data or open results in screener.
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 Stock Analysis both support?

Both platforms cover ETF Overview, ETF Performance, ETF Holdings, ETF Screeners, Data Visualizations, Portfolio, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Insider and Stock Analysis require subscriptions?

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

Which tool has mobile access?

Stock Analysis ships a dedicated mobile experience, while ETF Insider focuses on web or desktop access.

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 Stock Analysis stands out for Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., and IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.