★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Insider vs Stock Analysis
Pick ETF Insider if
ETF Insider
Best for factor exposure and correlation
Free • From $14/mo · Web · API · 100% positive (1 vote)
- You want an API so you can script or automate things
- You care about factor exposure, correlation, and ETF overlap, things Stock Analysis doesn't offer
Pick Stock Analysis if
Stock Analysis
Best for stock ideas and top analysts
Free • From $79/yr · Web · Mobile · 84% positive (44 votes)
- You do a lot of your research from your phone
- You want the cheaper way in: plans start at $6.58/mo instead of $14/mo
- You care about stock ideas, top analysts, and stock comparison, things ETF Insider doesn't offer
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
ETF Insider and Stock Analysis cover a lot of the same ground (7 shared categories, including ETF screeners, screeners, and data visualizations), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 27 categories to ETF Insider's 11, including stock ideas, top analysts, and stock comparison, plus a mobile app. ETF Insider counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Stock Analysis
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $14/mo
- Broader coverage
- Stock Analysis27 vs 11 categories
- API access
- ETF Insider
- Broker sync
- Stock Analysis
- Global coverage
- Stock Analysis
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $14/mo | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | 11 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +9 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | — | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +8 more |
Categories covered | 11 | 27 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | SEC EDGAR and Issuer Websites | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | — | Encryption in transit |
| Try it | Visit ETF Insider | Visit Stock Analysis |
Standout features
What ETF Insider does best
- Visualize ETF, mutual fund, and stock portfolios through a network-style look-through view of underlying holdings.
- Analyze ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Use portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screen 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-ratio views, and efficient-frontier style charts.
What Stock Analysis does best
- Research 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Start market research from news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screen for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Open ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Track event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-time | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | SEC EDGARIssuer Websites | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | CSVManual | ManualCSVBrokerOAuth |
Integrations | Not specified | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | ImagePDFExcel | CSVExcel |
| Plans & trust | ||
Security & compliance | Not specified | Encryption in transit |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | Vefir ehf.Country: IcelandFounded 2019Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$14/mo
Starting price
Plans & pricing
- saved portfolios: 4
- holdings depth: Limited full holdings data
- saved portfolios: Unlimited
- holdings depth: Unlimited full holdings data
- +1 more
$79/yr
Lower starting price
Plans & pricing
- ads: Yes
- exports: Limited compared with Pro/Unlimited
- +1 more
- stocks per watchlist: 100
- active alerts: 100
- +3 more
- downloads: Unlimited
- stocks per watchlist: Unlimited
- +1 more
Coverage overlap
Shared categories
7Where the two tools cover the same ground.
ETF Insider strengths
4What you only get with ETF Insider.
Stock Analysis strengths
20What you only get with Stock Analysis.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between ETF Insider and Stock Analysis?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and Stock Analysis cost?
Good news: both ETF Insider and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ETF Insider or Stock Analysis on my phone?
Stock Analysis lists a dedicated mobile app, so it travels better. ETF Insider doesn't list a dedicated mobile app; its documented access is web and API.
Does ETF Insider or Stock Analysis have an API?
ETF Insider has an API for programmatic access and custom integrations. Stock Analysis doesn't, so you're working through its interface.
Should I choose ETF Insider or Stock Analysis?
It depends on what you're after. Pick ETF Insider if factor exposure and correlation matter to you; go with Stock Analysis if you'd rather have stock ideas and top analysts. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and Stock Analysis cover?
Both cover ETFs, mutual funds, and stocks. Stock Analysis adds closed-end funds, funds, and other on top.
Do ETF Insider and Stock Analysis offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: ETF Insider or Stock Analysis?
Stock Analysis has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. ETF Insider is more region-specific, mainly North America.
Can I export data from ETF Insider and Stock Analysis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can ETF Insider or Stock Analysis connect to my broker?
Stock Analysis syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Are ETF Insider and Stock Analysis good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: ETF Insider or Stock Analysis?
Both ETF Insider and Stock Analysis 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 Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.