Tool Comparison
ETF Insider vs Testfol.io
- 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 $15/mo
- You want an API so you can script or automate things
- You want ETF screeners, data visualizations, and factor exposure.
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want backtesting, quant, and compounding calculator.
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 $15/mo
- You want an API so you can script or automate things
- You want ETF screeners, data visualizations, and factor exposure.
Pick Testfol.io if
Testfol.io
Free • From $15/mo · Web
- You want backtesting, quant, and compounding calculator.
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 Testfol.io cover a lot of the same ground (2 shared categories, risk metrics and correlation), so for the basics you won't go far wrong with either. ETF Insider simply does more: 10 categories to Testfol.io's 5, including ETF screeners, data visualizations, and factor exposure. Testfol.io counters by keeping things simpler.
What readers say
ETF Insider
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Testfol.io
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Key differences at a glance
- Cheaper paid plan
- ETF Insider$14/mo vs $15/mo
- Free trial
- Testfol.io7 days
- Broader coverage
- ETF Insider10 vs 5 categories
- API access
- ETF Insider
- Beginner friendly
- ETF Insider
- 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 Testfol.io does best
- Tools for building multi-asset portfolio backtests using ETFs, mutual funds, stocks, cashflow legs, and rebalancing controls such as rebalance bands.
- Review performance and risk statistics such as cumulative return, CAGR, money-weighted return, max drawdown, volatility, Sharpe, Sortino, and beta.
- Asset Analyzer for historical performance analysis and daily-return correlations.
- Testing tools for tactical allocation rules that swap between allocations using documented indicators, trading frequency, offsets, cashflows, benchmarks, and current-status views.
- Portfolio Optimizer searches for asset allocation and use choices based on user-provided inputs.
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 $15/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | 10 limits: Free (Anonymous): note: Some tools (e.g., Signal Analyzer) require sign-in., Pro: annual price usd: 150 +8 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 | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 10 | 5 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | — | Latency: End of Day and Granularity: EOD |
Data partners | SEC EDGAR and Issuer Websites | FRED |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | Rebalancing and Correlation |
| Try it | Visit ETF Insider | Visit Testfol.io |
Standout features
The best features of ETF Insider and Testfol.io.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 Testfol.io does best
- Tools for building multi-asset portfolio backtests using ETFs, mutual funds, stocks, cashflow legs, and rebalancing controls such as rebalance bands.
- Review performance and risk statistics such as cumulative return, CAGR, money-weighted return, max drawdown, volatility, Sharpe, Sortino, and beta.
- Asset Analyzer for historical performance analysis and daily-return correlations.
- Testing tools for tactical allocation rules that swap between allocations using documented indicators, trading frequency, offsets, cashflows, benchmarks, and current-status views.
- Portfolio Optimizer searches for asset allocation and use choices based on user-provided inputs.
All details
Every attribute we track for ETF Insider and Testfol.io.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual Funds |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Retail TradersPro RetailLong-term InvestorsQuants/Developers |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARIssuer Websites | FRED |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Export formats | ImagePDFExcel | CSV |
| Plans & trust | ||
Capability signals | Factor exposurePortfolio factor exposureCorrelation | RebalancingCorrelation |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | Support: Email |
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 | Free“Free (Anonymous)”note: Some tools (e.g., Signal Analyzer) require sign-in. |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | $15/mo“Pro”annual price usd: 150 · annual monthly equivalent usd: 12.5 · +1 more |
| Tier 2 | — | $30/mo“Pro+”annual price usd: 300 · annual monthly equivalent usd: 25 · +3 more |
| Top plan | — | $960/yr≈ $80/mo“Max”billed: Annually |
| Custom / enterprise | Contact sales“Enterprise” | — |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ETF Insider and Testfol.io?
ETF Insider leans toward ETF screeners, data visualizations, and factor exposure, while Testfol.io puts more weight on backtesting, correlation, and risk metrics. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and Testfol.io cost?
Good news: both ETF Insider and Testfol.io have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: ETF Insider or Testfol.io?
ETF Insider is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does ETF Insider or Testfol.io have an API?
ETF Insider has an API for programmatic access and custom integrations. Testfol.io doesn't, so you're working through its interface.
Should I choose ETF Insider or Testfol.io?
It depends on what you're after. Pick ETF Insider if ETF screeners and data visualizations matter to you; go with Testfol.io if you'd rather have backtesting and quant. And if you only need the basics both share, let price decide.
Can I export data from ETF Insider and Testfol.io?
Yes, both export to spreadsheets (ETF Insider: Excel; Testfol.io: CSV), which is handy if you like running your own numbers.
Are ETF Insider and Testfol.io 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 Testfol.io?
ETF Insider has a stock screener for surfacing ideas; Testfol.io doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Insider or Testfol.io?
ETF Insider handles portfolio tracking. Testfol.io is really a research tool; you'd track your portfolio elsewhere.
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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.