ETF Insider vs Testfol.io comparison

Both platforms cover Risk Metrics, and Correlation workflows, so you can research those use cases in either tool before digging into the feature differences below.

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

Both ETF Insider and Testfol.io prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

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 Testfol.io stands out for Portfolio Backtester for constructing multi-asset portfolios (tickers like ETFs, mutual funds, and stocks) with cashflow legs and rebalancing controls (incl. rebalance bands)., Backtest results include performance & risk statistics such as cumulative return, CAGR, MWRR, max drawdown, volatility, Sharpe/Sortino, beta, etc., and Asset Analyzer for historical performance analysis and correlations; correlations are calculated using daily returns..