VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, November 10, 2025

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Tool Comparison

ETF Insider vs Trackinsight comparison

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

Quick takeaways

ETF Insider adds ETF Overlap, Correlation, and APIs & SDKs coverage that Trackinsight skips.

Trackinsight includes ETF Comparison, ETF Fundamentals, and Data APIs categories that ETF Insider omits.

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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Trackinsight logo

Trackinsight

trackinsight.com

Global ETF research platform with a 12k+ ETF database and daily updates. Core workflows: screen by theme/ESG/exposure/benchmark; compare up to 5 ETFs side‑by‑side (Excel export); manage sharable ‘Lists’; and (Premium) Portfolio Insights with advanced analytics & Excel export. Data/API options include an enterprise ‘Data Services’ offering and Nasdaq Data Link databases (REST/CSV/JSON). Identifiers shown on fund pages include ISIN and CUSIP. Trackinsight became majority‑owned by Kepler Cheuvreux in Sep 2024.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs.
  • Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages.
  • Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier.
  • Portfolio Insights (Premium): portfolio analytics across more fund data, customization, and **Excel export**.
  • ESG Observatory & education: ESG pages and editorial explain ratings and enable ESG‑specific filters.

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Where they differ

ETF Insider

Distinct strengths include:

ETF 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.

Trackinsight

Distinct strengths include:

ETF ComparisonETF FundamentalsData APIs
  • Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs.
  • Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages.
  • Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier.
  • Portfolio Insights (Premium): portfolio analytics across more fund data, customization, and **Excel export**.

Feature-by-feature breakdown

AttributeETF InsiderTrackinsight
Categories

Which research workflows each platform targets

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

Unique: ETF Overlap, Correlation, APIs & SDKs

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

Unique: ETF Comparison, ETF Fundamentals, Data APIs

Asset types

Supported asset classes and universes

ETFs, Mutual Funds, Stocks

ETFs

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

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

  • Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs.
  • Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages.
  • Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier.
  • Portfolio Insights (Premium): portfolio analytics across more fund data, customization, and **Excel export**.
  • ESG Observatory & education: ESG pages and editorial explain ratings and enable ESG‑specific filters.
  • Underlying holdings search: articles and workflows demonstrate filters for ETFs holding specific stocks (e.g., NVDA/AVGO).
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 Trackinsight both support?

Both platforms cover ETF Overview, ETF Performance, ETF Holdings, ETF Factors, 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 Trackinsight require subscriptions?

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

How can you access ETF Insider and Trackinsight?

Both ETF Insider and Trackinsight 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 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 Trackinsight stands out for Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs., Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages., and Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier..

Keep exploring

Keep exploring

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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.