★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
ETF Insider vs Validea
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about data visualizations, factor exposure, and risk metrics, things Validea doesn't offer
Pick Validea if
Validea
Free • Contact for pricing · Web
- You care about stock ideas, quant, and backtesting, things ETF Insider doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
ETF Insider and Validea cover a lot of the same ground (5 shared categories, including ETF screeners, screeners, and portfolio), so for the basics you won't go far wrong with either. Validea simply does more: 15 categories to ETF Insider's 11, including stock ideas, quant, and backtesting. ETF Insider counters by keeping things simpler.
What readers say
ETF Insider
Vote once to reveal the community verdict.
Validea
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- ETF Insider
- Broader coverage
- Validea15 vs 11 categories
- API access
- ETF Insider
- Asset coverage
- ETF InsiderAdds mutual funds
- Beginner friendly
- ETF Insider
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $14/mo | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +5 more |
Categories covered | 11 | 15 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time | Latency: End of Day and Granularity: EOD |
Data partners | SEC EDGAR and Issuer Websites | LSEG |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 6 signals: Ranking backtests, Universe builder +4 more |
| Try it | Visit ETF Insider | Visit Validea |
Where each one shines
What ETF Insider and Validea each do best.ShowHide
Where each one shines
What ETF Insider and Validea each do best.What ETF Insider does best
- Visualizations for ETF, mutual fund, and stock portfolios through a network-style look-through 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.
- Comparison tools for portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe-ratio views, and efficient-frontier style charts.
What Validea does best
- Views for reviewing stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Direct access to factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Browsing access to public popular stock and ETF screens such as high Piotroski F-score, high quality, cheap value, high momentum, and multi-factor screens.
Every detail we compared
Every tracked attribute for ETF Insider and Validea, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Insider and Validea, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFs |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsQuants/DevelopersStudents/Researchers |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | End of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARIssuer Websites | LSEG |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Export formats | ImagePDFExcel | Not specified |
| Plans & trust | ||
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Ranking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, and LowVolFactor exposurePortfolio factor exposureCorrelation |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | The Reese Group, LLCCountry: United StatesSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | Free“Free public research and newsletter” |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | — |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Validea Pro / paid access” |
Questions we keep getting
What's the difference between ETF Insider and Validea?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while Validea puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and Validea cost?
Good news: both ETF Insider and Validea 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 Validea?
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 Validea have an API?
ETF Insider has an API for programmatic access and custom integrations. Validea doesn't, so you're working through its interface.
Should I choose ETF Insider or Validea?
It depends on what you're after. Pick ETF Insider if data visualizations and factor exposure matter to you; go with Validea if you'd rather have stock ideas and quant. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and Validea cover?
Both cover ETFs and stocks. ETF Insider also handles mutual funds.
Does ETF Insider or Validea have real-time data?
ETF Insider offers real-time data, which matters if you trade actively. Validea runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from ETF Insider and Validea?
ETF Insider exports to Excel. Validea is stingier about getting data out.
Are ETF Insider and Validea 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 Validea?
Both ETF Insider and Validea 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 Validea?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.