VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing ETF Research Center and Trackinsight will find that Both ETF Research Center and Trackinsight concentrate on ETF Screeners, ETF Comparison, and ETF Overview workflows, making them natural alternatives for similar investment research jobs. ETF Research Center leans into ETF Valuation, ETF Overlap, and Which ETF includes this Stock?, which can be decisive for teams that need depth over breadth. Trackinsight stands out with Data APIs, and Blogs that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
ETF Research Center vs Trackinsight
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- ETF Research Center adds ETF Valuation, ETF Overlap, Which ETF includes this Stock?, Money Flow, Watchlist, and Backtesting coverage that Trackinsight skips.
- Trackinsight includes Data APIs, and Blogs categories that ETF Research Center omits.
- ETF Research Center highlights: Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks..
- Trackinsight is known 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..
ETF Research Center
etfrc.com
ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.
Categories
Platforms
Pricing
Quick highlights
- Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
- Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
- Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
- Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
- Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.
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.
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
ETF Research Center
Distinct strengths include:
- Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
- Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
- Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
- Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
Trackinsight
Distinct strengths include:
- 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
| Attribute | ETF Research Center | Trackinsight |
|---|---|---|
Categories Which research workflows each platform targets | Shared: ETF Screeners, ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Factors, ETF Holdings, Portfolio, Data Visualizations Unique: ETF Valuation, ETF Overlap, Which ETF includes this Stock?, Money Flow, Watchlist, Backtesting | Shared: ETF Screeners, ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Factors, ETF Holdings, Portfolio, Data Visualizations Unique: Data APIs, Blogs |
Asset types Supported asset classes and universes | ETFs | ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do ETF Research Center and Trackinsight both support?
Both platforms cover ETF Screeners, ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Factors, ETF Holdings, Portfolio, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ETF Research Center and Trackinsight require subscriptions?
Both ETF Research Center and Trackinsight keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access ETF Research Center and Trackinsight?
Both ETF Research Center 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 Research Center differentiates itself with Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks., 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..
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.