VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 30, 2025

Tool Comparison

Office of Financial Research (U.S. Treasury) vs Trackinsight comparison

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

Quick takeaways

Office of Financial Research (U.S. Treasury) adds APIs & SDKs, Interest Rates, Yield Curves, Scores, Market Sentiment, and Fund Holdings coverage that Trackinsight skips.

Trackinsight includes ETF Screeners, ETF Overview, ETF Performance, ETF Holdings, ETF Comparison, ETF Fundamentals, ETF Factors, and Portfolio categories that Office of Financial Research (U.S. Treasury) omits.

In depth comparison

Office of Financial Research (U.S. Treasury)

financialresearch.gov

U.S. Treasury’s OFR publishes free, methods‑backed monitors and datasets (Short‑term Funding Monitor, U.S. Money Market Fund Monitor, Bank Systemic Risk Monitor, and the daily OFR Financial Stress Index). STFM and HFM provide open JSON APIs (no keys), CSV downloads are available from some monitors. Updates are end‑of‑day with documented lags (e.g., FSI ~T+2 business days; repo series T+1/T+2 depending on segment).

Platforms

WebAPI

Pricing

Free

Quick highlights

Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).

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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

Office of Financial Research (U.S. Treasury)

Distinct strengths include:

APIs & SDKs Interest Rates Yield Curves Scores Market Sentiment Fund Holdings

Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.

Trackinsight

Distinct strengths include:

ETF Screeners ETF Overview ETF Performance ETF Holdings ETF Comparison ETF Fundamentals ETF Factors Portfolio

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	Office of Financial Research (U.S. Treasury)	Trackinsight
Categories Which research workflows each platform targets	Shared: Data APIs, Data Visualizations, Blogs Unique: APIs & SDKs, Interest Rates, Yield Curves, Scores, Market Sentiment, Fund Holdings	Shared: Data APIs, Data Visualizations, Blogs Unique: ETF Screeners, ETF Overview, ETF Performance, ETF Holdings, ETF Comparison, ETF Fundamentals, ETF Factors, Portfolio
Asset types Supported asset classes and universes	Bonds, Mutual Funds, Hedge Funds	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	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus open REST API (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required. U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart CSV download. Hedge Fund Monitor (HFM): aggregated Form PF and related series via an open REST API (JSON) organized by datasets and mnemonics. OFR Financial Stress Index (FSI): daily global market‑based stress index built from 33 variables; FSI values publish with a ~two‑business‑day lag. Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly). U.S. Repo Markets Data Release: preliminary series posted most weekdays (~3 p.m. ET) with T+1 (cleared) and T+2 (tri‑party) lags; quarterly validated ‘final’ releases.	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	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Office of Financial Research (U.S. Treasury) and Trackinsight both support?

Both platforms cover Data APIs, Data Visualizations, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Office of Financial Research (U.S. Treasury) and Trackinsight require subscriptions?

Both Office of Financial Research (U.S. Treasury) and Trackinsight keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Office of Financial Research (U.S. Treasury) and Trackinsight?

Both Office of Financial Research (U.S. Treasury) 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?

Office of Financial Research (U.S. Treasury) differentiates itself with Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics., 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..

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