ETF Insider is a portfolio analysis platform designed for both individual and professional investors. It analyzes and visualizes the underlying holdings of your ETFs and mutual funds, revealing potential risks and overlaps that might not be immediately obvious. This allows you to optimize your portfolio for better diversification and potentially improve returns. ETF Insider offers a visual approach to understanding complex financial data, helping you make more informed investment decisions.
Who is ETF Insider best for
ETF Insider analyzes and visualizes ETF and mutual fund holdings, revealing hidden risks and overlaps. This empowers investors to optimize portfolios for better diversification and potential returns. With visual tools and clear reporting, ETF Insider simplifies complex financial data for informed decisions.
Not suitable for businesses.
No specific industry fit.
ETF Insider features
Type in the name of the feature or in your own words tell us what you need
Supported
ETF Insider supports custom reporting, enabling summaries of portfolio performance, risk, and key metrics.
Supported
ETF Insider supports risk analysis with visualization and optimization tools.
Supported
ETF Insider supports detailed holdings analysis and visualization.
Supported
ETF Insider supports portfolio management, including performance tracking, holdings analysis, and reporting.
Basic financial data visualization for retail investors. Includes interactive financial data visualizations for ETFs and Mutual Funds (USA), equities (International). Allows saving up to 4 portfolios and offers limited full holdings data.
Pro
14$/month
Advanced financial data visualizations for retail and professional investors. Includes all Free plan features plus unlimited full holdings data, Excel export functionality, and the ability to save unlimited portfolios.
Enterprise
Custom
Financial data platform for professional investors and organizations. Includes all Pro plan features, financial data API, customized analysis reports, custom financial data visualizations, custom ETPs data analysis, direct data visualizations integrations, security and compliance controls, and white-labeled data presentation solutions.
ETF Insider alternatives
Palance
Better fit for individual investors seeking broader asset coverage, including cryptocurrencies. A free version is also available.
Better for enterprise companies and finance professionals. Provides more comprehensive data for publicly traded companies. An ETF Insider alternative, S&P Capital IQ Pro is known for in-depth research capabilities.
Better for finance professionals. Specifically designed for family offices, hedge funds, and private equity firms. Offers integrated general ledger functionality and automated workflows. Caters to larger firms.
Better for quickly understanding complex financial information using AI-powered analysis of SEC filings and earnings calls. Geared towards investment professionals seeking efficient data analysis.
ETF Insider is a portfolio analysis platform for individual and professional investors. It analyzes ETF and mutual fund holdings, visualizing potential risks and overlaps to optimize diversification and improve returns. It offers a visual approach to understanding complex financial data for informed investment decisions.
How does ETF Insider integrate with other tools?
How does ETF Insider integrate with other tools?
There is no information available about ETF Insider's integrations with other tools. However, it offers features like portfolio management, holdings analysis, risk analysis, and custom reporting.
What the main competitors of ETF Insider?
What the main competitors of ETF Insider?
Alternatives to ETF Insider include Palance, S&P Capital IQ Pro, Countercyclical, FundCount, Quill AI, and Beanvest. These competitors offer similar features such as portfolio management, risk analysis, and investment research tools.
Is ETF Insider legit?
Is ETF Insider legit?
ETF Insider appears to be a legitimate platform. It offers portfolio analysis and visualization tools for ETFs and mutual funds, aiding in risk assessment and diversification. However, user reviews and ratings are currently unavailable to help further confirm its safety and efficacy.
How much does ETF Insider cost?
How much does ETF Insider cost?
ETF Insider offers a Free plan for no cost. Their Pro plan is $14 per month. For enterprise-level pricing, contact ETF Insider directly for a custom quote. They do not offer a free trial.
Is ETF Insider customer service good?
Is ETF Insider customer service good?
There is no information available about ETF Insider's customer service. However, users appreciate the platform's visual approach to ETF analysis and its ability to uncover hidden risks and overlaps in portfolios.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.