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About ETF Insider
What is ETF Insider?
ETF Insider is a free, data-driven portfolio analytics and optimization platform that helps investors visualize, analyze, and optimize their portfolios by examining underlying holdings of ETFs and mutual funds. It goes beyond surface-level attributes to expose overlapping layers, factor exposures, and concentration risks.
Who is it for?
It is designed for both retail and professional investors who want to understand the true risk and performance of their portfolios. It is also useful for financial advisors and portfolio managers who need to rebalance or diversify holdings efficiently. It is not for investors who rely on simple, surface-level fund comparisons without deep holdings analysis.
Real use cases
Investors can use ETF Insider to check overlap between popular ETFs like SPY and QQQ, identify hidden concentration risks, compare factor exposures, and make fine allocation adjustments to maximize returns for a given risk level. The free plan offers basic visualizations, while the Pro plan unlocks unlimited holdings data and advanced analysis tools.
Key features
- Holdings Overlap Analysis — Visualize overlapping layers of underlying holdings to understand portfolio concentration.
- Correlation Tools — Assess correlations between ETFs and mutual funds to improve diversification.
- Factor Exposure Models — Identify factor exposures and concentration risks often overlooked in ETF investing.
- Portfolio Optimization — Make fine allocation adjustments to rebalance and diversify underlying holdings.
- Data Visualization — Modern, interactive visualization tools for both professional and retail investors.
- Export to Excel — Export portfolio data for further analysis (Pro plan).
SaaSpartout Score
6.8
/10
Editorial score from our review methodology — not user ratings.
◆ AI advisor — 30 seconds, no signup
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ETF Insider Pricing
ETF Insider pricing: from $14/mo.
For comparison: the median starting price in Analytics & Data is $39/month, measured across 274 tools we track. See the full SaaS Pricing Index →
Free
$0/month — Basic financial data visualization for retail investors. Includes interactive visualizations, ETFs and Mutual Funds (USA), equities (International), up to 4 portfolios, limited full holdings data, and no ads.
Pro
$14/month — Advanced financial data visualizations for retail and professional investors. Includes everything in Free plus unlimited full holdings data, export to Excel, and unlimited portfolios.
Enterprise
Talk to us — Financial data platform for professional investors and organizations. Includes everything in Pro plus financial data API, customized analysis reports, custom data visualizations, custom ETPs data analysis, direct data visualizations integrations, security and compliance controls, and white-labeled data presentation solutions.
Frequently asked questions
Is ETF Insider free?
Yes, ETF Insider offers a free plan with basic financial data visualization and up to 4 portfolios.
How much does ETF Insider cost?
The Pro plan costs $14 per month. There is also a Free plan and an Enterprise plan with custom pricing.
Who is ETF Insider best for?
ETF Insider is best for retail and professional investors who want to analyze ETF and mutual fund overlaps, correlations, and concentration risks to optimize their portfolios.
What are some alternatives to ETF Insider?
Alternatives include tools like Morningstar X-Ray, ETFdb.com, and Finviz, but ETF Insider focuses specifically on holdings-level overlap and correlation analysis.
