ETF & Mutual Fund Providers
In an increasingly data-saturated world, data visualization allows investors to cut through the noise and focus on what truly matters in their portfolio performance. Through a combination of technological and creative advancements, ETF Insider has developed data visualization tools that quickly expose inefficiencies in pension funds and retail financial portfolios.
Harness the power of powerful portfolio analytics and gain crucial insights into your portfolio's performance, concentration risk, efficiency, and more. With our cutting-edge analytics software, you can take a deep dive into your portfolio and make better, more informed investment decisions.
ETF Insider is the ultimate tool for smart portfolio management, allowing users to easily visualize and identify potential overlap between ETFs or mutual funds. With the growing popularity of index-fund investing, investors may be inadvertently exposing themselves to unwanted market risk by holding funds with the same underlying equities. ETF Insider helps filter out these risks and find strong ETFs with low correlations and high diversification.
Concentration risk is one of the hidden dangers lurking in many investors' portfolios. This risk, which stems from owning a small number of holdings within a portfolio, has the potential to derail even the most well-researched and comprehensive portfolio strategies if it is not properly managed. ETF Insider shows investors where they are overexposed, helping them to understand the inherent risks of their holdings and make better-investing decisions.
Modern portfolio theory continues to shine as one of the most important and efficient models for asset allocation. The theory suggests that an ideal portfolio should contain a variety of assets that are correctly weighted, to achieve the greatest risk-adjusted return for a given amount of investment capital. ETF Insider's Portfolio Builder helps investors implement this model by providing a suite of tools that allow them to create, monitor, and refine their portfolios to improve overall portfolio efficiency.
ETF Insider transforms seemingly chaotic financial data into useful insights with advanced visualization tools. By aggregating and analyzing millions of financial data points in one place, ETF Insider simplifies the decision-making process for investors, giving them the confidence to make informed investment decisions.
Insightful Visualization
Get an in-depth look at your investments with stunning Sankey diagrams, correlations made clear in straightforward matrices and customizable visualizations.
Actionable Go beyond the surface and dive deep into your investments. Explore each of their components, from asset classes to geographical locations and exchanges, for a comprehensive evaluation of your portfolio.
Real Time Data
Analyze individual assets to uncover the underlying forces driving fund and index activity. Unlock valuable insights into current market trends to help your portfolio keep pace with the market.
Uncover Analyze individual assets to uncover the underlying forces driving fund and index activity. Unlock valuable insights into current market trends to help your portfolio keep pace with the market.
International Coverage
Explore the wealth of global markets by comparing a diverse range of asset classes from all major international stock exchanges, such as US equities, ETFs, and mutual funds.
Intuitive Application
Spend more time focusing on what's important with our streamlined, user-friendly application designed for today's busy retail investors.
ETF Insider is absolutely amazing. Why? Because it doesn’t just cover ETFs (even though the name suggests that). It is as good for mutual funds as it is for ETFs and other assets. I’ve been looking for a tool to optimize my mutual fund portfolio for some time now. I think it’s the only tool that lets me do what I need to do, and I did a pretty thorough search before going with ETF Insider. Thanks for building this, Ron and team. I am a product guy and would have had to build it myself had you not taken the leap.
I am trained in finance and have been investing my money for a few years now. I still struggle with building my portfolio. Active trading is a waste of time and money. I have no time to pick stocks. That leaves ETFs. There are a ton of cool ETFs, though. I easily own >20 ETFs. Yes, it’s a lot. Too much probably. At some point, I got concerned that I am 25%+ into FAANGs because of all the overlap. Then I ran into ETF Insider on Reddit. Their app is just damn right visually sexy and easy to use. It shows you how your ETFs overlap and helped me decide what to keep and what to sell. Thanks, team!
I found ETF Insider on LinkedIn a few months ago and have been following the company ever since. One of the best ETF overlap tools out there. I am also a big fan of their correlation matrix and efficient frontier chart. The team releases new features super quickly, so I’m excited about where they’re taking their product in the future. Candidly, I’d pay a ton for what they built…but it's free. Blows my mind when I think about it. Hope to see you guys succeed and keep up the solid work.
I like to manage my own retirement accounts and just wanted a simple, diversified portfolio I could regularly contribute to and not have to worry about. ETF Insider helped me choose the best funds for my portfolio that would keep me well diversified. What I like best about it is that it has a super simple and clean layout with easy to read outputs. Oh, and it’s free too!
This is a great tool that allows you to easily see how diversified your portfolio really is. I had most of my money in a portfolio of 8 mutual funds, and I thought I was extremely diversified, but using the graph I could see that I was much more concentrated in a couple of sectors and even way too concentrated in a couple of large cap companies than I wanted to be. I would recommend that everyone who has mutual funds or ETFs to check their portfolio with this tool.
I use this tool to manage my portfolio of mutual funds and individual stocks. Sure, you can look at each mutual fund prospectus to get an idea of what individual stocks are in them, but that’s just too clunky of a way to do it. With ETF Insider, you enter your mutual fund and index portfolio, and you can easily see what individual stocks you own. Such a handy tool when you also want to pick a few individual stocks to trade as well.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.