ETF & Mutual Fund Providers
ETF Insider is a data-driven portfolio analytics and optimization platform
that introduces a more efficient and practical way to visualize, analyze
and optimize portfolios.
Rather than focusing on the surface-level attributes
of ETFs and Mutual Funds, ETF Insider goes deeper by examining the
underlying holdings of exchange traded products. By organizing and structuring
that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data
visualization and modeling tools, provides an entirely new approach to portfolio
optimization that can quickly expose both portfolio inefficiencies and opportunities.
Overlapping layers of holdings and derivatives can create
an opaque landscape for even the most experienced investors.
Because ETFs are composed of multiple underlying assets, the best way to
get a true picture of the risk and potential performance of a portfolio is
to look into its actual underlying holdings.
ETF Insider is a free set of data visualization tools that enable both
professional and retail investors to easily assess overlaps, factor
exposures and concentration risks.
Exchange traded products are constructed of multiple underlying assets in layers. These layers are complex and overlap to form a hierarchical structure that is difficult to interpret if not broken down logically. The only way to get a true picture of the risk and potential performance of a portfolio is to look into its actual underlying holdings and their overlap.
Concentration risk comes in many forms and is one of the most overlooked and underestimated challenges in ETF investing. However, when data is logically organized, investors can confidently optimize their portfolios for maximum returns at any risk level, by visualizing their current internal portfolio structure and making adjustments to rebalance or diversify their underlying holdings.
Institutional investors have long enjoyed the benefits of data visualization when it comes to portfolio management, But until recently, this technology has remained largely out of reach for retail investors due to its complexity and cost. With ETF Insider you can make fine allocation adjustments to optimize for diversification, concentration and efficiency. For any given amount of risk, maximize returns.
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.