ETF Insider

ETF Insider is a novel data visualization and analytics application for retail investors to identify concentration risk in their investment portfolios. ETF Insider covers mutual funds, ETFs, stocks, bonds, and other assets that are tradable in the US market. It uses these data to, for example, show how different ETFs are constituted and how strongly they overlap. Overlap among ETFs is a common problem as many ETFs track the same or similar indices and rarely publish complete data on all their constituents. This problem can leave retail investors with a higher than intended risk exposure to certain assets.

Right now, you can only add assets via their symbol names. Shall we support ISI…
Do you want to screen individual assets, with measures relating to their expens…
The efficiency frontier helps you build portfolios with the highest expected re…
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Factor analysis lets you graph out missing or excessive exposure to factors lik…
Do you want to track assets that are not currently in your portfolio? Let us kn…
ETF Insider currently only covers assets listed in the US. Do you hold assets t…
ETF Insider does not currently provide recommendations for how to optimize your…
Do you want to optimize your portfolio on your phone? Let us know by upvoting t…