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.

http://www.etfinsider.co
Asset screener module
Do you want to screen individual assets, with measures relating to their expense ratios as well as risk and return characteristics like CAG… ⋅
Efficiency frontier
The efficiency frontier helps you build portfolios with the highest expected return for a defined level of risk or the lowest risk for a gi… ⋅
Asset watchlist
Do you want to track assets that are not currently in your portfolio? Let us know by upvoting this feature. ⋅
Analyst ratings
Do you want us to show analyst ratings? Let us know by upvoting this feature. ⋅
Mobile app for ETF Insider
Do you want to optimize your portfolio on your phone? Let us know by upvoting this feature. ⋅
Factor analysis
Factor analysis lets you graph out missing or excessive exposure to factors like emerging markets, value, growth, and momentum stocks. Do y… ⋅
Latest feedback a year ago
Add crypto assets
Support ISINs
Right now, you can only add assets via their symbol names. Shall we support ISINs? ⋅
Feature to make the performance chart, efficient frontier, and correlation matrix modules full-screen
Optimization recommendations
ETF Insider does not currently provide recommendations for how to optimize your portfolio. Do you want ETF Insider to show you specific rec… ⋅
Assets listed outside the US
ETF Insider currently only covers assets listed in the US. Do you hold assets that are listed outside of the US and want to add them to you… ⋅