Free ETF overlap calculator comparing actual holdings from SEC filings and issuer data
Stage
Not given
Established
Founded
2022
Not given
Based in
Not given
RS
Pricing model
Freemium
Free
Pricing
Free plan available. Paid plans: Starter $20/month (first month $10), Max $40/user/month (first month $20), Business $80/user/month (first month $40). All prices shown for monthly billing with annual discounts available.
Not given
Key features
Chat with data in plain English to get analysis and charts
Interactive dashboards with filters and chart clicks
Scheduled data delivery and automated reports
PDF to Excel conversion for invoices and bank statements
SSO and SCIM provisioning
Connect 20+ data sources including GA4, Snowflake, PostgreSQL
Compare two ETFs for weight and count overlap
Multi-ETF compare tool for up to five ETFs
80 ETFs available including US-listed and UCITS
Holdings data updated daily from SEC filings and issuer feeds
Sector breakdown and concentration analysis
ETF directory with profiles and holdings tables
Educational guides and methodology documentation
What makes it different
No coding required: ask questions in plain English
Automated data delivery and alerts on schedules
See calculations and code behind results for verification
Share dashboards with clients with row-level access control
Data never trains AI models
Compares actual holdings resolved to canonical securities, not just fund categories
Data sourced from authoritative sources: direct issuer feeds and SEC EDGAR filings
Independent operator not affiliated with fund companies or paid by issuers
Both weight and count overlap metrics to answer different portfolio questions
Methodology and data sources fully documented and verifiable
Better Analyst