for Serious Investors
FUND FOCUS | FUND SCREENING | PORTFOLIO BUILDER | FUND OVERLAP | STOCK LOCATOR | WATCHLIST
Drill down to the all-important details for the complete picture: description, performance, and most importantly, our proprietary data on fundamentals and investment merit such as sales and earnings growth, estimate revisions and valuation metrics, and much more.
Create and maintain up to 20 all-ETF portfolios. See sector and geographic allocation, fundamentals and valuation metrics for the entire portfolio, and how each of these compares to your benchmark. Ideal for "hands on" financial advisors who want to manage ETF portfolios for clients.
Quickly screen hundreds of ETFs, going well beyond the basics of fees and past performance. Whether your investment strategy is deep value, growth at any price or somewhere in between, you can screen funds based on criteria that matter to you.
ETFs are a great way to hedge single-stock risk, especially around earnings and other corporate events, but which ETFs are best for this? Stock Locator allows you to enter a stock's ticker and get a list of all ETFs with exposure, and how much they hold.