Powerful fund research starts here.

The 50 largest positions in any fund with weight %, sector, and security name, as of the latest disclosure. Included on every plan.

The full holdings table for 5,700+ ETFs and 23,000+ mutual funds. Every position from the latest reported filing, not only the top 50.

Sector and industry allocation charts for any ETF or mutual fund. See exactly where the money is concentrated.

Enter any stock ticker to see every ETF and mutual fund that holds it, with weight % and exposure across funds.

Download holdings, screening results, and overlap tables as CSV files. Yours to keep.

Compare any 2 ETFs or mutual funds: overlap %, shared positions, and a Venn diagram. Free, forever.

Weighted overlap across 3 to 8 funds at once, using the amounts you hold in each, not just fund pairs.

Filter 5,700+ ETFs by expense ratio, AUM, sector, yield, and returns, or just ask in plain English, like "low-cost dividend tech ETFs."

Filter 23,000+ mutual funds by expense ratio, category, and returns, or ask questions like "large-cap growth funds under 0.5% expense ratio."

See where ETF categories sit on the efficient frontier: risk vs. return across asset classes.

Interactive price charts plus period returns from 1 month out to 10-year annualized, as reported, with benchmark comparison.

Run the full report as often as you like: health score, look-through to the stocks underneath, fees, crash tests, and a trade list. There is no per-report charge and no cap on how many portfolios you run.

Roll each fund down to the securities it holds directly and see true exposure by company and sector. One hop: funds that hold other funds stop at those funds.

Paste or upload a full list. Free covers 5 tickers; Pro and Business analyse the whole book.

Save a set of funds and come back to it later without re-entering tickers.

For any fund you would trim, get similar funds with heavy holdings overlap so you can harvest the loss without leaving the market.

Sharpe, Sortino, Calmar, Treynor, beta, alpha, volatility, max drawdown, VaR, CVaR, skewness, kurtosis, information ratio, capture ratios, and crash scenarios. On any fund and on a full portfolio.

Get help via email within 24 hours on any business day.

Fast-track email responses, typically within a few hours during business hours.