From the makers of MarketXLS — trusted by investors since 2014
FundXLS Pricing
The ETF research platform that shows you exactly what you own, where you're overlapping, and which funds deserve your money.
Standard
See exactly what's hiding in your ETFs.
Already available on the website
- See the top 10 stocks inside any ETF instantly
- Spot duplicate holdings between 2 ETFs with our Overlap Calculator
- Find cheaper alternatives with our basic screener
- Discover which ETFs hold your favorite stock — see example with Apple
- See ALL holdings (not just top 10)
- Advanced ETF Screener
- Sector & industry analysis
- Tax-loss harvesting
Advanced
Stop losing money to hidden overlap and bad ETF picks.
- Everything in Standard
- See EVERY holding inside any ETF — stocks, bonds, all components
- Find the perfect ETF in minutes with our Advanced ETF Screener
- AI-powered search — describe what you want in plain English
- Know exactly which sectors & themes you own — no more accidental concentration
- Cut your tax bill with Tax-Loss Harvesting
- See 10 years of real performance — know what actually happened
- Compare up to 10 ETFs at once with our Full Overlap Analyzer
- Export everything to Excel/CSV for your own analysis
- Priority support — get answers fast
LAUNCH PRICING: Lock in this rate forever. Price increases soon.
Business
For Family Offices, Wealth Managers & Professionals managing $5M+
- Everything in Advanced
- Download professional PDF reports — keep records of your research
- Upload your entire portfolio — get a complete X-ray of every overlap and risk
- Full Efficient Frontier Report — see where your portfolio stands vs. where it could be
- Know exactly how to rebalance — get specific recommendations
- Never miss a holdings change — get alerts before it impacts your strategy
- Understand your real risk — Beta, Sharpe ratio, max drawdown in plain English
- Rebalance without the tax hit — most tax-efficient path
- Talk to a human instantly — direct line to our team
- Early access to new tools — before public release
Our "Find One Duplicate or It's Free" Guarantee
If FundXLS doesn't find at least ONE overlapping holding in your portfolio that's costing you in duplicate fees, we'll refund your entire first year. No questions asked.
That's how confident we are this will save you money.
Common Questions
Can I cancel anytime?
Yes. Cancel with one click. No fees, no hassle. We only want customers who love us.
What's the difference between Standard and Advanced?
Standard shows you the basics — top 10 holdings and 2-ETF comparison. Advanced shows you EVERYTHING — all holdings, 10-ETF comparison, tax-loss opportunities, 10 years of performance data, and PDF reports you can actually use.
Who is Business for?
Business is for professionals managing serious money ($5M+). You get to upload your entire portfolio, get specific rebalancing recommendations, email alerts, and a direct line to our team.
How is this different from Morningstar?
Morningstar costs $249/mo and is built for advisors. We solve YOUR problems: finding the right ETFs, spotting overlap that's costing you money, and cutting your tax bill. And we're 84% cheaper.
What tools do I get access to?
You get our complete ETF Database, the ETF Screener, the Overlap Calculator, and Find ETFs With. Advanced and Business unlock the full power of each tool.
Stop Paying Fees on The Same Holdings 3X Over
Built by the team behind MarketXLS — trusted by investors for over 10 years