Powerful fund research starts here.

Name: FundXLS ETF Research Platform
Brand: FundXLS
Price: 149 USD
Availability: InStock

5,700+ ETFs & 23,000+ Mutual Funds · Instant Access · Every Holding, Every Overlap

Bill Quarterly

Bill Annually Save up to 17%

This is the report Pro runs on your portfolio

A real Portfolio X-Ray, all 13 pages, run on a sample 27-holding brokerage account. Pro runs the same report on your own holdings as often as you like, with no per-report charge.

Page one of the sample Portfolio X-Ray report: a health score of 81 out of 100 broken into five scored factors, twelve metric tiles, a growth chart and an income table

Scroll it here, or open it full screen.

Latest reported holdings for 5,700+ ETFs and 23,000+ mutual funds. Every table shows its as-of date.

Top 50 holdings by weight, any ETF or mutual fund

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

Try it →

FundXLS Pro

FundXLS Business

Complete holdings, past the free top 50

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.

Try it →

FundXLS Pro

FundXLS Business

Sector and industry breakdown

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

Try it →

FundXLS Pro

FundXLS Business

Stock-to-fund lookup

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

Try it →

FundXLS Pro

FundXLS Business

Download holdings as CSV

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

Try it →

FundXLS Pro

FundXLS Business

Pairwise and multi-fund overlap for ETFs and mutual funds.

2-fund overlap check

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

Try it →

FundXLS Pro

FundXLS Business

Multi-fund overlap (3-8 funds)

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

Try it →

FundXLS Pro

FundXLS Business

ETF screener + AI search

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

Try it →

FundXLS Pro

FundXLS Business

Mutual fund screener + AI search

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

Try it →

FundXLS Pro

FundXLS Business

Efficient Frontier view

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

Try it →

FundXLS Pro

FundXLS Business

Performance charts and long-term returns

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

Try it →

FundXLS Pro

FundXLS Business

The scored look-through report of a whole portfolio. FundXLS Pro and Business run it as often as they want, on as many portfolios as they want.

Unlimited Portfolio X-Ray reports

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.

Try it →

FundXLS Pro

FundXLS Business

Stock-level look-through of your funds

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.

Try it →

FundXLS Pro

FundXLS Business

Portfolios beyond 5 tickers, in one pass

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

Try it →

FundXLS Pro

FundXLS Business

Saved portfolios

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

Try it →

FundXLS Pro

FundXLS Business

Tax-loss-harvest replacement funds

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

Try it →

FundXLS Pro

FundXLS Business

Risk metrics: Sharpe, Sortino, VaR, Calmar, and more

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.

Try it →

FundXLS Pro

FundXLS Business

Email support

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

Try it →

FundXLS Pro

FundXLS Business

Priority support

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

Try it →

FundXLS Pro