Pricing
Built for financial professionals | From MarketXLS - trusted since 2014
Save $180/year
Save $600/year
| ✓ Best Value Standard $0 Already available | Launch Pricing: $149/mo $60/mo - Limited to first 500 subscribers Advanced $149$60/mo Save $180/year | For Professionals Business $200/mo Save $600/year |
|---|---|---|---|
| ETF Research | |||
| See top 10 holdings in any ETF | ✓ | ✓ | ✓ |
| See ALL holdings (not just top 10) | ✗ | ✓ | ✓ |
| Basic ETF Screener | ✓ | ✓ | ✓ |
| Advanced ETF Screener + AI Search | ✓ | ✓ | ✓ |
| Find which ETFs hold a specific stock | ✓ | ✓ | ✓ |
| Mutual Funds | |||
| See top 10 holdings in any mutual fund | ✓ | ✓ | ✓ |
| See ALL holdings in any mutual fund | ✗ | ✓ | ✓ |
| Mutual Fund Screener | ✓ | ✓ | ✓ |
| Advanced Mutual Fund Screener + AI Search | ✓ | ✓ | ✓ |
| Compare mutual funds side by side | ✓ | ✓ | ✓ |
| Find which mutual funds hold a specific stock | ✓ | ✓ | ✓ |
| Overlap & Comparison | |||
| Compare 2 ETFs for overlap | ✓ | ✓ | ✓ |
| Compare up to 4 funds at once | ✗ | ✓ | ✓ |
| Sector & industry breakdown | ✗ | ✓ | ✓ |
| Tax & Performance | |||
| 10 years of historical performance | ✗ | ✓ | ✓ |
| Tax-loss harvesting suggestions | ✗ | ✓ | ✓ |
| Export to Excel/CSVDownload holdings, screening results, and reports as Excel or CSV files | ✗ | ✓ | ✓ |
| Professional Features | |||
| Professional PDF reportsGenerate client-ready PDF reports for portfolios and ETF analysis | ✗ | ✓ | ✓ |
| Efficient Frontier analysis | ✓ | ✓ | ✓ |
| Risk metrics (Beta, Sharpe, drawdown) | ✗ | ✓ | ✓ |
| Support | |||
| Email supportGet help via email within 24 hours | ✓ | ✓ | ✓ |
| Priority supportFast-track responses, typically within a few hours | ✗ | ✓ | ✓ |
| Dedicated account managerA personal point of contact for onboarding and ongoing support | ✗ | ✗ | ✓ |
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-fund comparison. Advanced shows you everything: all holdings, 4-fund 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.
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