The Portfolio X-Ray.
See every stock inside your ETFs, mutual funds, and 401(k). Then fix the overlap.
The 2-fund overlap check is free. Forever.
5,700+ETFs covered
23,000+Mutual funds
Every holdingNot just the top 10
Looking for the Excel add-in? That is MarketXLS, a separate product. Every MarketXLS plan already includes FundXLS Pro.
Free
$0forever
No credit card required.
Check any 2 fundsOpens the 2-fund overlap tool
What you get:
- 2-fund overlap check
- Top-10 holdings for any ETF or mutual fund
- ETF and mutual fund screeners + AI search
- Find which funds hold a specific stock
- Saved portfolios
Upgrade any time. Your saved portfolios carry over.
FundXLS Pro
$149/yrCancel anytime
or $45 billed quarterly
Secure checkout by Stripe.
Everything in Free, plus:
- Every holding in every fund, not just the top 10
- 3-8 fund weighted overlap
- Stock-level look-through, incl. mutual funds and 401(k) holdings
- Tax-loss-harvest swap suggestions
- Risk metrics: beta, Sharpe, drawdown
- CSV download of any table
- Upload and x-ray your full portfolio
Already a MarketXLS subscriber? Pro is included, just log in.
Advisor or team? Contact us
Everything in detail
| Feature | Free$0 | Pro$149/yr |
|---|---|---|
| THE X-RAY | ||
| 2-fund overlap check | ||
| 3-8 fund weighted overlap | Not included | |
| Stock-level look-through, incl. mutual funds and 401(k) holdings | Not included | |
| Upload and analyze your full portfolio | Not included | |
| Saved portfolios | ||
| HOLDINGS | ||
| Top 10 holdings in any ETF or mutual fund | ||
| ALL holdings, not just the top 10 | Not included | |
| Find which funds hold a specific stock | ||
| Sector and industry breakdown | Not included | |
| SCREENERS & RESEARCH | ||
| ETF screener + AI search | ||
| Mutual fund screener + AI search | ||
| Efficient Frontier view | ||
| TAX & RISK | ||
| Tax-loss-harvest swap suggestions | Not included | |
| Risk metrics (beta, Sharpe, drawdown) | Not included | |
| Performance charts and long-term returns | ||
| Download as CSV/spreadsheet | Not included | |
| SUPPORT | ||
| Email support | ||
| Priority support | Not included |
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Frequently asked questions
Is this the MarketXLS Excel add-in?
I already subscribe to MarketXLS. Do I need to buy FundXLS?
What is the difference between Free and FundXLS Pro?
How does billing work?
Can I cancel and keep my files?
How fresh is the holdings data?
What tools do I get access to?
You compared 2 funds. Now x-ray all of them.
See every overlapping stock across your whole portfolio: ETFs, mutual funds, and 401(k) holdings, with tax-loss-harvest alternatives for what you'd trim. Your 2-fund check stays free, forever.
$149/yr · Cancel anytime
Fund holdings shown as of each fund's latest disclosure. Every table shows its as-of date.