Build, visualize, analyze your ETF portfolios. Powered by industry-leading data.

ETF Portfolio Insights empowers ETF investors with advanced analytics and data to build, visualize, and optimize portfolios.

Gain deep insights into exposure, performance, risk, and factors, while backtesting against different benchmarks and peer groups.

Enterprise

Full access to ETF Portfolio Insights is available in Trackinsight Enterprise

Trackinsight Enterprise is a turnkey platform for ETF professionals. It simplifies buy list creation, due diligence, and product comparison, saving time so you can focus on clients and growing assets.

Learn more

Create a free Essentials account to create up to 2 portfolios.

An integrated solution for all your ETF needs

Lead with expertise: precise, powerful portfolio insights

Audit existing portfolios in minutes

Import any existing ETF portfolio, and instantly visualize its detailed allocation, performance, risk, and cost. Get clear answers in minutes.

Instantly simulate the impact of portfolio rebalancing

Whether it’s new positions or a complete overhaul of your weighting scheme, you can instantly see the impact on all portfolio metrics.

Craft persuasive investment proposals

Solid data to present your strategy and portfolio decisions, from custom benchmarks to comparisons against alternative strategies.

Enhance investment strategies with cutting-edge analytics

Understand performance and risk drivers with advanced factor analysis from our partner Scientific Portfolio, an EDHEC venture.

Streamline ETF investment research and analysis

ETF Portfolio Insights integrates seamlessly with Trackinsight Premium, giving you the best tools and data to select, analyse, and compare funds, organise your research, and feeding all this into your portfolios and strategies.

Get equipped to accelerate your growth

The most comprehensive data and tools, equipping you for all workflows, from fund selection to portfolio management.

Features

From data to decisions

ETF Portfolio Insights provides a 360-degree view of your portfolios and strategies with advanced tools for analyzing exposure, performance, risks, factors, and ESG.

Full transparency on your global portfolio exposure

Analyze asset allocation, geographies, sector, fixed income-specific exposures, issuers exposure, underlying assets, portfolio diversification, and even holding overlap.

Detailed performance analysis at your fingertips

Explore risk/return profiles, benchmark returns, and key metrics like Sharpe, Sortino, Beta and more. Analyze returns distribution and performance contribution.

Custom benchmarks, powerful comparisons

Easily set up a composite benchmark that matches the portfolio’s investment objectives. In parallel, run full-view comparisons with other portfolios, peer groups, and strategies.

Precise statistics for risk analysis

Understand your portfolio's risk profile with advanced metrics like volatility, drawdowns, VaR models, concentration risk and more. See how each ETF contributes to the portfolio’s overall risk profile.

Advanced factor investing

A strategic partnership for stronger models

Trackinsight partnered with Scientific Portfolio, an EDHEC Venture, to provide cutting-edge factor analysis, giving you the tools to optimize your equity portfolios and models with the factors that match your investment objectives.

The integration of Scientific Portfolio with Trackinsight merges advanced portfolio optimization tools with extensive ETF analytics. This collaboration empowers investors to create data-driven, scientifically validated strategies using cutting-edge methodologies and comprehensive market insights.

Add On

Advanced Factor Investing

Advanced factor analysis on funds and portfolios, in collaboration with Scientific Portfolio, an EDHEC Venture.

Optional with Trackinsight Enterprise

Enterprise

Get started today

Full access to ETF Portfolio Insights is available in Trackinsight Enterprise

Learn more

Create a free Essentials account to create up to 2 portfolios.