›ETF Portfolio Insights

ETF Portfolio Insights

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.

Trackinsight
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
half moon double
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

Trackinsight
Enterprise

Get started today
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.
Trackinsight

About Trackinsight

Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.

Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.

In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.

This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.

Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.

More about Trackinsight
ETF TOOLS
ETF ScreenerCompare ETFsCompare ETF providersPersonal listsETF Portfolio InsightsIndustry data
PLATFORM
Support and feedback
ETF NEWS & RESEARCH
Latest ETF NewsETF Research ReportsGlobal ETF Survey 2025Learn ETF investing
PROFESSIONAL SOLUTIONS
Enterprise SolutionsDue Diligence ServicesETF Data Services
SOLUTIONS FOR
Institutional investorsPrivate banksFinancial advisorsFintech and mediaIndividual investors
CONTACT US
General inquiries
Press and media
Advertising opportunities
Support and feedback
© 2014-2026 Trackinsight SA. All rights reserved.
Privacy policy  |  Cookie policy  |    |  Terms of use  |  Imprint
Get our newsletters
Trackinsight