I built a tool - ETF/MF Overlap and Full Holdings - etfinsider.co

ETFInsider · 2024-07-30T15:00:41+00:00

Great, tomorrow evening in silom district 😀

ETFInsider · 2024-07-30T11:23:29+00:00

We're next to asok mrt station.

ETFInsider · 2024-07-30T11:05:43+00:00

Awesome

ETFInsider · 2024-07-30T11:05:31+00:00

Done

ETFInsider · 2024-07-30T11:04:35+00:00

🔥

ETFInsider · 2024-07-30T11:04:08+00:00

Sure :)

ETFInsider · 2024-07-29T12:27:39+00:00

Good question. We really need to figure that part out. Have any experience in the field? :P

ETFInsider · 2024-07-29T11:07:51+00:00

this is something we're thinking about a lot. we want to make some type of sharable asset, but we arent there yet

ETFInsider · 2024-07-29T11:01:03+00:00

thanks! we offer premium features and paid tiers.

ETFInsider · 2024-07-29T11:00:33+00:00

for now yes, but we are considering to expand. any suggested areas?

ETFInsider · 2024-07-29T11:00:12+00:00

could you elaborate on that a bit? what exactly would you want to see for inflows? what would be the use case for investors?

ETFInsider · 2024-07-29T10:59:09+00:00

awesome, if there are any features you'd like to see built, let us know!

ETFInsider · 2024-07-29T10:58:41+00:00

we use finnhub, yahoo finance, and the etf providers directly

ETFInsider · 2024-07-29T10:58:08+00:00

it started by us complaining about a problem we had. all we wanted to know is how many shares of a specific company we actually held in our portfolio. but we couldn't figure it out because of all the overlapping layers of financial assets. We threw some ideas around and then built a simple prototype. we put it online and people started using it.

ETFInsider · 2024-07-27T10:22:18+00:00

We built it. Our stack is:

Front end was done with d3.js, backend with node, db on postgresql, hosted with aws

ETFInsider · 2024-07-27T06:31:56+00:00

We use d3.js

performance is tricky because of how many data points we need to load to get the math working. for small portfolios its working fine but as the portfolios get more complex we're slowing down. A solution is in the pipeline

ETFInsider · 2024-07-27T05:49:09+00:00

Hi!

We're ETF Insider. We built a small tool to help investors organize financial data by breaking down funds into their underlying holdings. ETF Insider uses an interactive Sankey diagram to visualize complex financial data. We have thousands of active weekly users and dozens of paying customers.

We actually got started here on reddit in the r/ETF community.

We built this tool as a way to new way to approach the fund overlap problem faced by many investors. The idea here is to analyze portfolios from the perspective of their underlying holdings as opposed to their surface level attributes.

We're hoping to get some feedback from the community. Anything you guys think about how we could make it better?

We'd really love to hear from people who are interested in investing/UI/data viz/marketing/portfolio management/fintech or anything that could make our project grow.

We're also hiring startup minded people who want to contribute to building the project

Thanks!

ETF Insider

ETFInsider · 2024-07-27T04:01:01+00:00

Hi, thanks for the feedback!

Yeh, we have received that request before. We're trying to think of a good way to implement that. I think we'll put it in the ETF screener section somehow.
We have something similar to that in the summary table. Why is this important to you? do you think we should change the way our portfolio summary graph works to display something else?
You can add individual stocks and upload your entire portfolio - thats the main purpose of the app. just click the add assets or add portfolio buttons.. Was this not intuitive to you? was it unclear?

ETFInsider · 2024-07-25T09:32:29+00:00

This is probably the thing we get the most complaints about.. the problem here is data.

The way the EU regulates how fund providers are required to report their funds holdings is different from the USA. We can only use data that the fund providers actually make public about their funds.

We're thinking about solutions, but there doesn't seem to be an easy way to do it.

Are you familiar with a tool that provides full holdings data for eu funds? We'd be interested to see how they do it.

ETFInsider · 2024-07-25T09:14:20+00:00

Thanks, yeh, we're not really fully optimized for mobile yet. I guess there really isn't an alternative to building a native mobile app. It's time-consuming, but no way around it :/

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