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Any tool to add up etf holdings equity/shares in individual stocks?
Posted on 8/18/18 at 9:46 pm
Posted on 8/18/18 at 9:46 pm
Since a lot of ETFs overlap I was hoping there was a tool to show all the holdings of your ETFs, and add them up to show total equity in individual stocks.
Do you know of one? Best I've found to show holdings is Market Watch.
Do you know of one? Best I've found to show holdings is Market Watch.
This post was edited on 8/18/18 at 9:47 pm
5
Posted on 8/18/18 at 10:47 pm to nolaandy
Personal capital may do this.
Posted on 8/19/18 at 5:38 pm to nolaandy
My accounts are with Merril Edge and they have a "portfolio analysis" tool that does what you're asking - breaks down your etf holdings by sector and also lists your total ownership of every stock whether individual or rolled into an ETF. Anyway, not exactly the answer you're looking (unless you happen to be a ML client) for but such tools definitely exist.
Posted on 8/19/18 at 6:15 pm to nolaandy
Portfolio visualizer is a very good backtester and has the ability to show total equity, bond, sectors, etc.
LINK
It won't show an overlap analysis but there are free tools for that as well.
Technology is really changing in the financial industry. Vanguard, Wisdom tree, and iShares all have free portfolio analysis as well. You just need to sign up for a free account and call yourself an advisor.
LINK
It won't show an overlap analysis but there are free tools for that as well.
Technology is really changing in the financial industry. Vanguard, Wisdom tree, and iShares all have free portfolio analysis as well. You just need to sign up for a free account and call yourself an advisor.
Posted on 8/20/18 at 3:22 pm to nolaandy
I use Yahoo Finance. They have a iOS app as well.
Posted on 8/20/18 at 3:44 pm to nolaandy
Morningstar can do it too, but I'm not sure if that's a free perk or not.
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