EigenDex Pro
Everything you love about EigenDex, plus portfolio backtesting, multi-ETF overlap analysis, and PDF exports — at a fraction of what competitors charge.
Pro
$9/mo
billed annually ($108/yr)
Everything in Free (and always will be)
ETF vs ETF comparison
Full overlap, correlation, risk metrics for any pair
Performance charts
1M to ALL timeframes with normalized view
Battle mode
Head-to-head scoring across 8+ metrics
Expense calculator
30-year fee impact projection
Sector X-Ray
Portfolio sector concentration analysis
Dividend optimizer
Yield analysis and overlap detection
Correlation finder
Rolling 7/14/30-day correlations
ETF rankings
Data-driven scoring across 6 categories
Blog & education
16+ in-depth guides and comparisons
248+ ETFs
Daily-updated data
What Pro adds
Features you'd pay $30-99/mo for elsewhere — here for $9/mo.
Multi-ETF overlap analysis
ETFRC charges $29/moAnalyze 3-10 ETFs simultaneously — see total portfolio overlap, redundant holdings, and sector concentration across your entire portfolio
Portfolio backtesting
PortfolioVisualizer charges $30/moBacktest custom portfolios with actual historical data. See CAGR, Sharpe ratio, max drawdown, and value over time. Choose annual or quarterly rebalancing
Portfolio optimizer
Not available free anywhereFind the optimal allocation across your ETFs to maximize Sharpe ratio, returns, or minimize volatility. Uses Monte Carlo simulation on real price data
PDF comparison reports
ETFRC charges $99/mo for PDF reportsDownload professional PDF reports with all metrics, charts, and analysis. Perfect for sharing with advisors or documenting investment decisions
No ads
Stock Analysis Pro: $6.58/moClean, distraction-free experience with no display advertising
Priority data updates
Fresher data = better decisionsHoldings and price data refreshed every 6 hours instead of daily
How EigenDex Pro compares
More ETF-focused features at a fraction of the price.
| Platform | Price | Overlap | Backtest | Correlation | PDF Export |
|---|---|---|---|---|---|
| EigenDex Pro | $9/mo | ✓ Multi-ETF | ✓ | ✓ Rolling | ✓ |
| PortfolioVisualizer | $30-55/mo | — | ✓ | — | ✓ |
| ETFRC | $29-99/mo | ✓ Pairs | — | — | ✓ |
| Stock Analysis | $6.58-16.58/mo | — | — | — | — |
| Morningstar | $34.95/mo | — | — | ✓ | — |
Questions
Will the free tools stay free?
Yes, always. ETF comparisons, battles, rankings, expense calculator, correlation finder, sector X-ray, and dividend optimizer remain 100% free. Pro adds advanced portfolio-level analysis on top.
What makes multi-ETF overlap analysis valuable?
Most investors hold 3-8 ETFs. Checking pairs individually misses the big picture — like how much Apple you really own across SPY + QQQ + VGT. Multi-ETF analysis shows your true total overlap and concentration risk.
How is the backtesting different from PortfolioVisualizer?
Ours is simpler and focused: pick your ETFs, set allocations, see results. No PhD required. PortfolioVisualizer is powerful but complex and costs $30-55/mo. We offer the 80% of features that 95% of investors need.
When will Pro launch?
We're building now and targeting launch soon. Join the waitlist to get early access and a founding member discount.
Get notified when Pro launches
Founding members get 40% off for life. Join the waitlist.