What exactly can I see in ETF overlap?

You can review overlap as a percentage and inspect overlapping holdings with weights in the ETF and in your portfolio. This helps you judge duplication and concentration before adding a fund.

Can I use PinkLion for free?

Yes. The free plan supports manual and CSV imports, portfolio analytics, and dividend tracking with limited research usage. Higher tiers add more research, broker connections, stress tests, and simulations.

Does PinkLion support stocks, ETFs, and crypto together?

Yes. PinkLion supports 100,000+ stocks and ETFs plus 5,000+ coins, so you can see allocation and performance across asset types in one dashboard.

Is this investment advice?

No. PinkLion provides analytics and decision-support tools based on market data and your inputs. It does not provide personalized investment advice or guarantees.

A Morningstar ETF Overlap Tool For Your Portfolio

Check how much an ETF duplicates what you already own, see sector and holding concentration, and review risk context before you add it.

See Overlap Before You Add An ETF
Find Hidden Concentration In Top Holdings
Understand Sector And Region Tilts

Check ETF Overlap Free

No credit card required Cancel anytime GDPR and CCPA compliant

Two overlapping circles showing portfolio and ETF overlap percentage

Used For Clearer Portfolio Decisions

ETF-Portfolio

Overlap By Holding And Sector

100,000+

Stocks, ETFs, and Crypto Covered

30 Years

Historical Price Data

"The overlap view helped me see I was doubling down on the same top holdings across two ETFs. I could adjust before adding the position."

Daniel K.

Long-Term ETF Investor

Make ETF Choices With More Context

Use overlap, allocations, and risk checks to decide before you buy

See Overlap Before You Add An ETF

View how much an ETF duplicates your current holdings so you can avoid paying fees for exposure you already have.

Find Hidden Concentration In Top Holdings

Identify repeated names across funds and single stocks so you can judge single-company risk, not just ticker count.

Understand Sector And Region Tilts

Compare exposures side-by-side so you can decide if a new ETF improves diversification or increases a tilt you already carry.

Compare Options On One Screen

Use ETF comparisons to check holdings, fees, and exposures so you can choose the fund that fits your target allocation.

Track The Decision In Your Dashboard

After you add or rebalance, monitor allocations and performance so you can verify the change moved your portfolio the way you expected.

Test What If Scenarios And Stress Events

Run simulations and stress tests to see potential drawdowns and tradeoffs so you can set expectations before changing your mix.

Get From Idea To Decision Fast

Import Or Connect Your Portfolio

Add holdings via CSV or manual entry. Higher tiers support broker connections for ongoing sync.

Analyze ETF Overlap And Exposures

Pick an ETF and a portfolio to see overlap by holdings and sectors, plus concentration and allocation context.

Decide And Track The Outcome

Rebalance if needed, then follow performance, diversification, and risk metrics over time from one dashboard.

Confident Checks Before You Buy

ETF Overlap By Holding And Weight

See overlap as a percentage and review the exact overlapping holdings with ETF weight, your portfolio weight, and overlap contribution.

Holdings-level overlap list, not just a single score
Spot repeated mega-cap exposure across multiple ETFs
Use it to decide between similar funds or avoid duplicates

Table listing overlapping holdings with ETF weight, portfolio weight, and overlap percentage

Sector allocation bars showing percentage exposure by sector

Sector Exposure And Concentration View

Review sector allocation bars to understand where a new ETF increases or reduces your current tilts and concentration.

Quick read on sector tilts before adding a position
Validate diversification beyond number of holdings
Useful for core-satellite and factor-tilt portfolios

Stress Tests Against Real Market Events

Compare how your portfolio and a benchmark behaved during historical stress periods to understand drawdowns and recovery patterns.

Event-based context for risk, not just volatility numbers
Side-by-side portfolio vs benchmark comparison
Supports decision-making around allocation changes

Line chart comparing portfolio and benchmark returns during crisis periods

Simple, Transparent Pricing

Choose the plan that fits your investment journey. Start free, upgrade when you're ready.

Monthly

Yearly

😍 Get 2 months for free

😍 16% OFF which is
2 months for free

Seedling

0€ / mo

Where your investing journey begins

Try for Free

No Credit Card

Unlimited Portfolios and Holdings
Basic Portfolio Tracking & Analytics
Dividend Tracking & Forecasting
3 Asset Reports & ETF Comparisons / Month
100,000+ Stocks, ETFs, and Cryptos
30 Years of Asset History
CSV & Manual Investment Import

Strategist

5€ / mo

Built for data-driven decision makers

Unlimited Portfolios and Holdings
Advanced Portfolio Tracking & Analytics
Dividend Tracking & Forecasting
30 Asset Reports & ETF Comparisons / Month
100,000+ Stocks, ETFs, and Cryptos
30 Years of Asset History
CSV & Manual Investment Import
Automatic Broker Connection
Portfolio Benchmarking against Indexes
Stress Testing

Oracle

15€ / mo

Portfolio foresight at your fingertips

Unlimited Portfolios and Holdings
Advanced Portfolio Tracking & Analytics
Dividend Tracking & Forecasting
Unlimited Asset Reports & ETF Comparisons
100,000+ Stocks, ETFs, and Cryptos
30 Years of Asset History
CSV & Manual Investment Import
Automatic Broker Connection
Portfolio Benchmarking against
Indexes & Simulations
Stress Testing
1-Year Asset Forecasts (AI)
Improve Portfolio (AI)
Scenario Simulations (AI)
Backtesting

FAQs Before You Sign Up

PinkLion offers ETF-portfolio overlap analysis plus portfolio tracking, diversification views, stress tests, and scenario simulations. If you want overlap results tied directly to your own holdings and ongoing monitoring, PinkLion may be a good fit.