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A tool for comparing mutual funds and etfs
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Uri
Mar 19, 2012, 2:21:38 AM3/19/12
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An experimental tool I created is available:
http://stockato.com/
The user needs to specify the symbol of one mutual fund/etf to receive
similarly behaving other financial instruments. In case similarly
behaving patterns are found, the user receives information on their
benefits (for example, less risky, lower fees, higher return, etc.),
That's an example for OIL:
http://stockato.com/images/OIL2011.png
Your opinions and suggestions to improve the tool are welcomed.
Uri
======================================= MODERATOR'S COMMENT:
Letting this through - didn't try out the site - it requires Silverlight which I don't have on this machine - let me know if it seems legit or not --the moderator
http://stockato.com/
The user needs to specify the symbol of one mutual fund/etf to receive
similarly behaving other financial instruments. In case similarly
behaving patterns are found, the user receives information on their
benefits (for example, less risky, lower fees, higher return, etc.),
That's an example for OIL:
http://stockato.com/images/OIL2011.png
Your opinions and suggestions to improve the tool are welcomed.
Uri
======================================= MODERATOR'S COMMENT:
Letting this through - didn't try out the site - it requires Silverlight which I don't have on this machine - let me know if it seems legit or not --the moderator
Uri
Mar 20, 2012, 5:05:22 PM3/20/12
to
> ======================================= MODERATOR'S COMMENT:
> Letting this through - didn't try out the site - it requires Silverlight which I don't have on this machine - let me know if it seems legit or not --the moderator
Thanks for that. All Silverlight will be converted later on to a
> Letting this through - didn't try out the site - it requires Silverlight which I don't have on this machine - let me know if it seems legit or not --the moderator
browser-friendly interface (e.g., Javascript-based).
dumbstruck
Mar 20, 2012, 8:36:17 PM3/20/12
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The silverlight overheated my machine and then froze it up, but brief impressions were that it seemed to want to give etfs for a mutual and vice versa - while more commonly you might want to find similar etf's for etf and mutuals for mutuals. Both cross and same type references would be best.
For instance you commonly hear OIH recommended for oil service, but may want to avoid H "holders" like the plague because they flood your mailbox with paperwork for every contained stock. Also some of the obscure similar etfs have a spin more to your liking.
Similarly, for mutual funds you might want to find ones with similar holdings but with different fees - witness the Puerto Rican bond fund mentioned earlier where they confiscate more than one years return on fees.
For instance you commonly hear OIH recommended for oil service, but may want to avoid H "holders" like the plague because they flood your mailbox with paperwork for every contained stock. Also some of the obscure similar etfs have a spin more to your liking.
Similarly, for mutual funds you might want to find ones with similar holdings but with different fees - witness the Puerto Rican bond fund mentioned earlier where they confiscate more than one years return on fees.
Uri
Mar 24, 2012, 2:27:06 PM3/24/12
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My general idea (which may sound first as doesn't make sense) is to
compare all financial instruments to one another - stocks to mutual
funds, etfs to bonds, etc. Cross sector, cross class, and cross
countries and stock exchanges. On top of that - having regular
filtering - as you write - compare etfs for etfs and mutual funds to
mutual funds.
-U.
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