1. Start in Portfolio
Open Portfolio and add the tickers you own, along with shares and average prices. On mobile, use the swipe cards and the Add position popup to build the list.
Guide
Use BehindTheETF with confidence.
This guide walks through the core workflow so you can build a portfolio, refresh prices, analyze look-through exposure, inspect ETF holdings, and compare overlap without guessing what each screen is for.
Quick Start
Main workflow
2. Refresh prices when needed
Use Refresh prices to pull the latest cached quotes. This helps market value and gain/loss stay current before you analyze the portfolio.
3. Run Analyze portfolio
Analyze portfolio calculates total value, gain/loss, top holdings, sector exposure, country exposure, and ETF look-through. Supported ETF holdings are fetched automatically when needed.
4. Save if you want to return later
Save keeps the portfolio on this device so you can reopen it later from the saved portfolio list.
Portfolio
What to look at first
Focus on market value, gain/loss, top holdings, and warnings. If you see missing prices or stale holdings, refresh before relying on the totals.
Holdings
Understand what an ETF really owns
Use Holdings to open a single ETF and inspect its direct sleeves plus recursive look-through. This is the best screen for drilling into one fund at a time.
Overlap
Compare two funds directly
Use Overlap when you want to see whether two ETFs are quietly owning many of the same underlying positions.
Best Practices
Tips for cleaner results
Use full exchange suffixes outside the U.S.
Enter Canadian tickers like `XEQT.TO` rather than `XEQT`. Bare tickers are treated as U.S. by default.
Refresh before comparing performance numbers
Quote refresh and portfolio analysis are separate steps. Refresh prices first if you want cleaner value and gain/loss numbers.
Use holdings pages for troubleshooting
If a result looks odd, open the ETF in the Holdings view to see whether child ETF data is missing, stale, or unmapped.