Fund Parser

Understand ETF and Mutual Fund Exposure

  • Our powerful Fund Parser is fully integrated with Portfolio Checkup and helps you understand your ETF and mutual fund exposure.
  • Fund Parser will provide you with key portfolio information*, including top 10 holdings sorted by weighting, regional allocation, sector allocation across 13 available sectors and allocation by country.
Step 1

Complete the Application

It only takes a few minutes

Step 2

Fund Your Account

Connect your bank or
transfer an account

Step 3

Get Started Trading

Take your investing to
the next level