boglehub

boglehub

See what your index funds really own

About

Most index investors think they're diversified. They hold an MSCI World fund, an S&P 500 ETF and a sector ETF, and assume that's three different bets. Often it isn't: the geographic exposure underneath is largely the same, so they pay two fees for one bet. BogleHub shows you that. Paste in your funds and ETFs and see how much geographic exposure each pair actually shares, your real split by region and sector, and the weighted TER of the whole portfolio. It also handles local tax, which generic tools ignore. In Spain you can switch between index funds without triggering capital gains tax, but not between ETFs, and that changes which product makes sense over decades. Includes a FIRE projection and calculators for tax and compound interest. Free, no signup to run an analysis.

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3mo ago

BogleHub — AI portfolio analyzer - Free AI portfolio analyzer for index investors, no signup

BogleHub is a free, no-signup web tool that analyzes your index-fund and ETF portfolio with AI: asset allocation, ETF overlap, weighted TER, tax-efficiency grade for residents in Spain, and a FIRE projection. Your data never leaves your browser.
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