Simply Wall St is the closest drop-in replacement with overlapping coverage in Portfolio, Financials, and Valuation Models while adding Stock Ideas and Screeners coverage and Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity. and Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends. features (category overlap ~100%).
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Programmatic picks
Alternatives to Beanvest
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Beanvest against peers before committing to a long-term plan.
Quick takeaways
Free tiers remain available through Simply Wall St, Fiscal.ai, GuruFocus, Tickertape, FT Markets (Markets data — Financial Times), Trendlyne, Nasdaq.com, Koyfin, Investing.com, MarketWatch, Yahoo Finance, Sharesight, Stock Rover, TipRanks, FINVIZ, TradingView, and EODHD (EOD Historical Data) for side-by-side testing.
Need mobile access? Simply Wall St, Fiscal.ai, and GuruFocus bring phone-ready workflows that Beanvest lacks.
Round out your stack with new coverage areas like Stock Ideas, Screeners, Watchlist, and Scores.
Similarity score 1054
Category overlap: 100%Shared coverage
Portfolio
Financials
Valuation Models
Insider Data
Broker Connectors
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and Watchlist coverage beyond what Beanvest offers.
- Standout features include Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
Adds coverage: Stock Ideas, Screeners, Watchlist, and Scores
Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Similarity score 1026
Category overlap: 80%Shared coverage
Portfolio
Financials
Valuation Models
Insider Data
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what Beanvest offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Beanvest if you still need Broker Connectors.
Adds coverage: Screeners, Data Visualizations, Stock Comparison, and Watchlist
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 1026
Category overlap: 80%Shared coverage
Portfolio
Financials
Valuation Models
Insider Data
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Beanvest offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Beanvest if you still need Broker Connectors.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Backtesting
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1012
Category overlap: 80%Shared coverage
Portfolio
Financials
Insider Data
Broker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Tickertape adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and News coverage beyond what Beanvest offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Beanvest if you still need Valuation Models.
Adds coverage: Screeners, Watchlist, News, and Alerts
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 984
Category overlap: 60%Shared coverage
Portfolio
Financials
Insider Data
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- FT Markets (Markets data — Financial Times) adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Alerts, and Compounding Calculator coverage beyond what Beanvest offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with Beanvest if you still need Valuation Models and Broker Connectors.
Adds coverage: Watchlist, Alerts, Compounding Calculator, and Screeners
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 970
Category overlap: 80%Shared coverage
Portfolio
Financials
Insider Data
Broker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Beanvest offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Beanvest if you still need Valuation Models.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 952
Category overlap: 80%Shared coverage
Portfolio
Financials
Insider Data
Broker Connectors
Assets: Stocks and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Screeners, Analyst Forecasts, and Analyst Price Targets coverage beyond what Beanvest offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Beanvest if you still need Valuation Models.
Adds coverage: Screeners, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
#8 Alternative
Similarity score 934
Category overlap: 60%Shared coverage
Portfolio
Financials
Broker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Sheets / Excel Add-ins, Screeners, and Analyst Forecasts coverage beyond what Beanvest offers.
- Standout features include Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite)., ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers., and Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes..
- Pair it with Beanvest if you still need Valuation Models and Insider Data.
Adds coverage: Sheets / Excel Add-ins, Screeners, Analyst Forecasts, and Options
Standout features: Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite)., ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers., Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes., and Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.
Similarity score 924
Category overlap: 60%Shared coverage
Portfolio
Financials
Insider Data
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Nasdaq.com adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and News coverage beyond what Beanvest offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with Beanvest if you still need Valuation Models and Broker Connectors.
Adds coverage: Screeners, Watchlist, News, and Calendar
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 910
Category overlap: 40%Shared coverage
Portfolio
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Beanvest offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Beanvest if you still need Valuation Models, Insider Data, and Broker Connectors.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and News
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 896
Category overlap: 40%Shared coverage
Portfolio
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Watchlist coverage beyond what Beanvest offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with Beanvest if you still need Valuation Models, Insider Data, and Broker Connectors.
Adds coverage: Screeners, ETF Screeners, Watchlist, and News
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 896
Category overlap: 40%Shared coverage
Financials
Insider Data
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Beanvest offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Beanvest if you still need Portfolio, Valuation Models, and Broker Connectors.
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 896
Category overlap: 40%Shared coverage
Portfolio
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and News coverage beyond what Beanvest offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Beanvest if you still need Valuation Models, Insider Data, and Broker Connectors.
Adds coverage: Screeners, Watchlist, News, and Alerts
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 888
Category overlap: 40%Shared coverage
Portfolio
Broker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Sharesight adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Performance Attribution, and Risk Metrics (VaR/ES/Drawdown) coverage beyond what Beanvest offers.
- Standout features include Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
- Pair it with Beanvest if you still need Financials, Valuation Models, and Insider Data.
Adds coverage: Watchlist, Performance Attribution, Risk Metrics (VaR/ES/Drawdown), and Downloadable Tax Reports
Standout features: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions., and Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Similarity score 878
Category overlap: 60%Shared coverage
Portfolio
Financials
Valuation Models
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Beanvest offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Beanvest if you still need Insider Data and Broker Connectors.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 878
Category overlap: 60%Shared coverage
Portfolio
Financials
Insider Data
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, Screeners, and ETF Screeners coverage beyond what Beanvest offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Beanvest if you still need Valuation Models and Broker Connectors.
Adds coverage: Top Analysts, Screeners, ETF Screeners, and Stock Ideas
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
#17 Alternative
Similarity score 874
Category overlap: 60%Shared coverage
Portfolio
Financials
Broker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Sheets / Excel Add-ins, Screeners, and Options & Derivatives coverage beyond what Beanvest offers.
- Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- Pair it with Beanvest if you still need Valuation Models and Insider Data.
Adds coverage: Sheets / Excel Add-ins, Screeners, Options & Derivatives, and Options
Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
Similarity score 866
Category overlap: 60%Shared coverage
Portfolio
Financials
Insider Data
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data Visualizations, and Watchlist coverage beyond what Beanvest offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Beanvest if you still need Valuation Models and Broker Connectors.
Adds coverage: Screeners, Data Visualizations, Watchlist, and Backtesting
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 850
Category overlap: 40%Shared coverage
Portfolio
Financials
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Ideas coverage beyond what Beanvest offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Beanvest if you still need Valuation Models, Insider Data, and Broker Connectors.
Adds coverage: Screeners, ETF Screeners, Stock Ideas, and Data Visualizations
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 838
Category overlap: 40%Shared coverage
Financials
Insider Data
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data APIs, News, and News Sentiment coverage beyond what Beanvest offers.
- Standout features include End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., and Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries..
- Pair it with Beanvest if you still need Portfolio, Valuation Models, and Broker Connectors.
Adds coverage: Data APIs, News, News Sentiment, and Analyst Forecasts
Standout features: End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries., and Real-time WebSocket streaming (<50 ms latency) for US equities, forex, and crypto, with up to 50 simultaneous tickers and pre/post-market support.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Financials×19
Portfolio×18
Insider Data×12
Broker Connectors×7
Valuation Models×4
New angles introduced
Categories the alternatives add beyond Beanvest.
Screeners+18
Watchlist+17
Alerts+15
ETF Overview+15
News+15
ETF Holdings+12
Analyst Price Targets+11
Calendar+11
Access & Pricing
Free options
17/20
17 of 20 alternatives keep a free tier for trials.
Mobile ready
15/20
15 alternatives bring native mobile access.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 17 tested
9 tools are flagged as analyst picks; 17 have been hands-on tested.
Avg. coverage overlap
60%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Beanvest?
Beanvest users most often consider Simply Wall St, Fiscal.ai, and GuruFocus as their go-to alternatives.
Which alternatives keep a free tier?
Simply Wall St, Fiscal.ai, GuruFocus, Tickertape, FT Markets (Markets data — Financial Times), Trendlyne, Nasdaq.com, Koyfin, Investing.com, MarketWatch, Yahoo Finance, Sharesight, Stock Rover, TipRanks, FINVIZ, TradingView, and EODHD (EOD Historical Data) offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Beanvest alternatives cover?
Expect deep coverage across Broker Connectors, Financials, Insider Data, Portfolio, and Valuation Models, so you can port most Beanvest workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.