Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Changeflow (Trackly) competitor is worth testing first.
Looking for a Changeflow (Trackly) replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
Fiscal.ai
Closest replacement
Best for: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.
Fiscal.ai best matches the base workflow on AI research workspace, AI agent data access, and charting and technical analysis.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..
Watch for: Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Best for: Users looking for cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.
Perplexity Finance best matches the base workflow on market monitoring, AI research workspace, and AI agent data access.
Perplexity Finance keeps the replacement test in the same free-access lane. Free access caveat: Free consumer plan includes limited Pro searches..
Watch for: AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.
Best for: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.
TickerTrends best matches the base workflow on market monitoring, AI agent data access, and research reports.
TickerTrends keeps the replacement test in the same free-access lane. Free access caveat: signup required and TickerTrends Core is $998 per year after a seven-day trial and carries a 30-day money-back guarantee..
Watch for: Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance. Users need modeling discipline, validation, and company-specific KPI context.
Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.
Keep
Alerts
News
Insider Data
Institutional Ownership
Transcripts
AI Research
Gain
Stock Ideas
Screeners
Stock Comparison
Data Visualizations
Lose
Regulatory Filings Monitoring
Other coverage
Other access
Watch out
Avoid as a full replacement if you rely on alerts, market monitoring, and investment news.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Keep
Alerts
News
Insider Data
Institutional Ownership
Transcripts
AI Research
Gain
Stock Ideas
Screeners
Stock Comparison
Data Visualizations
Lose
Regulatory Filings Monitoring
APIs & Data Feeds
Webhooks
API access
Watch out
Avoid as a full replacement if you rely on alerts, AI agent data access, and research reports.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Keep
Alerts
News
Insider Data
Institutional Ownership
AI Research
AI Chat
Gain
Stock Ideas
Top Analysts
Screeners
ETF Screeners
Lose
Regulatory Filings Monitoring
Transcripts
Webhooks
Other coverage
Watch out
Avoid as a full replacement if you rely on alerts, market monitoring, and AI research workspace.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Bottom line: Active investors and developers looking for market data, news clustering, social sentiment, institutional flow, insider trades, and AI analysis in one beta workspace.
Keep
Alerts
News
Regulatory Filings Monitoring
Insider Data
Institutional Ownership
AI Research
Gain
Stock Ideas
Screeners
Data Visualizations
Quant
Lose
Transcripts
AI Chat
Webhooks
Other coverage
Watch out
Avoid as a full replacement if you rely on alerts, AI agent data access, and investment news.
Free-plan limits: Signup required, Free plan includes 1,000 API requests/month and limited market-intelligence access, and PRO is listed at $15/month or $144/year with unlimited monthly API and MCP calls at up to 300 requests per minute.
Beta product with plan limits: Free and PRO quotas are now published, but the product remains young and users should verify endpoint-level access before depending on it in production.
Bottom line: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.
Keep
Alerts
Transcripts
AI Research
AI Chat
APIs & Data Feeds
Gain
Stock Ideas
Screeners
Stock Comparison
Data Visualizations
Lose
News
Regulatory Filings Monitoring
Insider Data
Institutional Ownership
Watch out
Avoid as a full replacement if you rely on alerts, AI research workspace, and investment news.
Free-plan limits: Signup required, TickerTrends Core is $998 per year after a seven-day trial and carries a 30-day money-back guarantee, and KPI Tracking Suite is custom priced with a trial available by request.
Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance. Users need modeling discipline, validation, and company-specific KPI context.
Bottom line: Developers and analysts needing REST/WebSocket market data, fundamentals, calendars, transcripts, ownership, ESG, and macro datasets.
Keep
News
Insider Data
Institutional Ownership
Transcripts
APIs & Data Feeds
Gain
Screeners
Calendar
Dividends
Splits
Lose
Alerts
Regulatory Filings Monitoring
AI Research
AI Chat
Watch out
Avoid as a full replacement if you rely on alerts, market monitoring, and AI research workspace.
Free-plan limits: Signup required, Basic plan is limited to 250 API calls per day, and Free tier has end-of-day timeframe, around 5 years of history, and limited bandwidth.
Free sandbox is limited: The Basic plan is capped at 250 API calls per day, end-of-day timeframe, and around 5 years of history.
Bottom line: Ask plain-English questions about 13F filings instead of working through spreadsheets by hand.
Keep
Alerts
News
Regulatory Filings Monitoring
Insider Data
Institutional Ownership
AI Research
Gain
Data Visualizations
Watchlist
Education
Blogs
Lose
Transcripts
AI Chat
APIs & Data Feeds
Webhooks
Watch out
Avoid as a full replacement if you rely on alerts, AI agent data access, and investment news.
Free-plan limits: Two AI questions are free without signup, Free account raises usage to five questions per day, and Standard, Pro, and Enterprise tiers gate heavier AI and research workflows.
13F filings are stale by design: The AI reads real 13F filings, but those filings are quarterly, delayed, and incomplete views of manager exposure.
Bottom line: Investors and analysts who care about first-party earnings calls, transcripts, filings, slides, and AI answers with source traceability.
Keep
Alerts
Transcripts
AI Research
AI Chat
APIs & Data Feeds
Webhooks
Gain
Financials
Analyst Forecasts
Calendar
Watchlist
Lose
News
Regulatory Filings Monitoring
Insider Data
Institutional Ownership
Watch out
Avoid as a full replacement if you rely on alerts, market monitoring, and AI agent data access.
Free-plan limits: Signup required, Mobile app is advertised as free for live earnings calls, transcripts, and AI chat, and Quartr Pro and Quartr API are contact-sales products with scalable or enterprise pricing.
Pro and API are contact-sales products: The free mobile app is useful, but desktop Pro, API datasets, exports, MCP, and enterprise controls are commercial contract products without public prices.
Bottom line: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.
Keep
Alerts
News
Transcripts
AI Research
AI Chat
APIs & Data Feeds
Gain
Screeners
Quant
Performance Attribution
Scenario & Stress Tests
Lose
Regulatory Filings Monitoring
Insider Data
Institutional Ownership
Webhooks
Watch out
Avoid as a full replacement if you rely on alerts, market monitoring, and AI agent data access.
Free-plan limits: Signup required, Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month, and IBKR subscriptions begin with a two-week trial of the full platform, then move to Basic or the paid version.
Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.
Bottom line: Investors looking for ownership, short interest, options sentiment, filings, dashboards, alerts, and quant-style scores in one research site.
Keep
Alerts
News
Insider Data
Institutional Ownership
AI Research
APIs & Data Feeds
Gain
Short Interest
Which ETF includes this Stock?
ETF Analysis
Improved Filings
Lose
Regulatory Filings Monitoring
Transcripts
AI Chat
Webhooks
Watch out
Avoid as a full replacement if you rely on alerts, AI agent data access, and investment news.
Free-plan limits: Free public access is available, Bronze, Silver, and Gold tiers gate paid research workflows, and Broker-linked retail ownership features require sign-in and supported U.S. brokerage access.
Many core workflows are paid: Advanced research tools, premium datasets, leaderboards, AI private research, portfolio tools, and advanced AI access are tier-gated.
Bottom line: U.S. stock and options traders who want options flow, dark-pool activity, analyst data, congressional trades, 13F holdings, alerts, and AI chat in one web app.
Keep
Alerts
News
Insider Data
Institutional Ownership
AI Research
AI Chat
Gain
Screeners
Options
Data Visualizations
Watchlist
Lose
Regulatory Filings Monitoring
Transcripts
APIs & Data Feeds
Webhooks
Watch out
Avoid as a full replacement if you rely on market monitoring, AI agent data access, and investment news.
Free-plan limits: Signup required, Basic is listed at $0/month with 10 credits, one watchlist, one portfolio, and three alerts, and Plus is listed at $10/month and Pro at $20/month.
U.S.-market focus: Stocknear is centered on U.S. stocks, ETFs, and options rather than global multi-asset coverage.
Bottom line: Active swing, intraday, systematic, and quantitative traders looking for automated chart analysis, scanning, alerts, strategy testing, and bots in one workspace.
Keep
Alerts
News
Insider Data
AI Research
AI Chat
Webhooks
Gain
Data Visualizations
Screeners
Stock Ideas
Quant
Lose
Regulatory Filings Monitoring
Institutional Ownership
Transcripts
APIs & Data Feeds
Watch out
Avoid as a full replacement if you rely on AI agent data access, investment news, and research reports.
Free-plan limits: Signup required, Credit card required, and Trial-only access.
High subscription cost and strict plan limits: There is no permanent free platform tier. Standard starts at $89 on regular monthly billing, and plans limit active alerts, alert duration, bots, open workspaces, scanner timeframes, and backtest depth.
Bottom line: Investors looking for alternative data around Congress trades, insider activity, lobbying, government contracts, patents, app data, and institutional holdings.
Keep
Alerts
News
Insider Data
Institutional Ownership
AI Research
APIs & Data Feeds
Gain
Screeners
Watchlist
Backtesting
US Government Trades
Lose
Regulatory Filings Monitoring
Transcripts
AI Chat
Webhooks
Watch out
Avoid as a full replacement if you rely on market monitoring, AI research workspace, and AI agent data access.
Free-plan limits: Advanced screeners, alerts, dashboards, backtests, and exports require Premium, API access starts at a paid plan and has dataset tier restrictions, and Commercial API use requires a custom plan.
U.S.-centric alternative data: Most flagship datasets are tied to U.S. disclosures, politics, institutions, or companies.
Bottom line: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one product.
Keep
Alerts
News
Insider Data
Institutional Ownership
Transcripts
AI Research
Gain
Calendar
Portfolio
Watchlist
Stock Ideas
Lose
Regulatory Filings Monitoring
AI Chat
APIs & Data Feeds
Webhooks
Watch out
Avoid as a full replacement if you rely on alerts, AI research workspace, and AI agent data access.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features, and Premium portfolio analytics, research, screeners, and longer downloadable history are paid.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
Bottom line: Developers who want prices, fundamentals, statements, options, funds, ESG, calendars, ownership data, and news from one API.
Keep
News
Regulatory Filings Monitoring
Insider Data
Institutional Ownership
APIs & Data Feeds
Gain
Sheets / Excel Add-ins
Quant
Calendar
IPO
Lose
Alerts
Transcripts
AI Research
AI Chat
Watch out
Avoid as a full replacement if you rely on alerts, market monitoring, and AI research workspace.
Free-plan limits: Signup required, Free plan lists 300 requests/day, and Professional is $149/month or $1,299/year and includes MCP server plus internal commercial use.
Serious use is paid: The free tier is useful for testing but is capped at 300 requests/day and excludes many higher-value datasets and MCP access.
Bottom line: Users looking for cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.
Keep
News
Insider Data
Institutional Ownership
APIs & Data Feeds
Gain
Screeners
Watchlist
Data Visualizations
Calendar
Lose
Alerts
Regulatory Filings Monitoring
Transcripts
AI Research
Watch out
Avoid as a full replacement if you rely on alerts and research reports.
Free-plan limits: Free consumer plan includes limited Pro searches, Pro is listed locally at $20/month and Max at $200/month for consumer access, and Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.
Bottom line: Anyone needing the official free source for U.S. public-company filings, fund filings, insider forms, 13F reports, XBRL company facts, and bulk EDGAR archives.
Keep
Alerts
Regulatory Filings Monitoring
Insider Data
Institutional Ownership
APIs & Data Feeds
Gain
Official Sources
Improved Filings
IPO
Corporate Actions & Special Situations
Lose
News
Transcripts
AI Research
AI Chat
Watch out
Avoid as a full replacement if you rely on alerts, AI research workspace, and investment news.
Free-plan limits: SEC EDGAR APIs are free and require no API key for public investor/research endpoints, SEC fair-access guidance states a current maximum access rate of 10 requests/second, and A declared User-Agent is required for automated access.
Fair-access limits: Automated users must declare a User-Agent and stay within the current 10 requests/second access limit.
Fiscal.ai is the closest drop-in replacement with overlapping coverage in Alerts, News, and Insider Data while adding Stock Ideas and Screeners coverage and Research terminal with dashboards, watchlists, portfolio views, and charts across more than 100,000 global stocks, ETFs, mutual funds, and funds. and Financials plus segment and KPI coverage for more than 2,250 companies in the pricing table. Available history depends on the plan. features (workflow overlap ~90%).
Free tiers remain available through Fiscal.ai, GuruFocus, Investing.com, TipRanks, SentiSense, TickerTrends, Financial Modeling Prep (FMP), 13F Insight, Quartr, Reflexivity, Fintel, Stocknear, Quiver Quantitative, Yahoo Finance, FinancialData.Net, Perplexity Finance, and SEC.gov (EDGAR) for side-by-side testing.
Need mobile access? GuruFocus, Investing.com, and TipRanks bring phone-ready workflows that Changeflow (Trackly) lacks.
Round out your stack with new coverage areas like Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
17 of 20 start free, same as Changeflow (Trackly).
Paid plans from
$7.95/mo
Yahoo Finance is the cheapest paid upgrade. Changeflow (Trackly) starts at $99/mo.
Mobile app
10 of 20
10 add a mobile app that Changeflow (Trackly) lacks.
API access
16 of 20
16 expose an API or data feed, usually on a paid plan.
Hands-on tested
11 of 20
11 tested hands-on. 7 are analyst picks.
Coverage overlap
61%
Average share of Changeflow (Trackly) categories each alternative covers.
Frequently Asked Questions
What are the best alternatives to Changeflow (Trackly)?
Fiscal.ai, GuruFocus, and Investing.com share the most workflows with Changeflow (Trackly), in that order. Start with the one whose Keep list matches what you use daily.
Which alternatives keep a free tier?
Fiscal.ai, GuruFocus, Investing.com, TipRanks, SentiSense, TickerTrends, Financial Modeling Prep (FMP), 13F Insight, Quartr, Reflexivity, Fintel, Stocknear, Quiver Quantitative, Yahoo Finance, FinancialData.Net, Perplexity Finance, and SEC.gov (EDGAR) start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.
Which workflows do the top Changeflow (Trackly) alternatives cover?
Between them the top matches cover AI Chat, AI Research, Alerts, APIs & Data Feeds, Insider Data, Institutional Ownership, News, Regulatory Filings Monitoring, Transcripts, and Webhooks. Changeflow (Trackly) workflows in those areas move over as they are. The Lose column on each card names what does not.
Missing an alternative, or is a listing out of date? Tell me and I will look.
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.