VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Programmatic picks

Charles Schwab logo

Alternatives to Charles Schwab

Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Charles Schwab against peers before committing to a long-term plan.

Quick takeaways

TradingView is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Options & Derivatives while adding ETF Screeners and Stock Ideas coverage, Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe. and Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools. features, and a free tier (category overlap ~73%).

Budget-conscious? Try TradingView, MarketWatch, eToro, Smartkarma, Investing.com, Yahoo Finance, Robinhood, Trendlyne, Stock Rover, Unusual Whales, Koyfin, Dividend.com, Seeking Alpha, Tickertape, and TipRanks to get started without a paid plan.

Round out your stack with new coverage areas like ETF Screeners, Stock Ideas, Data Visualizations, and Backtesting.

#1 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 2221
Category overlap: 73%

Shared coverage

Portfolio
Watchlist
Options & Derivatives
Paper Trading
Advanced Order Types
Smart/Direct Routing

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Why investors switch

  • TradingView keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into ETF Screeners, Stock Ideas, and Data Visualizations coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Videos, and Blogs.

Adds coverage: ETF Screeners, Stock Ideas, Data Visualizations, and Backtesting

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.

#2 Alternative

Analyst Pick
Hands-on Tested
Similarity score 1845
Category overlap: 62%

Shared coverage

Brokerage
Portfolio
Watchlist
Options & Derivatives
Paper Trading
Advanced Order Types

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Pricing: Other

Why investors switch

  • Expands into APIs & SDKs, Data APIs, and Risk Metrics (VaR/ES/Drawdown) coverage beyond what Charles Schwab offers.
  • Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
  • Pair it with Charles Schwab if you still need News, Alerts, and Calendar.

Adds coverage: APIs & SDKs, Data APIs, Risk Metrics (VaR/ES/Drawdown), and Scenario & Stress Tests

Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.

#3 Alternative

Similarity score 1701
Category overlap: 82%

Shared coverage

Brokerage
Portfolio
Watchlist
Options & Derivatives
Paper Trading
Advanced Order Types

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Why investors switch

  • Expands into Options P&L and Financials coverage beyond what Charles Schwab offers.
  • Standout features include Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts., EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening., and Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits..
  • Pair it with Charles Schwab if you still need Smart/Direct Routing, Calendar, and Order Book / Level II.

Adds coverage: Options P&L and Financials

Standout features: Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts., EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening., Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits., and Integrated MT Newswires feed for real-time market and company news.

Similarity score 1696
Category overlap: 89%

Shared coverage

Brokerage
Portfolio
Watchlist
Options & Derivatives
Advanced Order Types
Smart/Direct Routing

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Pricing: Other

Why investors switch

  • Expands into Financials coverage beyond what Charles Schwab offers.
  • Standout features include Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals..
  • Pair it with Charles Schwab if you still need Paper Trading, Alerts, and Calendar.

Adds coverage: Financials

Standout features: Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals., and Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.

#5 Alternative

Hands-on Tested
Free Tier
Similarity score 1669
Category overlap: 47%

Shared coverage

Watchlist
Paper Trading
News
Alerts
Calendar
Newsletters

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • MarketWatch keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Data Visualizations, Financials, and Options coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Portfolio, and Options & Derivatives.

Adds coverage: Data Visualizations, Financials, Options, and ETF Overview

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.

#6 Alternative

Free Tier
Similarity score 1623
Category overlap: 53%

Shared coverage

Brokerage
Portfolio
Watchlist
Paper Trading
Advanced Order Types
News

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • eToro keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Copy/Social Trading, Dividends, and IPO coverage beyond what Charles Schwab offers.
  • Standout features include Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., and CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum..
  • Pair it with Charles Schwab if you still need Options & Derivatives, Smart/Direct Routing, and Order Book / Level II.

Adds coverage: Copy/Social Trading, Dividends, IPO, and Data Visualizations

Standout features: Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum., and Smart Portfolios group assets thematically and are managed by eToro’s Investment Team; they rebalance regularly, require a $500 minimum, and carry no management fees.

#7 Alternative

Free Tier
Similarity score 1622
Category overlap: 80%

Shared coverage

Watchlist
News
Alerts
Calendar
Videos
Blogs

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Smartkarma keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Stock Ideas and AI coverage beyond what Charles Schwab offers.
  • Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
  • Pair it with Charles Schwab if you still need Brokerage, Portfolio, and Options & Derivatives.

Adds coverage: Stock Ideas and AI

Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.

#8 Alternative

Hands-on Tested
Free Tier
Similarity score 1526
Category overlap: 40%

Shared coverage

Portfolio
Watchlist
News
Alerts
Calendar
Screeners

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Investing.com keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into ETF Screeners, Dividends, and Splits coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: ETF Screeners, Dividends, Splits, and IPO

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.

#9 Alternative

Hands-on Tested
Free Tier
Similarity score 1526
Category overlap: 40%

Shared coverage

Portfolio
Watchlist
News
Alerts
Calendar
Screeners

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Yahoo Finance keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Data Visualizations, Financials, and Analyst Recommendations coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Data Visualizations, Financials, Analyst Recommendations, and Analyst Price Targets

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.

#10 Alternative

Free Tier
Similarity score 1497
Category overlap: 88%

Shared coverage

Brokerage
Portfolio
Watchlist
Options & Derivatives
Advanced Order Types
News

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Other

Why investors switch

  • Robinhood keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Downloadable Tax Reports coverage beyond what Charles Schwab offers.
  • Standout features include Commission-free trading on US stocks, ETFs, and options (with per-contract fees: $0.50 standard, $0.35 with Gold)., Fractional share investing starting from $1 across most eligible US stocks and ETFs., and Advanced order types including stop, stop-limit, and trailing stop orders..
  • Pair it with Charles Schwab if you still need Paper Trading, Smart/Direct Routing, and Alerts.

Adds coverage: Downloadable Tax Reports

Standout features: Commission-free trading on US stocks, ETFs, and options (with per-contract fees: $0.50 standard, $0.35 with Gold)., Fractional share investing starting from $1 across most eligible US stocks and ETFs., Advanced order types including stop, stop-limit, and trailing stop orders., and 24-Hour Market on select symbols, running Sunday evening through Friday evening ET, alongside extended trading hours.

#11 Alternative

Analyst Pick
Hands-on Tested
Similarity score 1495
Category overlap: 53%

Shared coverage

Portfolio
Watchlist
News
Alerts
Calendar
Blogs

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Expands into Stock Ideas, Financials, and Scores coverage beyond what Charles Schwab offers.
  • Standout features include Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Stock Ideas, Financials, Scores, and Checklist

Standout features: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., and Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.

#12 Alternative

Hands-on Tested
Free Tier
Similarity score 1489
Category overlap: 47%

Shared coverage

Portfolio
Watchlist
Options & Derivatives
News
Alerts
Calendar

Assets: Stocks, Options, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Trendlyne keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Paper Trading, and Advanced Order Types.

Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations

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.

#13 Alternative

Analyst Pick
Hands-on Tested
Similarity score 1468
Category overlap: 100%

Shared coverage

Brokerage
Portfolio
Watchlist
Advanced Order Types
Smart/Direct Routing
Order Book / Level II

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Other

Why investors switch

  • Standout features include Access to 45+ global exchanges across ~30 countries, covering shares, ETFs, bonds, options, and futures. Orders route either Direct-to-Market or via Morgan Stanley's Smart Order Router, depending on venue., Supported order types include Market, Limit, Stop Loss, Stop Limit, and Day/GTC. Trailing Stop is only available on Xetra and Frankfurt., and Market data: real-time quotes available through monthly subscriptions per exchange; otherwise quotes are usually delayed by 15 minutes. Users can toggle real-time feeds in account settings..
  • Pair it with Charles Schwab if you still need Options & Derivatives, Paper Trading, and News.

Standout features: Access to 45+ global exchanges across ~30 countries, covering shares, ETFs, bonds, options, and futures. Orders route either Direct-to-Market or via Morgan Stanley's Smart Order Router, depending on venue., Supported order types include Market, Limit, Stop Loss, Stop Limit, and Day/GTC. Trailing Stop is only available on Xetra and Frankfurt., Market data: real-time quotes available through monthly subscriptions per exchange; otherwise quotes are usually delayed by 15 minutes. Users can toggle real-time feeds in account settings., and U.S. BATS real-time quotes are included for free after completing a U.S. stock trade, valid through the end of the next month.

#14 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1443
Category overlap: 47%

Shared coverage

Portfolio
Watchlist
News
Alerts
Calendar
Videos

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Stock Rover keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations

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.

#15 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1443
Category overlap: 47%

Shared coverage

Portfolio
Options & Derivatives
Paper Trading
News
Alerts
Calendar

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Unusual Whales keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Dark Pool & Off-Exchange, US Government Trades, and Insider Data coverage beyond what Charles Schwab offers.
  • Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
  • Pair it with Charles Schwab if you still need Brokerage, Watchlist, and Advanced Order Types.

Adds coverage: Dark Pool & Off-Exchange, US Government Trades, Insider Data, and 13F

Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.

#16 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1420
Category overlap: 40%

Shared coverage

Portfolio
Watchlist
News
Alerts
Calendar
Screeners

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Koyfin keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into ETF Screeners, Data Visualizations, and Financials coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: ETF Screeners, Data Visualizations, Financials, and Transcripts

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).

#17 Alternative

Hands-on Tested
Free Tier
Similarity score 1399
Category overlap: 58%

Shared coverage

Portfolio
Watchlist
News
Calendar
Blogs
Newsletters

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Why investors switch

  • Dividend.com keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Dividends, Scores, and Stock Ideas coverage beyond what Charles Schwab offers.
  • Standout features include Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., and DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Dividends, Scores, Stock Ideas, and Compounding Calculator

Standout features: Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members., and Dividend Watchlist with performance view and email alerts for tracked tickers.

#18 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1360
Category overlap: 40%

Shared coverage

Portfolio
Watchlist
News
Alerts
Calendar
Screeners

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Seeking Alpha keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Charles Schwab offers.
  • Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Dividends

Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.

#19 Alternative

Hands-on Tested
Free Tier
Similarity score 1346
Category overlap: 40%

Shared coverage

Portfolio
Watchlist
News
Alerts
Blogs
Screeners

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Tickertape keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Dividends, Splits, and Financials coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Dividends, Splits, Financials, and Scores

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.

#20 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1300
Category overlap: 40%

Shared coverage

Portfolio
Watchlist
News
Alerts
Calendar
Screeners

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • TipRanks keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Analyst Forecasts

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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Watchlist×19
News×18
Portfolio×18
Alerts×15
Screeners×15
Calendar×14
Advanced Order Types×7
Options & Derivatives×7

New angles introduced

Categories the alternatives add beyond Charles Schwab.

Financials+13
Dividends+11
Analyst Price Targets+10
Analyst Recommendations+9
Data Visualizations+9
ETF Overview+9
Analyst Forecasts+7
ETF Holdings+7

Access & Pricing

Free options

15/20

15 picks introduce a free tier you can start with.

Mobile ready

19/20

19 matches support mobile alongside Charles Schwab.

API availability

2/20

2 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

9 starred / 15 tested

9 tools are flagged as analyst picks; 15 have been hands-on tested.

Avg. coverage overlap

58%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Charles Schwab?

Charles Schwab users most often consider TradingView, Interactive Brokers, and TC2000 as their go-to alternatives.

Which alternatives keep a free tier?

TradingView, MarketWatch, eToro, Smartkarma, Investing.com, Yahoo Finance, Robinhood, Trendlyne, Stock Rover, Unusual Whales, Koyfin, Dividend.com, Seeking Alpha, Tickertape, and TipRanks offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top Charles Schwab alternatives cover?

Expect deep coverage across Advanced Order Types, Alerts, Blogs, Brokerage, Calendar, News, Newsletters, Options & Derivatives, Order Book / Level II, Paper Trading, Portfolio, Screeners, Smart/Direct Routing, Videos, and Watchlist, so you can port most Charles Schwab 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:

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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Got ideas for new features?

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.