VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Monday, January 5, 2026

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.

View free alternatives

Quick takeaways

TradingView is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Options & Derivatives while adding ETF Screeners and Data Visualizations coverage, Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile. and Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas. features, and a free tier (category overlap ~73%).

Budget-conscious? Try TradingView, Koyfin, GuruFocus, MarketWatch, eToro, Tickeron, Smartkarma, Fiscal.ai, Investing.com, Yahoo Finance, Simply Wall St, Robinhood, Trendlyne, and Stock Analysis to get started without a paid plan.

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

#1 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 2221Category overlap: 73%

Shared coverage

PortfolioWatchlistOptions & DerivativesPaper TradingAdvanced Order TypesNews

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, Data Visualizations, and Quant coverage beyond what Charles Schwab offers.
  • Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
  • Pair it with Charles Schwab if you still need Brokerage, Smart/Direct Routing, and Order Book / Level II.

Adds coverage: ETF Screeners, Data Visualizations, Quant, and Backtesting

Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.

#2 Alternative

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

Shared coverage

BrokeragePortfolioWatchlistOptions & DerivativesPaper TradingAdvanced 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 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, 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

Analyst PickHands-on TestedFree Tier
Similarity score 1765Category overlap: 53%

Shared coverage

PortfolioWatchlistNewsAlertsCalendarVideos

Assets: Stocks, ETFs, and Futures

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 Stock Comparison coverage beyond what Charles Schwab offers.
  • Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

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

Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.

#4 Alternative

Similarity score 1701Category overlap: 82%

Shared coverage

BrokeragePortfolioWatchlistOptions & DerivativesPaper TradingAdvanced 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 1696Category overlap: 89%

Shared coverage

BrokeragePortfolioWatchlistOptions & DerivativesAdvanced Order TypesSmart/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.

#6 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1673Category overlap: 53%

Shared coverage

PortfolioNewsAlertsCalendarVideosBlogs

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Why investors switch

  • GuruFocus keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Charles Schwab offers.
  • Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
  • Pair it with Charles Schwab if you still need Brokerage, Watchlist, and Options & Derivatives.

Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Investor Holdings

Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.

#7 Alternative

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

Shared coverage

WatchlistPaper TradingNewsAlertsCalendarNewsletters

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.

#8 Alternative

Free Tier
Similarity score 1623Category overlap: 53%

Shared coverage

BrokeragePortfolioWatchlistPaper TradingAdvanced Order TypesNews

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.

#9 Alternative

Free Tier
Similarity score 1623Category overlap: 53%

Shared coverage

PortfolioWatchlistPaper TradingAlertsCalendarVideos

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Tickeron keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Stock Ideas, Stock Comparison, and Auto-Trading & Bots coverage beyond what Charles Schwab offers.
  • Standout features include AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., and Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Advanced Order Types.

Adds coverage: Stock Ideas, Stock Comparison, Auto-Trading & Bots, and Copy/Social Trading

Standout features: AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs., and AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).

#10 Alternative

Free Tier
Similarity score 1622Category overlap: 80%

Shared coverage

WatchlistNewsAlertsCalendarVideosBlogs

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.

#11 Alternative

Similarity score 1582Category overlap: 60%

Shared coverage

PortfolioWatchlistNewsAlertsCalendarVideos

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Why investors switch

  • Expands into Special Situations, Acquisitions, and Spin-offs coverage beyond what Charles Schwab offers.
  • Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Special Situations, Acquisitions, Spin-offs, and Buybacks & Authorizations

Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.

#12 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1551Category overlap: 53%

Shared coverage

PortfolioWatchlistNewsAlertsCalendarBlogs

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Why investors switch

  • Fiscal.ai keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Stock Comparison, Data Visualizations, and Investor Holdings coverage beyond what Charles Schwab offers.
  • Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Stock Comparison, Data Visualizations, Investor Holdings, and ETF Overview

Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.

#13 Alternative

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

Shared coverage

PortfolioWatchlistNewsAlertsCalendarScreeners

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 with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., and Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps..
  • 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 with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps., and Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export.

#14 Alternative

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

Shared coverage

PortfolioWatchlistNewsAlertsCalendarScreeners

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.

#15 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1525Category overlap: 53%

Shared coverage

PortfolioWatchlistNewsAlertsVideosBlogs

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Simply Wall St keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Stock Ideas, Data Visualizations, and Financials coverage beyond what Charles Schwab offers.
  • Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Stock Ideas, Data Visualizations, Financials, and Valuation Models

Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.

#16 Alternative

Free Tier
Similarity score 1497Category overlap: 88%

Shared coverage

BrokeragePortfolioWatchlistOptions & DerivativesAdvanced Order TypesNews

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.

#17 Alternative

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

Shared coverage

PortfolioWatchlistNewsAlertsCalendarBlogs

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.

#18 Alternative

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

Shared coverage

PortfolioWatchlistOptions & DerivativesNewsAlertsCalendar

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.

#19 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1471Category overlap: 47%

Shared coverage

PortfolioWatchlistNewsCalendarBlogsNewsletters

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Why investors switch

  • Stock Analysis keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
  • Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what Charles Schwab offers.
  • Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
  • Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.

Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and Stock Comparison

Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.

#20 Alternative

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

Shared coverage

BrokeragePortfolioWatchlistAdvanced Order TypesSmart/Direct RoutingOrder 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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Watchlist×19Portfolio×18News×17Alerts×15Screeners×15Calendar×14Blogs×10Newsletters×8

New angles introduced

Categories the alternatives add beyond Charles Schwab.

Financials+13Data Visualizations+12Dividends+11Analyst Price Targets+10Education+10Analyst Recommendations+9Analyst Forecasts+8ETF Overview+8

Access & Pricing

Free options

14/20

14 picks introduce a free tier you can start with.

Mobile ready

18/20

18 matches support mobile alongside Charles Schwab.

API availability

4/20

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

Quality checks

9 starred / 13 tested

9 tools are flagged as analyst picks; 13 have been hands-on tested.

Avg. coverage overlap

61%

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 Koyfin as their go-to alternatives.

Which alternatives keep a free tier?

TradingView, Koyfin, GuruFocus, MarketWatch, eToro, Tickeron, Smartkarma, Fiscal.ai, Investing.com, Yahoo Finance, Simply Wall St, Robinhood, Trendlyne, and Stock Analysis 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.

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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.