Interactive Brokers (IBKR) is the closest drop-in replacement with overlapping coverage in Brokerage, Portfolio, and Watchlist while adding Risk Metrics and Performance Attribution coverage and Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product. and Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs. features (category overlap ~71%).
VOL. XCIV, NO. 247
Charles Schwab Alternatives & Competitors
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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.
Looking for a Charles Schwab replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options14With free tiers
Avg. Overlap58%Category match
Mobile Ready18Native apps
Quick takeaways
Budget-conscious? Try TradingView, GuruFocus, MarketWatch, eToro, Tickeron, Smartkarma, MarketScreener, Fiscal.ai, Simply Wall St, TipRanks, Trendlyne, Koyfin, Stock Analysis, and Investing.com to get started without a paid plan.
Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, APIs & SDKs, and Data APIs.
Similarity score 2129Category overlap: 71%
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 Risk Metrics, Performance Attribution, and APIs & SDKs coverage beyond what Charles Schwab offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Charles Schwab if you still need Alerts, Calendar, and Videos.
Adds coverage: Risk Metrics, Performance Attribution, APIs & SDKs, and Data APIs
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and Client Portal includes advanced charting with technical indicators and a live news stream for specific products.
Similarity score 1733Category overlap: 53%
Shared coverage
PortfolioWatchlistPaper TradingNewsAlertsCalendar
Assets: Stocks, ETFs, and Futures
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 Data Visualizations, Quant, and Stock Ideas coverage beyond what Charles Schwab offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Advanced Order Types.
Adds coverage: Data Visualizations, Quant, Stock Ideas, and Backtesting
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
#3 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.
#4 Alternative
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.
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.
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.
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.
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).
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.
Similarity score 1609Category overlap: 88%
Shared coverage
BrokeragePortfolioWatchlistAdvanced Order TypesSmart/Direct RoutingNews
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- Expands into Downloadable Tax Reports coverage beyond what Charles Schwab offers.
- Standout features include Execution-only: flatexDEGIRO Bank SE provides execution-only services; no investment advice or portfolio management., Access to 45+ markets across 30 countries; trade shares, ETFs, bonds, options and futures (availability depends on account/profile)., and Smart/direct routing: orders can be routed “Direct to Market” on some venues and via Morgan Stanley Smart Order Router on others..
- Pair it with Charles Schwab if you still need Options & Derivatives, Paper Trading, and Alerts.
Adds coverage: Downloadable Tax Reports
Standout features: Execution-only: flatexDEGIRO Bank SE provides execution-only services; no investment advice or portfolio management., Access to 45+ markets across 30 countries; trade shares, ETFs, bonds, options and futures (availability depends on account/profile)., Smart/direct routing: orders can be routed “Direct to Market” on some venues and via Morgan Stanley Smart Order Router on others., and Order types include market, limit, stop loss, stop limit, plus day and good‑till‑cancelled; trailing stop is currently available for German exchanges Xetra and Frankfurt.
#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.
Similarity score 1563Category overlap: 53%
Shared coverage
PortfolioWatchlistNewsAlertsCalendarBlogs
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- MarketScreener 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 Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: Stock Ideas, Data Visualizations, Financials, and ESG Ratings
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
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 Ideas, Stock Comparison, and Data Visualizations coverage beyond what Charles Schwab offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
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.
Similarity score 1503Category overlap: 47%
Shared coverage
PortfolioWatchlistOptions & DerivativesNewsAlertsCalendar
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 Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what Charles Schwab offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Charles Schwab if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and Stock Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
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.
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.
Similarity score 1480Category overlap: 40%
Shared coverage
PortfolioWatchlistNewsAlertsCalendarScreeners
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 Custom Dashboards coverage beyond what Charles Schwab offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: ETF Screeners, Data Visualizations, Custom Dashboards, and Correlation
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
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.
Similarity score 1466Category 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 Dividends, Splits, and IPO coverage beyond what Charles Schwab offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: Dividends, Splits, IPO, and Stock Ideas
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
News×19Watchlist×19Portfolio×18Screeners×17Alerts×16Calendar×16Blogs×9Newsletters×9
New angles introduced
Categories the alternatives add beyond Charles Schwab.
Data Visualizations+13Financials+13Analyst Price Targets+11Stock Ideas+11Analyst Forecasts+10Analyst Recommendations+10Dividends+10Insider Data+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
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 13 tested
10 tools are flagged as analyst picks; 13 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 Interactive Brokers (IBKR), TradingView, and TC2000 as their go-to alternatives.
Which alternatives keep a free tier?
TradingView, GuruFocus, MarketWatch, eToro, Tickeron, Smartkarma, MarketScreener, Fiscal.ai, Simply Wall St, TipRanks, Trendlyne, Koyfin, Stock Analysis, and Investing.com 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:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred 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.