VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Monday, January 5, 2026

Programmatic picks

Estimize logo

Alternatives to Estimize

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

View free alternatives

Quick takeaways

GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners, Alerts, and Calendar while adding Stock Ideas and Stock Comparison coverage and 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. and 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. features (category overlap ~100%).

Free tiers remain available through GuruFocus, Fiscal.ai, Financial Modeling Prep (FMP), Koyfin, Quartr, Unusual Whales, Trading Economics, Benzinga, Seeking Alpha, TipRanks, TradingView, StockAlert Pro, Fey, TIKR, Investing.com, Trendlyne, Zacks (Zacks.com), and ChartMill for side-by-side testing.

Need mobile access? GuruFocus, Koyfin, and Quartr bring phone-ready workflows that Estimize lacks.

Round out your stack with new coverage areas like Stock Ideas, Stock Comparison, Data Visualizations, and Portfolio.

#1 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1222Category overlap: 100%

Shared coverage

ScreenersAlertsCalendarAnalyst ForecastsData APIsInflation Rates

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • GuruFocus adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Estimize 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..

Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Portfolio

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.

#2 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1063Category overlap: 83%

Shared coverage

ScreenersAlertsCalendarAnalyst ForecastsData APIs

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Stock Comparison, Data Visualizations, and Portfolio coverage beyond what Estimize 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 Estimize if you still need Inflation Rates.

Adds coverage: Stock Comparison, Data Visualizations, Portfolio, and Watchlist

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.

#3 Alternative

Hands-on TestedFree Tier
Similarity score 1049Category overlap: 83%

Shared coverage

ScreenersCalendarAnalyst ForecastsData APIsInflation Rates

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into News, Dividends, and Splits coverage beyond what Estimize offers.
  • Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
  • Pair it with Estimize if you still need Alerts.

Adds coverage: News, Dividends, Splits, and IPO

Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.

#4 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1047Category overlap: 83%

Shared coverage

ScreenersAlertsCalendarAnalyst ForecastsInflation Rates

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Koyfin adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Data Visualizations, and Stock Comparison coverage beyond what Estimize 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 Estimize if you still need Data APIs.

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.

#5 Alternative

Hands-on Tested
Similarity score 1019Category overlap: 83%

Shared coverage

ScreenersAlertsAnalyst ForecastsData APIsInflation Rates

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Subscription

Why investors switch

  • Expands into Stock Comparison, ETF Comparison, and Data Visualizations coverage beyond what Estimize offers.
  • Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
  • Pair it with Estimize if you still need Calendar.

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

Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

#6 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 929Category overlap: 67%

Shared coverage

AlertsCalendarAnalyst ForecastsData APIs

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Quartr adds mobile access for on-the-go monitoring.
  • Expands into Financials, Transcripts, and Watchlist coverage beyond what Estimize offers.
  • Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
  • Pair it with Estimize if you still need Screeners and Inflation Rates.

Adds coverage: Financials, Transcripts, Watchlist, and AI

Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.

#7 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 929Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarData APIs

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Unusual Whales adds mobile access for on-the-go monitoring.
  • Expands into Options & Derivatives, Portfolio, and Paper Trading coverage beyond what Estimize 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 Estimize if you still need Analyst Forecasts and Inflation Rates.

Adds coverage: Options & Derivatives, Portfolio, Paper Trading, and Dark Pool & Off-Exchange

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.

#8 Alternative

Hands-on TestedFree Tier
Similarity score 915Category overlap: 67%

Shared coverage

AlertsCalendarData APIsInflation Rates

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Trading Economics adds mobile access for on-the-go monitoring.
  • Expands into News, Central Bank Watcher, and PMI / ISM coverage beyond what Estimize offers.
  • Standout features include REST and WebSocket API delivering data in JSON, CSV, or XML formats., Coverage spans six API domains: Indicators, Calendar, Forecasts, Markets, Earnings, and News., and Economic calendar with ~1,600 monthly events across 150+ countries, refreshed in near real time..
  • Pair it with Estimize if you still need Screeners and Analyst Forecasts.

Adds coverage: News, Central Bank Watcher, PMI / ISM, and Housing & Construction

Standout features: REST and WebSocket API delivering data in JSON, CSV, or XML formats., Coverage spans six API domains: Indicators, Calendar, Forecasts, Markets, Earnings, and News., Economic calendar with ~1,600 monthly events across 150+ countries, refreshed in near real time., and Streaming support for calendar releases and earnings data via persistent WebSocket channels.

#9 Alternative

Free Tier
Similarity score 907Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarData APIs

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Benzinga adds mobile access for on-the-go monitoring.
  • Expands into News, Newsletters, and Watchlist coverage beyond what Estimize offers.
  • Standout features include Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., and Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans..
  • Pair it with Estimize if you still need Analyst Forecasts and Inflation Rates.

Adds coverage: News, Newsletters, Watchlist, and Transcripts

Standout features: Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans., and Equity Audio Squawk channel included in higher tiers, with optional High Beta Squawk add-on for $99/month.

#10 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 901Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Seeking Alpha adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Estimize 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 Estimize if you still need Data APIs and Inflation Rates.

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

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.

#11 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 901Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • TipRanks adds mobile access for on-the-go monitoring.
  • Expands into Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what Estimize 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 Estimize if you still need Data APIs and Inflation Rates.

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

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.

#12 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 901Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarInflation Rates

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • TradingView adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Data Visualizations, and Options & Derivatives coverage beyond what Estimize 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 Estimize if you still need Analyst Forecasts and Data APIs.

Adds coverage: ETF Screeners, Data Visualizations, Options & Derivatives, and Quant

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.

#13 Alternative

Free Tier
Similarity score 895Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarData APIs

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Dividends, Stock Ideas, and Data Visualizations coverage beyond what Estimize offers.
  • Standout features include 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., and AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate..
  • Pair it with Estimize if you still need Analyst Forecasts and Inflation Rates.

Adds coverage: Dividends, Stock Ideas, Data Visualizations, and Watchlist

Standout features: 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate., and Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.

#14 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 889Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Portfolio, Watchlist, and News coverage beyond what Estimize offers.
  • Standout features include Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
  • Pair it with Estimize if you still need Data APIs and Inflation Rates.

Adds coverage: Portfolio, Watchlist, News, and News Sentiment

Standout features: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., and Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.

#15 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 889Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Stock Ideas, Data Visualizations, and Stock Comparison coverage beyond what Estimize offers.
  • Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
  • Pair it with Estimize if you still need Data APIs and Inflation Rates.

Adds coverage: Stock Ideas, Data Visualizations, Stock Comparison, and Portfolio

Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.

#16 Alternative

Hands-on TestedFree Tier
Similarity score 887Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Investing.com adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Portfolio, and Watchlist coverage beyond what Estimize 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 Estimize if you still need Data APIs and Inflation Rates.

Adds coverage: ETF Screeners, Portfolio, Watchlist, and News

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.

#17 Alternative

Hands-on TestedFree Tier
Similarity score 887Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Trendlyne adds mobile access for on-the-go monitoring.
  • Expands into Analyst Price Targets, Analyst Recommendations, and Data Visualizations coverage beyond what Estimize 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 Estimize if you still need Data APIs and Inflation Rates.

Adds coverage: Analyst Price Targets, Analyst Recommendations, Data Visualizations, and Options & Derivatives

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.

#18 Alternative

Hands-on TestedFree Tier
Similarity score 887Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Zacks (Zacks.com) adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Watchlist, and Portfolio coverage beyond what Estimize offers.
  • Standout features include Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
  • Pair it with Estimize if you still need Data APIs and Inflation Rates.

Adds coverage: ETF Screeners, Watchlist, Portfolio, and News

Standout features: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., Stock, ETF, and mutual fund screeners with hundreds of filters., and Per-ticker pages with analyst forecasts, price targets, and earnings estimates.

#19 Alternative

Hands-on TestedFree Tier
Similarity score 875Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Stock Ideas, Watchlist, and News coverage beyond what Estimize offers.
  • Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
  • Pair it with Estimize if you still need Data APIs and Inflation Rates.

Adds coverage: Stock Ideas, Watchlist, News, and Data Visualizations

Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.

#20 Alternative

Analyst PickHands-on Tested
Similarity score 871Category overlap: 67%

Shared coverage

ScreenersAlertsCalendarAnalyst Forecasts

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Stockopedia adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Financials, and Scores coverage beyond what Estimize 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 Estimize if you still need Data APIs and Inflation Rates.

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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Alerts×19Calendar×19Screeners×18Analyst Forecasts×15Data APIs×9Inflation Rates×6

New angles introduced

Categories the alternatives add beyond Estimize.

News+18Watchlist+16Financials+14Portfolio+14Analyst Price Targets+13Analyst Recommendations+11Data Visualizations+11Dividends+11

Access & Pricing

Free options

18/20

18 of 20 alternatives keep a free tier for trials.

Mobile ready

13/20

13 alternatives bring native mobile access.

API availability

9/20

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

Quality checks

11 starred / 18 tested

11 tools are flagged as analyst picks; 18 have been hands-on tested.

Avg. coverage overlap

72%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Estimize?

Estimize users most often consider GuruFocus, Fiscal.ai, and Financial Modeling Prep (FMP) as their go-to alternatives.

Which alternatives keep a free tier?

GuruFocus, Fiscal.ai, Financial Modeling Prep (FMP), Koyfin, Quartr, Unusual Whales, Trading Economics, Benzinga, Seeking Alpha, TipRanks, TradingView, StockAlert Pro, Fey, TIKR, Investing.com, Trendlyne, Zacks (Zacks.com), and ChartMill offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top Estimize alternatives cover?

Expect deep coverage across Alerts, Analyst Forecasts, Calendar, Data APIs, Inflation Rates, and Screeners, so you can port most Estimize 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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Got questions or suggestions? I'm all ears!

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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.