PortfoliosLab is the closest drop-in replacement with overlapping coverage in Screeners, Quant, and Data Visualizations while adding Watchlist and ETF Comparison coverage, Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models). and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. features, and a free tier (category overlap ~77%).
VOL. XCIV, NO. 247
FactorsToday Alternatives & Competitors
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Alternatives to FactorsToday
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test FactorsToday against peers before committing to a long-term plan.
Looking for a FactorsToday 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 Options15With free tiers
Avg. Overlap53%Category match
Mobile Ready7Native apps
Quick takeaways
Budget-conscious? Try PortfoliosLab, DeepVest, Portfolio Visualizer, ETF Insider, GuruFocus, Portfolio123, okama, Fiscal.ai, TradingView, FINVIZ, Stock Rover, Stock Unlock, TipRanks, EPSMomentum, and ETF Action to get started without a paid plan.
Need mobile access? GuruFocus, TradingView, and Interactive Brokers (IBKR) bring phone-ready workflows that FactorsToday lacks.
Round out your stack with new coverage areas like Watchlist, ETF Comparison, ETF Screeners, and APIs & SDKs.
Similarity score 1813Category overlap: 77%
Shared coverage
ScreenersQuantData VisualizationsStock ComparisonFactor ExposureRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Watchlist, ETF Comparison, and ETF Screeners coverage beyond what FactorsToday offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with FactorsToday if you still need Performance Attribution, Scenario & Stress Tests, and AI.
Adds coverage: Watchlist, ETF Comparison, ETF Screeners, and APIs & SDKs
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1680Category overlap: 69%
Shared coverage
ScreenersData VisualizationsStock ComparisonPerformance AttributionRisk MetricsScenario & Stress Tests
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Expands into ETF Comparison, Watchlist, and Alerts coverage beyond what FactorsToday offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with FactorsToday if you still need Quant, Factor Exposure, and Backtesting.
Adds coverage: ETF Comparison, Watchlist, Alerts, and Monte Carlo
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
Similarity score 1507Category overlap: 62%
Shared coverage
ScreenersData VisualizationsRisk MetricsScenario & Stress TestsPortfolioBacktesting
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- DeepVest keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Wealth Management, AI Chat, and Options coverage beyond what FactorsToday offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with FactorsToday if you still need Quant, Stock Comparison, and Factor Exposure.
Adds coverage: Wealth Management, AI Chat, Options, and Transcripts
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 1502Category overlap: 80%
Shared coverage
ScreenersQuantData VisualizationsFactor ExposurePerformance AttributionRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Portfolio Visualizer keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Monte Carlo and ETF Screeners coverage beyond what FactorsToday offers.
- Standout features include Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., and Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)..
- Pair it with FactorsToday if you still need Stock Comparison, Scenario & Stress Tests, and Portfolio.
Adds coverage: Monte Carlo and ETF Screeners
Standout features: Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)., and Portfolio optimization strategies (includes mean-variance optimization; also references max drawdown optimization).
#5 Alternative
Similarity score 1437Category overlap: 62%
Shared coverage
ScreenersQuantPerformance AttributionScenario & Stress TestsPortfolioBacktesting
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Expands into Alerts, News, and Transcripts coverage beyond what FactorsToday offers.
- Standout features include Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- Pair it with FactorsToday if you still need Data Visualizations, Stock Comparison, and Factor Exposure.
Adds coverage: Alerts, News, Transcripts, and AI Chat
Standout features: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., and Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Similarity score 1424Category overlap: 54%
Shared coverage
ScreenersData VisualizationsFactor ExposureRisk MetricsPortfolioCorrelation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- ETF Insider keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into ETF Screeners, ETF Overview, and ETF Holdings coverage beyond what FactorsToday offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with FactorsToday if you still need Quant, Stock Comparison, and Performance Attribution.
Adds coverage: ETF Screeners, ETF Overview, ETF Holdings, and ETF Performance
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 1418Category overlap: 54%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioBacktestingData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- GuruFocus keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Investor Holdings, and US Government Trades coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, Investor Holdings, US Government Trades, and News
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 1406Category overlap: 54%
Shared coverage
ScreenersQuantData VisualizationsPortfolioBacktestingCorrelation
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Stock Ideas, Watchlist, and Financials coverage beyond what FactorsToday offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with FactorsToday if you still need Stock Comparison, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, Watchlist, Financials, and GDP
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1395Category overlap: 64%
Shared coverage
QuantData VisualizationsRisk MetricsPortfolioBacktestingCorrelation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- okama keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Monte Carlo, ETF Performance, and Inflation Rates coverage beyond what FactorsToday offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with FactorsToday if you still need Screeners, Stock Comparison, and Factor Exposure.
Adds coverage: Monte Carlo, ETF Performance, Inflation Rates, and Interest Rates
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 1262Category overlap: 46%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioData APIsAI
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Stock Ideas, Watchlist, and Investor Holdings coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, Watchlist, Investor Holdings, and ETF Overview
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 1186Category overlap: 46%
Shared coverage
ScreenersQuantData VisualizationsPortfolioBacktestingCorrelation
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- TradingView keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Watchlist, and News coverage beyond what FactorsToday 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 FactorsToday if you still need Stock Comparison, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, Watchlist, News, and Alerts
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.
Similarity score 1174Category overlap: 46%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioBacktestingCorrelation
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- FINVIZ keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into ETF Screeners, News, and Alerts coverage beyond what FactorsToday offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: ETF Screeners, News, Alerts, and Calendar
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 1119Category overlap: 38%
Shared coverage
ScreenersPerformance AttributionRisk MetricsPortfolioData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- Interactive Brokers (IBKR) adds mobile access for on-the-go monitoring.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Data Visualizations, and Stock Comparison.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
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 1103Category overlap: 38%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioCorrelation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Stock Rover keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, ETF Comparison, and Watchlist coverage beyond what FactorsToday offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: ETF Screeners, ETF Comparison, Watchlist, and Monte Carlo
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
#15 Alternative
Similarity score 1098Category overlap: 55%
Shared coverage
ScreenersQuantData VisualizationsRisk MetricsBacktestingCorrelation
Assets: Stocks and Mutual Funds
Experience: Intermediate and Advanced
Why investors switch
- Expands into Monte Carlo, Alerts, and Auto-Trading & Bots coverage beyond what FactorsToday offers.
- Standout features include Portfolio-level backtesting with realistic account constraints and position sizing; customizable reports/metrics (equity/drawdown charts, custom backtest procedure)., Optimization & validation workflows: portfolio-level optimization, walk-forward testing, and Monte Carlo simulation/robustness testing., and Charting suite with indicators, drawing tools, multi-timeframe analysis, and multiple time compressions (including range/volume bars)..
- Pair it with FactorsToday if you still need Stock Comparison, Factor Exposure, and Performance Attribution.
Adds coverage: Monte Carlo, Alerts, Auto-Trading & Bots, and APIs & SDKs
Standout features: Portfolio-level backtesting with realistic account constraints and position sizing; customizable reports/metrics (equity/drawdown charts, custom backtest procedure)., Optimization & validation workflows: portfolio-level optimization, walk-forward testing, and Monte Carlo simulation/robustness testing., Charting suite with indicators, drawing tools, multi-timeframe analysis, and multiple time compressions (including range/volume bars)., and Real-time quote window + time&sales + user-defined alerts (popup/e-mail/sound); symbol limits differ by edition (10 symbols Standard vs unlimited Pro).
Similarity score 1077Category overlap: 38%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioAI
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Stock Unlock keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into ETF Overview, ETF Holdings, and Watchlist coverage beyond what FactorsToday offers.
- Standout features include Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only..
- Pair it with FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: ETF Overview, ETF Holdings, Watchlist, and Dividends
Standout features: Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only., and Custom watchlists with event notifications and alerts.
Similarity score 1071Category overlap: 38%
Shared coverage
ScreenersStock ComparisonPortfolioData APIsAI
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- TipRanks keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Data Visualizations, and Factor Exposure.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and ETF 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).
#18 Alternative
Similarity score 1055Category overlap: 63%
Shared coverage
ScreenersQuantScenario & Stress TestsPortfolioBacktesting
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Qfinr adds mobile access for on-the-go monitoring.
- Expands into Watchlist, ETF Screeners, and Stock Ideas coverage beyond what FactorsToday offers.
- Standout features include Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
- Pair it with FactorsToday if you still need Data Visualizations, Stock Comparison, and Factor Exposure.
Adds coverage: Watchlist, ETF Screeners, and Stock Ideas
Standout features: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities., and Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Similarity score 1049Category overlap: 38%
Shared coverage
ScreenersData VisualizationsPortfolioBacktestingAI
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- EPSMomentum keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Money Flow, and Watchlist coverage beyond what FactorsToday offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with FactorsToday if you still need Quant, Stock Comparison, and Factor Exposure.
Adds coverage: Stock Ideas, Money Flow, Watchlist, and News
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 1037Category overlap: 38%
Shared coverage
ScreenersData VisualizationsPortfolioBacktestingData APIs
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- ETF Action keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what FactorsToday offers.
- Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
- Pair it with FactorsToday if you still need Quant, Stock Comparison, and Factor Exposure.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals
Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×19Portfolio×18Data Visualizations×16Backtesting×13Correlation×11Data APIs×10AI×8Quant×8
New angles introduced
Categories the alternatives add beyond FactorsToday.
Alerts+12Watchlist+12APIs & SDKs+9News+9ETF Holdings+8Financials+8Calendar+7Dividends+7
Access & Pricing
Free options
15/20
15 picks introduce a free tier you can start with.
Mobile ready
7/20
7 alternatives bring native mobile access.
API availability
11/20
11 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 14 tested
9 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
53%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to FactorsToday?
FactorsToday users most often consider PortfoliosLab, YCharts, and DeepVest as their go-to alternatives.
Which alternatives keep a free tier?
PortfoliosLab, DeepVest, Portfolio Visualizer, ETF Insider, GuruFocus, Portfolio123, okama, Fiscal.ai, TradingView, FINVIZ, Stock Rover, Stock Unlock, TipRanks, EPSMomentum, and ETF Action offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top FactorsToday alternatives cover?
Expect deep coverage across AI, Backtesting, Correlation, Data APIs, Data Visualizations, Factor Exposure, Performance Attribution, Portfolio, Quant, Risk Metrics, Scenario & Stress Tests, Screeners, and Stock Comparison, so you can port most FactorsToday 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!
OR
Got ideas for new features?
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.