Interactive Brokers (IBKR) is the closest drop-in replacement with overlapping coverage in Brokerage, Portfolio, and Watchlist while adding Paper Trading and Screeners 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 ~89%).
VOL. XCIV, NO. 247
Fidelity (Fidelity Brokerage Services LLC) Alternatives & Competitors
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Alternatives to Fidelity (Fidelity Brokerage Services LLC)
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Fidelity (Fidelity Brokerage Services LLC) against peers before committing to a long-term plan.
Looking for a Fidelity (Fidelity Brokerage Services LLC) 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. Overlap54%Category match
Mobile Ready19Native apps
Quick takeaways
Free tiers remain available through Charles Schwab, Investing.com, TipRanks, eToro, Trendlyne, Koyfin, GuruFocus, Nasdaq.com, Yahoo Finance, Marketlog, Snowball Analytics, TradingView, Seeking Alpha, Tickertape, and MarketWatch for side-by-side testing.
Round out your stack with new coverage areas like Paper Trading, Screeners, Risk Metrics, and Performance Attribution.
Similarity score 1724Category overlap: 89%
Shared coverage
BrokeragePortfolioWatchlistAdvanced Order TypesSmart/Direct RoutingOrder Book / Level II
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and Desktop
Pricing: Other
Why investors switch
- Expands into Paper Trading, Screeners, and Risk Metrics coverage beyond what Fidelity (Fidelity Brokerage Services LLC) 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 Fidelity (Fidelity Brokerage Services LLC) if you still need Financials.
Adds coverage: Paper Trading, Screeners, Risk Metrics, and Performance Attribution
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 1714Category overlap: 89%
Shared coverage
BrokeragePortfolioWatchlistAdvanced Order TypesSmart/Direct RoutingOrder Book / Level II
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and Desktop
Pricing: Other
Why investors switch
- Expands into Paper Trading, Alerts, and Calendar coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Zero-commission online trades for stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., and paperMoney® virtual accounts that let you practice trading with live market data..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Financials.
Adds coverage: Paper Trading, Alerts, Calendar, and Videos
Standout features: Zero-commission online trades for stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, and forex-though futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
#3 Alternative
Similarity score 1419Category overlap: 78%
Shared coverage
BrokeragePortfolioWatchlistAdvanced Order TypesNewsFinancials
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and Desktop
Why investors switch
- Expands into Screeners, Alerts, and Paper Trading coverage beyond what Fidelity (Fidelity Brokerage Services LLC) 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 Fidelity (Fidelity Brokerage Services LLC) if you still need Smart/Direct Routing and Order Book / Level II.
Adds coverage: Screeners, Alerts, Paper Trading, and Options P&L
Standout features: Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts., EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening., Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits., and Integrated MT Newswires feed for real-time market and company news.
Similarity score 1398Category overlap: 75%
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 Calendar and Downloadable Tax Reports coverage beyond what Fidelity (Fidelity Brokerage Services LLC) 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 Fidelity (Fidelity Brokerage Services LLC) if you still need Order Book / Level II, Financials, and Options & Derivatives.
Adds coverage: Calendar and 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.
Similarity score 1234Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsFinancialsOptions & Derivatives
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.
Similarity score 1196Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsFinancialsOptions & Derivatives
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Fidelity (Fidelity Brokerage Services LLC) 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 Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
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 1192Category overlap: 56%
Shared coverage
BrokeragePortfolioWatchlistAdvanced Order TypesNews
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- Expands into Copy/Social Trading, Paper Trading, and Alerts coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Commission-free trading on U.S. stocks and ETFs; eToro says it pays securities regulatory transaction fees on stock sales for users., Crypto trades incur a separate 1% fee on buys and sells; since mid-July 2025 the fee is shown separately before execution and in portfolio/account statements., and $0 U.S. withdrawal fee with a $30 minimum withdrawal amount..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Smart/Direct Routing, Order Book / Level II, and Financials.
Adds coverage: Copy/Social Trading, Paper Trading, Alerts, and Calendar
Standout features: Commission-free trading on U.S. stocks and ETFs; eToro says it pays securities regulatory transaction fees on stock sales for users., Crypto trades incur a separate 1% fee on buys and sells; since mid-July 2025 the fee is shown separately before execution and in portfolio/account statements., $0 U.S. withdrawal fee with a $30 minimum withdrawal amount., and Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app; nominal SEC, FINRA, ORF, and liquidity/regulatory fees can still apply.
Similarity score 1122Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsFinancialsOptions & Derivatives
Assets: Stocks, Options, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Screeners, Analyst Forecasts, and Analyst Price Targets coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on Pro Plus)., Backtesting at both strategy and stock level, with current Global plan limits of 200 annual backtests on Pro and 1,200 on Pro Plus., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Screeners, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on Pro Plus)., Backtesting at both strategy and stock level, with current Global plan limits of 200 annual backtests on Pro and 1,200 on Pro Plus., 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 1112Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Fidelity (Fidelity Brokerage Services LLC) 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 Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards
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 1108Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 1098Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Screeners, Calendar, and Dividends coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Screeners, Calendar, Dividends, and Splits
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 1098Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Alerts, Calendar, and Screeners coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Alerts, Calendar, Screeners, and Stock Comparison
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 1090Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Investor Holdings, Data Visualizations, and Risk Metrics coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Investor Holdings, Data Visualizations, Risk Metrics, and Monte Carlo
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 1090Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Backtesting, Dividend, and Dividends coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Backtesting, Dividend, Dividends, and Dividend Tax / ADR Withholding
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 1080Category overlap: 44%
Shared coverage
PortfolioWatchlistOrder Book / Level IINews
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and Desktop
Why investors switch
- Expands into Data Visualizations, Quant, and Screeners coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., 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 Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Data Visualizations, Quant, Screeners, and Stock Ideas
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., 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.
#16 Alternative
Similarity score 1072Category overlap: 44%
Shared coverage
PortfolioWatchlistFinancialsOptions & Derivatives
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Desktop
Why investors switch
- Expands into Sheets / Excel Add-ins, Broker Connectors, and Screeners coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes on Advanced/Business for covered U.S./Canadian stocks, ETFs, and options; Standard defaults to 15‑minute delayed stock/ETF/crypto data and EOD options/mutual-fund/economic data., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Sheets / Excel Add-ins, Broker Connectors, Screeners, and Options
Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes on Advanced/Business for covered U.S./Canadian stocks, ETFs, and options; Standard defaults to 15‑minute delayed stock/ETF/crypto data and EOD options/mutual-fund/economic data., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
#17 Alternative
Similarity score 1066Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Web, Mobile, and Desktop
Why investors switch
- Expands into Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings., and Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, and Alerts
Standout features: Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings., Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots., and Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods.
Similarity score 1052Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Alerts, Calendar, and Stock Ideas coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Alerts, Calendar, Stock Ideas, and Top Analysts
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
Similarity score 1038Category overlap: 44%
Shared coverage
PortfolioWatchlistNewsFinancials
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Screeners, Alerts, and Dividends coverage beyond what Fidelity (Fidelity Brokerage Services LLC) offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with 100+ metrics on the platform and 200+ Pro filters; Pro allows unlimited custom screens, custom filters, custom universes, premium screens, and CSV exports., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Screeners, Alerts, Dividends, and Splits
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with 100+ metrics on the platform and 200+ Pro filters; Pro allows unlimited custom screens, custom filters, custom universes, premium screens, and CSV exports., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading; Pro supports linking multiple demat accounts.
Similarity score 1013Category overlap: 33%
Shared coverage
WatchlistNewsFinancials
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Alerts, Calendar, and Screeners coverage beyond what Fidelity (Fidelity Brokerage Services LLC) 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 Fidelity (Fidelity Brokerage Services LLC) if you still need Brokerage, Portfolio, and Advanced Order Types.
Adds coverage: Alerts, Calendar, Screeners, and Data Visualizations
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Watchlist×20News×19Portfolio×19Financials×15Options & Derivatives×7Advanced Order Types×5Brokerage×5Order Book / Level II×3
New angles introduced
Categories the alternatives add beyond Fidelity (Fidelity Brokerage Services LLC).
Alerts+15Calendar+15Screeners+15Analyst Price Targets+11Dividends+11Analyst Forecasts+10Analyst Recommendations+10Splits+10
Access & Pricing
Free options
15/20
15 of 20 alternatives keep a free tier for trials.
Mobile ready
19/20
19 matches support mobile alongside Fidelity (Fidelity Brokerage Services LLC).
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 11 tested
6 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
54%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Fidelity (Fidelity Brokerage Services LLC)?
Fidelity (Fidelity Brokerage Services LLC) users most often consider Interactive Brokers (IBKR), Charles Schwab, and TC2000 as their go-to alternatives.
Which alternatives keep a free tier?
Charles Schwab, Investing.com, TipRanks, eToro, Trendlyne, Koyfin, GuruFocus, Nasdaq.com, Yahoo Finance, Marketlog, Snowball Analytics, TradingView, Seeking Alpha, Tickertape, and MarketWatch offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Fidelity (Fidelity Brokerage Services LLC) alternatives cover?
Expect deep coverage across Advanced Order Types, Brokerage, Financials, News, Options & Derivatives, Order Book / Level II, Portfolio, Smart/Direct Routing, and Watchlist, so you can port most Fidelity (Fidelity Brokerage Services LLC) 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
- Website: 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.