Fiscal.ai is the closest drop-in replacement with overlapping coverage in Screeners, Data Visualizations, and Stock Comparison while adding Portfolio and Alerts coverage, Global market coverage for more than 100,000 stocks, ETFs, and funds. and Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier. features, and a free tier (category overlap ~67%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Programmatic picks
Alternatives to Finbox
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Finbox against peers before committing to a long-term plan.
Quick takeaways
Budget-conscious? Try Fiscal.ai, GuruFocus, Stock Unlock, Stocknear, Simply Wall St, Seeking Alpha, Stock Rover, TipRanks, ChartMill, Track Your Dividends (TYD), TIKR, Trendlyne, Main Street Data, Perplexity Finance, TradingView, and FINVIZ to get started without a paid plan.
Need mobile access? Fiscal.ai, GuruFocus, and Stockopedia bring phone-ready workflows that Finbox lacks.
Round out your stack with new coverage areas like Portfolio, Alerts, Calendar, and Dividends.
Similarity score 1533
Category overlap: 67%Shared coverage
Screeners
Data Visualizations
Stock Comparison
Watchlist
Financials
Valuation Models
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Alerts, and Calendar coverage beyond what Finbox offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Finbox if you still need Stock Ideas, Investor Holdings, and Dividend.
Adds coverage: Portfolio, Alerts, Calendar, and Dividends
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 1389
Category overlap: 58%Shared coverage
Screeners
Stock Ideas
Stock Comparison
Investor Holdings
Financials
Valuation Models
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Finbox workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Backtesting, and US Government Trades coverage beyond what Finbox offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Finbox if you still need Data Visualizations, Watchlist, and Analyst Forecasts.
Adds coverage: Portfolio, Backtesting, US Government Trades, and News
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1363
Category overlap: 58%Shared coverage
Screeners
Data Visualizations
Stock Comparison
Watchlist
Valuation Models
Analyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Unlock keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into ETF Overview, ETF Holdings, and Portfolio coverage beyond what Finbox offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with Finbox if you still need Stock Ideas, Investor Holdings, and Financials.
Adds coverage: ETF Overview, ETF Holdings, Portfolio, and Dividends
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 1359
Category overlap: 58%Shared coverage
Screeners
Stock Ideas
Data Visualizations
Watchlist
Financials
Analyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stockopedia adds mobile access for on-the-go monitoring.
- Expands into Scores, Checklist, and Analyst Recommendations coverage beyond what Finbox 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 Finbox if you still need Stock Comparison, Investor Holdings, and Valuation Models.
Adds coverage: Scores, Checklist, Analyst Recommendations, and Analyst Price Targets
Standout features: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., and Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Similarity score 1355
Category overlap: 58%Shared coverage
Screeners
Data Visualizations
Watchlist
Financials
Analyst Forecasts
13F
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stocknear keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Options & Derivatives, News, and Alerts coverage beyond what Finbox offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with Finbox if you still need Stock Ideas, Stock Comparison, and Investor Holdings.
Adds coverage: Options & Derivatives, News, Alerts, and Calendar
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 1329
Category overlap: 58%Shared coverage
Screeners
Stock Ideas
Watchlist
Financials
Valuation Models
Analyst Forecasts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Simply Wall St keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Scores, and Analyst Price Targets coverage beyond what Finbox offers.
- Standout features include Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
- Pair it with Finbox if you still need Data Visualizations, Stock Comparison, and Investor Holdings.
Adds coverage: Portfolio, Scores, Analyst Price Targets, and Insider Data
Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
#7 Alternative
Similarity score 1259
Category overlap: 88%Shared coverage
Screeners
Data Visualizations
Watchlist
Financials
Valuation Models
Analyst Forecasts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Portfolio coverage beyond what Finbox offers.
- Standout features include Two plan levels: Basic covers U.S. and Canadian equities with core charting, historical performance, and simple forecasting tools. Premium adds advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and preset portfolios. An International add-on extends coverage to ~80,000 additional global stocks., Valuation metrics available directly on charts — eight in total (earnings, cash flow, EBITDA, EBIT, and sales). Basic includes five, Premium includes all eight., and Forecasting calculators support multiple approaches: analyst estimates, normal multiple, long-term growth, historical CAGR, and custom scenarios..
- Pair it with Finbox if you still need Stock Ideas, Stock Comparison, and Investor Holdings.
Adds coverage: Portfolio
Standout features: Two plan levels: Basic covers U.S. and Canadian equities with core charting, historical performance, and simple forecasting tools. Premium adds advanced features like Financials, FUN Graphs, Fiscal Fitness, screening, and preset portfolios. An International add-on extends coverage to ~80,000 additional global stocks., Valuation metrics available directly on charts — eight in total (earnings, cash flow, EBITDA, EBIT, and sales). Basic includes five, Premium includes all eight., Forecasting calculators support multiple approaches: analyst estimates, normal multiple, long-term growth, historical CAGR, and custom scenarios., and Analyst Scorecard shows how accurate past analyst estimates have been for the selected company.
Similarity score 1246
Category overlap: 50%Shared coverage
Screeners
Data Visualizations
Stock Comparison
Watchlist
Financials
Analyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Portfolio, and News coverage beyond what Finbox 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 Finbox if you still need Stock Ideas, Investor Holdings, and Valuation Models.
Adds coverage: ETF Screeners, Portfolio, News, and Alerts
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.
Similarity score 1246
Category overlap: 50%Shared coverage
Screeners
Data Visualizations
Stock Comparison
Watchlist
Financials
Valuation Models
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, ETF Comparison, and Correlation coverage beyond what Finbox offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Finbox if you still need Stock Ideas, Investor Holdings, and Analyst Forecasts.
Adds coverage: ETF Screeners, ETF Comparison, Correlation, and Monte Carlo
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1246
Category overlap: 50%Shared coverage
Screeners
Stock Ideas
Stock Comparison
Watchlist
Financials
Analyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Finbox workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, ETF Screeners, and Analyst Recommendations coverage beyond what Finbox 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 Finbox if you still need Data Visualizations, Investor Holdings, and Valuation Models.
Adds coverage: Top Analysts, ETF Screeners, Analyst Recommendations, and Analyst Price Targets
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.
Similarity score 1220
Category overlap: 50%Shared coverage
Screeners
Stock Ideas
Data Visualizations
Watchlist
Financials
Analyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- ChartMill keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into News, Alerts, and Calendar coverage beyond what Finbox 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 Finbox if you still need Stock Comparison, Investor Holdings, and Valuation Models.
Adds coverage: News, Alerts, Calendar, and Scores
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.
Similarity score 1212
Category overlap: 50%Shared coverage
Screeners
Stock Ideas
Data Visualizations
Watchlist
Financials
Valuation Models
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Track Your Dividends (TYD) keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Portfolio, Dividends, and Alerts coverage beyond what Finbox offers.
- Standout features include Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., and Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support..
- Pair it with Finbox if you still need Stock Comparison, Investor Holdings, and Analyst Forecasts.
Adds coverage: Portfolio, Dividends, Alerts, and Scores
Standout features: Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support., and Dividend alerts cover declarations on the Free plan, with Premium extending to ex-dates, payment dates, and optional weekly recaps.
Similarity score 1190
Category overlap: 50%Shared coverage
Screeners
Data Visualizations
Stock Comparison
Watchlist
Financials
Analyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into ETF Comparison, Portfolio, and Correlation coverage beyond what Finbox 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 Finbox if you still need Stock Ideas, Investor Holdings, and Valuation Models.
Adds coverage: ETF Comparison, Portfolio, Correlation, and Risk Metrics (VaR/ES/Drawdown)
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).
Similarity score 1176
Category overlap: 55%Shared coverage
Screeners
Watchlist
Investor Holdings
Financials
Valuation Models
Analyst Forecasts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TIKR keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Analyst Price Targets, Analyst Recommendations, and Transcripts coverage beyond what Finbox offers.
- Standout features include Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., and Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ..
- Pair it with Finbox if you still need Stock Ideas, Data Visualizations, and Stock Comparison.
Adds coverage: Analyst Price Targets, Analyst Recommendations, Transcripts, and News
Standout features: Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ., and Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
Similarity score 1172
Category overlap: 50%Shared coverage
Screeners
Data Visualizations
Watchlist
Investor Holdings
Financials
Analyst Forecasts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Trendlyne keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Price Targets, Analyst Recommendations, and Options & Derivatives coverage beyond what Finbox 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 Finbox if you still need Stock Ideas, Stock Comparison, and Valuation Models.
Adds coverage: Analyst Price Targets, Analyst Recommendations, Options & Derivatives, and Portfolio
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1161
Category overlap: 67%Shared coverage
Screeners
Data Visualizations
Stock Comparison
Watchlist
Financials
Analyst Forecasts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Main Street Data keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Calendar, Transcripts, and Interest Rates coverage beyond what Finbox offers.
- Standout features include Visual dashboards and customizable curated charts for listed companies., Stock screener with simplified charting for fundamentals and performance., and KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes)..
- Pair it with Finbox if you still need Stock Ideas, Investor Holdings, and Valuation Models.
Adds coverage: Calendar, Transcripts, and Interest Rates
Standout features: Visual dashboards and customizable curated charts for listed companies., Stock screener with simplified charting for fundamentals and performance., KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes)., and Standardized financials sourced from Finnhub (with Financial Modeling Prep referenced in pricing materials). KPI data comes directly from SEC filings and company reports.
#17 Alternative
Similarity score 1124
Category overlap: 55%Shared coverage
Screeners
Data Visualizations
Watchlist
Investor Holdings
13F
Dividend
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Insider Data, 13D/13G, and Institutional Data coverage beyond what Finbox offers.
- Standout features include Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., and Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)..
- Pair it with Finbox if you still need Stock Ideas, Stock Comparison, and Financials.
Adds coverage: Insider Data, 13D/13G, Institutional Data, and Money Flow
Standout features: Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)., and Buy/sell ratio charts showing both number of filings and dollar flow. Available in Pro.
Similarity score 1106
Category overlap: 50%Shared coverage
Screeners
Data Visualizations
Watchlist
Financials
Analyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Perplexity Finance keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Perplexity Finance adds mobile access for on-the-go monitoring.
- Expands into News, Transcripts, and ETF Overview coverage beyond what Finbox offers.
- Standout features include Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
- Pair it with Finbox if you still need Stock Ideas, Stock Comparison, and Investor Holdings.
Adds coverage: News, Transcripts, ETF Overview, and Analyst Recommendations
Standout features: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., AI-curated news feeds on instrument pages with linked sources., and Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Similarity score 1103
Category overlap: 42%Shared coverage
Screeners
Stock Ideas
Data Visualizations
Watchlist
Financials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Finbox workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Options & Derivatives, and Portfolio coverage beyond what Finbox offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Finbox if you still need Stock Comparison, Investor Holdings, and Valuation Models.
Adds coverage: ETF Screeners, Options & Derivatives, Portfolio, and Backtesting
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1091
Category overlap: 42%Shared coverage
Screeners
Data Visualizations
Watchlist
Financials
13F
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Portfolio, Backtesting, and News coverage beyond what Finbox offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Finbox if you still need Stock Ideas, Stock Comparison, and Investor Holdings.
Adds coverage: Portfolio, Backtesting, News, and Alerts
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20
Watchlist×19
Financials×18
Data Visualizations×16
Analyst Forecasts×14
Stock Comparison×8
Valuation Models×8
Stock Ideas×7
New angles introduced
Categories the alternatives add beyond Finbox.
Alerts+16
News+14
Portfolio+14
Analyst Price Targets+12
Analyst Recommendations+11
Calendar+11
ETF Overview+11
Insider Data+11
Access & Pricing
Free options
16/20
16 picks introduce a free tier you can start with.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
4/20
4 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
11 starred / 16 tested
11 tools are flagged as analyst picks; 16 have been hands-on tested.
Avg. coverage overlap
55%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Finbox?
Finbox users most often consider Fiscal.ai, GuruFocus, and Stock Unlock as their go-to alternatives.
Which alternatives keep a free tier?
Fiscal.ai, GuruFocus, Stock Unlock, Stocknear, Simply Wall St, Seeking Alpha, Stock Rover, TipRanks, ChartMill, Track Your Dividends (TYD), TIKR, Trendlyne, Main Street Data, Perplexity Finance, TradingView, and FINVIZ offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Finbox alternatives cover?
Expect deep coverage across 13F, Analyst Forecasts, Blogs, Data Visualizations, Dividend, Financials, Investor Holdings, Screeners, Stock Comparison, Stock Ideas, Valuation Models, and Watchlist, so you can port most Finbox 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
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.