TIKR is the closest drop-in replacement with overlapping coverage in Screeners, Stock Ideas, and Data Visualizations while adding Portfolio and News coverage, Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities. and Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro. features, and a free tier (category overlap ~92%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Monday, January 5, 2026
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.
View free alternativesQuick takeaways
Budget-conscious? Try TIKR, GuruFocus, Fiscal.ai, Simply Wall St, Stock Analysis, Dividend Watch, Gainify, Koyfin, Stock Unlock, Monexa, Stocknear, Alpha Spread, Börsdata, Seeking Alpha, Stock Rover, TipRanks, TradingView, and Portfolio123 to get started without a paid plan.
Need mobile access? GuruFocus, Simply Wall St, and Stock Analysis bring phone-ready workflows that Finbox lacks.
Round out your stack with new coverage areas like Portfolio, News, Alerts, and Calendar.
Similarity score 1891Category overlap: 92%
Shared coverage
ScreenersStock IdeasData VisualizationsStock ComparisonWatchlistInvestor Holdings
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 Portfolio, News, and Alerts coverage beyond what Finbox offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with Finbox if you still need Dividend.
Adds coverage: Portfolio, News, Alerts, and Calendar
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 1819Category overlap: 83%
Shared coverage
ScreenersStock IdeasData VisualizationsStock ComparisonInvestor HoldingsFinancials
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, US Government Trades, and Backtesting coverage beyond what Finbox 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 Finbox if you still need Watchlist and Dividend.
Adds coverage: Portfolio, US Government Trades, Backtesting, 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 1807Category overlap: 83%
Shared coverage
ScreenersData VisualizationsStock ComparisonWatchlistInvestor HoldingsFinancials
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.
- Expands into Portfolio, ETF Overview, and ETF Performance coverage beyond what Finbox offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Finbox if you still need Stock Ideas and Dividend.
Adds coverage: Portfolio, ETF Overview, ETF Performance, and ETF Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1533Category overlap: 67%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistFinancialsValuation Models
Assets: Stocks and ETFs
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, Dividends, and Insider Data coverage beyond what Finbox offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Finbox if you still need Stock Comparison, Investor Holdings, and Analyst Forecasts.
Adds coverage: Portfolio, Dividends, Insider Data, and Institutional Data
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1533Category overlap: 67%
Shared coverage
ScreenersStock IdeasData VisualizationsStock ComparisonWatchlistFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Top Analysts, and ETF Comparison coverage beyond what Finbox offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Finbox if you still need Investor Holdings, Valuation Models, and 13F.
Adds coverage: ETF Screeners, Top Analysts, ETF Comparison, and Portfolio
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 1521Category overlap: 67%
Shared coverage
ScreenersStock IdeasData VisualizationsStock ComparisonWatchlistFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Dividend Watch keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Portfolio, Dividends, and Calendar coverage beyond what Finbox offers.
- Standout features include Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., and Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline..
- Pair it with Finbox if you still need Investor Holdings, Valuation Models, and Analyst Forecasts.
Adds coverage: Portfolio, Dividends, Calendar, and ETF Comparison
Standout features: Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline., and 12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely.
Similarity score 1439Category overlap: 67%
Shared coverage
ScreenersStock IdeasWatchlistFinancialsValuation ModelsAnalyst Forecasts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Gainify keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Calendar, Transcripts, and Analyst Recommendations coverage beyond what Finbox offers.
- Standout features include Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns..
- Pair it with Finbox if you still need Data Visualizations, Stock Comparison, and Investor Holdings.
Adds coverage: Calendar, Transcripts, Analyst Recommendations, and Analyst Price Targets
Standout features: Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., Earnings Calendar with dates, estimates and quick drilldowns., and Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
Similarity score 1389Category overlap: 58%
Shared coverage
ScreenersData VisualizationsStock ComparisonWatchlistFinancialsAnalyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Money Flow, and Portfolio coverage beyond what Finbox offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with Finbox if you still need Stock Ideas, Investor Holdings, and Valuation Models.
Adds coverage: ETF Screeners, Money Flow, Portfolio, and Backtesting
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 1363Category overlap: 58%
Shared coverage
ScreenersData VisualizationsStock ComparisonWatchlistValuation ModelsAnalyst 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 1359Category overlap: 58%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistFinancialsAnalyst 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 1355Category overlap: 58%
Shared coverage
ScreenersWatchlistInvestor HoldingsFinancialsValuation ModelsAnalyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Monexa keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into News, News Sentiment, and Calendar coverage beyond what Finbox offers.
- Standout features include Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
- Pair it with Finbox if you still need Stock Ideas, Data Visualizations, and Stock Comparison.
Adds coverage: News, News Sentiment, Calendar, and Transcripts
Standout features: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., and AI SWOT Analysis previews and full SWOT in Pro.
Similarity score 1355Category overlap: 58%
Shared coverage
ScreenersData VisualizationsWatchlistFinancialsAnalyst Forecasts13F
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 1295Category overlap: 58%
Shared coverage
ScreenersStock IdeasStock ComparisonWatchlistFinancialsValuation Models
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Alpha Spread keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Transcripts, Analyst Price Targets, and Portfolio coverage beyond what Finbox offers.
- Standout features include Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts..
- Pair it with Finbox if you still need Data Visualizations, Investor Holdings, and 13F.
Adds coverage: Transcripts, Analyst Price Targets, Portfolio, and Alerts
Standout features: Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., and Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Similarity score 1295Category overlap: 58%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistInvestor HoldingsFinancials
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Börsdata keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Index Rebalancing, Insider Data, and Short Interest coverage beyond what Finbox offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with Finbox if you still need Stock Comparison, Analyst Forecasts, and 13F.
Adds coverage: Index Rebalancing, Insider Data, Short Interest, and Buybacks & Authorizations
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
#15 Alternative
Similarity score 1259Category overlap: 88%
Shared coverage
ScreenersData VisualizationsWatchlistFinancialsValuation ModelsAnalyst 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 1246Category overlap: 50%
Shared coverage
ScreenersData VisualizationsStock ComparisonWatchlistFinancialsAnalyst 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 1246Category overlap: 50%
Shared coverage
ScreenersData VisualizationsStock ComparisonWatchlistFinancialsValuation 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 Portfolio coverage beyond what Finbox 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 Finbox if you still need Stock Ideas, Investor Holdings, and Analyst Forecasts.
Adds coverage: ETF Screeners, ETF Comparison, Portfolio, and Correlation
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.
Similarity score 1246Category overlap: 50%
Shared coverage
ScreenersStock IdeasStock ComparisonWatchlistFinancialsAnalyst 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 1246Category overlap: 50%
Shared coverage
ScreenersData VisualizationsWatchlistFinancialsValuation ModelsBlogs
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 Quant coverage beyond what Finbox offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Finbox if you still need Stock Ideas, Stock Comparison, and Investor Holdings.
Adds coverage: ETF Screeners, Options & Derivatives, Quant, and Portfolio
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 1234Category overlap: 50%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistFinancialsBlogs
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Quant, Portfolio, and Backtesting coverage beyond what Finbox 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 Finbox if you still need Stock Comparison, Investor Holdings, and Valuation Models.
Adds coverage: Quant, Portfolio, Backtesting, and Correlation
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20Financials×19Watchlist×19Data Visualizations×16Analyst Forecasts×14Blogs×12Valuation Models×12Stock Comparison×11
New angles introduced
Categories the alternatives add beyond Finbox.
News+16Portfolio+16Calendar+15Analyst Price Targets+14Alerts+13Dividends+13Analyst Recommendations+12Education+12
Access & Pricing
Free options
18/20
18 picks introduce a free tier you can start with.
Mobile ready
9/20
9 alternatives bring native mobile access.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
13 starred / 14 tested
13 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
64%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Finbox?
Finbox users most often consider TIKR, GuruFocus, and Fiscal.ai as their go-to alternatives.
Which alternatives keep a free tier?
TIKR, GuruFocus, Fiscal.ai, Simply Wall St, Stock Analysis, Dividend Watch, Gainify, Koyfin, Stock Unlock, Monexa, Stocknear, Alpha Spread, Börsdata, Seeking Alpha, Stock Rover, TipRanks, TradingView, and Portfolio123 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!
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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.