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%).
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Wednesday, November 19, 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.
View free alternativesQuick takeaways
Budget-conscious? Try Fiscal.ai, Stock Analysis, Gainify, GuruFocus, Stock Unlock, Monexa, Stocknear, Simply Wall St, Alpha Spread, Seeking Alpha, Stock Rover, TipRanks, ChartMill, HedgeFollow, Track Your Dividends (TYD), ValueSense, and TIKR to get started without a paid plan.
Need mobile access? Fiscal.ai, Stock Analysis, and GuruFocus bring phone-ready workflows that Finbox lacks.
Round out your stack with new coverage areas like Portfolio, Alerts, Calendar, and Dividends.
Similarity score 1533Category overlap: 67%
Shared coverage
ScreenersData VisualizationsStock ComparisonWatchlistFinancialsValuation 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 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 IPO coverage beyond what Finbox offers.
- Standout features include Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., and IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters..
- Pair it with Finbox if you still need Investor Holdings, Valuation Models, and 13F.
Adds coverage: ETF Screeners, Top Analysts, IPO, and ETF Comparison
Standout features: Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters., and Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
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
ScreenersStock IdeasStock ComparisonInvestor HoldingsFinancialsValuation 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 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 1329Category overlap: 58%
Shared coverage
ScreenersStock IdeasWatchlistFinancialsValuation ModelsAnalyst 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.
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.
#11 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 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 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 1220Category overlap: 50%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistFinancialsAnalyst 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 1212Category overlap: 50%
Shared coverage
ScreenersData VisualizationsWatchlistInvestor HoldingsValuation Models13F
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- HedgeFollow keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into 13D/13G, Insider Data, and Institutional Data coverage beyond what Finbox offers.
- Standout features include Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., and Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag..
- Pair it with Finbox if you still need Stock Ideas, Stock Comparison, and Financials.
Adds coverage: 13D/13G, Insider Data, Institutional Data, and Money Flow
Standout features: Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag., and Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.
Similarity score 1212Category overlap: 50%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistFinancialsValuation 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 1212Category overlap: 50%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistValuation Models13F
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- ValueSense keeps a free tier, so you can replicate Finbox workflows without upgrading.
- Expands into Quant, Money Flow, and Backtesting coverage beyond what Finbox offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with Finbox if you still need Stock Comparison, Investor Holdings, and Financials.
Adds coverage: Quant, Money Flow, Backtesting, and News
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Similarity score 1190Category overlap: 50%
Shared coverage
ScreenersData VisualizationsStock ComparisonWatchlistFinancialsAnalyst 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 1176Category overlap: 55%
Shared coverage
ScreenersWatchlistInvestor HoldingsFinancialsValuation ModelsAnalyst 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).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20Watchlist×19Financials×17Analyst Forecasts×15Data Visualizations×13Valuation Models×13Stock Ideas×10Stock Comparison×9
New angles introduced
Categories the alternatives add beyond Finbox.
Analyst Price Targets+14News+14Portfolio+14Alerts+13Calendar+12Insider Data+12Analyst Recommendations+11Scores+11
Access & Pricing
Free options
17/20
17 picks introduce a free tier you can start with.
Mobile ready
8/20
8 alternatives bring native mobile access.
API availability
4/20
4 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 12 tested
9 tools are flagged as analyst picks; 12 have been hands-on tested.
Avg. coverage overlap
58%
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, Stock Analysis, and Gainify as their go-to alternatives.
Which alternatives keep a free tier?
Fiscal.ai, Stock Analysis, Gainify, GuruFocus, Stock Unlock, Monexa, Stocknear, Simply Wall St, Alpha Spread, Seeking Alpha, Stock Rover, TipRanks, ChartMill, HedgeFollow, Track Your Dividends (TYD), ValueSense, and TIKR 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.
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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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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.