Smartkarma is the closest drop-in replacement with overlapping coverage in Stock Ideas, News, and Blogs while adding Screeners and Watchlist coverage and AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts. and SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap. features (category overlap ~80%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Programmatic picks
Alternatives to Finimize
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Finimize against peers before committing to a long-term plan.
Quick takeaways
Free tiers remain available through Smartkarma, The Motley Fool, TradingView, Dividend.com, MarketWatch, Yahoo Finance, eToro, Revolut (Invest), Investopedia, Stock Unlock, Earnings Whispers, Koyfin, Investing.com, Sharesight, TipRanks, Markets.com, OpenBB, and Visualping for side-by-side testing.
Round out your stack with new coverage areas like Screeners, Watchlist, Alerts, and Calendar.
Similarity score 1140
Category overlap: 80%Shared coverage
Stock Ideas
News
Blogs
Newsletters
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Watchlist, and Alerts coverage beyond what Finimize offers.
- Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
- Pair it with Finimize if you still need Education.
Adds coverage: Screeners, Watchlist, Alerts, and Calendar
Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Similarity score 1102
Category overlap: 100%Shared coverage
Stock Ideas
News
Education
Blogs
Newsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Watchlist, and Videos coverage beyond what Finimize offers.
- Standout features include Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., and Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists..
Adds coverage: Portfolio, Watchlist, and Videos
Standout features: Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists., and Personal portfolio and watchlist features let you add tickers and monitor performance inside the platform.
Similarity score 1100
Category overlap: 100%Shared coverage
Stock Ideas
News
Education
Blogs
Newsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Expands into Screeners, Financials, and Scores coverage beyond what Finimize 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..
Adds coverage: Screeners, Financials, Scores, and Checklist
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 1074
Category overlap: 60%Shared coverage
Stock Ideas
News
Education
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Finimize 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 Finimize if you still need Blogs and Newsletters.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
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 934
Category overlap: 80%Shared coverage
Stock Ideas
News
Blogs
Newsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Calendar, and Dividends coverage beyond what Finimize offers.
- Standout features include Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., and DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members..
- Pair it with Finimize if you still need Education.
Adds coverage: Screeners, Calendar, Dividends, and Watchlist
Standout features: Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members., and Dividend Watchlist with performance view and email alerts for tracked tickers.
Similarity score 912
Category overlap: 40%Shared coverage
News
Newsletters
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Calendar, and Screeners coverage beyond what Finimize offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Finimize if you still need Stock Ideas, Education, and Blogs.
Adds coverage: Alerts, Calendar, Screeners, and Data Visualizations
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 912
Category overlap: 40%Shared coverage
News
Education
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Watchlist, and Portfolio coverage beyond what Finimize offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Finimize if you still need Stock Ideas, Blogs, and Newsletters.
Adds coverage: Screeners, Watchlist, Portfolio, and Alerts
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
#8 Alternative
Similarity score 884
Category overlap: 60%Shared coverage
News
Blogs
Newsletters
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Expands into Brokerage, Portfolio, and Watchlist coverage beyond what Finimize offers.
- Standout features include Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., and paperMoney® virtual accounts that let you practice trading with live market data..
- Pair it with Finimize if you still need Stock Ideas and Education.
Adds coverage: Brokerage, Portfolio, Watchlist, and Options & Derivatives
Standout features: Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, and forex—though futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
Similarity score 826
Category overlap: 40%Shared coverage
News
Education
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Brokerage, Copy/Social Trading, and Paper Trading coverage beyond what Finimize offers.
- Standout features include Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., and CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum..
- Pair it with Finimize if you still need Stock Ideas, Blogs, and Newsletters.
Adds coverage: Brokerage, Copy/Social Trading, Paper Trading, and Advanced Order Types
Standout features: Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum., and Smart Portfolios group assets thematically and are managed by eToro’s Investment Team; they rebalance regularly, require a $500 minimum, and carry no management fees.
Similarity score 826
Category overlap: 40%Shared coverage
News
Education
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Brokerage, Portfolio, and Watchlist coverage beyond what Finimize offers.
- Standout features include Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., and Recurring ETF investment plans let users automate contributions commission-free (within plan limits)..
- Pair it with Finimize if you still need Stock Ideas, Blogs, and Newsletters.
Adds coverage: Brokerage, Portfolio, Watchlist, and Alerts
Standout features: Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., Recurring ETF investment plans let users automate contributions commission-free (within plan limits)., and Bonds available in the EEA—both government and corporate—with coupon payments and maturity details shown, minimum €2 per trade.
Similarity score 822
Category overlap: 60%Shared coverage
News
Education
Newsletters
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Paper Trading, Videos, and Stock Handbook coverage beyond what Finimize offers.
- Standout features include Extensive financial dictionary (14,000+ definitions) and more than 36,000 articles, attracting over 40 million monthly readers., Free paper-trading Simulator with $100k in virtual cash, supporting market, limit, and stop orders on delayed data (~20 minutes)., and Assets supported in the Simulator include stocks, options, ETFs, and select cryptocurrencies, limited to NYSE and Nasdaq listings..
- Pair it with Finimize if you still need Stock Ideas and Blogs.
Adds coverage: Paper Trading, Videos, and Stock Handbook
Standout features: Extensive financial dictionary (14,000+ definitions) and more than 36,000 articles, attracting over 40 million monthly readers., Free paper-trading Simulator with $100k in virtual cash, supporting market, limit, and stop orders on delayed data (~20 minutes)., Assets supported in the Simulator include stocks, options, ETFs, and select cryptocurrencies, limited to NYSE and Nasdaq listings., and Option to create public or private games with configurable rules such as margin use, short selling, or options trading, plus leaderboards.
Similarity score 786
Category overlap: 60%Shared coverage
Education
Blogs
Newsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what Finimize 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 Finimize if you still need Stock Ideas and News.
Adds coverage: Screeners, Data Visualizations, Stock Comparison, and ETF Overview
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 778
Category overlap: 60%Shared coverage
Stock Ideas
News
Newsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, Market Sentiment, and Screeners coverage beyond what Finimize offers.
- Standout features include Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., and Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days..
- Pair it with Finimize if you still need Education and Blogs.
Adds coverage: Calendar, Market Sentiment, Screeners, and Watchlist
Standout features: Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days., and Investor tools include an Earnings Screener, Guidance and Reaction pages, and a Short Report with a focus on short interest.
Similarity score 778
Category overlap: 20%Shared coverage
News
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Finimize offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Finimize if you still need Stock Ideas, Education, and Blogs.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Alerts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 764
Category overlap: 20%Shared coverage
News
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Portfolio coverage beyond what Finimize offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with Finimize if you still need Stock Ideas, Education, and Blogs.
Adds coverage: Screeners, ETF Screeners, Portfolio, and Watchlist
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 756
Category overlap: 20%Shared coverage
Blogs
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Watchlist, and Performance Attribution coverage beyond what Finimize offers.
- Standout features include Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
- Pair it with Finimize if you still need Stock Ideas, News, and Education.
Adds coverage: Portfolio, Watchlist, Performance Attribution, and Risk Metrics (VaR/ES/Drawdown)
Standout features: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions., and Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Similarity score 746
Category overlap: 40%Shared coverage
Stock Ideas
News
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Top Analysts, Screeners, and ETF Screeners coverage beyond what Finimize 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 Finimize if you still need Education, Blogs, and Newsletters.
Adds coverage: Top Analysts, Screeners, ETF Screeners, and Analyst Forecasts
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 738
Category overlap: 20%Shared coverage
Education
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Brokerage, Advanced Order Types, and Copy/Social Trading coverage beyond what Finimize offers.
- Standout features include Multi-asset CFD coverage including forex, shares, commodities, indices, ETFs, bonds, and crypto (where permitted)., Choice of platforms: proprietary web and mobile apps, MetaTrader 4/5 desktop, and full TradingView integration., and Built-in social and copy trading via Pelican, allowing users to follow signal providers or become one themselves, with performance-based fees..
- Pair it with Finimize if you still need Stock Ideas, News, and Blogs.
Adds coverage: Brokerage, Advanced Order Types, Copy/Social Trading, and Alerts
Standout features: Multi-asset CFD coverage including forex, shares, commodities, indices, ETFs, bonds, and crypto (where permitted)., Choice of platforms: proprietary web and mobile apps, MetaTrader 4/5 desktop, and full TradingView integration., Built-in social and copy trading via Pelican, allowing users to follow signal providers or become one themselves, with performance-based fees., and Risk management tools include stop-loss and take-profit orders, floating spreads, and push/SMS/email alerts for key events.
Similarity score 722
Category overlap: 20%Shared coverage
News
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what Finimize offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Finimize if you still need Stock Ideas, Education, and Blogs.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and Data APIs
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 722
Category overlap: 20%Shared coverage
News
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Regulatory Filings Monitoring, and APIs & SDKs coverage beyond what Finimize offers.
- Standout features include Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track., Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames., and Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions)..
- Pair it with Finimize if you still need Stock Ideas, Education, and Blogs.
Adds coverage: Alerts, Regulatory Filings Monitoring, APIs & SDKs, and Webhooks
Standout features: Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track., Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames., Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions)., and AI ‘Important Alerts’ to flag/summarize only relevant changes; premium Visual Analyzer for image‑change intelligence (Solutions tier).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
News×17
Education×9
Newsletters×9
Blogs×7
Stock Ideas×7
New angles introduced
Categories the alternatives add beyond Finimize.
Watchlist+16
Alerts+14
Portfolio+13
Calendar+12
Screeners+12
Data Visualizations+9
ETF Overview+9
Analyst Price Targets+8
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
14/20
14 matches support mobile alongside Finimize.
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
5 starred / 11 tested
5 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
49%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Finimize?
Finimize users most often consider Smartkarma, The Motley Fool, and Stockopedia as their go-to alternatives.
Which alternatives keep a free tier?
Smartkarma, The Motley Fool, TradingView, Dividend.com, MarketWatch, Yahoo Finance, eToro, Revolut (Invest), Investopedia, Stock Unlock, Earnings Whispers, Koyfin, Investing.com, Sharesight, TipRanks, Markets.com, OpenBB, and Visualping offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Finimize alternatives cover?
Expect deep coverage across Blogs, Education, News, Newsletters, and Stock Ideas, so you can port most Finimize 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.