Firefly III Alternatives & Competitors

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Replacement verdicts

Firefly III logo

Alternatives to Firefly III

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Firefly III competitor is worth testing first.

Looking for a Firefly III replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

SS&C Black Diamond Wealth Solutions logo

SS&C Black Diamond Wealth Solutions

Closest replacement

Best for: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.

  • SS&C Black Diamond Wealth Solutions best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
  • SS&C Black Diamond Wealth Solutions does not appear to keep a permanent free tier, so budget-sensitive users should verify the plan before switching.

Watch for: Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.

Sharesight logo

Sharesight

Best workflow fit

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

  • Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Sharesight also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings.

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Fiscal.ai logo

Fiscal.ai

Best audience fit

Best for: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

  • Fiscal.ai best matches the base workflow on portfolio tracking, financial data API, and fundamental research.
  • Fiscal.ai also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free terminal access has dashboard, history, event, and AI prompt limits.

Watch for: Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Visualping logo

Visualping

Strong runner-up

Best for: Investors and compliance teams that need alerts when regulator, IR, pricing, terms, competitor, or news pages change.

  • Visualping best matches the base workflow on portfolio tracking, financial data API, and screening and idea generation.
  • Visualping also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan is available for limited website monitoring.

Watch for: Not market data: Visualping monitors website changes. Users still need to verify page content and normalize data for investment analysis.

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1

Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Webhooks
  • Other

Gain

  • Advisor Operations
  • Broker Connectors
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Lose

  • Free tier

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, financial data API, and screening and idea generation.
  • Free-plan limits: No public self-serve pricing. Commercial access requires sales engagement. Final cost depends on selected platform modules and firm requirements.
  • Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Cost
Paid only

Contact for pricing

2
Fiscal.ai logo
Best audience fit

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Webhooks

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
  • Free-plan limits: Signup required. Free terminal access has dashboard, history, event, and AI prompt limits. Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Cost
Free with signup

$39/moto go paid

Firefly III has no paid plan

3
Visualping logo
Partial replacement

Bottom line: Investors and compliance teams that need alerts when regulator, IR, pricing, terms, competitor, or news pages change.

Keep

  • APIs & Data Feeds
  • Webhooks
  • Other

Gain

  • Alerts
  • Regulatory Filings Monitoring
  • Blogs
  • Education

Lose

  • Portfolio

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and fundamental research.
  • Free-plan limits: Signup required. Free plan is available for limited website monitoring. Business 20K is $140 monthly or $1,200 annually for 20,000 checks, 200 pages, 5 users, and team integrations.
  • Not market data: Visualping monitors website changes. Users still need to verify page content and normalize data for investment analysis.
Cost
Free with signup

$10/moto go paid, billed yearly

Firefly III has no paid plan

4
Sharesight logo
SharesightBest workflow fit
4
Sharesight logo
Best workflow fit

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Risk Metrics
  • Performance Attribution
  • Downloadable Tax Reports
  • Capital Gains Estimator

Lose

  • Webhooks
  • Other

Watch out

  • Avoid as a full replacement if you rely on financial data API.
  • Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings. Starter is €9.33 per month or €7 per month billed annually; Standard is €22.67 or €17; Premium is €30.67 or €23, including VAT.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Cost
Free with signup

Free • Paid plans available

5
GuruFocus logo
GuruFocusPartial replacement
5
GuruFocus logo
Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Webhooks
  • Other

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
  • Free-plan limits: Signup required. A free account has limited access. Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Cost
Free with signup

$45.75/moto go paid, billed yearly

Firefly III has no paid plan

6
Finatic logo
FinaticPartial replacement
6
Finatic logo
Partial replacement

Bottom line: Fintech developers who need one API for brokerage connections, account data, positions, orders, balances, and user-authorized trade submission.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Webhooks

Gain

  • Broker Connectors
  • Auto-Trading & Bots
  • Advanced Order Types

Lose

  • Other

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and fundamental research.
  • Free-plan limits: Signup required. Free includes up to 5 connected users, 1 connection per user, 1,000 API calls per month, and webhooks. No Standard plan appears on current pricing or FAQ pages. Enterprise is quoted for production volume, unlimited connections under custom limits, dedicated support, roadmap input, and early access.
  • Limited public assurance material: Finatic publishes versioned SDK references and security statements, but no public SOC 2 or ISO report, status page, uptime record, or service-level agreement was found.
Cost
Free with signup

Free • Contact for pricing

7
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Partial replacement
7
Interactive Brokers (IBKR) logo
Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Paper Trading

Lose

  • Webhooks
  • Other
  • Free tier

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and fundamental research.
  • Free-plan limits: Signup required. Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product. Real-time market data and Level II data generally require subscriptions.
  • Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Cost
Paid only

Transaction-priced · Fees vary by offer and jurisdiction

8
TipRanks logo
TipRanksPartial replacement
8
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Webhooks
  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and filings and transcript research.
  • Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month. Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Cost
Free with signup

Free • Contact for pricing

9
Ghostfolio logo
GhostfolioPartial replacement
9
Ghostfolio logo
Partial replacement

Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Data Visualizations

Lose

  • Webhooks
  • Other

Watch out

  • Avoid as a full replacement if you rely on financial data API, fundamental research, and screening and idea generation.
  • Free-plan limits: Self-hosted open-source use is free. Managed Basic hosting is free with unlimited transactions and accounts. Premium costs $48 per year and adds advanced analytics, professional market data, and email or chat support.
  • Self-hosting has operational burden: The self-hosted option requires running and maintaining your own Ghostfolio instance and data setup; managed Basic is also free.
Cost
Free, no signup

$4/moto go paid, billed yearly

Firefly III has no paid plan

10
ETF Insider logo
ETF InsiderPartial replacement
10
ETF Insider logo
Partial replacement

ETF Insider

Analyst pickTested by us

Bottom line: ETF and mutual fund investors needing holdings look-through, overlap, concentration, correlation, factor exposure, and efficient-frontier style portfolio views.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • ETF Screeners
  • Data Visualizations
  • Factor Exposure
  • Risk Metrics

Lose

  • Webhooks
  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and financial data API.
  • Free-plan limits: Signup required. Free plan is listed at $0/month with up to 4 saved portfolios and limited full holdings data. Pro is listed at $14/month with unlimited full holdings data, Excel export, and unlimited saved portfolios.
  • Non-US coverage unclear: Pricing lists international equities, but the FAQ says only US-listed assets. Non-US fund support is not established; crypto is unsupported.
Cost
Free with signup

$14/moto go paid

Firefly III has no paid plan

11
Listen Notes logo
Listen NotesPartial replacement
11
Listen Notes logo
Partial replacement

Bottom line: Investors and builders who treat podcast mentions, executive interviews, industry podcasts, and expert conversations as alternative research inputs.

Keep

  • APIs & Data Feeds
  • Other

Gain

  • Alerts
  • Education

Lose

  • Portfolio
  • Webhooks

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and screening and idea generation.
  • Free-plan limits: Signup required. Free API access includes 150 requests each month and requires no credit card. Pro costs $0 in a billing cycle with no successful requests and $200 once the account makes at least one successful request.
  • Podcast data is indirect: Podcast mentions are useful context but are not verified financial statements, market prices, or regulated disclosures.
Cost
Free with signup

$200/moto go paid

Firefly III has no paid plan

12
Portfolio123 logo
Portfolio123Partial replacement
12
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Screeners
  • Data Visualizations
  • Quant
  • Stock Ideas

Lose

  • Webhooks
  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
  • Free-plan limits: Signup required. Free Manage module is separate from paid Research, API, and DataMiner access. General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Cost
Free with signup

$25/moto go paid, billed yearly

Firefly III has no paid plan

13
Uncle Stock logo
Uncle StockPartial replacement
13
Uncle Stock logo
Partial replacement

Uncle Stock

Analyst pickTested by us

Bottom line: Value and long-term investors screening global companies by financial statements, ratios, scores, and valuation models.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Screeners
  • Backtesting
  • Data Visualizations
  • Financials

Lose

  • Webhooks
  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
  • Free-plan limits: Signup required. Subscription page lists Bronze at $20/month or $130/year, Silver at $35/month or $210/year, and Gold at $60/month or $350/year. Gold adds CSV export and a higher MCP search quota. The pricing page says unlimited Gold searches, while the MCP documentation says 75/day; treat the exact quota as unverified.
  • API is Gold-gated and capped: The JSON Search API requires Gold and is capped at 10 calls per minute and 300 calls per month unless the vendor raises the limit.
Cost
Free with signup

$10.83/moto go paid, billed yearly

Firefly III has no paid plan

14
Wisesheets logo
WisesheetsPartial replacement
14
Wisesheets logo
Partial replacement

Bottom line: Spreadsheet users who need financial statements, metrics, dividends, estimates, fund data, options chains, and broker-connected holdings.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Sheets / Excel Add-ins
  • Screeners
  • Financials
  • Dividends

Lose

  • Webhooks
  • Other
  • Free tier

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Signup required. Trial-only access. Homepage advertises a free trial with email rather than a permanent free tier.
  • Spreadsheet dependency: The spreadsheet add-on requires Excel or Google Sheets; the vendor's REST API and SQL products have separate access and pricing.
Cost
Free trial only

$5/moto go paid, billed yearly

Firefly III has no paid plan

15
OpenCorporates logo
OpenCorporatesPartial replacement
15
OpenCorporates logo
Partial replacement

Bottom line: Researchers, investigators, and data teams that need legal-entity records linked to official sources.

Keep

  • APIs & Data Feeds
  • Other

Gain

  • Regulatory Filings Monitoring

Lose

  • Portfolio
  • Webhooks

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and screening and idea generation.
  • Free-plan limits: Signup required. Website access requires signup for selected company attributes. Essentials is GBP 225 monthly or GBP 2,250 annually; Starter is GBP 660 monthly or GBP 6,600 annually; Basic is GBP 1,200 monthly or GBP 12,000 annually.
  • Commercial use is paid: Website access is free for personal or public-benefit use. Commercial API access and bulk data require paid plans.
Cost
Free with signup

Free • Contact for pricing

16
StockAlert Pro logo
StockAlert ProPartial replacement
16
StockAlert Pro logo
Partial replacement

Bottom line: Investors who want configurable stock and ETF alerts for prices, technical indicators, volume, fundamentals, dividends, or scheduled reminders.

Keep

  • APIs & Data Feeds
  • Webhooks

Gain

  • Alerts
  • Calendar
  • Dividends
  • Stock Ideas

Lose

  • Portfolio
  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
  • Free-plan limits: The homepage says every free user can create up to 5 active Price and Time alerts, track up to 2 watchlist stocks, and use one Developer API key at 100 requests/hour. Premium includes unlimited alerts, unlimited API keys, and the full alert catalog. The homepage lists Premium at $19.99/month; its yearly toggle advertises 17% savings but did not expose a stable annual total in the reviewed page.
  • Alert-first product: StockAlert Pro monitors conditions and sends notifications. It is not a broker, research terminal, or portfolio accounting system.
Cost
Free, no signup

$19.99/moto go paid

Firefly III has no paid plan

17
Tiingo logo
TiingoPartial replacement
17
Tiingo logo
Partial replacement

Bottom line: Developers and quants who need flat-rate APIs for prices, fundamentals, news, forex, crypto, or corporate actions.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Screeners
  • News
  • Dividends
  • Splits

Lose

  • Webhooks
  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
  • Free-plan limits: Signup required. Pricing page lists Starter at $0/month. Individual Power is listed at $30/month or $300/year.
  • Commercial use needs the right plan: Individual and Commercial plans allow internal use only. Display or data redistribution requires a separate license.
Cost
Free with signup

$30/moto go paid

Firefly III has no paid plan

18
Quartr logo
QuartrPartial replacement
18
Quartr logo
Partial replacement

Quartr

Analyst pickTested by us

Bottom line: Investors and analysts who care about first-party earnings calls, transcripts, filings, slides, and AI answers with source traceability.

Keep

  • APIs & Data Feeds
  • Webhooks

Gain

  • Financials
  • Transcripts
  • Analyst Forecasts
  • Calendar

Lose

  • Portfolio
  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and screening and idea generation.
  • Free-plan limits: Signup required. Mobile app is advertised as free for live earnings calls, transcripts, and AI chat. Quartr Pro and Quartr API are contact-sales products with scalable or enterprise pricing.
  • Pro and API are contact-sales products: The free mobile app is useful, but desktop Pro, API datasets, exports, MCP, and enterprise controls are commercial contract products without public prices.
Cost
Free with signup

Free • Contact for pricing

19
Changeflow (Trackly) logo
Changeflow (Trackly)Partial replacement
19
Changeflow (Trackly) logo
Partial replacement

Bottom line: Compliance, regulatory, and investment research teams monitoring filings, agency pages, policies, competitor pages, PDFs, RSS feeds, and API endpoints.

Keep

  • APIs & Data Feeds
  • Webhooks

Gain

  • Alerts
  • News
  • Regulatory Filings Monitoring
  • Insider Data

Lose

  • Portfolio
  • Other

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and financial data API.
  • Free-plan limits: Signup required. Every plan has a 30-day free trial with no credit card required. Professional is listed at $99/month billed annually; Business is listed at $249/month billed annually.
  • API requires Business or Enterprise: Professional does not include API access. API and webhooks are included on Business and Enterprise plans.
Cost
Free with signup

$99/moto go paid, billed yearly

Firefly III has no paid plan

20
Danelfin logo
DanelfinPartial replacement
20
Danelfin logo
Partial replacement

Danelfin

Tested by us

Bottom line: Investors who want stock and ETF scores as an idea-ranking and portfolio-monitoring input.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Screeners
  • Watchlist
  • Alerts

Lose

  • Webhooks
  • Other
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and filings and transcript research.
  • Free-plan limits: Signup required. Free web and API tiers are available but limited. Paid web plans offer a 14-day trial that requires a valid payment method and converts unless canceled; the Free plan needs no card.
  • Scores are end-of-day: Scores use the previous market day and update daily except Sundays and Mondays. They are not intraday signals.
Cost
Free with signup

$22/moto go paid, billed yearly

Firefly III has no paid plan

What This Shortlist Tells You

SS&C Black Diamond Wealth Solutions is the closest drop-in replacement with overlapping coverage in Portfolio, APIs & Data Feeds, and Webhooks while adding Advisor Operations and Broker Connectors coverage and Cloud wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem. and Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies. features (workflow overlap ~100%).

Free tiers remain available through Fiscal.ai, Visualping, Sharesight, GuruFocus, Finatic, TipRanks, Ghostfolio, ETF Insider, Listen Notes, Portfolio123, Uncle Stock, OpenCorporates, StockAlert Pro, Tiingo, Quartr, Changeflow (Trackly), and Danelfin for side-by-side testing.

Need mobile access? SS&C Black Diamond Wealth Solutions, Sharesight, and GuruFocus bring phone-ready workflows that Firefly III lacks.

Round out your stack with new coverage areas like Advisor Operations, Broker Connectors, Insider Compliance / Pre-clearance, and Audit Trail / Supervision.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

New angles introduced

Categories the alternatives add beyond Firefly III.

Access & Pricing

Free to start

17/20

17 of 20 start free, same as Firefly III.

Paid plans from

$4/mo

Ghostfolio is the cheapest listed monthly upgrade. No comparable monthly price is listed for Firefly III.

Mobile app

9 of 20

9 add a mobile app that Firefly III lacks.

API access

20 of 20

20 expose an API or data feed, usually on a paid plan.

Hands-on tested

9 of 20

9 tested hands-on. 8 are analyst picks.

Coverage overlap

58%

Average share of Firefly III categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Firefly III?

SS&C Black Diamond Wealth Solutions, Fiscal.ai, and Visualping share the most workflows with Firefly III, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Fiscal.ai, Visualping, Sharesight, GuruFocus, Finatic, TipRanks, Ghostfolio, ETF Insider, Listen Notes, Portfolio123, Uncle Stock, OpenCorporates, StockAlert Pro, Tiingo, Quartr, Changeflow (Trackly), and Danelfin start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Firefly III alternatives cover?

Between them the top matches cover APIs & Data Feeds, Other, Portfolio, and Webhooks. Firefly III workflows in those areas move over as they are. The Lose column on each card names what does not.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.