SS&C Black Diamond Wealth Solutions is the closest drop-in replacement with overlapping coverage in Portfolio, APIs & SDKs, and Webhooks while adding Portfolio Accounting / Book of Record and Client & Investor Reporting coverage and Cloud-native, award-winning 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 (category overlap ~100%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Monday, January 5, 2026
Programmatic picks
Alternatives to Firefly III
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Firefly III against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Free tiers remain available through Visualping, Fiscal.ai, TradingView, Sharesight, Listen Notes, Ghostfolio, Wayback Machine (Internet Archive), USAspending, Hunter, Trackly, Quartr, Unusual Whales, ETF Insider, Portfolio123, and Uncle Stock for side-by-side testing.
Need mobile access? SS&C Black Diamond Wealth Solutions, TradingView, and Envestnet Wealth Management Platform bring phone-ready workflows that Firefly III lacks.
Round out your stack with new coverage areas like Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, and Model Portfolios & Sleeves.
#1 Alternative
Similarity score 832Category overlap: 100%
Shared coverage
PortfolioAPIs & SDKsWebhooksOther
Assets: Other
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- SS&C Black Diamond Wealth Solutions adds mobile access for on-the-go monitoring.
- Expands into Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading coverage beyond what Firefly III offers.
- Standout features include Cloud-native, award-winning 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., 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., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..
Adds coverage: Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, and Model Portfolios & Sleeves
Standout features: Cloud-native, award-winning 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., 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., Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)., and Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
Similarity score 712Category overlap: 75%
Shared coverage
APIs & SDKsWebhooksOther
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Alerts, Data APIs, and Regulatory Filings Monitoring coverage beyond what Firefly III offers.
- Standout features include Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert., Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives., and Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements..
- Pair it with Firefly III if you still need Portfolio.
Adds coverage: Alerts, Data APIs, Regulatory Filings Monitoring, and Blogs
Standout features: Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert., Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives., Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements., and Multi‑channel notifications delivered to email and SMS by default, with optional Slack, Microsoft Teams, Google Chat, Discord, Google Sheets and more via Visualping for Business integrations.
Similarity score 702Category overlap: 75%
Shared coverage
PortfolioAPIs & SDKsWebhooks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Firefly III offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Firefly III if you still need Other.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 686Category overlap: 75%
Shared coverage
PortfolioAPIs & SDKsWebhooks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Firefly III offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Firefly III if you still need Other.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
#5 Alternative
Similarity score 622Category overlap: 75%
Shared coverage
PortfolioAPIs & SDKsWebhooks
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Envestnet Wealth Management Platform adds mobile access for on-the-go monitoring.
- Expands into Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage beyond what Firefly III offers.
- Standout features include End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale..
- Pair it with Firefly III if you still need Other.
Adds coverage: Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading
Standout features: End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale., and Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.
Similarity score 602Category overlap: 50%
Shared coverage
PortfolioAPIs & SDKs
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Sharesight adds mobile access for on-the-go monitoring.
- Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what Firefly III offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
- Pair it with Firefly III if you still need Webhooks and Other.
Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Similarity score 596Category overlap: 50%
Shared coverage
APIs & SDKsOther
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Listen Notes adds mobile access for on-the-go monitoring.
- Expands into Data APIs, Alerts, and Education coverage beyond what Firefly III offers.
- Standout features include Podcast API v2: search, directory, insights; official client libraries; OpenAPI spec & mock server for keyless testing., Pricing tiers with concrete quotas: FREE (300 req/mo), PRO (base fee with 5k req/mo included + tiered overages), ENTERPRISE (annual contract, larger quotas, relaxed caching/no-logo)., and Plan-based search result caps & rate limits: FREE up to 30 results/query (2 req/s, 20 req/min); PRO up to 300 results/query (medium rate limit); ENTERPRISE up to 10,000 results/query (high rate limit)..
- Pair it with Firefly III if you still need Portfolio and Webhooks.
Adds coverage: Data APIs, Alerts, and Education
Standout features: Podcast API v2: search, directory, insights; official client libraries; OpenAPI spec & mock server for keyless testing., Pricing tiers with concrete quotas: FREE (300 req/mo), PRO (base fee with 5k req/mo included + tiered overages), ENTERPRISE (annual contract, larger quotas, relaxed caching/no-logo)., Plan-based search result caps & rate limits: FREE up to 30 results/query (2 req/s, 20 req/min); PRO up to 300 results/query (medium rate limit); ENTERPRISE up to 10,000 results/query (high rate limit)., and Advanced fields & endpoints on higher tiers: transcripts, batch fetch, RSS/large image, email, latest_episode_id, Listen Score & Global Rank.
Similarity score 591Category overlap: 67%
Shared coverage
PortfolioAPIs & SDKs
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Ghostfolio adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations coverage beyond what Firefly III offers.
- Standout features include Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design., Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max., and Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile..
- Pair it with Firefly III if you still need Webhooks and Other.
Adds coverage: Data Visualizations
Standout features: Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design., Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max., Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile., and Self-hosting support via AGPL-3.0 code and official Docker images for linux/amd64, arm/v7 and arm64, plus community templates for popular home-server platforms.
Similarity score 590Category overlap: 50%
Shared coverage
APIs & SDKsOther
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Wayback Machine (Internet Archive) adds mobile access for on-the-go monitoring.
- Expands into Data APIs and Citations & Source Pinning coverage beyond what Firefly III offers.
- Standout features include On‑demand archiving via Save Page Now (SPN2) with POST/GET; options include capture_outlinks, capture_all, capture_screenshot, custom UA/cookies, and conditional capture (if_not_archived_within)., Snapshot discovery: Availability API (/wayback/v1/available) returns the closest archived capture to a URL/time; CDX Server API lists/filters captures; Memento TimeGate/TimeMap endpoints enable time‑based content negotiation., and Operational endpoints: user status (remaining/active SPN sessions) and system status (overload/OK) for SPN2..
- Pair it with Firefly III if you still need Portfolio and Webhooks.
Adds coverage: Data APIs and Citations & Source Pinning
Standout features: On‑demand archiving via Save Page Now (SPN2) with POST/GET; options include capture_outlinks, capture_all, capture_screenshot, custom UA/cookies, and conditional capture (if_not_archived_within)., Snapshot discovery: Availability API (/wayback/v1/available) returns the closest archived capture to a URL/time; CDX Server API lists/filters captures; Memento TimeGate/TimeMap endpoints enable time‑based content negotiation., Operational endpoints: user status (remaining/active SPN sessions) and system status (overload/OK) for SPN2., and Mobile & extensions: official iOS/Android apps and browser extensions (Chrome, Firefox, Safari, Edge) for quick saving and lookup.
Similarity score 584Category overlap: 50%
Shared coverage
APIs & SDKsOther
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Data Visualizations, and Videos coverage beyond what Firefly III offers.
- Standout features include Advanced Search & profiles across awards, recipients, agencies, federal accounts; filters include date, place of performance, NAICS/PSC, Assistance Listing (formerly CFDA), DEFC for COVID/infrastructure., Spending Explorer and Agency/Federal Account profiles for top‑down views of obligations/outlays and drill‑downs by budget hierarchy., and Public REST API that powers the website (GET & POST endpoints; JSON responses); tutorial and contracts for commonly used endpoints..
- Pair it with Firefly III if you still need Portfolio and Webhooks.
Adds coverage: Data APIs, Data Visualizations, and Videos
Standout features: Advanced Search & profiles across awards, recipients, agencies, federal accounts; filters include date, place of performance, NAICS/PSC, Assistance Listing (formerly CFDA), DEFC for COVID/infrastructure., Spending Explorer and Agency/Federal Account profiles for top‑down views of obligations/outlays and drill‑downs by budget hierarchy., Public REST API that powers the website (GET & POST endpoints; JSON responses); tutorial and contracts for commonly used endpoints., and Bulk data: Award Data Archive (pre‑generated, by agency/fiscal year), Custom Award Data, Custom Account Data, and full Database Download.
Similarity score 578Category overlap: 50%
Shared coverage
APIs & SDKsWebhooks
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Zapier / Make and Sheets / Excel Add-ins coverage beyond what Firefly III offers.
- Standout features include Domain Search to discover professional emails by company or domain., Email Finder tool that returns verified or deduced addresses with a confidence score and verification status., and Email Verifier with SMTP-level checks and source information; supports bulk verification..
- Pair it with Firefly III if you still need Portfolio and Other.
Adds coverage: Zapier / Make and Sheets / Excel Add-ins
Standout features: Domain Search to discover professional emails by company or domain., Email Finder tool that returns verified or deduced addresses with a confidence score and verification status., Email Verifier with SMTP-level checks and source information; supports bulk verification., and Bulk tools (Domain Search, Email Finder, Email Verifier) accept CSV/Excel/Numbers/TXT input and return CSV exports.
Similarity score 578Category overlap: 50%
Shared coverage
APIs & SDKsWebhooks
Assets: Other
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Alerts and Regulatory Filings Monitoring coverage beyond what Firefly III offers.
- Standout features include Visual change summaries in email (diff highlights) with interactive compare UI., Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc., and Track just part of a page using a CSS selector (partial‑section monitoring)..
- Pair it with Firefly III if you still need Portfolio and Other.
Adds coverage: Alerts and Regulatory Filings Monitoring
Standout features: Visual change summaries in email (diff highlights) with interactive compare UI., Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc., Track just part of a page using a CSS selector (partial‑section monitoring)., and Schedules: hourly, daily, or weekly checks; multiple recipients per track.
Similarity score 564Category overlap: 50%
Shared coverage
APIs & SDKsWebhooks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Quartr adds mobile access for on-the-go monitoring.
- Expands into Financials, Transcripts, and Analyst Forecasts coverage beyond what Firefly III offers.
- Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
- Pair it with Firefly III if you still need Portfolio and Other.
Adds coverage: Financials, Transcripts, Analyst Forecasts, and Calendar
Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
Similarity score 564Category overlap: 50%
Shared coverage
PortfolioAPIs & SDKs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Unusual Whales adds mobile access for on-the-go monitoring.
- Expands into Screeners, Options & Derivatives, and Paper Trading coverage beyond what Firefly III offers.
- Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
- Pair it with Firefly III if you still need Webhooks and Other.
Adds coverage: Screeners, Options & Derivatives, Paper Trading, and Dark Pool & Off-Exchange
Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
Similarity score 552Category overlap: 50%
Shared coverage
PortfolioAPIs & SDKs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Firefly III offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Firefly III if you still need Webhooks and Other.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 552Category overlap: 50%
Shared coverage
PortfolioAPIs & SDKs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Firefly III offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Firefly III if you still need Webhooks and Other.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 552Category overlap: 50%
Shared coverage
PortfolioAPIs & SDKs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Screeners, Backtesting, and Data Visualizations coverage beyond what Firefly III offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with Firefly III if you still need Webhooks and Other.
Adds coverage: Screeners, Backtesting, Data Visualizations, and Financials
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 534Category overlap: 50%
Shared coverage
PortfolioAPIs & SDKs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Why investors switch
- Interactive Brokers adds mobile access for on-the-go monitoring.
- Expands into Brokerage, Paper Trading, and Advanced Order Types coverage beyond what Firefly III offers.
- Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- Pair it with Firefly III if you still need Webhooks and Other.
Adds coverage: Brokerage, Paper Trading, Advanced Order Types, and Smart/Direct Routing
Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
#19 Alternative
Similarity score 532Category overlap: 50%
Shared coverage
PortfolioAPIs & SDKs
Assets: Other
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Kubera adds mobile access for on-the-go monitoring.
- Expands into Broker Connectors, Data APIs, and Client Portal & Mobile App coverage beyond what Firefly III offers.
- Standout features include Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., and Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin..
- Pair it with Firefly III if you still need Webhooks and Other.
Adds coverage: Broker Connectors, Data APIs, Client Portal & Mobile App, and Custom Dashboards
Standout features: Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin., and Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
#20 Alternative
Similarity score 532Category overlap: 50%
Shared coverage
APIs & SDKsWebhooks
Assets: Other
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Orion Advisor Tech adds mobile access for on-the-go monitoring.
- Expands into Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting coverage beyond what Firefly III offers.
- Standout features include Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., and Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity..
- Pair it with Firefly III if you still need Portfolio and Other.
Adds coverage: Portfolio Accounting / Book of Record, Client & Investor Reporting, GIPS Composite Reporting, and Rebalancing & Trading
Standout features: Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity., and Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×20Portfolio×12Webhooks×9Other×5
New angles introduced
Categories the alternatives add beyond Firefly III.
Data APIs+15Alerts+9Blogs+9Education+9Broker Connectors+7Data Visualizations+7Screeners+6Watchlist+6
Access & Pricing
Free options
15/20
15 of 20 alternatives keep a free tier for trials.
Mobile ready
12/20
12 alternatives bring native mobile access.
API availability
18/20
18 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 8 tested
8 tools are flagged as analyst picks; 8 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 Firefly III?
Firefly III users most often consider SS&C Black Diamond Wealth Solutions, Visualping, and Fiscal.ai as their go-to alternatives.
Which alternatives keep a free tier?
Visualping, Fiscal.ai, TradingView, Sharesight, Listen Notes, Ghostfolio, Wayback Machine (Internet Archive), USAspending, Hunter, Trackly, Quartr, Unusual Whales, ETF Insider, Portfolio123, and Uncle Stock offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Firefly III alternatives cover?
Expect deep coverage across APIs & SDKs, Other, Portfolio, and Webhooks, so you can port most Firefly III 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
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.