PortfoliosLab is the closest drop-in replacement with overlapping coverage in Data APIs, Quant, and Data Visualizations while adding Portfolio and Watchlist coverage and Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models). and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. features (category overlap ~100%).
VOL. XCIV, NO. 247
Global Factor Data (JKP Factors) Alternatives & Competitors
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Alternatives to Global Factor Data (JKP Factors)
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Global Factor Data (JKP Factors) against peers before committing to a long-term plan.
Looking for a Global Factor Data (JKP Factors) replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options19With free tiers
Avg. Overlap66%Category match
Mobile Ready5Native apps
Quick takeaways
Free tiers remain available through PortfoliosLab, GuruFocus, TickerTrends, ETF Insider, Portfolio123, ORTEX, okama, Portfolio Visualizer, SentiSense, Trackinsight, Perplexity Finance, TradingView, Fiscal.ai, Uncle Stock, OpenBB, Börsdata, Business Quant, ETF Action, and FinancialData.Net for side-by-side testing.
Need mobile access? GuruFocus, ORTEX, and Perplexity Finance bring phone-ready workflows that Global Factor Data (JKP Factors) lacks.
Round out your stack with new coverage areas like Portfolio, Watchlist, Backtesting, and Correlation.
Similarity score 782Category overlap: 100%
Shared coverage
Data APIsQuantData VisualizationsFactor Exposure
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Backtesting coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
Adds coverage: Portfolio, Watchlist, Backtesting, and Correlation
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
#2 Alternative
Similarity score 752Category overlap: 100%
Shared coverage
Data APIsQuantData VisualizationsFactor Exposure
Assets: Stocks
Experience: Advanced
Platforms: Web
Why investors switch
- Expands into Screeners, Stock Comparison, and Performance Attribution coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export., and Stock Lookup to search tickers/names and analyze factor exposures (and compare models)..
Adds coverage: Screeners, Stock Comparison, Performance Attribution, and Risk Metrics
Standout features: Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export., Stock Lookup to search tickers/names and analyze factor exposures (and compare models)., and Portfolio Factor Analysis: upload holdings (CSV), choose factor model granularity (Base -> All Factors), compare to a benchmark, and run a what-if scenario analyzer.
Similarity score 672Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web and Other
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 660Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web and Other
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include KPI Forecasting Suite: forward-looking company KPI forecasts, forecast revisions, margin-of-error ranges, confidence levels, and comparisons versus analyst consensus for the forward quarters., Alternative-data KPI dashboards that combine search, downloads, web traffic, social activity, consensus estimates, and other signals into unified time-series forecasting models., and Consumer Interest Trackers and Consumer Usage Trackers that combine Google Search, mobile app usage, website traffic, TikTok hashtag views, Reddit activity, Wikipedia page views, Amazon Search, and other demand-side signals..
- Pair it with Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Backtesting
Standout features: KPI Forecasting Suite: forward-looking company KPI forecasts, forecast revisions, margin-of-error ranges, confidence levels, and comparisons versus analyst consensus for the forward quarters., Alternative-data KPI dashboards that combine search, downloads, web traffic, social activity, consensus estimates, and other signals into unified time-series forecasting models., Consumer Interest Trackers and Consumer Usage Trackers that combine Google Search, mobile app usage, website traffic, TikTok hashtag views, Reddit activity, Wikipedia page views, Amazon Search, and other demand-side signals., and Exploding Trends discovery workflow for rising consumer keywords, hashtags, websites, and search topics, with related public-company and private-company mappings.
Similarity score 654Category overlap: 75%
Shared coverage
Data APIsData VisualizationsFactor Exposure
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Screeners, and Risk Metrics coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Quant.
Adds coverage: ETF Screeners, Screeners, Risk Metrics, and Portfolio
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 654Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Portfolio coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Screeners, Stock Ideas, Portfolio, and Watchlist
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 652Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- ORTEX adds mobile access for on-the-go monitoring.
- Expands into Short Interest, Insider Data, and Index Rebalancing coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..
- Pair it with Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Short Interest, Insider Data, Index Rebalancing, and Money Flow
Standout features: Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms., and Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
Similarity score 640Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Correlation, and Backtesting coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Portfolio, Correlation, Backtesting, and Risk Metrics
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports constrained mean–variance optimization, multi-period efficient-frontier optimization with rebalancing constraints, contribution/withdrawal cash-flow modeling, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 640Category overlap: 75%
Shared coverage
QuantData VisualizationsFactor Exposure
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Backtesting, Monte Carlo, and Correlation coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., and Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)..
- Pair it with Global Factor Data (JKP Factors) if you still need Data APIs.
Adds coverage: Backtesting, Monte Carlo, Correlation, and Risk Metrics
Standout features: Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)., and Portfolio optimization strategies (includes mean-variance optimization; also references max drawdown optimization).
Similarity score 632Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Screeners, and Watchlist coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include AI-powered market-intelligence hub that combines market data, social sentiment, breaking-news clustering, and AI-powered analysis., Classical stock-data layer includes real-time and historical stock prices, OHLCV charts, company fundamentals/profiles, analyst ratings and price targets, earnings calendar, short interest, float, short volume, and financial metrics., and SentiSense Score blends news, Reddit, and X/Twitter signals into a per-ticker sentiment score for stock discovery and crowd-conviction monitoring..
- Pair it with Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Stock Ideas, Screeners, Watchlist, and News
Standout features: AI-powered market-intelligence hub that combines market data, social sentiment, breaking-news clustering, and AI-powered analysis., Classical stock-data layer includes real-time and historical stock prices, OHLCV charts, company fundamentals/profiles, analyst ratings and price targets, earnings calendar, short interest, float, short volume, and financial metrics., SentiSense Score blends news, Reddit, and X/Twitter signals into a per-ticker sentiment score for stock discovery and crowd-conviction monitoring., and Documents & News API searches and retrieves sentiment metrics for news articles, social posts, and AI-curated stories across sources such as news publishers, Reddit, X/Twitter, and Substack.
Similarity score 572Category overlap: 75%
Shared coverage
Data APIsData VisualizationsFactor Exposure
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and ETF Overview coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant.
Adds coverage: ETF Screeners, ETF Comparison, ETF Overview, and ETF Performance
Standout features: Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence., and Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
Similarity score 516Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Perplexity Finance adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and News coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Screeners, Watchlist, News, and Calendar
Standout features: Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news., and Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
Similarity score 516Category overlap: 50%
Shared coverage
QuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Watchlist coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Global Factor Data (JKP Factors) if you still need Data APIs and Factor Exposure.
Adds coverage: Screeners, Stock Ideas, Watchlist, and Portfolio
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 504Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Portfolio
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 504Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Backtesting, and Financials coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Screens 100,000+ stocks (nano-cap to large-cap) across all continents with 2,000+ metrics; pricing page lists “History: 25 years. 35 years on US.” 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 Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Screeners, Backtesting, Financials, and Valuation Models
Standout features: Screens 100,000+ stocks (nano-cap to large-cap) across all continents with 2,000+ metrics; pricing page lists “History: 25 years. 35 years on US.” 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 494Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- OpenBB adds mobile access for on-the-go monitoring.
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and AI
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Index Rebalancing coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Screeners, Stock Ideas, Index Rebalancing, and Watchlist
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Comparison, and Financials coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 20,000+ metrics across 2,000+ U.S. stocks; Free is limited to one quarter, while Pro/Enterprise include up to 40 quarters., and Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Screeners, Stock Comparison, Financials, and Scores
Standout features: Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 20,000+ metrics across 2,000+ U.S. stocks; Free is limited to one quarter, while Pro/Enterprise include up to 40 quarters., Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)., and Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals
Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsQuant
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and News coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include REST API for real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and other financial datasets., Coverage across US and international markets, including equities, indices, funds, derivatives, OTC securities, crypto, forex, and commodities., and Pricing dataset table advertises 252,000+ tickers across 20+ exchanges, with symbols for stocks, ETFs, commodities, OTC securities, indices, options, futures, crypto, forex, and mutual funds..
- Pair it with Global Factor Data (JKP Factors) if you still need Data Visualizations and Factor Exposure.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, News, and Calendar
Standout features: REST API for real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and other financial datasets., Coverage across US and international markets, including equities, indices, funds, derivatives, OTC securities, crypto, forex, and commodities., Pricing dataset table advertises 252,000+ tickers across 20+ exchanges, with symbols for stocks, ETFs, commodities, OTC securities, indices, options, futures, crypto, forex, and mutual funds., and Historical data coverage varies by endpoint: homepage messaging says over 20 years overall; the pricing table lists end-of-day prices since 2015, company/fundamentals since 2010, market news since 2006, ESG since 2020, and corporate actions since 1964.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×19Data APIs×18Quant×11Factor Exposure×5
New angles introduced
Categories the alternatives add beyond Global Factor Data (JKP Factors).
Screeners+17APIs & SDKs+12Backtesting+11Portfolio+11Watchlist+11Financials+10News+9Calendar+8
Access & Pricing
Free options
19/20
19 of 20 alternatives keep a free tier for trials.
Mobile ready
5/20
5 alternatives bring native mobile access.
API availability
18/20
18 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 9 tested
6 tools are flagged as analyst picks; 9 have been hands-on tested.
Avg. coverage overlap
66%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Global Factor Data (JKP Factors)?
Global Factor Data (JKP Factors) users most often consider PortfoliosLab, FactorsToday, and GuruFocus as their go-to alternatives.
Which alternatives keep a free tier?
PortfoliosLab, GuruFocus, TickerTrends, ETF Insider, Portfolio123, ORTEX, okama, Portfolio Visualizer, SentiSense, Trackinsight, Perplexity Finance, TradingView, Fiscal.ai, Uncle Stock, OpenBB, Börsdata, Business Quant, ETF Action, and FinancialData.Net offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Global Factor Data (JKP Factors) alternatives cover?
Expect deep coverage across Data APIs, Data Visualizations, Factor Exposure, and Quant, so you can port most Global Factor Data (JKP Factors) 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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.