VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Thursday, January 8, 2026

Programmatic picks

Interactive Brokers (IBKR) logo

Alternatives to Interactive Brokers (IBKR)

Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Interactive Brokers (IBKR) against peers before committing to a long-term plan.

View free alternatives

Quick takeaways

Charles Schwab is the closest drop-in replacement with overlapping coverage in Brokerage, Advanced Order Types, and Smart/Direct Routing while adding Alerts and Calendar coverage and Zero-commission online trades for stocks and ETFs; options at $0.65 per contract. and thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs. features (category overlap ~71%).

Budget-conscious? Try TradingView, Robinhood, eToro, Snowball Analytics, PortfoliosLab, Investing.com, MarketWatch, Yahoo Finance, Fiscal.ai, Sharesight, Koyfin, Fintel, and OpenBB to get started without a paid plan.

Round out your stack with new coverage areas like Alerts, Calendar, Videos, and Blogs.

#1 Alternative

Similarity score 2107Category overlap: 71%

Shared coverage

BrokerageAdvanced Order TypesSmart/Direct RoutingPaper TradingOptions & DerivativesPortfolio

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Pricing: Other

Why investors switch

  • Expands into Alerts, Calendar, and Videos coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., and paperMoney® virtual accounts that let you practice trading with live market data..
  • Pair it with Interactive Brokers (IBKR) if you still need Risk Metrics, Performance Attribution, and APIs & SDKs.

Adds coverage: Alerts, Calendar, Videos, and Blogs

Standout features: Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, and forex-though futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.

#2 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1873Category overlap: 57%

Shared coverage

Advanced Order TypesPaper TradingOptions & DerivativesPortfolioWatchlistScreeners

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Pricing: Subscription

Why investors switch

  • TradingView keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into ETF Screeners, Data Visualizations, and Quant coverage beyond what Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) if you still need Brokerage, Smart/Direct Routing, and Risk Metrics.

Adds coverage: ETF Screeners, Data Visualizations, Quant, and Backtesting

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.

Similarity score 1696Category overlap: 89%

Shared coverage

BrokerageAdvanced Order TypesSmart/Direct RoutingOptions & DerivativesPortfolioWatchlist

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Pricing: Other

Why investors switch

  • Expands into Financials coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals..
  • Pair it with Interactive Brokers (IBKR) if you still need Paper Trading, Screeners, and Risk Metrics.

Adds coverage: Financials

Standout features: Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals., and Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.

#4 Alternative

Similarity score 1581Category overlap: 73%

Shared coverage

BrokerageAdvanced Order TypesPaper TradingOptions & DerivativesPortfolioWatchlist

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and Desktop

Pricing: Subscription

Why investors switch

  • Expands into Alerts, Options P&L, and Financials coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts., EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening., and Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits..
  • Pair it with Interactive Brokers (IBKR) if you still need Smart/Direct Routing, Risk Metrics, and Performance Attribution.

Adds coverage: Alerts, Options P&L, and Financials

Standout features: Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts., EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening., Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits., and Integrated MT Newswires feed for real-time market and company news.

#5 Alternative

Hands-on Tested
Similarity score 1555Category overlap: 57%

Shared coverage

PortfolioWatchlistScreenersRisk MetricsPerformance AttributionNews

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Subscription

Why investors switch

  • Expands into Stock Comparison, ETF Comparison, and Data Visualizations coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Stock Comparison, ETF Comparison, Data Visualizations, and Correlation

Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

#6 Alternative

Free Tier
Similarity score 1515Category overlap: 88%

Shared coverage

BrokerageAdvanced Order TypesOptions & DerivativesPortfolioWatchlistNews

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Other and Subscription

Why investors switch

  • Robinhood keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Downloadable Tax Reports coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Commission-free trading on US stocks, ETFs, and options (with per-contract fees: $0.50 standard, $0.35 with Gold)., Fractional share investing starting from $1 across most eligible US stocks and ETFs., and Advanced order types including stop, stop-limit, and trailing stop orders..
  • Pair it with Interactive Brokers (IBKR) if you still need Smart/Direct Routing, Paper Trading, and Screeners.

Adds coverage: Downloadable Tax Reports

Standout features: Commission-free trading on US stocks, ETFs, and options (with per-contract fees: $0.50 standard, $0.35 with Gold)., Fractional share investing starting from $1 across most eligible US stocks and ETFs., Advanced order types including stop, stop-limit, and trailing stop orders., and 24-Hour Market on select symbols, running Sunday evening through Friday evening ET, alongside extended trading hours.

#7 Alternative

Analyst PickHands-on Tested
Similarity score 1468Category overlap: 100%

Shared coverage

BrokerageAdvanced Order TypesSmart/Direct RoutingPortfolioWatchlistOrder Book / Level II

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Other

Why investors switch

  • Standout features include Access to 45+ global exchanges across ~30 countries, covering shares, ETFs, bonds, options, and futures. Orders route either Direct-to-Market or via Morgan Stanley's Smart Order Router, depending on venue., Supported order types include Market, Limit, Stop Loss, Stop Limit, and Day/GTC. Trailing Stop is only available on Xetra and Frankfurt., and Market data: real-time quotes available through monthly subscriptions per exchange; otherwise quotes are usually delayed by 15 minutes. Users can toggle real-time feeds in account settings..
  • Pair it with Interactive Brokers (IBKR) if you still need Paper Trading, Options & Derivatives, and Screeners.

Standout features: Access to 45+ global exchanges across ~30 countries, covering shares, ETFs, bonds, options, and futures. Orders route either Direct-to-Market or via Morgan Stanley's Smart Order Router, depending on venue., Supported order types include Market, Limit, Stop Loss, Stop Limit, and Day/GTC. Trailing Stop is only available on Xetra and Frankfurt., Market data: real-time quotes available through monthly subscriptions per exchange; otherwise quotes are usually delayed by 15 minutes. Users can toggle real-time feeds in account settings., and U.S. BATS real-time quotes are included for free after completing a U.S. stock trade, valid through the end of the next month.

#8 Alternative

Free Tier
Similarity score 1399Category overlap: 43%

Shared coverage

BrokerageAdvanced Order TypesPaper TradingPortfolioWatchlistNews

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • eToro keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Copy/Social Trading, Alerts, and Calendar coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., and CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum..
  • Pair it with Interactive Brokers (IBKR) if you still need Smart/Direct Routing, Options & Derivatives, and Screeners.

Adds coverage: Copy/Social Trading, Alerts, Calendar, and Dividends

Standout features: Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum., and Smart Portfolios group assets thematically and are managed by eToro’s Investment Team; they rebalance regularly, require a $500 minimum, and carry no management fees.

#9 Alternative

Free Tier
Similarity score 1394Category overlap: 36%

Shared coverage

PortfolioWatchlistRisk MetricsPerformance AttributionNews

Assets: Stocks, ETFs, and Currencies

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Subscription

Why investors switch

  • Snowball Analytics keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Backtesting, Dividend, and Dividends coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Backtesting, Dividend, Dividends, and Dividend Tax / ADR Withholding

Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.

#10 Alternative

Free Tier
Similarity score 1351Category overlap: 43%

Shared coverage

PortfolioWatchlistScreenersRisk MetricsAPIs & SDKsData APIs

Assets: Stocks, ETFs, and Currencies

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Subscription

Why investors switch

  • PortfoliosLab keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Backtesting, Correlation, and Factor Exposure coverage beyond what Interactive Brokers (IBKR) 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)..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Backtesting, Correlation, Factor Exposure, and Stock Comparison

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.

#11 Alternative

Similarity score 1341Category overlap: 43%

Shared coverage

PortfolioScreenersPerformance AttributionNewsAPIs & SDKsData APIs

Assets: Stocks, ETFs, and Currencies

Experience: Intermediate and Advanced

Platforms: Web and API

Pricing: Subscription

Why investors switch

  • Expands into Quant, Scenario & Stress Tests, and Backtesting coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Quant, Scenario & Stress Tests, Backtesting, and Alerts

Standout features: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., and Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.

#12 Alternative

Hands-on TestedFree Tier
Similarity score 1319Category overlap: 29%

Shared coverage

PortfolioWatchlistScreenersNews

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Subscription

Why investors switch

  • Investing.com keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into ETF Screeners, Alerts, and Calendar coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., and Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: ETF Screeners, Alerts, Calendar, and Dividends

Standout features: Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps., and Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export.

#13 Alternative

Hands-on TestedFree Tier
Similarity score 1319Category overlap: 29%

Shared coverage

Paper TradingWatchlistScreenersNews

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Subscription

Why investors switch

  • MarketWatch keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Alerts, Calendar, and Data Visualizations coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Alerts, Calendar, Data Visualizations, and Financials

Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.

#14 Alternative

Hands-on TestedFree Tier
Similarity score 1319Category overlap: 29%

Shared coverage

PortfolioWatchlistScreenersNews

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Subscription

Why investors switch

  • Yahoo Finance keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Alerts, Calendar, and Stock Comparison coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Product refresh includes tools like a customizable dock, stock side-by-side comparison, and enhanced charts., Mobile app: portfolio tracking, multiple watchlists, and syncing portfolios across devices., and Alerts/notifications for news and stock pricing (e.g., price alerts, breaking news, earnings reports)..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Alerts, Calendar, Stock Comparison, and Data Visualizations

Standout features: Product refresh includes tools like a customizable dock, stock side-by-side comparison, and enhanced charts., Mobile app: portfolio tracking, multiple watchlists, and syncing portfolios across devices., Alerts/notifications for news and stock pricing (e.g., price alerts, breaking news, earnings reports)., and Mobile listings describe coverage across stocks, ETFs, mutual funds, options, crypto, currencies, bonds, commodities, world indices and futures.

#15 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1313Category overlap: 43%

Shared coverage

PortfolioWatchlistScreenersNewsAPIs & SDKsData APIs

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Subscription

Why investors switch

  • Fiscal.ai keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Stock Comparison, Data Visualizations, and Investor Holdings coverage beyond what Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Stock Comparison, Data Visualizations, Investor Holdings, and ETF Overview

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.

#16 Alternative

Free Tier
Similarity score 1302Category overlap: 36%

Shared coverage

PortfolioRisk MetricsPerformance AttributionAPIs & SDKsData APIs

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web, Mobile, and API

Pricing: Subscription

Why investors switch

  • Sharesight keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding coverage beyond what Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, and Dividend

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.

#17 Alternative

Similarity score 1298Category overlap: 36%

Shared coverage

Options & DerivativesPortfolioWatchlistScreenersRisk Metrics

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Desktop

Pricing: Subscription

Why investors switch

  • Expands into Sheets / Excel Add-ins, Broker Connectors, and Options coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Sheets / Excel Add-ins, Broker Connectors, Options, and Options P&L

Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.

#18 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1273Category overlap: 29%

Shared coverage

PortfolioWatchlistScreenersNews

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Subscription

Why investors switch

  • Koyfin keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into ETF Screeners, Data Visualizations, and Stock Comparison coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: ETF Screeners, Data Visualizations, Stock Comparison, and Money Flow

Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.

#19 Alternative

Free Tier
Similarity score 1268Category overlap: 36%

Shared coverage

PortfolioWatchlistScreenersNewsData APIs

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Subscription

Why investors switch

  • Fintel keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Short Interest, Insider Data, and 13F coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Short Interest, Insider Data, 13F, and 13D/13G

Standout features: Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data., and Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.

#20 Alternative

Free Tier
Similarity score 1245Category overlap: 29%

Shared coverage

Options & DerivativesNewsAPIs & SDKsData APIs

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Subscription

Why investors switch

  • OpenBB keeps a free tier, so you can replicate Interactive Brokers (IBKR) workflows without upgrading.
  • Expands into Sheets / Excel Add-ins, Custom Dashboards, and IPO coverage beyond what Interactive Brokers (IBKR) offers.
  • Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
  • Pair it with Interactive Brokers (IBKR) if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.

Adds coverage: Sheets / Excel Add-ins, Custom Dashboards, IPO, and Dividends

Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×18Watchlist×17News×16Screeners×13Advanced Order Types×7APIs & SDKs×7Data APIs×7Options & Derivatives×7

New angles introduced

Categories the alternatives add beyond Interactive Brokers (IBKR).

Alerts+13Financials+12Calendar+9Data Visualizations+9Dividends+8ETF Holdings+8ETF Overview+8Analyst Forecasts+6

Access & Pricing

Free options

13/20

13 picks introduce a free tier you can start with.

Mobile ready

13/20

13 matches support mobile alongside Interactive Brokers (IBKR).

API availability

7/20

7 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

4 starred / 8 tested

4 tools are flagged as analyst picks; 8 have been hands-on tested.

Avg. coverage overlap

50%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Interactive Brokers (IBKR)?

Interactive Brokers (IBKR) users most often consider Charles Schwab, TradingView, and Fidelity (Fidelity Brokerage Services LLC) as their go-to alternatives.

Which alternatives keep a free tier?

TradingView, Robinhood, eToro, Snowball Analytics, PortfoliosLab, Investing.com, MarketWatch, Yahoo Finance, Fiscal.ai, Sharesight, Koyfin, Fintel, and OpenBB offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top Interactive Brokers (IBKR) alternatives cover?

Expect deep coverage across Advanced Order Types, APIs & SDKs, Brokerage, Data APIs, News, Options & Derivatives, Order Book / Level II, Paper Trading, Performance Attribution, Portfolio, Risk Metrics, Screeners, Smart/Direct Routing, and Watchlist, so you can port most Interactive Brokers (IBKR) 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.

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Got questions or suggestions? I'm all ears!

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Starred Tools

These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.

Tested Tools

These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.