VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Monday, January 5, 2026

Programmatic picks

Investment Masters Class (MastersInvest.com) logo

Alternatives to Investment Masters Class (MastersInvest.com)

Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Investment Masters Class (MastersInvest.com) against peers before committing to a long-term plan.

View free alternatives

Quick takeaways

r/SecurityAnalysis - Letters Wiki is the closest drop-in replacement with overlapping coverage in Education, Newsletters, and Playbooks & Case Studies while adding Forums coverage and Chronological index of letters grouped by year and quarter (2016→present in the wiki). and Publicly readable wiki page with edit permissions restricted to approved users/moderators. features (category overlap ~75%).

Free tiers remain available through r/SecurityAnalysis - Letters Wiki, Visual Capitalist, GuruFocus, Quartr, Simply Wall St, Stock Analysis, Fiscal.ai, The Motley Fool, In Practise, Stock Unlock, 10X EBITDA - Hedge Fund Presentations, Finimize, Prospero.ai, Visualping, Wealth Hub - Hedge Fund Letters, Observatory of Economic Complexity (OEC), and Koyfin for side-by-side testing.

Need mobile access? GuruFocus, Quartr, and Simply Wall St bring phone-ready workflows that Investment Masters Class (MastersInvest.com) lacks.

Round out your stack with new coverage areas like Forums, Data Visualizations, Screeners, and Stock Ideas.

#1 Alternative

Free Tier
Similarity score 694Category overlap: 75%

Shared coverage

EducationNewslettersPlaybooks & Case Studies

Assets: Other

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into Forums coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Chronological index of letters grouped by year and quarter (2016→present in the wiki)., Publicly readable wiki page with edit permissions restricted to approved users/moderators., and ‘Others’ section pointing to classic collections (e.g., Austin Value, Nomad Partnership, Peter Lynch)..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Blogs.

Adds coverage: Forums

Standout features: Chronological index of letters grouped by year and quarter (2016→present in the wiki)., Publicly readable wiki page with edit permissions restricted to approved users/moderators., ‘Others’ section pointing to classic collections (e.g., Austin Value, Nomad Partnership, Peter Lynch)., and Direct outbound links to the letters on manager sites; useful for primary-source research.

#2 Alternative

Free Tier
Similarity score 694Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Assets: Other

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into Data Visualizations coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics., Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices., and VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Data Visualizations

Standout features: Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics., Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices., VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events., and Ad-free browsing included with VC+ for a cleaner reading experience.

#3 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 686Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • GuruFocus adds mobile access for on-the-go monitoring.
  • Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Data Visualizations

Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.

#4 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 686Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Quartr adds mobile access for on-the-go monitoring.
  • Expands into Financials, Transcripts, and Analyst Forecasts coverage beyond what Investment Masters Class (MastersInvest.com) 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 Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

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.

#5 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 686Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Simply Wall St adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Portfolio

Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.

#6 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 686Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Stock Analysis adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts

Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.

#7 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 674Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Investment Masters Class (MastersInvest.com) 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 Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Portfolio

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.

#8 Alternative

Free Tier
Similarity score 664Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • The Motley Fool adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Portfolio, and Watchlist coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., and Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Stock Ideas, Portfolio, Watchlist, and News

Standout features: Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists., and Personal portfolio and watchlist features let you add tickers and monitor performance inside the platform.

#9 Alternative

Free Tier
Similarity score 660Category overlap: 75%

Shared coverage

BlogsNewslettersPlaybooks & Case Studies

Assets: Other

Experience: Intermediate and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into Transcripts and Videos coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Extensive library of executive interviews, all conducted by experienced fundamental investors., Steady cadence of 25+ new interviews and content pieces added each month., and Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Education.

Adds coverage: Transcripts and Videos

Standout features: Extensive library of executive interviews, all conducted by experienced fundamental investors., Steady cadence of 25+ new interviews and content pieces added each month., Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration., and Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access.

#10 Alternative

Hands-on TestedFree Tier
Similarity score 660Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Screeners, Data Visualizations, Stock Comparison, and ETF Overview

Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.

#11 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 656Category overlap: 75%

Shared coverage

EducationBlogsPlaybooks & Case Studies

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into Videos coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Curated archive of 100+ value‑oriented and activist hedge fund presentations from managers such as Pershing Square, Elliott Management, Starboard Value, Third Point, Greenlight Capital and others, spanning campaigns from 2002 through 2025., Each entry in the library lists the fund, idea (target company), industry sector, and presentation date, with on‑page filters to narrow by fund, sector or presentation year., and “View” links open the full investor slide decks as PDFs hosted on 10X EBITDA’s servers (wp‑content uploads), allowing users to download and read the original hedge fund presentations in detail..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Newsletters.

Adds coverage: Videos

Standout features: Curated archive of 100+ value‑oriented and activist hedge fund presentations from managers such as Pershing Square, Elliott Management, Starboard Value, Third Point, Greenlight Capital and others, spanning campaigns from 2002 through 2025., Each entry in the library lists the fund, idea (target company), industry sector, and presentation date, with on‑page filters to narrow by fund, sector or presentation year., “View” links open the full investor slide decks as PDFs hosted on 10X EBITDA’s servers (wp‑content uploads), allowing users to download and read the original hedge fund presentations in detail., and Companion archives under the Hedge Funds resources section provide activist shareholder letters - including multi‑letter campaigns by Carl Icahn, Dan Loeb (Third Point), and Elliott Management - giving insight into how leading activists frame their theses in writing.

#12 Alternative

Analyst PickHands-on Tested
Similarity score 656Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Why investors switch

  • Stockopedia adds mobile access for on-the-go monitoring.
  • Expands into Screeners, Stock Ideas, and Financials coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Screeners, Stock Ideas, Financials, and Scores

Standout features: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., and Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.

#13 Alternative

Similarity score 654Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Assets: Other

Experience: Intermediate and Advanced

Platforms: Web

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 Investment Masters Class (MastersInvest.com) 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 Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

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.

#14 Alternative

Free Tier
Similarity score 652Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Finimize adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas and News coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Stock Ideas and News

Standout features: Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs., and Built-in audio mode (“Listen”) for most articles on web and mobile.

#15 Alternative

Similarity score 640Category overlap: 75%

Shared coverage

BlogsNewslettersPlaybooks & Case Studies

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into News, Alerts, and Calendar coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Education.

Adds coverage: News, Alerts, Calendar, and Special Situations

Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.

#16 Alternative

Free Tier
Similarity score 596Category overlap: 75%

Shared coverage

EducationBlogsNewsletters

Experience: Beginner and Intermediate

Pricing: Free

Why investors switch

  • Prospero.ai adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Ten proprietary signals: 5 short-term (Options/Social/Institutional/Dark Pool/Short Pressure) and 5 long-term (Upside/Downside Breakout, Profitability, Growth, Market Similarity)., Short-term Net Options Sentiment updates ~every 2–5 minutes (real‑time orientation)., and Daily Screener & ‘Our Picks’ lists to surface candidates quickly for different horizons (long/short, short‑term/long‑term)..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Playbooks & Case Studies.

Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Data Visualizations

Standout features: Ten proprietary signals: 5 short-term (Options/Social/Institutional/Dark Pool/Short Pressure) and 5 long-term (Upside/Downside Breakout, Profitability, Growth, Market Similarity)., Short-term Net Options Sentiment updates ~every 2–5 minutes (real‑time orientation)., Daily Screener & ‘Our Picks’ lists to surface candidates quickly for different horizons (long/short, short‑term/long‑term)., and Mobile apps on iOS and Android with watchlists and in‑app notifications.

#17 Alternative

Free Tier
Similarity score 562Category overlap: 50%

Shared coverage

EducationBlogs

Assets: Other

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into Alerts, Data APIs, and APIs & SDKs coverage beyond what Investment Masters Class (MastersInvest.com) 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 Investment Masters Class (MastersInvest.com) if you still need Newsletters and Playbooks & Case Studies.

Adds coverage: Alerts, Data APIs, APIs & SDKs, and Webhooks

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.

#18 Alternative

Free Tier
Similarity score 558Category overlap: 100%

Shared coverage

BlogsNewsletters

Assets: Other

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Standout features include Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years., Letters are distributed via Dropbox folders linked directly from the index., and Index is regularly updated, with a call for readers to submit additional material..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Education and Playbooks & Case Studies.

Standout features: Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years., Letters are distributed via Dropbox folders linked directly from the index., Index is regularly updated, with a call for readers to submit additional material., and Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn.

Similarity score 556Category overlap: 50%

Shared coverage

EducationBlogs

Assets: Other

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Expands into Data Visualizations, Data APIs, and Shipping & Trade coverage beyond what Investment Masters Class (MastersInvest.com) offers.
  • Standout features include Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification., Monthly international trade data and subnational coverage across 30+ countries available on Pro plans., and Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs..
  • Pair it with Investment Masters Class (MastersInvest.com) if you still need Newsletters and Playbooks & Case Studies.

Adds coverage: Data Visualizations, Data APIs, and Shipping & Trade

Standout features: Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification., Monthly international trade data and subnational coverage across 30+ countries available on Pro plans., Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs., and REST API with a free tier for historical data and Pro/Premium tokens for the latest datasets, subnational access, and higher query volumes.

#20 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 536Category overlap: 50%

Shared coverage

EducationBlogs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free

Why investors switch

  • Koyfin adds mobile access for on-the-go monitoring.
  • Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Investment Masters Class (MastersInvest.com) 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 Investment Masters Class (MastersInvest.com) if you still need Newsletters and Playbooks & Case Studies.

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

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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Blogs×19Education×17Newsletters×16Playbooks & Case Studies×4

New angles introduced

Categories the alternatives add beyond Investment Masters Class (MastersInvest.com).

Data Visualizations+11Alerts+10Watchlist+10News+9Portfolio+9Screeners+9Videos+8Analyst Forecasts+7

Access & Pricing

Free options

17/20

17 of 20 alternatives keep a free tier for trials.

Mobile ready

10/20

10 alternatives bring native mobile access.

API availability

5/20

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

Quality checks

8 starred / 9 tested

8 tools are flagged as analyst picks; 9 have been hands-on tested.

Avg. coverage overlap

73%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Investment Masters Class (MastersInvest.com)?

Investment Masters Class (MastersInvest.com) users most often consider r/SecurityAnalysis - Letters Wiki, Visual Capitalist, and GuruFocus as their go-to alternatives.

Which alternatives keep a free tier?

r/SecurityAnalysis - Letters Wiki, Visual Capitalist, GuruFocus, Quartr, Simply Wall St, Stock Analysis, Fiscal.ai, The Motley Fool, In Practise, Stock Unlock, 10X EBITDA - Hedge Fund Presentations, Finimize, Prospero.ai, Visualping, Wealth Hub - Hedge Fund Letters, Observatory of Economic Complexity (OEC), and Koyfin offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top Investment Masters Class (MastersInvest.com) alternatives cover?

Expect deep coverage across Blogs, Education, Newsletters, and Playbooks & Case Studies, so you can port most Investment Masters Class (MastersInvest.com) 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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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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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.