TradingView is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Backtesting while adding Data Visualizations and Options & Derivatives coverage, 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. and Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas. features, and a free tier (category overlap ~75%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Monday, January 5, 2026
Programmatic picks
Alternatives to Qfinr
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Qfinr against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Budget-conscious? Try TradingView, Koyfin, PortfoliosLab, Portfolio123, Ziggma, Stock Analysis, Tickeron, FT Markets (Markets data - Financial Times), Investing.com, TipRanks, EPSMomentum, ValueSense, Snowball Analytics, GuruFocus, Seeking Alpha, Stock Rover, justETF, and Zacks (Zacks.com) to get started without a paid plan.
Round out your stack with new coverage areas like Data Visualizations, Options & Derivatives, Paper Trading, and Advanced Order Types.
Similarity score 1392Category overlap: 75%
Shared coverage
PortfolioWatchlistBacktestingScreenersETF ScreenersQuant
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Data Visualizations, Options & Derivatives, and Paper Trading coverage beyond what Qfinr 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 Qfinr if you still need Scenario & Stress Tests and Stock Ideas.
Adds coverage: Data Visualizations, Options & Derivatives, Paper Trading, and Advanced Order Types
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 1307Category overlap: 63%
Shared coverage
PortfolioWatchlistBacktestingScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Data Visualizations, Stock Comparison, and Money Flow coverage beyond what Qfinr 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 Qfinr if you still need Scenario & Stress Tests, Stock Ideas, and Quant.
Adds coverage: Data Visualizations, Stock Comparison, Money Flow, and News
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.
Similarity score 1276Category overlap: 75%
Shared coverage
PortfolioWatchlistBacktestingScreenersETF ScreenersQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Correlation, Risk Metrics, and Factor Exposure coverage beyond what Qfinr 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 Qfinr if you still need Scenario & Stress Tests and Stock Ideas.
Adds coverage: Correlation, Risk Metrics, 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.
Similarity score 1238Category overlap: 75%
Shared coverage
PortfolioWatchlistBacktestingScreenersStock IdeasQuant
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Data Visualizations, Correlation, and Financials coverage beyond what Qfinr 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 Qfinr if you still need Scenario & Stress Tests and ETF Screeners.
Adds coverage: Data Visualizations, Correlation, Financials, and GDP
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 1191Category overlap: 63%
Shared coverage
PortfolioWatchlistScreenersETF ScreenersStock Ideas
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Ziggma keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Risk Metrics, Financials, and Scores coverage beyond what Qfinr offers.
- Standout features include Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., and Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding..
- Pair it with Qfinr if you still need Backtesting, Scenario & Stress Tests, and Quant.
Adds coverage: Risk Metrics, Financials, Scores, and ESG Ratings
Standout features: Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding., and Algorithm‑powered Ziggma Stock Scores - daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap - plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
Similarity score 1187Category overlap: 63%
Shared coverage
PortfolioWatchlistScreenersETF ScreenersStock Ideas
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Top Analysts, Stock Comparison, and ETF Comparison coverage beyond what Qfinr 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 Qfinr if you still need Backtesting, Scenario & Stress Tests, and Quant.
Adds coverage: Top Analysts, Stock Comparison, ETF Comparison, and Data Visualizations
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.
Similarity score 1165Category overlap: 63%
Shared coverage
PortfolioWatchlistBacktestingScreenersStock Ideas
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Tickeron keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Stock Comparison, Auto-Trading & Bots, and Copy/Social Trading coverage beyond what Qfinr offers.
- Standout features include AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., and Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs..
- Pair it with Qfinr if you still need Scenario & Stress Tests, ETF Screeners, and Quant.
Adds coverage: Stock Comparison, Auto-Trading & Bots, Copy/Social Trading, and Paper Trading
Standout features: AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs., and AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).
Similarity score 1148Category overlap: 50%
Shared coverage
PortfolioWatchlistScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- FT Markets (Markets data - Financial Times) keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Alerts, Compounding Calculator, and Financials coverage beyond what Qfinr offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with Qfinr if you still need Backtesting, Scenario & Stress Tests, and Stock Ideas.
Adds coverage: Alerts, Compounding Calculator, Financials, and Insider Data
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 1148Category overlap: 50%
Shared coverage
PortfolioWatchlistScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into News, Alerts, and Calendar coverage beyond what Qfinr 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 Qfinr if you still need Backtesting, Scenario & Stress Tests, and Stock Ideas.
Adds coverage: News, 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.
Similarity score 1127Category overlap: 63%
Shared coverage
PortfolioWatchlistScreenersETF ScreenersStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Top Analysts, Analyst Forecasts, and Analyst Recommendations coverage beyond what Qfinr offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Qfinr if you still need Backtesting, Scenario & Stress Tests, and Quant.
Adds coverage: Top Analysts, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
#11 Alternative
Similarity score 1121Category overlap: 63%
Shared coverage
PortfolioBacktestingScenario & Stress TestsScreenersQuant
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Performance Attribution, Alerts, and News coverage beyond what Qfinr 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 Qfinr if you still need Watchlist, ETF Screeners, and Stock Ideas.
Adds coverage: Performance Attribution, Alerts, News, and Data APIs
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.
Similarity score 1105Category overlap: 63%
Shared coverage
PortfolioWatchlistBacktestingScreenersStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- EPSMomentum keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Data Visualizations, Money Flow, and News coverage beyond what Qfinr offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with Qfinr if you still need Scenario & Stress Tests, ETF Screeners, and Quant.
Adds coverage: Data Visualizations, Money Flow, News, and News Sentiment
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
#13 Alternative
Similarity score 1101Category overlap: 63%
Shared coverage
PortfolioBacktestingScenario & Stress TestsScreenersQuant
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Financials, News, and Regulatory Filings Monitoring coverage beyond what Qfinr offers.
- Standout features include Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., and Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)..
- Pair it with Qfinr if you still need Watchlist, ETF Screeners, and Stock Ideas.
Adds coverage: Financials, News, Regulatory Filings Monitoring, and Data Visualizations
Standout features: Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)., and Advanced stock screening and financial statement breakdowns.
Similarity score 1071Category overlap: 63%
Shared coverage
WatchlistBacktestingScreenersStock IdeasQuant
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- ValueSense keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Data Visualizations, Money Flow, and News coverage beyond what Qfinr offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with Qfinr if you still need Portfolio, Scenario & Stress Tests, and ETF Screeners.
Adds coverage: Data Visualizations, Money Flow, News, and Calendar
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Similarity score 1055Category overlap: 38%
Shared coverage
PortfolioWatchlistBacktesting
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Dividend, Dividends, and Dividend Tax / ADR Withholding coverage beyond what Qfinr 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 Qfinr if you still need Scenario & Stress Tests, Screeners, and ETF Screeners.
Adds coverage: Dividend, Dividends, Dividend Tax / ADR Withholding, and Calendar
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.
Similarity score 1042Category overlap: 50%
Shared coverage
PortfolioBacktestingScreenersStock Ideas
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Stock Comparison, Data Visualizations, and Investor Holdings coverage beyond what Qfinr 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 Qfinr if you still need Watchlist, Scenario & Stress Tests, and ETF Screeners.
Adds coverage: Stock Comparison, Data Visualizations, Investor Holdings, and US Government Trades
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.
Similarity score 1042Category overlap: 50%
Shared coverage
PortfolioWatchlistScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Stock Comparison, Data Visualizations, and News coverage beyond what Qfinr offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Qfinr if you still need Backtesting, Scenario & Stress Tests, and Stock Ideas.
Adds coverage: Stock Comparison, Data Visualizations, News, and Alerts
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1042Category overlap: 50%
Shared coverage
PortfolioWatchlistScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into Stock Comparison, ETF Comparison, and Data Visualizations coverage beyond what Qfinr offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with Qfinr if you still need Backtesting, Scenario & Stress Tests, and Stock Ideas.
Adds coverage: Stock Comparison, ETF Comparison, Data Visualizations, and Correlation
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 1028Category overlap: 50%
Shared coverage
PortfolioWatchlistBacktestingETF Screeners
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- justETF keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into ETF Comparison, Alerts, and ETF Overview coverage beyond what Qfinr offers.
- Standout features include Comprehensive database and screener for European ETFs and physically backed ETCs, with the ability to filter, compare, and analyze funds., ETF profiles display top-10 holdings, listings across multiple exchanges, performance data, and risk metrics., and Stock profiles show how many ETFs include each company, with data sourced from Trackinsight, etfinfo, Xignite, gettex, FactSet, and justETF..
- Pair it with Qfinr if you still need Scenario & Stress Tests, Screeners, and Stock Ideas.
Adds coverage: ETF Comparison, Alerts, ETF Overview, and ETF Performance
Standout features: Comprehensive database and screener for European ETFs and physically backed ETCs, with the ability to filter, compare, and analyze funds., ETF profiles display top-10 holdings, listings across multiple exchanges, performance data, and risk metrics., Stock profiles show how many ETFs include each company, with data sourced from Trackinsight, etfinfo, Xignite, gettex, FactSet, and justETF., and Portfolio tracking is transaction-based, with automatic booking of dividends on ex-date.
Similarity score 1028Category overlap: 50%
Shared coverage
PortfolioWatchlistScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Zacks (Zacks.com) keeps a free tier, so you can replicate Qfinr workflows without upgrading.
- Expands into News, Calendar, and Alerts coverage beyond what Qfinr offers.
- Standout features include Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
- Pair it with Qfinr if you still need Backtesting, Scenario & Stress Tests, and Stock Ideas.
Adds coverage: News, Calendar, Alerts, and Scores
Standout features: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., Stock, ETF, and mutual fund screeners with hundreds of filters., and Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×19Screeners×18Watchlist×17Backtesting×12ETF Screeners×12Stock Ideas×8Quant×6Scenario & Stress Tests×2
New angles introduced
Categories the alternatives add beyond Qfinr.
Financials+14News+14Alerts+13Calendar+12Data Visualizations+12Education+10ETF Overview+10Dividends+9
Access & Pricing
Free options
18/20
18 picks introduce a free tier you can start with.
Mobile ready
14/20
14 matches support mobile alongside Qfinr.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 12 tested
8 tools are flagged as analyst picks; 12 have been hands-on tested.
Avg. coverage overlap
59%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Qfinr?
Qfinr users most often consider TradingView, Koyfin, and PortfoliosLab as their go-to alternatives.
Which alternatives keep a free tier?
TradingView, Koyfin, PortfoliosLab, Portfolio123, Ziggma, Stock Analysis, Tickeron, FT Markets (Markets data - Financial Times), Investing.com, TipRanks, EPSMomentum, ValueSense, Snowball Analytics, GuruFocus, Seeking Alpha, Stock Rover, justETF, and Zacks (Zacks.com) offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Qfinr alternatives cover?
Expect deep coverage across Backtesting, ETF Screeners, Portfolio, Quant, Scenario & Stress Tests, Screeners, Stock Ideas, and Watchlist, so you can port most Qfinr workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.