VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Programmatic picks

QuantRocket logo

Alternatives to QuantRocket

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

Quick takeaways

TradingView is the closest drop-in replacement with overlapping coverage in Screeners, Backtesting, and Advanced Order Types while adding ETF Screeners and Stock Ideas coverage and Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe. and Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools. features (category overlap ~50%).

Free tiers remain available through TradingView, QuantConnect, Portfolio123, FINVIZ, Unusual Whales, ORTEX, Trendlyne, okama, OpenBB, MarketWatch, Quiver Quantitative, ETF Action, and PortfoliosLab for side-by-side testing.

Need mobile access? TradingView, Interactive Brokers, and Charles Schwab bring phone-ready workflows that QuantRocket lacks.

Round out your stack with new coverage areas like ETF Screeners, Stock Ideas, Data Visualizations, and Options & Derivatives.

#1 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1134
Category overlap: 50%

Shared coverage

Screeners
Backtesting
Advanced Order Types
Paper Trading

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • TradingView adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Stock Ideas, and Data Visualizations coverage beyond what QuantRocket offers.
  • Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
  • Pair it with QuantRocket if you still need Quant, Auto-Trading & Bots, and Data APIs.

Adds coverage: ETF Screeners, Stock Ideas, Data Visualizations, and Options & Derivatives

Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.

#2 Alternative

Free Tier
Similarity score 1123
Category overlap: 67%

Shared coverage

Quant
Backtesting
Auto-Trading & Bots
Paper Trading

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Options & Derivatives and APIs & SDKs coverage beyond what QuantRocket offers.
  • Standout features include Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., and Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX..
  • Pair it with QuantRocket if you still need Screeners, Advanced Order Types, and Data APIs.

Adds coverage: Options & Derivatives and APIs & SDKs

Standout features: Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX., and Robust options support with Greeks, implied volatility, and helpers for building multi-leg strategies such as iron condors.

#3 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1115
Category overlap: 63%

Shared coverage

Screeners
Quant
Backtesting
Data APIs
Broker Connectors

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Portfolio, Correlation, and Calendar coverage beyond what QuantRocket offers.
  • Standout features include Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
  • Pair it with QuantRocket if you still need Auto-Trading & Bots, Advanced Order Types, and Paper Trading.

Adds coverage: Portfolio, Correlation, Calendar, and APIs & SDKs

Standout features: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., and ‘Books’ feature to combine multiple strategies and view correlations between them.

#4 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1005
Category overlap: 38%

Shared coverage

Screeners
Backtesting
Data APIs

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Data Visualizations, Portfolio, and Watchlist coverage beyond what QuantRocket offers.
  • Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
  • Pair it with QuantRocket if you still need Quant, Auto-Trading & Bots, and Advanced Order Types.

Adds coverage: Data Visualizations, Portfolio, Watchlist, and News

Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.

#5 Alternative

Analyst Pick
Hands-on Tested
Similarity score 969
Category overlap: 38%

Shared coverage

Advanced Order Types
Paper Trading
Data APIs

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Why investors switch

  • Interactive Brokers adds mobile access for on-the-go monitoring.
  • Expands into Brokerage, Smart/Direct Routing, and Order Book / Level II coverage beyond what QuantRocket offers.
  • Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
  • Pair it with QuantRocket if you still need Screeners, Quant, and Backtesting.

Adds coverage: Brokerage, Smart/Direct Routing, Order Book / Level II, and APIs & SDKs

Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.

#6 Alternative

Similarity score 938
Category overlap: 50%

Shared coverage

Screeners
Quant
Backtesting
Data APIs

Assets: Stocks, ETFs, and Currencies

Experience: Intermediate and Advanced

Platforms: Web and API

Pricing: Subscription

Why investors switch

  • Expands into Performance Attribution, Scenario & Stress Tests, and Portfolio coverage beyond what QuantRocket 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 QuantRocket if you still need Auto-Trading & Bots, Advanced Order Types, and Paper Trading.

Adds coverage: Performance Attribution, Scenario & Stress Tests, Portfolio, 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.

#7 Alternative

Similarity score 919
Category overlap: 38%

Shared coverage

Screeners
Advanced Order Types
Paper Trading

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Why investors switch

  • Charles Schwab adds mobile access for on-the-go monitoring.
  • Expands into Brokerage, Portfolio, and Watchlist coverage beyond what QuantRocket 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 QuantRocket if you still need Quant, Backtesting, and Auto-Trading & Bots.

Adds coverage: Brokerage, Portfolio, Watchlist, and Options & Derivatives

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.

#8 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 897
Category overlap: 38%

Shared coverage

Screeners
Paper Trading
Data APIs

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Unusual Whales adds mobile access for on-the-go monitoring.
  • Expands into Options & Derivatives, Portfolio, and Dark Pool & Off-Exchange coverage beyond what QuantRocket offers.
  • Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
  • Pair it with QuantRocket if you still need Quant, Backtesting, and Auto-Trading & Bots.

Adds coverage: Options & Derivatives, Portfolio, Dark Pool & Off-Exchange, and Alerts

Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.

#9 Alternative

Hands-on Tested
Free Tier
Similarity score 883
Category overlap: 38%

Shared coverage

Screeners
Quant
Data APIs

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • ORTEX adds mobile access for on-the-go monitoring.
  • Expands into Short Interest, Insider Data, and Data Visualizations coverage beyond what QuantRocket offers.
  • Standout features include Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..
  • Pair it with QuantRocket if you still need Backtesting, Auto-Trading & Bots, and Advanced Order Types.

Adds coverage: Short Interest, Insider Data, Data Visualizations, and Index Rebalancing

Standout features: Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms., and Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.

#10 Alternative

Hands-on Tested
Free Tier
Similarity score 855
Category overlap: 38%

Shared coverage

Screeners
Backtesting
Broker Connectors

Assets: Stocks, Futures, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Trendlyne adds mobile access for on-the-go monitoring.
  • Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what QuantRocket offers.
  • Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
  • Pair it with QuantRocket if you still need Quant, Auto-Trading & Bots, and Advanced Order Types.

Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations

Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

#11 Alternative

Hands-on Tested
Free Tier
Similarity score 853
Category overlap: 38%

Shared coverage

Quant
Backtesting
Data APIs

Assets: Stocks, ETFs, and Currencies

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free

Why investors switch

  • Expands into Data Visualizations, Portfolio, and Correlation coverage beyond what QuantRocket offers.
  • Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
  • Pair it with QuantRocket if you still need Screeners, Auto-Trading & Bots, and Advanced Order Types.

Adds coverage: Data Visualizations, Portfolio, Correlation, and Risk Metrics (VaR/ES/Drawdown)

Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.

#12 Alternative

Free Tier
Similarity score 838
Category overlap: 25%

Shared coverage

Quant
Data APIs

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what QuantRocket 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 QuantRocket if you still need Screeners, Backtesting, and Auto-Trading & Bots.

Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and News

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.

#13 Alternative

Hands-on Tested
Free Tier
Similarity score 830
Category overlap: 25%

Shared coverage

Screeners
Paper Trading

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • MarketWatch adds mobile access for on-the-go monitoring.
  • Expands into News, Alerts, and Calendar coverage beyond what QuantRocket 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 QuantRocket if you still need Quant, Backtesting, and Auto-Trading & Bots.

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

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 Tested
Free Tier
Similarity score 823
Category overlap: 38%

Shared coverage

Screeners
Backtesting
Data APIs

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Quiver Quantitative adds mobile access for on-the-go monitoring.
  • Expands into Watchlist, US Government Trades, and Investor Holdings coverage beyond what QuantRocket offers.
  • Standout features include Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..
  • Pair it with QuantRocket if you still need Quant, Auto-Trading & Bots, and Advanced Order Types.

Adds coverage: Watchlist, US Government Trades, Investor Holdings, and News

Standout features: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time., and Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).

#15 Alternative

Similarity score 817
Category overlap: 38%

Shared coverage

Screeners
Advanced Order Types
Paper Trading

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • TC2000 adds mobile access for on-the-go monitoring.
  • Expands into Watchlist, Portfolio, and Options & Derivatives coverage beyond what QuantRocket 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 QuantRocket if you still need Quant, Backtesting, and Auto-Trading & Bots.

Adds coverage: Watchlist, Portfolio, Options & Derivatives, and News

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.

#16 Alternative

Free Tier
Similarity score 803
Category overlap: 38%

Shared coverage

Screeners
Backtesting
Data APIs

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what QuantRocket offers.
  • Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
  • Pair it with QuantRocket if you still need Quant, Auto-Trading & Bots, and Advanced Order Types.

Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals

Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).

#17 Alternative

Hands-on Tested
Similarity score 781
Category overlap: 38%

Shared coverage

Screeners
Data APIs
Broker Connectors

Assets: Stocks and ETFs

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 QuantRocket 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 QuantRocket if you still need Quant, Backtesting, and Auto-Trading & Bots.

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

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).

#18 Alternative

Similarity score 780
Category overlap: 25%

Shared coverage

Screeners
Broker Connectors

Assets: Stocks, ETFs, and Futures

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Expands into Sheets / Excel Add-ins, Options & Derivatives, and Options coverage beyond what QuantRocket 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 QuantRocket if you still need Quant, Backtesting, and Auto-Trading & Bots.

Adds coverage: Sheets / Excel Add-ins, Options & Derivatives, 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.

#19 Alternative

Free Tier
Similarity score 775
Category overlap: 38%

Shared coverage

Screeners
Quant
Backtesting

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Screeners, Portfolio, and Watchlist coverage beyond what QuantRocket offers.
  • Standout features include Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
  • Pair it with QuantRocket if you still need Auto-Trading & Bots, Advanced Order Types, and Paper Trading.

Adds coverage: ETF Screeners, Portfolio, Watchlist, and Correlation

Standout features: Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators., and Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.

#20 Alternative

Similarity score 757
Category overlap: 38%

Shared coverage

Screeners
Quant
Backtesting

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Qfinr adds mobile access for on-the-go monitoring.
  • Expands into Portfolio, Watchlist, and Scenario & Stress Tests coverage beyond what QuantRocket offers.
  • Standout features include Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
  • Pair it with QuantRocket if you still need Auto-Trading & Bots, Advanced Order Types, and Paper Trading.

Adds coverage: Portfolio, Watchlist, Scenario & Stress Tests, and ETF Screeners

Standout features: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities., and Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Screeners×16
Backtesting×11
Data APIs×11
Quant×8
Paper Trading×7
Advanced Order Types×4
Broker Connectors×4
Auto-Trading & Bots×1

New angles introduced

Categories the alternatives add beyond QuantRocket.

Portfolio+15
Watchlist+13
News+12
Alerts+11
Data Visualizations+10
Options & Derivatives+10
Financials+9
APIs & SDKs+8

Access & Pricing

Free options

13/20

13 of 20 alternatives keep a free tier for trials.

Mobile ready

10/20

10 alternatives bring native mobile access.

API availability

12/20

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

Quality checks

5 starred / 11 tested

5 tools are flagged as analyst picks; 11 have been hands-on tested.

Avg. coverage overlap

40%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to QuantRocket?

QuantRocket users most often consider TradingView, QuantConnect, and Portfolio123 as their go-to alternatives.

Which alternatives keep a free tier?

TradingView, QuantConnect, Portfolio123, FINVIZ, Unusual Whales, ORTEX, Trendlyne, okama, OpenBB, MarketWatch, Quiver Quantitative, ETF Action, and PortfoliosLab offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top QuantRocket alternatives cover?

Expect deep coverage across Advanced Order Types, Auto-Trading & Bots, Backtesting, Broker Connectors, Data APIs, Paper Trading, Quant, and Screeners, so you can port most QuantRocket 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!

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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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.