TradingView is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and News while adding Screeners and ETF Screeners 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 ~67%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Thursday, December 11, 2025
Programmatic picks
Alternatives to Quicken (Simplifi & Classic)
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Quicken (Simplifi & Classic) against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Budget-conscious? Try TradingView, Koyfin, Investing.com, Sharesight, Snowball Analytics, Simply Wall St, Tickertape, Yahoo Finance, Trendlyne, Ziggma, Revolut (Invest), Stock Rover, getquin, Fiscal.ai, Seeking Alpha, TipRanks, Morningstar Investor, FINVIZ, and MarketWatch to get started without a paid plan.
Round out your stack with new coverage areas like Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives.
Quicken (Simplifi & Classic) still leads on Tax Lots / Lot Optimization, so keep it handy for those workflows.
Similarity score 1437Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Desktop, Web, and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
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 1324Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
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.
Similarity score 1310Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Calendar coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, ETF Screeners, 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 1302Category overlap: 56%
Shared coverage
PortfolioCapital Gains EstimatorDownloadable Tax ReportsAlertsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Sharesight keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Risk Metrics, Performance Attribution, and Dividend Tax / ADR Withholding coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
- Pair it with Quicken (Simplifi & Classic) if you still need Watchlist, Tax Lots / Lot Optimization, and News.
Adds coverage: Risk Metrics, Performance Attribution, Dividend Tax / ADR Withholding, and Dividend
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Similarity score 1302Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Backtesting, Dividend, and Dividends coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Backtesting, Dividend, Dividends, and Dividend Tax / ADR Withholding
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 1289Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Simply Wall St keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Valuation Models
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.
Similarity score 1275Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Tickertape keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, Dividends, and Splits coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, Dividends, Splits, and Scores
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 1250Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, Calendar, and Data Visualizations coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, Calendar, Data Visualizations, and Analyst Recommendations
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 1215Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Trendlyne keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, Analyst Forecasts, and Analyst Price Targets coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations
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.
Similarity score 1211Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
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).
Similarity score 1208Category overlap: 56%
Shared coverage
PortfolioWatchlistAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Ziggma keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Risk Metrics
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 1204Category overlap: 56%
Shared coverage
PortfolioWatchlistDownloadable Tax ReportsNewsAlerts
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Revolut (Invest) keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Brokerage, ETF Overview, and Wealth Management coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., and Recurring ETF investment plans let users automate contributions commission-free (within plan limits)..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Financials.
Adds coverage: Brokerage, ETF Overview, Wealth Management, and Education
Standout features: Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., Recurring ETF investment plans let users automate contributions commission-free (within plan limits)., and Bonds available in the EEA-both government and corporate-with coupon payments and maturity details shown, minimum €2 per trade.
Similarity score 1204Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
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 1182Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsBroker Connectors
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- getquin keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Investor Holdings, Stock Ideas, and Market Sentiment coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., and Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Investor Holdings, Stock Ideas, Market Sentiment, and Dividends
Standout features: Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic., and Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.
Similarity score 1170Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Investor Holdings
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.
Similarity score 1144Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Data Visualizations
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 1144Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Top Analysts, Screeners, and ETF Screeners coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Top Analysts, Screeners, ETF Screeners, and Stock Ideas
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.
Similarity score 1130Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Morningstar Investor keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, ETF Overview, and ETF Holdings coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, ETF Overview, ETF Holdings, and Fund Overview
Standout features: Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)., and Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
Similarity score 1110Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Backtesting coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, Data Visualizations, Backtesting, and Data APIs
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.
Similarity score 1106Category overlap: 44%
Shared coverage
WatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- MarketWatch keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Calendar, Screeners, and Data Visualizations coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Portfolio, Tax Lots / Lot Optimization, and Capital Gains Estimator.
Adds coverage: Calendar, Screeners, Data Visualizations, and Paper Trading
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Alerts×19Portfolio×19Watchlist×19News×18Financials×17Broker Connectors×9Downloadable Tax Reports×2Capital Gains Estimator×1
New angles introduced
Categories the alternatives add beyond Quicken (Simplifi & Classic).
Screeners+16ETF Overview+14Dividends+13Calendar+11Data Visualizations+11ETF Holdings+11Analyst Price Targets+10Analyst Recommendations+9
Access & Pricing
Free options
19/20
19 picks introduce a free tier you can start with.
Mobile ready
16/20
16 matches support mobile alongside Quicken (Simplifi & Classic).
API availability
4/20
4 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 16 tested
9 tools are flagged as analyst picks; 16 have been hands-on tested.
Avg. coverage overlap
58%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Quicken (Simplifi & Classic)?
Quicken (Simplifi & Classic) users most often consider TradingView, Koyfin, and Investing.com as their go-to alternatives.
Which alternatives keep a free tier?
TradingView, Koyfin, Investing.com, Sharesight, Snowball Analytics, Simply Wall St, Tickertape, Yahoo Finance, Trendlyne, Ziggma, Revolut (Invest), Stock Rover, getquin, Fiscal.ai, Seeking Alpha, TipRanks, Morningstar Investor, FINVIZ, and MarketWatch offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Quicken (Simplifi & Classic) alternatives cover?
Expect deep coverage across Alerts, Broker Connectors, Capital Gains Estimator, Downloadable Tax Reports, Financials, News, Portfolio, and Watchlist, so you can port most Quicken (Simplifi & Classic) workflows without much friction.
Where does Quicken (Simplifi & Classic) still stand out?
Quicken (Simplifi & Classic) remains the go-to for Tax Lots / Lot Optimization, which the current alternatives do not fully replicate.
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!
OR
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.