YCharts is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Capital Gains Estimator while adding Screeners and Stock Comparison coverage and Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment. and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). features (category overlap ~67%).
VOL. XCIV, NO. 247
Quicken (Simplifi & Classic) Alternatives & Competitors
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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.
Looking for a Quicken (Simplifi & Classic) replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options19With free tiers
Avg. Overlap57%Category match
Mobile Ready17Native apps
Quick takeaways
Budget-conscious? Try Sharesight, Snowball Analytics, Simply Wall St, Tickertape, Koyfin, Investing.com, TradingView, Trendlyne, Ziggma, Revolut (Invest), Seeking Alpha, Stock Rover, Yahoo Finance, getquin, Fiscal.ai, TipRanks, MarketScreener, MarketWatch, and GuruFocus to get started without a paid plan.
Round out your stack with new coverage areas like Screeners, Stock Comparison, ETF Comparison, and Data Visualizations.
Quicken (Simplifi & Classic) still leads on Tax Lots / Lot Optimization, so keep it handy for those workflows.
Similarity score 1319Category overlap: 67%
Shared coverage
PortfolioWatchlistCapital Gains EstimatorAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate
Platforms: Desktop and Web
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Downloadable Tax Reports, and News.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
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 1264Category 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 Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- 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 Custom Dashboards
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 1250Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Bonds
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 Calendar, Dividends, and Splits coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Calendar, Dividends, Splits, and IPO
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 1232Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsBroker 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 Data Visualizations, Quant, and Screeners coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Data Visualizations, Quant, Screeners, and Stock Ideas
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
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 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
- Seeking Alpha keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Calendar, Stock Ideas, and Top Analysts coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Calendar, Stock Ideas, Top Analysts, and Screeners
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
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 1190Category 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 Calendar, Screeners, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Calendar, Screeners, Stock Comparison, and Data Visualizations
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
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 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 Stock Ideas, Top Analysts, and Screeners coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- 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, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 1122Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- MarketScreener keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Calendar, Screeners, and Stock Ideas coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Calendar, Screeners, Stock Ideas, and Data Visualizations
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
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.
Similarity score 1088Category overlap: 44%
Shared coverage
PortfolioNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Desktop, Web, and Mobile
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Watchlist, Tax Lots / Lot Optimization, and Capital Gains Estimator.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Data Visualizations
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Alerts×19Portfolio×19Watchlist×18News×17Financials×16Broker Connectors×9Capital Gains Estimator×2Downloadable Tax Reports×2
New angles introduced
Categories the alternatives add beyond Quicken (Simplifi & Classic).
Screeners+16Calendar+13Dividends+13Analyst Price Targets+12Data Visualizations+12Analyst Recommendations+11Analyst Forecasts+10Stock Ideas+9
Access & Pricing
Free options
19/20
19 picks introduce a free tier you can start with.
Mobile ready
17/20
17 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 / 15 tested
9 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
57%
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 YCharts, Sharesight, and Snowball Analytics as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, Snowball Analytics, Simply Wall St, Tickertape, Koyfin, Investing.com, TradingView, Trendlyne, Ziggma, Revolut (Invest), Seeking Alpha, Stock Rover, Yahoo Finance, getquin, Fiscal.ai, TipRanks, MarketScreener, MarketWatch, and GuruFocus 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!
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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.