Snowball Analytics is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and News while adding Backtesting and Dividend coverage, 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 and multi-portfolio sync. and 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 70+ global exchanges and 25+ currencies. features, and a free tier (category overlap ~67%).
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. Overlap61%Category match
Mobile Ready18Native apps
Quick takeaways
Budget-conscious? Try Snowball Analytics, Delta by eToro, GuruFocus, Marketlog, Stock Rover, Sharesight, Simply Wall St, Tickertape, Investing.com, Koyfin, TradingView, Trendlyne, Revolut (Invest), Seeking Alpha, Stock Analysis, Yahoo Finance, getquin, Fiscal.ai, and TipRanks to get started without a paid plan.
Round out your stack with new coverage areas like Backtesting, Dividend, Dividends, and Dividend Tax / ADR Withholding.
Quicken (Simplifi & Classic) still leads on Tax Lots / Lot Optimization, so keep it handy for those workflows.
Similarity score 1447Category 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
- 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 and multi-portfolio sync., 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 70+ global exchanges and 25+ 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 automatic daily Snowball sync, aggregator-dependent broker refreshes 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 and multi-portfolio sync., 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 70+ global exchanges and 25+ 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 automatic daily Snowball sync, aggregator-dependent broker refreshes 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 1415Category overlap: 67%
Shared coverage
PortfolioWatchlistCapital Gains EstimatorNewsAlertsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Desktop, Web, and Mobile
Pricing: Subscription
Why investors switch
- Delta by eToro keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Calendar, Data Visualizations, and Risk Metrics coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Downloadable Tax Reports, and Financials.
Adds coverage: Calendar, Data Visualizations, Risk Metrics, and ETF Overview
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
Similarity score 1387Category 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
- GuruFocus 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 Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- 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 Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 1387Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Marketlog keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Investor Holdings, Data Visualizations, and Risk Metrics coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- 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, Data Visualizations, Risk Metrics, and Monte Carlo
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 1335Category 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
- Stock Rover 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 Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan..
- 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 Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
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). Current plans page directs users to call for pricing; 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., 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). Current plans page directs users to call for pricing; 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., 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., Public pricing page says 500,000+ investors track investments with Sharesight., and 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..
- 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., Public pricing page says 500,000+ investors track investments with Sharesight., 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.
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 100+ metrics on the platform and 200+ Pro filters; Pro allows unlimited custom screens, custom filters, custom universes, premium screens, and CSV exports., 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 100+ metrics on the platform and 200+ Pro filters; Pro allows unlimited custom screens, custom filters, custom universes, premium screens, and CSV exports., 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; Pro supports linking multiple demat accounts.
Similarity score 1264Category 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 Stock Ideas, Screeners, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com currently says the platform covers 180,000+ financial instruments across 250 exchanges in 33 languages, with 50M monthly investors, 130M app downloads, and 300K active paying subscribers., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- 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, Stock Comparison, and Data Visualizations
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com currently says the platform covers 180,000+ financial instruments across 250 exchanges in 33 languages, with 50M monthly investors, 130M app downloads, and 300K active paying subscribers., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 130M downloads and are among the top financial market apps on Google Play with 1.3M reviews.
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 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, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., 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+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns..
- 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 ETF Screeners
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., 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+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns., 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 Pro Plus)., Backtesting at both strategy and stock level, with current Global plan limits of 200 annual backtests on Pro and 1,200 on Pro Plus., 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 Pro Plus)., Backtesting at both strategy and stock level, with current Global plan limits of 200 annual backtests on Pro and 1,200 on Pro Plus., 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 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., Current EEA stock/ETP/bond allowance: Standard and Plus 0 commission-free orders, Premium 5, Metal and Ultra 10; extra orders are 0.10% with no minimum fee., and Selected ETP investment-plan buys can be placed commission-free, separate from general order execution fees..
- 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., Current EEA stock/ETP/bond allowance: Standard and Plus 0 commission-free orders, Premium 5, Metal and Ultra 10; extra orders are 0.10% with no minimum fee., Selected ETP investment-plan buys can be placed commission-free, separate from general order execution fees., 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 News Sentiment, Calendar, and Stock Ideas coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls for content, ratings, price moves and portfolio digests., Portfolio tracker supports manual lot entry (shares, price, date, transaction type), CSV import, broker linking, custom portfolio views, portfolio health score 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: News Sentiment, Calendar, Stock Ideas, and Top Analysts
Standout features: Real-time financial news and market-moving analysis with alerting controls for content, ratings, price moves and portfolio digests., Portfolio tracker supports manual lot entry (shares, price, date, transaction type), CSV import, broker linking, custom portfolio views, portfolio health score 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
PortfolioWatchlistNewsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Analysis 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 Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- 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 Top Analysts
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
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, Stock Ideas, and Screeners coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions; coverage includes equities, indices, futures, options, OTC, currencies, crypto, and collectable indices where listed., Yahoo Finance Help describes real-time streaming quotes for many exchanges during market hours, with some pre-market/post-market availability, while many venues remain delayed., and My Portfolio supports watchlists, multiple manual portfolios, fantasy/potential holdings, linked brokerage portfolios, CSV import, and CSV export of basic list fields from desktop..
- 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, Screeners, and Stock Comparison
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions; coverage includes equities, indices, futures, options, OTC, currencies, crypto, and collectable indices where listed., Yahoo Finance Help describes real-time streaming quotes for many exchanges during market hours, with some pre-market/post-market availability, while many venues remain delayed., My Portfolio supports watchlists, multiple manual portfolios, fantasy/potential holdings, linked brokerage portfolios, CSV import, and CSV export of basic list fields from desktop., and Portfolio tools track buy/sell/sell-short/buy-to-cover transactions, cash deposits/withdrawals/income/fees, share lots, and dividend management; dividends are automatically imported after transactions are added.
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 Stock Ideas, Screeners, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- 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, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
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, corporate insiders and individual investors) 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 Smart Score pages disclose backtested performance context; current public examples show Top Smart Score stocks backtested from January 2016 versus the S&P 500, with a disclaimer that backtests are not actual results..
- 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, corporate insiders and individual investors) 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)., Smart Score pages disclose backtested performance context; current public examples show Top Smart Score stocks backtested from January 2016 versus the S&P 500, with a disclaimer that backtests are not actual results., and AI Stock Analysis: automated report that analyzes business model, financial statements, technical indicators and market sentiment to generate an AI model rating and price target; examples include positive/negative factors, income statement, balance sheet, cash flow and technical-analysis sections.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×20Alerts×19Watchlist×19News×18Financials×15Broker Connectors×13Capital Gains Estimator×3Downloadable Tax Reports×2
New angles introduced
Categories the alternatives add beyond Quicken (Simplifi & Classic).
Data Visualizations+15Dividends+15Calendar+14Screeners+14Analyst Forecasts+11Analyst Price Targets+11Analyst Recommendations+11Splits+11
Access & Pricing
Free options
19/20
19 picks introduce a free tier you can start with.
Mobile ready
18/20
18 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 / 14 tested
9 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
61%
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 Snowball Analytics, Delta by eToro, and GuruFocus as their go-to alternatives.
Which alternatives keep a free tier?
Snowball Analytics, Delta by eToro, GuruFocus, Marketlog, Stock Rover, Sharesight, Simply Wall St, Tickertape, Investing.com, Koyfin, TradingView, Trendlyne, Revolut (Invest), Seeking Alpha, Stock Analysis, Yahoo Finance, getquin, Fiscal.ai, and TipRanks 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
- Website: 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.