GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners, Quant, and Portfolio while adding Stock Ideas and ETF Screeners coverage, 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. and 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. features, and a free tier (category overlap ~79%).
VOL. XCIV, NO. 247
Reflexivity Alternatives & Competitors
PRICE: 0 CENTS
Alternatives to Reflexivity
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Reflexivity against peers before committing to a long-term plan.
Looking for a Reflexivity 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 onlyQuick takeaways
Budget-conscious? Try GuruFocus, Fiscal.ai, TipRanks, DeepVest, TickerTrends, SentiSense, Investing.com, EPSMomentum, Fey, TradingView, PortfoliosLab, OpenBB, Koyfin, Portfolio123, FINVIZ, and Financial Modeling Prep (FMP) to get started without a paid plan.
Need mobile access? GuruFocus, TipRanks, and Investing.com bring phone-ready workflows that Reflexivity lacks.
Round out your stack with new coverage areas like Stock Ideas, ETF Screeners, Top Analysts, and Stock Comparison.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what Reflexivity 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 Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and AI Report.
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and Stock Comparison
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.
Shared coverage
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with 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 Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Shared coverage
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what Reflexivity 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 Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and Stock Comparison
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).
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- DeepVest keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Wealth Management, Data Visualizations, and Correlation coverage beyond what Reflexivity offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and News.
Adds coverage: Wealth Management, Data Visualizations, Correlation, and Risk Metrics
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Shared coverage
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- TickerTrends keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include KPI Forecasting Suite: forward-looking company KPI forecasts, forecast revisions, margin-of-error ranges, confidence levels, and comparisons versus analyst consensus for the forward quarters., Alternative-data KPI dashboards that combine search, downloads, web traffic, social activity, consensus estimates, and other signals into unified time-series forecasting models., and Consumer Interest Trackers and Consumer Usage Trackers that combine Google Search, mobile app usage, website traffic, TikTok hashtag views, Reddit activity, Wikipedia page views, Amazon Search, and other demand-side signals..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Portfolio.
Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and News Sentiment
Standout features: KPI Forecasting Suite: forward-looking company KPI forecasts, forecast revisions, margin-of-error ranges, confidence levels, and comparisons versus analyst consensus for the forward quarters., Alternative-data KPI dashboards that combine search, downloads, web traffic, social activity, consensus estimates, and other signals into unified time-series forecasting models., Consumer Interest Trackers and Consumer Usage Trackers that combine Google Search, mobile app usage, website traffic, TikTok hashtag views, Reddit activity, Wikipedia page views, Amazon Search, and other demand-side signals., and Exploding Trends discovery workflow for rising consumer keywords, hashtags, websites, and search topics, with related public-company and private-company mappings.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- SentiSense keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Stock Ideas, Data Visualizations, and Watchlist coverage beyond what Reflexivity offers.
- Standout features include AI-powered market-intelligence hub that combines market data, social sentiment, breaking-news clustering, and AI-powered analysis., Classical stock-data layer includes real-time and historical stock prices, OHLCV charts, company fundamentals/profiles, analyst ratings and price targets, earnings calendar, short interest, float, short volume, and financial metrics., and SentiSense Score blends news, Reddit, and X/Twitter signals into a per-ticker sentiment score for stock discovery and crowd-conviction monitoring..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Portfolio.
Adds coverage: Stock Ideas, Data Visualizations, Watchlist, and News Sentiment
Standout features: AI-powered market-intelligence hub that combines market data, social sentiment, breaking-news clustering, and AI-powered analysis., Classical stock-data layer includes real-time and historical stock prices, OHLCV charts, company fundamentals/profiles, analyst ratings and price targets, earnings calendar, short interest, float, short volume, and financial metrics., SentiSense Score blends news, Reddit, and X/Twitter signals into a per-ticker sentiment score for stock discovery and crowd-conviction monitoring., and Documents & News API searches and retrieves sentiment metrics for news articles, social posts, and AI-curated stories across sources such as news publishers, Reddit, X/Twitter, and Substack.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Reflexivity 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 says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Options & Derivatives
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 says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., 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 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.
Shared coverage
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- EPSMomentum keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Data Visualizations, and Money Flow coverage beyond what Reflexivity offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Data Visualizations, Money Flow, and Watchlist
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
#9 Alternative
Shared coverage
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Expands into Data Visualizations, Stock Comparison, and Factor Exposure coverage beyond what Reflexivity offers.
- Standout features include Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export., and Stock Lookup to search tickers/names and analyze factor exposures (and compare models)..
- Pair it with Reflexivity if you still need Alerts, News, and Transcripts.
Adds coverage: Data Visualizations, Stock Comparison, Factor Exposure, and Risk Metrics
Standout features: Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export., Stock Lookup to search tickers/names and analyze factor exposures (and compare models)., and Portfolio Factor Analysis: upload holdings (CSV), choose factor model granularity (Base -> All Factors), compare to a benchmark, and run a what-if scenario analyzer.
#10 Alternative
Shared coverage
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- AlphaSense adds mobile access for on-the-go monitoring.
- Expands into Financials, Watchlist, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Generative Search: AI-assisted search that delivers fully cited insights (with source documents)., Deep Research: mode of Generative Search for iterative research; current Help Center states it may run 50-100 searches before producing analysis and may cite 100+ sources., and Monitoring workflow with dashboards, alerts, and a mobile app for tracking insights..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Financials, Watchlist, Data Visualizations, and Sheets / Excel Add-ins
Standout features: Generative Search: AI-assisted search that delivers fully cited insights (with source documents)., Deep Research: mode of Generative Search for iterative research; current Help Center states it may run 50-100 searches before producing analysis and may cite 100+ sources., Monitoring workflow with dashboards, alerts, and a mobile app for tracking insights., and Content library/packages include broker & independent research, expert transcript library, news, and regulatory content (including SEC filings); pricing page says AlphaSense has 10,000+ curated data sources.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Interactive Brokers (IBKR) adds mobile access for on-the-go monitoring.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what Reflexivity offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Reflexivity if you still need Quant, Scenario & Stress Tests, and Backtesting.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and Client Portal includes advanced charting with technical indicators and a live news stream for specific products.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Data Visualizations coverage beyond what Reflexivity 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 Reflexivity if you still need Quant, Backtesting, and News.
Adds coverage: Stock Comparison, ETF Comparison, Data Visualizations, and Watchlist
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.
Shared coverage
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fey keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Watchlist, Calendar, and News Sentiment coverage beyond what Reflexivity offers.
- Standout features include Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Watchlist, Calendar, News Sentiment, and Improved Filings
Standout features: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., and Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights factor tilts driving returns, flags strengths/risks, scans for mis-pricings (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Stock Ideas, and Watchlist coverage beyond what Reflexivity offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million 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+ public indicators, and 110+ drawing tools..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Data APIs.
Adds coverage: Data Visualizations, Stock Ideas, Watchlist, and Correlation
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million 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+ 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.
Shared coverage
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Watchlist, Correlation, and Risk Metrics coverage beyond what Reflexivity offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Alerts.
Adds coverage: Watchlist, Correlation, Risk Metrics, and Factor Exposure
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- OpenBB adds mobile access for on-the-go monitoring.
- Expands into Sheets / Excel Add-ins, Data Visualizations, and Custom Dashboards coverage beyond what Reflexivity offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Sheets / Excel Add-ins, Data Visualizations, Custom Dashboards, and Financials
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Data Visualizations, and Custom Dashboards coverage beyond what Reflexivity 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 Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: ETF Screeners, Data Visualizations, Custom Dashboards, and Correlation
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).
Shared coverage
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Data Visualizations, Stock Ideas, and Watchlist coverage beyond what Reflexivity offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Alerts.
Adds coverage: Data Visualizations, Stock Ideas, Watchlist, and Correlation
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Shared coverage
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Correlation
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Shared coverage
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Financial Modeling Prep (FMP) keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Calendar, Dividends, and Splits coverage beyond what Reflexivity offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Calendar, Dividends, Splits, and IPO
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
New angles introduced
Categories the alternatives add beyond Reflexivity.
Access & Pricing
Free options
16/20
16 picks introduce a free tier you can start with.
Mobile ready
9/20
9 alternatives bring native mobile access.
API availability
13/20
13 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 11 tested
8 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
52%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Reflexivity?
Reflexivity users most often consider GuruFocus, Fiscal.ai, and TipRanks as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, Fiscal.ai, TipRanks, DeepVest, TickerTrends, SentiSense, Investing.com, EPSMomentum, Fey, TradingView, PortfoliosLab, OpenBB, Koyfin, Portfolio123, FINVIZ, and Financial Modeling Prep (FMP) offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Reflexivity alternatives cover?
Expect deep coverage across AI, AI Chat, AI Report, Alerts, APIs & SDKs, Backtesting, Data APIs, News, Performance Attribution, Portfolio, Quant, Scenario & Stress Tests, Screeners, and Transcripts, so you can port most Reflexivity workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
- 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!
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.