OpenBB is the closest drop-in replacement with overlapping coverage in Quant, News, and Data APIs while adding Sheets / Excel Add-ins and Custom Dashboards coverage, REST API and Python client with JSON-serializable endpoints; local API deployment supported. and Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings. features, and a free tier (category overlap ~50%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Tuesday, November 18, 2025
Programmatic picks
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.
View free alternativesQuick takeaways
Budget-conscious? Try OpenBB, GuruFocus, Fey, FINVIZ, Koyfin, TradingView, Unusual Whales, Portfolio123, Seeking Alpha, Quartr, ValueSense, Alpha Spread, Trendlyne, and Fintel to get started without a paid plan.
Need mobile access? GuruFocus, AlphaSense, and Koyfin bring phone-ready workflows that Reflexivity lacks.
Round out your stack with new coverage areas like Sheets / Excel Add-ins, Custom Dashboards, IPO, and Dividends.
Similarity score 1520Category overlap: 50%
Shared coverage
QuantNewsData APIsTranscriptsAIAI Chat
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.
- Expands into Sheets / Excel Add-ins, Custom Dashboards, and IPO coverage beyond what Reflexivity offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Reflexivity if you still need Screeners, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Sheets / Excel Add-ins, Custom Dashboards, IPO, and Dividends
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 1461Category overlap: 57%
Shared coverage
ScreenersPerformance AttributionScenario & Stress TestsPortfolioAlertsNews
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Reflexivity if you still need Quant, Backtesting, and Transcripts.
Adds coverage: Stock Comparison, ETF Comparison, Data Visualizations, and Watchlist
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1374Category overlap: 50%
Shared coverage
ScreenersPortfolioBacktestingAlertsNewsTranscripts
Assets: Stocks and ETFs
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, Stock Comparison, and Investor Holdings coverage beyond what Reflexivity offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Stock Comparison, Investor Holdings, and US Government Trades
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1334Category overlap: 50%
Shared coverage
ScreenersPortfolioAlertsNewsTranscriptsAI
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.
Similarity score 1279Category overlap: 43%
Shared coverage
ScreenersPortfolioBacktestingAlertsNewsData APIs
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Data Visualizations, Watchlist, and Financials coverage beyond what Reflexivity offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Data Visualizations, Watchlist, Financials, and ETF Overview
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
#6 Alternative
Similarity score 1264Category overlap: 55%
Shared coverage
ScreenersQuantScenario & Stress TestsPortfolioBacktestingNews
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Financials, Regulatory Filings Monitoring, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., and Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)..
- Pair it with Reflexivity if you still need Performance Attribution, Alerts, and Data APIs.
Adds coverage: Financials, Regulatory Filings Monitoring, Data Visualizations, and Risk Metrics (VaR/ES/Drawdown)
Standout features: Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)., and Advanced stock screening and financial statement breakdowns.
#7 Alternative
Similarity score 1262Category overlap: 50%
Shared coverage
ScreenersAlertsNewsData APIsTranscriptsAI
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 Improved Filings, Diff View, and Earnings Calls Sentiment coverage beyond what Reflexivity offers.
- Standout features include Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Improved Filings, Diff View, Earnings Calls Sentiment, and Notes & Highlights
Standout features: Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., Blackline (redline) comparisons to highlight changes across versions of filings or document sections., and Table Tools to extract structured financial tables and export them to Excel with minimal friction.
Similarity score 1240Category overlap: 36%
Shared coverage
ScreenersPortfolioAlertsNewsTranscripts
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 Calendar coverage beyond what Reflexivity offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: ETF Screeners, Data Visualizations, Calendar, and Financials
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1240Category overlap: 36%
Shared coverage
ScreenersPortfolioBacktestingAlertsNews
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 ETF Screeners, Stock Ideas, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: ETF Screeners, Stock Ideas, Data Visualizations, and Options & Derivatives
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1231Category overlap: 43%
Shared coverage
ScreenersPortfolioAlertsNewsData APIsAPIs & SDKs
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Unusual Whales keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Unusual Whales adds mobile access for on-the-go monitoring.
- Expands into Options & Derivatives, Paper Trading, and Dark Pool & Off-Exchange coverage beyond what Reflexivity offers.
- Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Options & Derivatives, Paper Trading, Dark Pool & Off-Exchange, and US Government Trades
Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
Similarity score 1226Category overlap: 60%
Shared coverage
ScreenersQuantPortfolioBacktestingData APIsAPIs & SDKs
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 Correlation, Calendar, and Broker Connectors coverage beyond what Reflexivity offers.
- Standout features include Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Alerts.
Adds coverage: Correlation, Calendar, Broker Connectors, and Data Visualizations
Standout features: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., and ‘Books’ feature to combine multiple strategies and view correlations between them.
Similarity score 1221Category overlap: 38%
Shared coverage
Performance AttributionScenario & Stress TestsPortfolioData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Interactive Brokers adds mobile access for on-the-go monitoring.
- Expands into Brokerage, Paper Trading, and Advanced Order Types coverage beyond what Reflexivity offers.
- Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- Pair it with Reflexivity if you still need Screeners, Quant, and Backtesting.
Adds coverage: Brokerage, Paper Trading, Advanced Order Types, and Smart/Direct Routing
Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
Similarity score 1203Category overlap: 43%
Shared coverage
ScreenersPortfolioAlertsNewsTranscriptsAI Report
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1178Category overlap: 60%
Shared coverage
AlertsData APIsTranscriptsAIAI ChatAPIs & SDKs
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Quartr keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Quartr adds mobile access for on-the-go monitoring.
- Expands into Improved Filings, Calendar, and Webhooks coverage beyond what Reflexivity offers.
- Standout features include Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..
- Pair it with Reflexivity if you still need Screeners, Quant, and Performance Attribution.
Adds coverage: Improved Filings, Calendar, Webhooks, and Watchlist
Standout features: Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document., and Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
Similarity score 1169Category overlap: 43%
Shared coverage
ScreenersQuantBacktestingNewsTranscriptsAI
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- ValueSense keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Stock Ideas, Data Visualizations, and Money Flow coverage beyond what Reflexivity offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Portfolio.
Adds coverage: Stock Ideas, Data Visualizations, Money Flow, and Watchlist
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Similarity score 1138Category overlap: 46%
Shared coverage
ScreenersPortfolioAlertsNewsTranscriptsAPIs & SDKs
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Alpha Spread keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Stock Comparison, Stock Ideas, and Valuation Models coverage beyond what Reflexivity offers.
- Standout features include Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Comparison, Stock Ideas, Valuation Models, and Financials
Standout features: Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., and Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
#17 Alternative
Similarity score 1133Category overlap: 63%
Shared coverage
ScreenersQuantScenario & Stress TestsPortfolioBacktesting
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Qfinr adds mobile access for on-the-go monitoring.
- Expands into Watchlist, ETF Screeners, and Stock Ideas coverage beyond what Reflexivity offers.
- Standout features include Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
- Pair it with Reflexivity if you still need Performance Attribution, Alerts, and News.
Adds coverage: Watchlist, ETF Screeners, and Stock Ideas
Standout features: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities., and Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Similarity score 1129Category overlap: 43%
Shared coverage
ScreenersPortfolioBacktestingAlertsNewsTranscripts
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Trendlyne keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what Reflexivity 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 Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1119Category overlap: 67%
Shared coverage
ScreenersData APIsTranscriptsAI ChatAI ReportAPIs & SDKs
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Financials, Watchlist, and AI Earnings Summary coverage beyond what Reflexivity offers.
- Standout features include Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Financials, Watchlist, and AI Earnings Summary
Standout features: Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events., and Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
Similarity score 1114Category overlap: 36%
Shared coverage
ScreenersPortfolioAlertsNewsData APIs
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fintel keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Short Interest, Insider Data, and 13F coverage beyond what Reflexivity offers.
- Standout features include Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Short Interest, Insider Data, 13F, and 13D/13G
Standout features: Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data., and Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×17News×15Portfolio×15Alerts×13Transcripts×11Data APIs×10APIs & SDKs×9Backtesting×8
New angles introduced
Categories the alternatives add beyond Reflexivity.
Watchlist+15Financials+11Calendar+10Data Visualizations+10Analyst Forecasts+7ETF Holdings+7ETF Overview+7Insider Data+7
Access & Pricing
Free options
14/20
14 picks introduce a free tier you can start with.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 13 tested
10 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
48%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Reflexivity?
Reflexivity users most often consider OpenBB, YCharts, and GuruFocus as their go-to alternatives.
Which alternatives keep a free tier?
OpenBB, GuruFocus, Fey, FINVIZ, Koyfin, TradingView, Unusual Whales, Portfolio123, Seeking Alpha, Quartr, ValueSense, Alpha Spread, Trendlyne, and Fintel 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
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.