Selfwealth Alternatives & Competitors

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Replacement verdicts

Selfwealth logo

Alternatives to Selfwealth

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Selfwealth competitor is worth testing first.

Looking for a Selfwealth replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

AJ Bell logo

AJ Bell

Closest replacement

Best for: UK investors who want taxable, ISA, LISA, junior, trust, company, and pension accounts with one provider.

  • AJ Bell best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • AJ Bell shares Other pricing with the base tool.

Watch for: UK tax residence required: New online accounts require UK tax residence; U.S. and Canadian citizens or tax residents are excluded.

Revolut (Invest) logo

Revolut (Invest)

Quality-checked pick

Best for: Revolut customers who want simple investing inside a broader money app.

  • Revolut (Invest) best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Revolut (Invest) shares Subscription pricing with the base tool.

Watch for: Fees depend on region and plan: Commission-free order allowances, execution commissions, Trading Pro pricing, crypto, commodities, and robo-advisor availability vary by entity and country.

CommSec logo

CommSec

Strong runner-up

Best for: Australian residents who want a full-service domestic broker connected to Commonwealth Bank settlement.

  • CommSec best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • CommSec shares Other pricing with the base tool.

Watch for: Australia-only modeled route: International access requires Australian residence, an existing CommSec Australian Shares Account and a CDIA.

Hargreaves Lansdown logo

Hargreaves Lansdown

Strong runner-up

Best for: UK investors who want broad funds, shares, ETFs, bonds, ISA, LISA, junior, trust, and pension accounts in one established platform.

  • Hargreaves Lansdown best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Hargreaves Lansdown shares Other pricing with the base tool.

Watch for: Percentage platform charge: Funds and most listed assets carry 0.35% entry-tier account charges, with different tiers, caps, and junior-account exceptions.

Detailed Alternatives

Closest replacementWorkflow overlap 100%

Bottom line: UK investors who want taxable, ISA, LISA, junior, trust, company, and pension accounts with one provider.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • AJ Bell best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • AJ Bell matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Advanced Order Types, Share custody is 0.25% with monthly caps from £2.50 to £10 depending on the account wrapper., Fund custody is generally 0.25% on the first £250,000, 0.10% on the next £250,000, then zero., and Online dealing costs £5 for listed securities or £1.50 for funds; frequent share dealing can fall to £3.50..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add market monitoring, filings and transcript research, and macro and fund research, not just mirror the current workflow.
  • UK tax residence required: New online accounts require UK tax residence; U.S. and Canadian citizens or tax residents are excluded.
  • Free-plan limits: Signup required, Brokerage access requires an approved eligible UK account., and Shares, funds, FX, taxes, levies, and investment products can each add charges..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Australian residents who want a full-service domestic broker connected to Commonwealth Bank settlement.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • CommSec best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • CommSec matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Domestic holdings are CHESS-sponsored and registered through a customer HIN., Eligible CDIA settlement unlocks domestic online brokerage from A$5., and International Shares covers multiple markets and supports selected fractional securities..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add options data and filings and transcript research, not just mirror the current workflow.
  • Australia-only modeled route: International access requires Australian residence, an existing CommSec Australian Shares Account and a CDIA.
  • Free-plan limits: Signup required, An approved Australian brokerage account is required for the modeled retail route., and Transaction brokerage, FX, exchange and optional service charges apply..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: UK investors who want broad funds, shares, ETFs, bonds, ISA, LISA, junior, trust, and pension accounts in one established platform.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • Hargreaves Lansdown best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Hargreaves Lansdown matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Advanced Order Types, Funds have a tiered annual account charge starting at 0.35%; listed assets are generally 0.35% capped at £150 per account annually., One-off online fund trades cost £1.95; listed-security trades cost £6.95 or £3.95 after 20+ prior-month trades., and Overseas share FX is tiered at 0.99%, 0.50%, and 0.20% by trade value..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add market monitoring, portfolio analytics, and filings and transcript research, not just mirror the current workflow.
  • Percentage platform charge: Funds and most listed assets carry 0.35% entry-tier account charges, with different tiers, caps, and junior-account exceptions.
  • Free-plan limits: Signup required, Brokerage use requires an approved account and applicable UK residence/wrapper eligibility., and Platform, dealing, FX, tax, levy, and product charges can apply..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Eligible U.S. investors who want stocks, ETFs, bonds, and options in one self-directed interface.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Subscription

Why switch

  • Public.com best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Public.com matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Regular-hours U.S.-listed stock and ETF commission is $0; extended-hours and OTC trading costs $2.99 without Premium., Investment Plans cost $0.49 to $1.99 per recurring stock and ETF purchase unless Premium waives the charge., and Primary brokerage free cash earns 0%; the separate HYCA currently states a variable 3.30% APY..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add options data, dividend research, and filings and transcript research, not just mirror the current workflow.
  • U.S.-only onboarding: Opening requires a U.S. residential address, valid SSN, and supported citizenship, residency, or visa status.
  • Free-plan limits: Signup required, An approved eligible U.S. brokerage account is required., and Regular-hours U.S.-listed equity trades are free, but extended-hours, OTC, plan, transfer, and regulatory fees can apply..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: European investors comparing low-cost broker plans for stocks, ETFs, funds, bonds, crypto ETPs, derivatives, and savings plans.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Subscription

Why switch

  • Scalable Capital best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Scalable Capital matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Wealth Management, Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2.5% annual interest on uninvested cash per current EU pricing pages; PRIME+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in money-market funds., and Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add market monitoring, API and market data, and news and alerts, not just mirror the current workflow.
  • Region-limited broker: Coverage is focused on supported European countries and local regulatory/product availability.
  • Free-plan limits: Signup required, Brokerage use requires an eligible Scalable account., and FREE and PRIME+ plans have different order-fee rules..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Canadian residents seeking $0 online commissions for listed Canadian and U.S. stocks and ETFs.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Subscription

Why switch

  • Wealthsimple best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Wealthsimple matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Canadian and U.S. listed stock and ETF trades have $0 stated online commission., Fractional stock and ETF market orders start at $1., and Core clients pay $10 CAD plus tax monthly for USD accounts after a 30-day trial; Premium and Generation include them..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add options data and macro and fund research, not just mirror the current workflow.
  • Canada-only eligibility: Individual applicants must reside in Canada and meet provincial or territorial age-of-majority requirements.
  • Free-plan limits: Signup required, An approved Canadian-resident brokerage account is required., and Currency conversion, index-option, exercise, instant-withdrawal and product costs can apply..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Australian tax residents who want one interface for direct CHESS-sponsored ASX holdings and custodied U.S. stocks.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • Stake best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Stake matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Stake AUS uses CHESS sponsorship and direct customer HIN ownership., Stake Wall St supports eligible U.S. fractional stocks and ETFs from US$10., Wall St custody through DriveWealth carries SIPC protection within applicable limits., and Ordinary AUD and USD cash pays no interest to the customer..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add macro and fund research, not just mirror the current workflow.
  • Australia-only onboarding: The Australian route requires both an Australian residential address and Australian tax residency.
  • Free-plan limits: Signup required, An approved Australian-resident brokerage account is required., and Each trade has brokerage; FX, regulatory and optional card-funding costs can apply..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
08
Revolut (Invest) logo

Revolut (Invest)

Analyst PickHands-on Tested
Strong workflow fitWorkflow overlap 100%

Bottom line: Revolut customers who want simple investing inside a broader money app.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner and Intermediate
Plans
Subscription

Why switch

  • Revolut (Invest) best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Revolut (Invest) matches the base audience on Beginner, Intermediate, and retail investors.
  • You gain Alerts, News, ETF Analysis, and Wealth Management.

Watch out

  • Minor switch gaps: less aligned with Advanced.
  • Useful when you want to add market monitoring, news and alerts, and filings and transcript research, not just mirror the current workflow.
  • Fees depend on region and plan: Commission-free order allowances, execution commissions, Trading Pro pricing, crypto, commodities, and robo-advisor availability vary by entity and country.
  • Free-plan limits: Signup required, Investing requires eligible Revolut account and country availability., and Commission-free order allowances vary by plan..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
09
DEGIRO logo

DEGIRO

Analyst PickHands-on Tested
Strong workflow fitWorkflow overlap 100%

Bottom line: European investors who want low-cost self-directed access to stocks, ETFs, bonds, funds, options, and futures.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • DEGIRO best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • DEGIRO matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Advanced Order Types, Smart/Direct Routing, News, and Calendar.

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Execution-only broker: DEGIRO does not provide investment advice or portfolio management.
  • Free-plan limits: Signup required, Trading requires an approved brokerage account., and Transaction, handling, currency-conversion, connectivity, and market-data fees can apply..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: U.S. and supported international investors seeking $0 online stock, ETF, mutual-fund, and options commissions.

Replacement
Drop-in replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced

Why switch

  • Firstrade best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Firstrade matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Stocks, ETFs, mutual funds, and listed options have $0 stated online commissions and $0 standard options contract fees., International brokerage is available only for the current official matrix of 27 countries and regions., and Fractional trading covers selected equities and ETFs, but fractions cannot transfer and carry voting and liquidity limitations..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add options data, dividend research, and macro and fund research, not just mirror the current workflow.
  • Restricted international matrix: International onboarding is limited to 27 named countries and regions and cannot be generalized globally.
  • Free-plan limits: Signup required, An approved domestic or supported international brokerage account is required., and Regulatory, short-borrow, fixed-income, fund, broker-assisted, and transfer costs can apply..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Eligible European residents seeking a no-custody-fee depot with low-cost gettex execution.

Replacement
Drop-in replacement
Pricing fit
Different pricing model
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced

Why switch

  • SMARTBROKER+ best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • SMARTBROKER+ matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions., Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs., Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval., and The separate Baader Bank interest account pays a variable 2.00% to €100,000 and 1.75% from €100,000 to €1 million as reviewed..

Watch out

  • No major switch gap is visible from the current metadata.
  • Useful when you want to add filings and transcript research and macro and fund research, not just mirror the current workflow.
  • Nine-country eligibility: New accounts are limited to residents of nine named European countries and exclude people subject to U.S. tax.
  • Free-plan limits: Signup required, An approved depot and app-based identity verification are required., and €0 execution is conditional on gettex, premium-partner eligibility and €500 order value..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Australian residents building long-term ASX and U.S. stock or ETF portfolios with automation.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner and Intermediate
Plans
Other

Why switch

  • Pearler best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Pearler matches the base audience on Beginner, Intermediate, and retail investors.
  • You gain Australian direct holdings are CHESS-sponsored under the customer HIN., U.S. investing supports whole and fractional stocks and ETFs., Both ASX and U.S. direct trades have A$6.50 stated brokerage., and Enrolled USD cash can earn a variable 2.75% p.a. through Alpaca's bank sweep..

Watch out

  • Minor switch gaps: less aligned with Advanced.
  • Useful when you want to add macro and fund research, not just mirror the current workflow.
  • Australia-only eligibility: Applicants cannot be resident or tax resident of another country, and U.S. investing is limited to individual entity accounts.
  • Free-plan limits: Signup required, An approved Australian-only brokerage account is required., and Direct ASX and U.S. transactions cost A$6.50 each before optional credits..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Canadian residents seeking a bank-integrated self-directed brokerage.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • BMO InvestorLine best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • BMO InvestorLine matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Standard online stock and ETF trades cost $9.95, or $3.95 for qualifying active traders., More than 100 selected ETFs can qualify for commission-free trading., and Standard ordinary CAD, USD and registered brokerage cash currently pays 0%..

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Canada-only opening: The reviewed individual opening flow is for eligible Canadian residents.
  • Free-plan limits: Signup required, An approved Canadian self-directed brokerage account is required., and Standard equity and options trades are paid..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Canadian residents seeking a bank-integrated full self-directed brokerage.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • CIBC Investor's Edge best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • CIBC Investor's Edge matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Standard online stock and ETF trades cost $6.95, or $4.95 under Active Trader pricing., Over 180 selected ETFs can trade commission-free when the live list and holding rules are met., and All ordinary CAD and USD brokerage credit balances currently pay 0%..

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Canada-only opening: Individual opening is limited to eligible Canadian residents.
  • Free-plan limits: Signup required, An approved Canadian-resident brokerage account is required., and Standard equity and options trades are paid..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Resident Indian investors who want stocks, ETFs, mutual funds, IPOs and derivatives in one app-first account.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • Groww best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Groww matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, One resident-India platform spans NSE/BSE cash equities, ETFs, direct mutual funds, F&O and MCX commodity derivatives., Groww Invest Tech is a SEBI-registered broker and CDSL/NSDL depository participant., and Trading and demat opening and maintenance are listed at ₹0, with transaction and depository charges disclosed separately..

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • No NRI accounts: Groww expressly says NRIs cannot currently invest in mutual funds, stocks or F&O through the platform.
  • Free-plan limits: Signup required, The current opening route is for resident Indian applicants and eligible Indian entities, not NRIs., and Trades incur brokerage, depository, exchange, tax and regulatory charges according to product and order type..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: UK investors with larger or consolidated portfolios who prefer flat monthly platform fees to percentage custody charges.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Subscription

Why switch

  • interactive investor best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • interactive investor matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Advanced Order Types, Core costs £5.99 monthly up to £100,000; Plus is £14.99 and Premium £39.99 with no portfolio limit., Online UK/US listed trades cost £3.99 on Core/Plus or £2.99 on Premium., and Fund trades cost £3.99, £1.49, or zero; other international trades cost £9.99, £7.99, or £5.99 by plan..

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Monthly subscription required: Funded accounts pay £5.99, £14.99, or £39.99 monthly, so small portfolios may find percentage or free platforms cheaper.
  • Free-plan limits: Signup required, The monthly subscription begins when the account is funded and used., and Core has a £100,000 portfolio limit and excludes Junior ISA and family benefits..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Japan residents seeking Japanese and U.S. securities in one self-directed account.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • Monex Securities best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Monex Securities matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Domestic per-order commissions start at Â¥55 and top out at Â¥1,070 under the published online tiers., U.S. security commissions are 0.495%, with a $0 minimum and $22 maximum before other charges., and One Share buys eligible Japanese securities below the standard lot from one share..

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Japan residents only: The ordinary account is limited to Japan residents and is restricted when a customer becomes non-resident.
  • Free-plan limits: Signup required, Applicants must be Japan residents and pass identity, My Number and linked-bank checks., and Domestic, U.S., odd-lot, currency and derivative transactions use different schedules..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Japan residents seeking one account for Japanese and U.S. securities, funds and bonds.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • Rakuten Securities best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • Rakuten Securities matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Zero Course domestic cash-equity brokerage is Â¥0 when its SOR/R-Cross conditions are accepted., U.S. stock and ETF commissions are 0.495%, with a $0 minimum and $22 maximum before other charges., and Kabumini trades eligible Japanese shares below the standard lot from one share..

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Japan residents only: The modeled account is not open as a general overseas route, and non-resident customers face restrictions.
  • Free-plan limits: Signup required, Applicants must be Japan residents and pass identity, tax and account screening., and Zero Course domestic pricing has SOR/R-Cross and electronic-service conditions..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Canadian residents seeking a bank-integrated full-suite self-directed brokerage.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • RBC Direct Investing best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • RBC Direct Investing matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Standard online stock and ETF trades cost $9.95, or $6.95 under Active Trader pricing., Selected ETFs and online mutual-fund trades can carry a $0 RBC commission., and Ordinary CAD, USD and registered brokerage credit balances currently pay 0%..

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Canada-only public opening: The reviewed public account-opening offer establishes eligibility for Canadian residents only.
  • Free-plan limits: Signup required, An approved self-directed brokerage account is required., and Standard equity and options trades are paid..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports
Strong workflow fitWorkflow overlap 100%

Bottom line: Japan residents seeking broad domestic and overseas market access.

Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Other

Why switch

  • SBI Securities best matches the base workflow on brokerage trading, portfolio tracking, and portfolio watchlists.
  • SBI Securities matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Options, Zero Revolution lists Â¥0 brokerage for eligible domestic cash, margin and S-share orders under its conditions., U.S. security commissions are 0.495%, with a $0 minimum and $22 maximum before other charges., and S-shares provide eligible Japanese securities below the standard lot from one share..

Watch out

  • Minor switch gaps: does not clearly cover advisor and client reporting and less aligned with advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Japan residents only: SBI limits opening to domestic residents and states it does not hold overseas securities-business licenses.
  • Free-plan limits: Signup required, Applicants must be Japan residents and pass identity, My Number and bank-account checks., and Domestic zero brokerage requires electronic-delivery and course conditions..

Shared coverage

BrokeragePortfolioWatchlistDownloadable Tax Reports

What This Shortlist Tells You

AJ Bell is the closest drop-in replacement with overlapping coverage in Brokerage, Portfolio, and Watchlist while adding Advanced Order Types coverage and Share custody is 0.25% with monthly caps from £2.50 to £10 depending on the account wrapper. and Fund custody is generally 0.25% on the first £250,000, 0.10% on the next £250,000, then zero. features (workflow overlap ~100%).

Round out your stack with new coverage areas like Advanced Order Types, Options, Wealth Management, and Alerts.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Brokerage×20Downloadable Tax Reports×20Portfolio×20Watchlist×20

New angles introduced

Categories the alternatives add beyond Selfwealth.

Options+11Advanced Order Types+4News+2Wealth Management+2Alerts+1Calendar+1Education+1ETF Analysis+1

Access & Pricing

Free options

0/20

0 picks introduce a free tier you can start with.

Mobile ready

20/20

20 matches support mobile alongside Selfwealth.

API availability

0/20

0 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

2 starred / 2 tested

2 tools are flagged as analyst picks; 2 have been hands-on tested.

Avg. coverage overlap

100%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Selfwealth?

Selfwealth users most often consider AJ Bell, CommSec, and Hargreaves Lansdown as their go-to alternatives.

Which workflows do the top Selfwealth alternatives cover?

Expect deep coverage across Brokerage, Downloadable Tax Reports, Portfolio, and Watchlist, so you can port most Selfwealth workflows without much friction.

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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.

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Got questions or suggestions? I'm all ears!

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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.