Testfol.io Alternatives & Competitors

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Replacement verdicts

Testfol.io logo

Alternatives to Testfol.io

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

Looking for a Testfol.io 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?

PortfoliosLab logo

PortfoliosLab

Closest replacement

Best for: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

  • PortfoliosLab best matches the base workflow on strategy backtesting, portfolio analytics, and portfolio tracking.
  • PortfoliosLab also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history.

Watch for: Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.

Reflexivity logo

Reflexivity

Best workflow fit

Best for: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.

  • Reflexivity best matches the base workflow on strategy backtesting, portfolio analytics, and portfolio tracking.
  • Reflexivity also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month.

Watch for: Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.

GuruFocus logo

GuruFocus

Best audience fit

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

  • GuruFocus best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
  • GuruFocus also has a free plan, so you can try it without paying. Free-plan limits: Signup required. A free account has limited access.

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Portfolio Visualizer logo

Portfolio Visualizer

Strong runner-up

Best for: DIY investors and advisors needing portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

  • Portfolio Visualizer best matches the base workflow on strategy backtesting, portfolio analytics, and quant research.
  • Portfolio Visualizer also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free tier supports portfolios with up to 15 assets and limited history.

Watch for: Free tier is constrained: The free tier limits portfolio size/history and excludes current month-to-date results, so serious workflows usually need Basic or Pro.

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
PortfoliosLab logo
Closest replacement

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

  • Backtesting
  • Correlation
  • Risk Metrics
  • Quant

Gain

  • Portfolio
  • Watchlist
  • Factor Exposure
  • Performance Attribution

Lose

  • Compounding Calculator

Watch out

  • Avoid as a full replacement if you rely on quant research, options and trading workflows, and news and alerts.
  • Free-plan limits: Signup required. Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history. Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
  • Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Cost
Free with signup

$8.33/moto go paid, billed yearly

$6.67/mo less than Testfol.io

2
GuruFocus logo
Best audience fit

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Backtesting
  • Correlation
  • Quant

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Risk Metrics
  • Compounding Calculator

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and quant research.
  • Free-plan limits: Signup required. A free account has limited access. Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Cost
Free with signup

$45.75/moto go paid, billed yearly

$30.75/mo more than Testfol.io

3
Portfolio Visualizer logo
Drop-in replacement

Bottom line: DIY investors and advisors needing portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

Keep

  • Backtesting
  • Correlation
  • Risk Metrics
  • Quant

Gain

  • Monte Carlo
  • Factor Exposure
  • Performance Attribution
  • ETF Screeners

Lose

  • Compounding Calculator

Watch out

  • Avoid as a full replacement if you rely on API and market data and news and alerts.
  • Free-plan limits: Signup required. Free tier supports portfolios with up to 15 assets and limited history. Basic is listed at $30/month billed annually.
  • Free tier is constrained: The free tier limits portfolio size/history and excludes current month-to-date results, so serious workflows usually need Basic or Pro.
Cost
Free with signup

$30/moto go paid, billed yearly

$15/mo more than Testfol.io

4
okama logo
okamaDrop-in replacement
4
okama logo
Drop-in replacement

okama

Tested by us

Bottom line: Technical users who want a free, open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.

Keep

  • Backtesting
  • Correlation
  • Risk Metrics
  • Quant

Gain

  • Data Visualizations
  • Portfolio
  • Monte Carlo
  • APIs & Data Feeds

Lose

  • Compounding Calculator

Watch out

  • Avoid as a full replacement if you rely on options and trading workflows and news and alerts.
  • Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. Public documentation currently describes okama 2.3.0.
  • Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.
Cost
Free, no signup

Free onlyno paid tier

$15/mo less than Testfol.io

5
FactorsToday logo
FactorsTodayDrop-in replacement
5
FactorsToday logo
Drop-in replacement

Bottom line: Quantitative researchers studying factor returns, stock loadings, correlations, and attribution.

Keep

  • Backtesting
  • Correlation
  • Risk Metrics
  • Quant

Gain

  • Screeners
  • Data Visualizations
  • Stock Comparison
  • Factor Exposure

Lose

  • Compounding Calculator

Watch out

  • Avoid as a full replacement if you rely on news and alerts and macro and fund research.
  • Free-plan limits: Public dashboards and API documentation can be opened without signing in. The API does not currently require a key and is limited to ten requests per second per IP address. No paid pricing table or durable free-access commitment is published.
  • Pricing not published: The site exposes public tools and a no-key API but publishes no long-term access or commercial pricing policy.
Cost
Free, no signup

Free onlyno paid tier

$15/mo less than Testfol.io

6
Snowball Analytics logo
Snowball AnalyticsPartial replacement
6
Snowball Analytics logo
Partial replacement

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Backtesting
  • Risk Metrics
  • Compounding Calculator

Gain

  • Portfolio
  • Watchlist
  • Dividends
  • Dividend Tax / ADR Withholding

Lose

  • Correlation
  • Quant

Watch out

  • Avoid as a full replacement if you rely on quant research and charting and technical analysis.
  • Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits. Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$8.33/mo less than Testfol.io

7
TradingView logo
TradingViewPartial replacement
7
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

  • Backtesting
  • Correlation
  • Quant

Gain

  • Data Visualizations
  • Screeners
  • ETF Screeners
  • Stock Ideas

Lose

  • Risk Metrics
  • Compounding Calculator
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and quant research.
  • Free-plan limits: Signup required. Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars. Some real-time exchange data is sold separately from platform plans.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Cost
Free with signup

$12.95/moto go paid

$2.05/mo less than Testfol.io

8
Validea logo
ValideaPartial replacement
8
Validea logo
Partial replacement

Bottom line: Investors who want stock and ETF portfolios, screens, and reports based on published guru and academic factor models.

Keep

  • Backtesting
  • Correlation
  • Quant

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Scores

Lose

  • Risk Metrics
  • Compounding Calculator
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on charting and technical analysis and API and market data.
  • Free-plan limits: Public pages include a weekly email newsletter and limited screen and portfolio results. The site limits monthly page views before requiring a trial or paid subscription. Standard and Pro include a seven-day free trial.
  • Model returns are not live account returns: Validea states model returns do not reflect actual trading and may include backtested and live model performance.
Cost
Free, no signup

$22.50/moto go paid, billed yearly

$7.50/mo more than Testfol.io

9
Portfolio123 logo
Portfolio123Partial replacement
9
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • Backtesting
  • Correlation
  • Quant

Gain

  • Screeners
  • Data Visualizations
  • Stock Ideas
  • Scores

Lose

  • Risk Metrics
  • Compounding Calculator
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and news and alerts.
  • Free-plan limits: Signup required. Free Manage module is separate from paid Research, API, and DataMiner access. General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Cost
Free with signup

$25/moto go paid, billed yearly

$10/mo more than Testfol.io

10
AmiBroker logo
AmiBrokerDrop-in replacement
10
AmiBroker logo
Drop-in replacement

Bottom line: Systematic traders who want AFL scripting, charting, scanning, optimization, Monte Carlo analysis, and portfolio backtesting on Windows.

Keep

  • Backtesting
  • Correlation
  • Risk Metrics
  • Quant

Gain

  • Data Visualizations
  • Screeners
  • Monte Carlo
  • Alerts

Lose

  • Compounding Calculator
  • ETFs coverage
  • Web access
  • Free tier

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and macro and fund research.
  • Free-plan limits: Trial-only access. Standard costs $299, Professional costs $379, and Ultimate Pack Pro costs $499 before applicable tax. New licenses include 24 months of upgrades, email support, and maintenance.
  • Windows desktop workflow: AmiBroker is a Windows desktop application. It does not provide a native web, macOS, or mobile workflow.
11
Zenvesto logo
ZenvestoPartial replacement
11
Zenvesto logo
Partial replacement

Bottom line: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Keep

  • Backtesting
  • Risk Metrics
  • Compounding Calculator

Gain

  • Portfolio
  • Watchlist
  • Data Visualizations
  • News

Lose

  • Correlation
  • Quant
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting and quant research.
  • Free-plan limits: Signup required. Free plan is available. Free includes price and earnings alerts, dividend tracking, and 3 Time Machine simulations per day.
  • Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Cost
Free with signup

$7.49/moto go paid, billed yearly

$7.51/mo less than Testfol.io

12
Stock Analysis logo
Stock AnalysisPartial replacement
12
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Risk Metrics
  • Compounding Calculator

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Backtesting
  • Correlation
  • Quant

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, portfolio analytics, and quant research.
  • Free-plan limits: Free access is ad-supported. Free exports and financial history are limited compared with Pro and Unlimited. Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Cost
Free, no signup

$6.58/moto go paid, billed yearly

$8.42/mo less than Testfol.io

13
Portseido logo
PortseidoPartial replacement
13
Portseido logo
Partial replacement

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

  • Risk Metrics
  • Compounding Calculator

Gain

  • Portfolio
  • Data Visualizations
  • Performance Attribution
  • Tax Lots / Lot Optimization

Lose

  • Backtesting
  • Correlation
  • Quant

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and backtesting and quant research.
  • Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports. Pro has a 14-day trial with no credit card required.
  • Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.
Cost
Free with signup

$8/moto go paid, billed yearly

$7/mo less than Testfol.io

14
Sharpely logo
SharpelyPartial replacement
14
Sharpely logo
Partial replacement

Bottom line: Indian investors comparing an official RRG chart with stock, fund, factor, and strategy research in the same product.

Keep

  • Backtesting
  • Quant

Gain

  • Screeners
  • Data Visualizations
  • Stock Comparison
  • ETF Comparison

Lose

  • Correlation
  • Risk Metrics
  • Compounding Calculator

Watch out

  • Avoid as a full replacement if you rely on quant research, API and market data, and news and alerts.
  • Free-plan limits: Signup required. The pricing page describes the Free plan as valid forever. RRG Chart appears under Core Benefits in Every Plan, but the Free plan's public feature response omits it.
  • India-focused coverage: The product is built around Indian stocks, sectors, indices, mutual funds, and ETFs rather than broad global coverage.
Cost
Free with signup

Free • Contact for pricing

15
TipRanks logo
TipRanksPartial replacement
15
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • Risk Metrics
  • Compounding Calculator

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Backtesting
  • Correlation
  • Quant
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting and quant research.
  • Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month. Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Cost
Free with signup

Free • Contact for pricing

16
Optuma logo
OptumaPartial replacement
16
Optuma logo
Partial replacement

Bottom line: Professional technical analysts who need customizable RRGs, custom universes, long histories, and advanced chart controls.

Keep

  • Backtesting
  • Correlation
  • Quant

Gain

  • Data Visualizations
  • Stock Comparison
  • ETF Comparison
  • Screeners

Lose

  • Risk Metrics
  • Compounding Calculator
  • Web access
  • Free tier

Watch out

  • Avoid as a full replacement if you rely on API and market data, options and trading workflows, and news and alerts.
  • Free-plan limits: Signup required. Credit card required. Trial-only access.
  • High starting cost: Trader costs $810 for 12 months. Additional real-time market data can cost extra.
Cost
Free trial only

$67.50/moto go paid, billed yearly

$52.50/mo more than Testfol.io

17
Sharesight logo
SharesightPartial replacement
17
Sharesight logo
Partial replacement

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Risk Metrics
  • Compounding Calculator

Gain

  • Portfolio
  • Performance Attribution
  • Downloadable Tax Reports
  • Capital Gains Estimator

Lose

  • Backtesting
  • Correlation
  • Quant

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and charting and technical analysis.
  • Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings. Starter is €9.33 per month or €7 per month billed annually; Standard is €22.67 or €17; Premium is €30.67 or €23, including VAT.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Cost
Free with signup

Free • Paid plans available

18
Stock Rover logo
Stock RoverPartial replacement
18
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Correlation
  • Risk Metrics

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Backtesting
  • Quant
  • Compounding Calculator

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and API and market data.
  • Free-plan limits: Signup required. New signups can test Stock Rover through a 14-day free trial with no credit card required. Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Cost
Free with signup

$34/moto go paid

$19/mo more than Testfol.io

19
Marketlog logo
MarketlogPartial replacement
19
Marketlog logo
Partial replacement

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Risk Metrics
  • Compounding Calculator

Gain

  • Portfolio
  • Watchlist
  • Institutional Ownership
  • Data Visualizations

Lose

  • Backtesting
  • Correlation
  • Quant
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and backtesting and quant research.
  • Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history. Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$8.33/mo less than Testfol.io

20
Reflexivity logo
ReflexivityBest workflow fit
20
Reflexivity logo
Best workflow fit

Bottom line: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.

Keep

  • Backtesting
  • Quant

Gain

  • Screeners
  • Performance Attribution
  • Scenario & Stress Tests
  • Portfolio

Lose

  • Correlation
  • Risk Metrics
  • Compounding Calculator
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on quant research.
  • Free-plan limits: Signup required. Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month. IBKR subscriptions begin with a two-week trial of the full platform, then move to Basic or the paid version.
  • Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.
Cost
Free with signup

$99.99/moto go paid

$84.99/mo more than Testfol.io

What This Shortlist Tells You

PortfoliosLab is the closest drop-in replacement with overlapping coverage in Backtesting, Correlation, and Risk Metrics while adding Portfolio and Watchlist coverage and Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models). and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. features (workflow overlap ~80%).

Free tiers remain available through PortfoliosLab, GuruFocus, Portfolio Visualizer, okama, FactorsToday, Snowball Analytics, TradingView, Validea, Portfolio123, Zenvesto, Stock Analysis, Portseido, Sharpely, TipRanks, Sharesight, Stock Rover, Marketlog, and Reflexivity for side-by-side testing.

Need mobile access? GuruFocus, Snowball Analytics, and TradingView bring phone-ready workflows that Testfol.io lacks.

Round out your stack with new coverage areas like Portfolio, Watchlist, Factor Exposure, and Performance Attribution.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Access & Pricing

Free to start

18/20

18 of 20 start free, same as Testfol.io.

Paid plans from

$6.58/mo

Stock Analysis is the cheapest paid upgrade. Testfol.io starts at $15/mo.

Mobile app

10 of 20

10 add a mobile app that Testfol.io lacks.

API access

8 of 20

8 expose an API or data feed, usually on a paid plan.

Hands-on tested

8 of 20

8 tested hands-on. 5 are analyst picks.

Coverage overlap

57%

Average share of Testfol.io categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Testfol.io?

PortfoliosLab, GuruFocus, and Portfolio Visualizer share the most workflows with Testfol.io, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

PortfoliosLab, GuruFocus, Portfolio Visualizer, okama, FactorsToday, Snowball Analytics, TradingView, Validea, Portfolio123, Zenvesto, Stock Analysis, Portseido, Sharpely, TipRanks, Sharesight, Stock Rover, Marketlog, and Reflexivity start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Testfol.io alternatives cover?

Between them the top matches cover Backtesting, Compounding Calculator, Correlation, Quant, and Risk Metrics. Testfol.io workflows in those areas move over as they are. The Lose column on each card names what does not.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.