okama is the closest drop-in replacement with overlapping coverage in Backtesting, Correlation, and Risk Metrics while adding Data Visualizations and Portfolio coverage and Interactive Efficient Frontier (mean–variance) widget for quick visualization. and Compare-assets widget covering returns, drawdowns, CVaR, and correlations. features (category overlap ~80%).
VOL. XCIV, NO. 247
Testfol.io Alternatives & Competitors
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Alternatives to Testfol.io
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Testfol.io against peers before committing to a long-term plan.
Looking for a Testfol.io replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options15With free tiers
Avg. Overlap56%Category match
Mobile Ready8Native apps
Quick takeaways
Free tiers remain available through okama, Portfolio Visualizer, PortfoliosLab, GuruFocus, Snowball Analytics, DeepVest, TradingView, Portfolio123, Zenvesto, Stock Analysis, ETF Insider, Portseido, Sharesight, Stock Rover, and FINVIZ 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 Data Visualizations, Portfolio, Monte Carlo, and Data APIs.
Similarity score 942Category overlap: 80%
Shared coverage
BacktestingCorrelationRisk MetricsQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Data Visualizations, Portfolio, and Monte Carlo coverage beyond what Testfol.io offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with Testfol.io if you still need Compounding Calculator.
Adds coverage: Data Visualizations, Portfolio, Monte Carlo, and Data APIs
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports constrained mean–variance optimization, multi-period efficient-frontier optimization with rebalancing constraints, contribution/withdrawal cash-flow modeling, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 942Category overlap: 80%
Shared coverage
BacktestingCorrelationRisk MetricsQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Monte Carlo, Factor Exposure, and Performance Attribution coverage beyond what Testfol.io offers.
- Standout features include Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., and Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)..
- Pair it with Testfol.io if you still need Compounding Calculator.
Adds coverage: Monte Carlo, Factor Exposure, Performance Attribution, and Screeners
Standout features: Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)., and Portfolio optimization strategies (includes mean-variance optimization; also references max drawdown optimization).
Similarity score 934Category overlap: 80%
Shared coverage
BacktestingCorrelationRisk MetricsQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Factor Exposure coverage beyond what Testfol.io offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Testfol.io if you still need Compounding Calculator.
Adds coverage: Portfolio, Watchlist, Factor Exposure, and Stock Comparison
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
#4 Alternative
Similarity score 904Category overlap: 80%
Shared coverage
BacktestingCorrelationRisk MetricsQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what Testfol.io offers.
- Standout features include Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export., and Stock Lookup to search tickers/names and analyze factor exposures (and compare models)..
- Pair it with Testfol.io if you still need Compounding Calculator.
Adds coverage: Screeners, Data Visualizations, Stock Comparison, and Factor Exposure
Standout features: Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export., Stock Lookup to search tickers/names and analyze factor exposures (and compare models)., and Portfolio Factor Analysis: upload holdings (CSV), choose factor model granularity (Base -> All Factors), compare to a benchmark, and run a what-if scenario analyzer.
#5 Alternative
Similarity score 816Category overlap: 80%
Shared coverage
BacktestingCorrelationRisk MetricsQuant
Assets: Stocks and Mutual Funds
Experience: Intermediate and Advanced
Why investors switch
- Expands into Data Visualizations, Screeners, and Monte Carlo coverage beyond what Testfol.io offers.
- Standout features include Portfolio-level backtesting with realistic account constraints and position sizing; customizable reports/metrics (equity/drawdown charts, custom backtest procedure)., Optimization & validation workflows: portfolio-level optimization, walk-forward testing, and Monte Carlo simulation/robustness testing., and Charting suite with indicators, drawing tools, multi-timeframe analysis, and multiple time compressions (including range/volume bars)..
- Pair it with Testfol.io if you still need Compounding Calculator.
Adds coverage: Data Visualizations, Screeners, Monte Carlo, and Alerts
Standout features: Portfolio-level backtesting with realistic account constraints and position sizing; customizable reports/metrics (equity/drawdown charts, custom backtest procedure)., Optimization & validation workflows: portfolio-level optimization, walk-forward testing, and Monte Carlo simulation/robustness testing., Charting suite with indicators, drawing tools, multi-timeframe analysis, and multiple time compressions (including range/volume bars)., and Real-time quote window + time&sales + user-defined alerts (popup/e-mail/sound); symbol limits differ by edition (10 symbols Standard vs unlimited Pro).
Similarity score 798Category overlap: 60%
Shared coverage
BacktestingCorrelationQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Testfol.io offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Testfol.io if you still need Risk Metrics and Compounding Calculator.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 798Category overlap: 60%
Shared coverage
BacktestingRisk MetricsCompounding Calculator
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Snowball Analytics adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Dividend coverage beyond what Testfol.io offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Testfol.io if you still need Correlation and Quant.
Adds coverage: Portfolio, Watchlist, Dividend, and Dividends
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 794Category overlap: 60%
Shared coverage
BacktestingCorrelationRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Wealth Management, AI, and AI Chat coverage beyond what Testfol.io offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with Testfol.io if you still need Quant and Compounding Calculator.
Adds coverage: Wealth Management, AI, AI Chat, and Screeners
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 760Category overlap: 60%
Shared coverage
BacktestingCorrelationQuant
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Screeners, and Stock Ideas coverage beyond what Testfol.io offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Testfol.io if you still need Risk Metrics and Compounding Calculator.
Adds coverage: Data Visualizations, Screeners, Stock Ideas, and Watchlist
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 748Category overlap: 60%
Shared coverage
BacktestingCorrelationQuant
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Data Visualizations, and Stock Ideas coverage beyond what Testfol.io offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Testfol.io if you still need Risk Metrics and Compounding Calculator.
Adds coverage: Screeners, Data Visualizations, Stock Ideas, and Portfolio
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 686Category overlap: 60%
Shared coverage
BacktestingRisk MetricsCompounding Calculator
Assets: Stocks and ETFs
Experience: Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Data Visualizations coverage beyond what Testfol.io offers.
- Standout features include Portfolio dashboard for holdings, performance, dividends, news, analyst insights, allocation, top gainers/losers, portfolio health score, and key insights., Tracks stocks, ETFs, cryptocurrencies, and indexes/benchmarks, with advertised real-time portfolio tracking for 15,000+ US stocks and cryptocurrency monitoring for 500+ digital assets., and Supported-exchanges page documents NYSE and Nasdaq coverage for 10,500+ stocks; the landing page also shows a broader 50+ global-exchanges marketing metric without a public exchange list..
- Pair it with Testfol.io if you still need Correlation and Quant.
Adds coverage: Portfolio, Watchlist, Data Visualizations, and News
Standout features: Portfolio dashboard for holdings, performance, dividends, news, analyst insights, allocation, top gainers/losers, portfolio health score, and key insights., Tracks stocks, ETFs, cryptocurrencies, and indexes/benchmarks, with advertised real-time portfolio tracking for 15,000+ US stocks and cryptocurrency monitoring for 500+ digital assets., Supported-exchanges page documents NYSE and Nasdaq coverage for 10,500+ stocks; the landing page also shows a broader 50+ global-exchanges marketing metric without a public exchange list., and Performance analytics include Money-Weighted Return (MWR), Time-Weighted Return (TWR), simple return, monthly performance breakdown, portfolio analysis, and portfolio performance reports.
Similarity score 672Category overlap: 40%
Shared coverage
Risk MetricsCompounding Calculator
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Testfol.io offers.
- Standout features include Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- Pair it with Testfol.io if you still need Backtesting, Correlation, and Quant.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Similarity score 660Category overlap: 40%
Shared coverage
CorrelationRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Testfol.io offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Testfol.io if you still need Backtesting, Quant, and Compounding Calculator.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 650Category overlap: 40%
Shared coverage
Risk MetricsCompounding Calculator
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Portseido adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Data Visualizations, and Performance Attribution coverage beyond what Testfol.io offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., and Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets..
- Pair it with Testfol.io if you still need Backtesting, Correlation, and Quant.
Adds coverage: Portfolio, Data Visualizations, Performance Attribution, and Tax Lots / Lot Optimization
Standout features: All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets., and Allocation dashboards break holdings down by businesses, industries, sectors, countries, regions, asset classes and other dimensions, with filtered multi-portfolio views.
Similarity score 650Category overlap: 40%
Shared coverage
Risk MetricsCompounding Calculator
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Sharesight adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Performance Attribution, and Downloadable Tax Reports coverage beyond what Testfol.io offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
- Pair it with Testfol.io if you still need Backtesting, Correlation, and Quant.
Adds coverage: Portfolio, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Similarity score 650Category overlap: 40%
Shared coverage
CorrelationRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Testfol.io offers.
- Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics..
- Pair it with Testfol.io if you still need Backtesting, Quant, and Compounding Calculator.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
#17 Alternative
Similarity score 620Category overlap: 40%
Shared coverage
BacktestingQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Qfinr adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Scenario & Stress Tests coverage beyond what Testfol.io 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 Testfol.io if you still need Correlation, Risk Metrics, and Compounding Calculator.
Adds coverage: Portfolio, Watchlist, Scenario & Stress Tests, and Screeners
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 616Category overlap: 40%
Shared coverage
CorrelationRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Testfol.io offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with Testfol.io if you still need Backtesting, Quant, and Compounding Calculator.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
#19 Alternative
Similarity score 608Category overlap: 40%
Shared coverage
CorrelationRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Expands into Sheets / Excel Add-ins, Broker Connectors, and Screeners coverage beyond what Testfol.io offers.
- Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes on Advanced/Business for covered U.S./Canadian stocks, ETFs, and options; Standard defaults to 15‑minute delayed stock/ETF/crypto data and EOD options/mutual-fund/economic data., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- Pair it with Testfol.io if you still need Backtesting, Quant, and Compounding Calculator.
Adds coverage: Sheets / Excel Add-ins, Broker Connectors, Screeners, and Options & Derivatives
Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes on Advanced/Business for covered U.S./Canadian stocks, ETFs, and options; Standard defaults to 15‑minute delayed stock/ETF/crypto data and EOD options/mutual-fund/economic data., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
Similarity score 600Category overlap: 40%
Shared coverage
BacktestingCorrelation
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Testfol.io offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with Testfol.io if you still need Risk Metrics, Quant, and Compounding Calculator.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Data Visualizations
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Risk Metrics×15Correlation×14Backtesting×13Quant×9Compounding Calculator×5
New angles introduced
Categories the alternatives add beyond Testfol.io.
Portfolio+18Data Visualizations+16Screeners+15Broker Connectors+11Watchlist+11Financials+9Alerts+8Calendar+8
Access & Pricing
Free options
15/20
15 of 20 alternatives keep a free tier for trials.
Mobile ready
8/20
8 alternatives bring native mobile access.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
5 starred / 9 tested
5 tools are flagged as analyst picks; 9 have been hands-on tested.
Avg. coverage overlap
56%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Testfol.io?
Testfol.io users most often consider okama, Portfolio Visualizer, and PortfoliosLab as their go-to alternatives.
Which alternatives keep a free tier?
okama, Portfolio Visualizer, PortfoliosLab, GuruFocus, Snowball Analytics, DeepVest, TradingView, Portfolio123, Zenvesto, Stock Analysis, ETF Insider, Portseido, Sharesight, Stock Rover, and FINVIZ offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Testfol.io alternatives cover?
Expect deep coverage across Backtesting, Compounding Calculator, Correlation, Quant, and Risk Metrics, so you can port most Testfol.io workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.