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
Closest replacement
Best for: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.
PortfoliosLab best matches the base workflow on strategy backtesting, portfolio analytics, and portfolio tracking.
PortfoliosLab keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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.
Best for: Technical users who want a free open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.
okama best matches the base workflow on strategy backtesting, portfolio analytics, and quant research.
okama keeps the replacement test in the same free-access lane. Free access caveat: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators..
Watch for: Developer-oriented workflow: okama is most valuable through Python, API, and widgets; non-technical investors may find it less approachable than hosted portfolio trackers.
Best for: Value investors who want 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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free account has limited platform access..
Watch for: Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Best for: DIY investors and advisors who need 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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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-year/YTD results, so serious workflows usually need Basic or Pro.
Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
PortfoliosLab best matches the base workflow on strategy backtesting, portfolio analytics, and portfolio tracking.
PortfoliosLab matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Portfolio, Watchlist, Factor Exposure, and Performance Attribution.
Watch out
Material switch gaps: missing Compounding Calculator workflows, does not clearly cover quant research and options and trading workflows, and less aligned with active traders.
Avoid as a full replacement if you rely on quant research and options and trading workflows.
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.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history., and Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..
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.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
okama best matches the base workflow on strategy backtesting, portfolio analytics, and quant research.
okama matches the base audience on Intermediate, Advanced, and retail investors.
You gain Data Visualizations, Portfolio, Monte Carlo, and APIs & Data Feeds.
Watch out
Material switch gaps: missing Compounding Calculator workflows, does not clearly cover options and trading workflows, and less aligned with Retail Traders, Pro Retail, and Long-term Investors.
Avoid as a full replacement if you rely on options and trading workflows.
Developer-oriented workflow: okama is most valuable through Python, API, and widgets; non-technical investors may find it less approachable than hosted portfolio trackers.
Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. and Public documentation currently describes okama 2.2.1..
Bottom line: DIY investors and advisors who need portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Portfolio Visualizer best matches the base workflow on strategy backtesting, portfolio analytics, and quant research.
Portfolio Visualizer matches the base audience on Intermediate, Advanced, and retail investors.
You gain Monte Carlo, Factor Exposure, Performance Attribution, and Screeners.
Watch out
Material switch gaps: missing Compounding Calculator workflows, does not clearly cover API and market data, and less aligned with Retail Traders, Pro Retail, and Long-term Investors.
Avoid as a full replacement if you rely on API and market data.
Free tier is constrained: The free tier limits portfolio size/history and excludes current-year/YTD results, so serious workflows usually need Basic or Pro.
Free-plan limits: Signup required, Free tier supports portfolios with up to 15 assets and limited history., and Basic is listed at $30/month billed annually..
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
GuruFocus best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
GuruFocus matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Material switch gaps: missing Risk Metrics and Compounding Calculator workflows and does not clearly cover portfolio analytics and quant research.
Avoid as a full replacement if you rely on portfolio analytics and quant research.
Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Snowball Analytics best matches the base workflow on strategy backtesting, portfolio analytics, and portfolio tracking.
Snowball Analytics matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Portfolio, Watchlist, Dividends, and Dividend Tax / ADR Withholding.
Watch out
Material switch gaps: missing Correlation and Quant workflows, does not clearly cover quant research, and less aligned with Quants/Developers and active traders.
Avoid as a full replacement if you rely on quant research.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..
Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
Portfolio123 best matches the base workflow on strategy backtesting, quant research, and portfolio tracking.
Portfolio123 matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Screeners, Data Visualizations, Stock Ideas, and Scores.
Watch out
Material switch gaps: missing Mutual Funds coverage, missing Risk Metrics and Compounding Calculator workflows, and does not clearly cover portfolio analytics.
Avoid as a full replacement if you rely on portfolio analytics.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..
Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
TradingView best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
TradingView matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Data Visualizations, Screeners, ETF Screeners, and Stock Ideas.
Watch out
Material switch gaps: missing Mutual Funds coverage, missing Risk Metrics and Compounding Calculator workflows, and does not clearly cover portfolio analytics and quant research.
Avoid as a full replacement if you rely on portfolio analytics and quant research.
Real-time market data can require add-ons: The profile notes optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..
Bottom line: Investors who want guru-inspired and academic-factor stock and ETF model portfolios, screens, and factor reports.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
Validea best matches the base workflow on strategy backtesting, portfolio analytics, and quant research.
Validea matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Scores.
Watch out
Material switch gaps: missing Mutual Funds coverage, missing Risk Metrics and Compounding Calculator workflows, and does not clearly cover charting and technical analysis and API and market data.
Avoid as a full replacement if you rely on charting and technical analysis and API and market data.
Model returns are not live account returns: Validea states model returns do not reflect actual trading and may include backtested and live model performance.
Free-plan limits: Public pages expose free weekly email newsletter signup and many public screen/portfolio pages., Signup and Validea Pro gates exist, but current paid plan prices were not cleanly visible on reviewed pages., and Model-return and performance disclaimers are prominent..
Bottom line: Advanced traders and quants who want a perpetual Windows desktop platform for AFL scripting, charting, scanning, optimization, Monte Carlo, and portfolio backtesting.
Replacement
Drop-in replacement
Pricing fit
Paid-only mismatch
Free tier
No
Assets
Stocks and Mutual Funds
Experience
Intermediate and Advanced
Why switch
AmiBroker best matches the base workflow on strategy backtesting, quant research, and portfolio tracking.
AmiBroker matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Data Visualizations, Screeners, Monte Carlo, and Alerts.
Watch out
Major switch gaps: missing Web access, missing ETFs coverage, and missing Compounding Calculator workflows.
Avoid as a full replacement if you rely on portfolio analytics and macro and fund research.
Windows desktop workflow: AmiBroker is primarily a Windows desktop product, so Mac, mobile, and browser-first users may need workarounds or another platform.
Free-plan limits: Signup required, Trial-only access, and AmiBroker order/product pages list Standard Edition at $299, Professional Edition at $379, and Ultimate Pack Pro at $499..
Bottom line: Quant and portfolio users who need live factor dashboards, stock/factor screeners, portfolio factor analysis, attribution, hedging, and an open API.
Replacement
Drop-in replacement
Pricing fit
Paid-only mismatch
Free tier
No
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Why switch
FactorsToday best matches the base workflow on strategy backtesting, portfolio analytics, and quant research.
FactorsToday matches the base audience on Quants/Developers, Intermediate, and Advanced.
You gain Screeners, Data Visualizations, Stock Comparison, and Factor Exposure.
Watch out
Major switch gaps: missing Compounding Calculator workflows, does not clearly cover options and trading workflows and macro and fund research, and less aligned with Retail Traders, Pro Retail, and Long-term Investors.
Avoid as a full replacement if you rely on options and trading workflows and macro and fund research.
Pricing not published: The site exposes many public tools and an open API, but no public commercial pricing or long-term access policy is clearly published.
Free-plan limits: FactorsToday public pages show sign-in options but expose dashboards and API documentation publicly., API documentation says the API is limited to 10 requests per second per IP address., and No public paid pricing table was found during verification..
Bottom line: Retail investors who want a modern portfolio dashboard with performance, dividends, news, watchlists, AI insights, and historical simulations.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate
Plans
Free
Why switch
Zenvesto best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Zenvesto matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Portfolio, Watchlist, Data Visualizations, and News.
Watch out
Material switch gaps: missing Mutual Funds coverage, missing Correlation and Quant workflows, and does not clearly cover strategy backtesting and quant research.
Avoid as a full replacement if you rely on strategy backtesting and quant research.
Coverage claims need care: The profile records verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Free-plan limits: Signup required, Free plan is available., and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features..
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Stock Rover best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Stock Rover matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.
Watch out
Major switch gaps: missing Backtesting, Quant, and Compounding Calculator workflows, does not clearly cover strategy backtesting and quant research, and less aligned with Quants/Developers and active traders.
Avoid as a full replacement if you rely on strategy backtesting and quant research.
North America-focused coverage: The existing profile records U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..
Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Stock Analysis best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
Stock Analysis matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing Backtesting, Correlation, and Quant workflows, does not clearly cover strategy backtesting, portfolio analytics, and quant research, and less aligned with Quants/Developers.
Avoid as a full replacement if you rely on strategy backtesting, portfolio analytics, and quant research.
No public API: The existing profile explicitly says Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..
Bottom line: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Portseido best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Portseido matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Portfolio, Data Visualizations, Performance Attribution, and Tax Lots / Lot Optimization.
Watch out
Major switch gaps: missing Backtesting, Correlation, and Quant workflows, does not clearly cover strategy backtesting, quant research, and backtesting and quant research, and less aligned with Quants/Developers.
Avoid as a full replacement if you rely on strategy backtesting, quant research, and backtesting and quant research.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
TipRanks best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
TipRanks matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Mutual Funds coverage, missing Backtesting, Correlation, and Quant workflows, and does not clearly cover strategy backtesting and quant research.
Avoid as a full replacement if you rely on strategy backtesting and quant research.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Bottom line: ETF and mutual fund investors who need holdings look-through, overlap, concentration, correlation, factor exposure, and efficient-frontier style portfolio views.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
ETF Insider best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
ETF Insider matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain ETF Screeners, Screeners, Data Visualizations, and Factor Exposure.
Watch out
Major switch gaps: missing Backtesting, Quant, and Compounding Calculator workflows, does not clearly cover strategy backtesting, quant research, and backtesting and quant research, and less aligned with Quants/Developers and active traders.
Avoid as a full replacement if you rely on strategy backtesting, quant research, and backtesting and quant research.
U.S.-listed asset focus: Coverage is strongest for US-listed ETFs, mutual funds, and stocks; non-US assets outside US listings and crypto are out of scope.
Free-plan limits: Signup required, Free plan is listed at $0/month with up to 4 saved portfolios and limited full holdings data., and Pro is listed at $14/month with unlimited full holdings data, Excel export, and unlimited saved portfolios..
Bottom line: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Sharesight best matches the base workflow on portfolio analytics, portfolio tracking, and API and market data.
Sharesight matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Portfolio, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.
Watch out
Major switch gaps: missing Backtesting, Correlation, and Quant workflows, does not clearly cover strategy backtesting, quant research, and charting and technical analysis, and less aligned with Quants/Developers.
Avoid as a full replacement if you rely on strategy backtesting, quant research, and charting and technical analysis.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..
Bottom line: Active and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Interactive Brokers (IBKR) best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Interactive Brokers (IBKR) matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading.
Watch out
Major switch gaps: missing Backtesting, Correlation, and Quant workflows and does not clearly cover strategy backtesting and quant research.
Avoid as a full replacement if you rely on strategy backtesting and quant research.
Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product., and Real-time market data and Level II data generally require subscriptions..
Bottom line: Investors and traders who want a fast U.S. stock screener with heat maps and snapshot views.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
FINVIZ best matches the base workflow on portfolio tracking, charting and technical analysis, and API and market data.
FINVIZ matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Screeners, ETF Screeners, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing Mutual Funds coverage, missing Risk Metrics, Quant, and Compounding Calculator workflows, and does not clearly cover strategy backtesting, portfolio analytics, and quant research.
Avoid as a full replacement if you rely on strategy backtesting, portfolio analytics, and quant research.
U.S. market coverage: The existing profile records U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Free-plan limits: Free data is delayed. and Elite-only features include real-time quotes, alerts, exports, APIs, advanced filters, and intraday charts..
Bottom line: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
Marketlog best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Marketlog matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Portfolio, Watchlist, Institutional Ownership, and Data Visualizations.
Watch out
Major switch gaps: missing Mutual Funds coverage, missing Backtesting, Correlation, and Quant workflows, and does not clearly cover strategy backtesting, quant research, and backtesting and quant research.
Avoid as a full replacement if you rely on strategy backtesting, quant research, and backtesting and quant research.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..
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, okama, Portfolio Visualizer, GuruFocus, Snowball Analytics, Portfolio123, TradingView, Validea, Zenvesto, Stock Rover, Stock Analysis, Portseido, TipRanks, ETF Insider, Sharesight, Interactive Brokers (IBKR), FINVIZ, and Marketlog 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.
Categories the alternatives add beyond Testfol.io.
Portfolio+18Data Visualizations+16Screeners+14APIs & Data Feeds+11Dividends+11Watchlist+11Alerts+10Broker Connectors+10
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
9/20
9 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 11 tested
8 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
55%
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 PortfoliosLab, okama, and Portfolio Visualizer as their go-to alternatives.
Which alternatives keep a free tier?
PortfoliosLab, okama, Portfolio Visualizer, GuruFocus, Snowball Analytics, Portfolio123, TradingView, Validea, Zenvesto, Stock Rover, Stock Analysis, Portseido, TipRanks, ETF Insider, Sharesight, Interactive Brokers (IBKR), FINVIZ, and Marketlog 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.
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.
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!
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.