okama is the closest drop-in replacement with overlapping coverage in Data Visualizations and Risk Metrics while adding Quant 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 ~100%).
VOL. XCIV, NO. 247
Total Real Returns Alternatives & Competitors
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Alternatives to Total Real Returns
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Total Real Returns against peers before committing to a long-term plan.
Looking for a Total Real Returns 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. Overlap80%Category match
Mobile Ready9Native apps
Quick takeaways
Free tiers remain available through okama, PortfoliosLab, ETF Insider, DeepVest, Portfolio Visualizer, Tradervue, Portseido, Portfolio Performance, Koyfin, Google Finance, FT Markets (Markets data - Financial Times), MarketWatch, Yahoo Finance, Snowball Analytics, and FX Replay for side-by-side testing.
Need mobile access? Portseido, Portfolio Performance, and Koyfin bring phone-ready workflows that Total Real Returns lacks.
Round out your stack with new coverage areas like Quant, Portfolio, Correlation, and Backtesting.
Similarity score 730Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Quant, Portfolio, and Correlation coverage beyond what Total Real Returns 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..
Adds coverage: Quant, Portfolio, Correlation, and Backtesting
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 mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 722Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Backtesting coverage beyond what Total Real Returns 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)..
Adds coverage: Portfolio, Watchlist, Backtesting, and Correlation
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.
Similarity score 684Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Screeners, and Factor Exposure coverage beyond what Total Real Returns 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..
Adds coverage: ETF Screeners, Screeners, Factor Exposure, and Portfolio
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 682Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Wealth Management, AI, and AI Chat coverage beyond what Total Real Returns 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”)..
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 670Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Backtesting, Monte Carlo, and Correlation coverage beyond what Total Real Returns 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)..
Adds coverage: Backtesting, Monte Carlo, Correlation, and Factor Exposure
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 656Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Currencies
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, APIs & SDKs, and Broker Connectors coverage beyond what Total Real Returns offers.
- Standout features include Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..
Adds coverage: Portfolio, APIs & SDKs, and Broker Connectors
Standout features: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)., and Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
Similarity score 624Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks and ETFs
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Portseido adds mobile access for on-the-go monitoring.
- Expands into Portfolio and Dividend coverage beyond what Total Real Returns offers.
- Standout features include Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
Adds coverage: Portfolio and Dividend
Standout features: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., Risk analysis with beta and drawdown metrics in the Portfolio Analyzer., and Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Similarity score 622Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate
Pricing: Free
Why investors switch
- Portfolio Performance adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Performance Attribution coverage beyond what Total Real Returns offers.
- Standout features include Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts., and Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps..
Adds coverage: Portfolio, Watchlist, and Performance Attribution
Standout features: Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts., Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps., and Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.
Similarity score 600Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate
Platforms: Web
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Total Real Returns offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). 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; prices reflect annual commitment., 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..
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Portfolio
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). 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; prices reflect annual commitment., 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.
Similarity score 596Category overlap: 50%
Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Custom Dashboards coverage beyond what Total Real Returns offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Total Real Returns if you still need Risk Metrics.
Adds coverage: Screeners, ETF Screeners, Custom Dashboards, and Correlation
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 584Category overlap: 50%
Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Screeners coverage beyond what Total Real Returns offers.
- Standout features include Homepage aggregates market news, market-trend lists (e.g., most active/gainers/losers), and an earnings calendar., Create custom watchlists by following securities; watchlists include related news (“Your watchlist in the news”)., and Compare securities directly under the chart, and compare broader markets (e.g., Europe or Currencies)..
- Pair it with Total Real Returns if you still need Risk Metrics.
Adds coverage: Portfolio, Watchlist, Screeners, and Stock Comparison
Standout features: Homepage aggregates market news, market-trend lists (e.g., most active/gainers/losers), and an earnings calendar., Create custom watchlists by following securities; watchlists include related news (“Your watchlist in the news”)., Compare securities directly under the chart, and compare broader markets (e.g., Europe or Currencies)., and Manual portfolios: add holdings by entering shares, purchase date, and purchase price; view portfolio value over time, returns, allocation highlights, and related news.
Similarity score 582Category overlap: 50%
Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- FT Markets (Markets data - Financial Times) adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Alerts coverage beyond what Total Real Returns offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with Total Real Returns if you still need Risk Metrics.
Adds coverage: Portfolio, Watchlist, Alerts, and Compounding Calculator
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 582Category overlap: 50%
Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Total Real Returns offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Total Real Returns if you still need Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 582Category overlap: 50%
Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Total Real Returns offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with Total Real Returns if you still need Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Portfolio
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 574Category overlap: 50%
Shared coverage
Risk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Snowball Analytics adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Backtesting coverage beyond what Total Real Returns 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 Total Real Returns if you still need Data Visualizations.
Adds coverage: Portfolio, Watchlist, Backtesting, and Dividend
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.
#16 Alternative
Similarity score 572Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks and Currencies
Experience: Beginner and Intermediate
Platforms: Web
Why investors switch
- Expands into Portfolio, Backtesting, and Custom Dashboards coverage beyond what Total Real Returns offers.
- Standout features include Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing., Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase., and Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size)..
Adds coverage: Portfolio, Backtesting, Custom Dashboards, and Education
Standout features: Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing., Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase., Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size)., and Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.
Similarity score 566Category overlap: 50%
Shared coverage
Risk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Why investors switch
- Interactive Brokers (IBKR) adds mobile access for on-the-go monitoring.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what Total Real Returns offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Total Real Returns if you still need Data Visualizations.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and Client Portal includes advanced charting with technical indicators and a live news stream for specific products.
#18 Alternative
Similarity score 564Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Stocks, Mutual Funds, and Currencies
Experience: Intermediate
Why investors switch
- Expands into Screeners, Backtesting, and Quant coverage beyond what Total Real Returns 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)..
Adds coverage: Screeners, Backtesting, Quant, and Monte Carlo
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).
#19 Alternative
Similarity score 544Category overlap: 50%
Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Why investors switch
- Barron's adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Newsletters coverage beyond what Total Real Returns offers.
- Standout features include In-depth financial news, investing analysis and commentary., Market Data Center for stock market news, stock price information and quote trends (notes that index quotes may be real-time or delayed)., and Stocks section: real-time stock prices, quote trends and related stock news pages..
- Pair it with Total Real Returns if you still need Risk Metrics.
Adds coverage: News, Alerts, Newsletters, and Stock Ideas
Standout features: In-depth financial news, investing analysis and commentary., Market Data Center for stock market news, stock price information and quote trends (notes that index quotes may be real-time or delayed)., Stocks section: real-time stock prices, quote trends and related stock news pages., and Mutual funds & ETFs section with overviews and fund pages (e.g., key fund data/returns/holdings/distribution history) plus a fund screener to search funds by returns over a chosen time period.
Similarity score 542Category overlap: 100%
Shared coverage
Data VisualizationsRisk Metrics
Assets: Currencies
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Backtesting, Paper Trading, and Monte Carlo coverage beyond what Total Real Returns offers.
- Standout features include Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., and Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)..
Adds coverage: Backtesting, Paper Trading, Monte Carlo, and Calendar
Standout features: Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)., and MultiPair sessions (backtest up to 5 assets simultaneously).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×18Risk Metrics×14
New angles introduced
Categories the alternatives add beyond Total Real Returns.
Portfolio+15Screeners+13Watchlist+11Alerts+8Backtesting+8Correlation+8Calendar+7Financials+7
Access & Pricing
Free options
15/20
15 of 20 alternatives keep a free tier for trials.
Mobile ready
9/20
9 alternatives bring native mobile access.
API availability
4/20
4 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 12 tested
6 tools are flagged as analyst picks; 12 have been hands-on tested.
Avg. coverage overlap
80%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Total Real Returns?
Total Real Returns users most often consider okama, PortfoliosLab, and ETF Insider as their go-to alternatives.
Which alternatives keep a free tier?
okama, PortfoliosLab, ETF Insider, DeepVest, Portfolio Visualizer, Tradervue, Portseido, Portfolio Performance, Koyfin, Google Finance, FT Markets (Markets data - Financial Times), MarketWatch, Yahoo Finance, Snowball Analytics, and FX Replay offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Total Real Returns alternatives cover?
Expect deep coverage across Data Visualizations and Risk Metrics, so you can port most Total Real Returns workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
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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.