Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Trackinsight competitor is worth testing first.
Looking for a Trackinsight 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.
Best for: Advisers and ETF professionals who need ETF classification, holdings look-through, overlap, flows, 13F screening, model portfolios, and reports.
ETF Action best matches the base workflow on ETF screening, fund research, and portfolio analytics.
ETF Action keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access..
Watch for: Research features require paid plans: Free access covers basic fund data, classifications, dashboards, and sponsored marketplaces. Holdings look-through, exports, 13F screening, and model building require paid plans.
Best for: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.
Fiscal.ai best matches the base workflow on portfolio tracking, financial data API, and charting and technical analysis.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..
Watch for: Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Best for: Individual investors looking for North American stock, ETF, and fund screening.
Stock Rover best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
Stock Rover keeps the replacement test in the same free-access lane. Free access caveat: signup required and New signups can test Stock Rover through a 14-day free trial with no credit card required..
Watch for: North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Bottom line: Advisers and ETF professionals who need ETF classification, holdings look-through, overlap, flows, 13F screening, model portfolios, and reports.
Keep
ETF Screeners
ETF Analysis
ETF Factors
Data Visualizations
Portfolio
Backtesting
Gain
ETF Overlap
Institutional Ownership
Alerts
Videos
Lose
ETF Comparison
Factor Exposure
ESG Ratings
News
Education
Watch out
Useful when you want to add dividend research and filings and transcript research instead of mirroring the current workflow.
Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access, and DIY is listed at $29/month and Advisor Pro at $99/month.
Research features require paid plans: Free access covers basic fund data, classifications, dashboards, and sponsored marketplaces. Holdings look-through, exports, 13F screening, and model building require paid plans.
Bottom line: Individual investors looking for North American stock, ETF, and fund screening.
Keep
ETF Screeners
ETF Comparison
ETF Analysis
Data Visualizations
Portfolio
Watchlist
Gain
Stock Ideas
Screeners
Stock Comparison
Risk Metrics
Lose
ETF Factors
Backtesting
Factor Exposure
APIs & Data Feeds
ESG Ratings
Watch out
Avoid as a full replacement if you rely on fund research, factor screening, and financial data API.
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.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.
Keep
ETF Analysis
Data Visualizations
Portfolio
Watchlist
APIs & Data Feeds
News
Gain
Stock Ideas
Screeners
Stock Comparison
Institutional Ownership
Lose
ETF Screeners
ETF Comparison
ETF Factors
Backtesting
Factor Exposure
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and portfolio analytics.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Keep
ETF Screeners
ETF Comparison
Data Visualizations
Portfolio
Watchlist
APIs & Data Feeds
Gain
Stock Ideas
Top Analysts
Screeners
US Government Trades
Lose
ETF Analysis
ETF Factors
Backtesting
Factor Exposure
ESG Ratings
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and factor screening.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.
Keep
Data Visualizations
Portfolio
Backtesting
Factor Exposure
Watchlist
APIs & Data Feeds
Gain
Screeners
Quant
Stock Ideas
Scores
Lose
ETF Screeners
ETF Comparison
ETF Analysis
ETF Factors
ESG Ratings
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and portfolio analytics.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Keep
ETF Screeners
ETF Comparison
ETF Analysis
Data Visualizations
Portfolio
Watchlist
Gain
Stock Ideas
Screeners
Top Analysts
Stock Comparison
Lose
ETF Factors
Backtesting
Factor Exposure
APIs & Data Feeds
ESG Ratings
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and portfolio analytics.
Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
No public API: Stock Analysis does not currently offer API access.
Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.
Keep
ETF Screeners
ETF Comparison
Data Visualizations
Portfolio
Backtesting
Factor Exposure
Gain
Correlation
Risk Metrics
Performance Attribution
Stock Comparison
Lose
ETF Analysis
ETF Factors
ESG Ratings
News
Education
Watch out
Avoid as a full replacement if you rely on fund research, factor screening, and financial data API.
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 Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.
Keep
ETF Screeners
ETF Comparison
Data Visualizations
Portfolio
Backtesting
Watchlist
Gain
Quant
Screeners
Stock Ideas
Stock Comparison
Lose
ETF Analysis
ETF Factors
Factor Exposure
APIs & Data Feeds
ESG Ratings
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and portfolio analytics.
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.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Bottom line: ETF and mutual fund investors needing holdings look-through, overlap, concentration, correlation, factor exposure, and efficient-frontier style portfolio views.
Keep
ETF Screeners
ETF Analysis
Data Visualizations
Portfolio
Factor Exposure
APIs & Data Feeds
Gain
Risk Metrics
Correlation
ETF Overlap
Network and portfolio views of direct and underlying holdings.
Lose
ETF Comparison
ETF Factors
Backtesting
Watchlist
ESG Ratings
Watch out
Avoid as a full replacement if you rely on financial data API, market monitoring, and options and trading workflows.
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.
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.
Bottom line: ETF investors and advisors who need screeners, comparisons, fund flows, watchlists, and news.
Keep
ETF Screeners
ETF Comparison
ETF Analysis
ETF Factors
Portfolio
Watchlist
Gain
Money Flow
IPO
Corporate Actions & Special Situations
Videos
Lose
Data Visualizations
Backtesting
Factor Exposure
APIs & Data Feeds
ESG Ratings
Watch out
Avoid as a full replacement if you rely on portfolio analytics, factor screening, and financial data API.
Free-plan limits: Signup required, Free account supports saved screeners and up to five watchlists, and ETF.com officially describes Content+ and All Access subscription tiers for content, tools, data, saved screens, and exclusive material.
U.S. ETF emphasis: The screener covers more than 4,300 funds in the United States, so it is not a global UCITS fund database.
Bottom line: ETF investors and advisors who need constituent fundamentals, valuations, overlap analysis, and portfolio PDFs.
Keep
ETF Screeners
ETF Comparison
ETF Analysis
ETF Factors
Data Visualizations
Portfolio
Gain
ETF Overlap
Which ETF includes this Stock?
Money Flow
Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
Lose
Factor Exposure
APIs & Data Feeds
ESG Ratings
News
Education
Watch out
Avoid as a full replacement if you rely on factor screening, financial data API, and market monitoring.
Free-plan limits: Signup required, Basic is free and includes a watchlist, expanded charting, full results from free tools, and free research publications, and Individual is $29/month and Professional is $99/month; paid subscriptions begin with a one-month free trial.
ETF-only scope: The product covers ETF analytics. It does not cover individual stocks, options, brokerage, or global multi-asset portfolios.
Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.
Keep
ETF Screeners
ETF Analysis
Data Visualizations
Portfolio
Watchlist
News
Gain
Screeners
Custom Dashboards
Correlation
Alerts
Lose
ETF Comparison
ETF Factors
Backtesting
Factor Exposure
APIs & Data Feeds
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and factor screening.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
No public API: Koyfin does not provide user-facing data access through an API.
Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Keep
ETF Analysis
Data Visualizations
Portfolio
Watchlist
News
Education
Gain
Stock Ideas
Screeners
Stock Comparison
Options
Lose
ETF Screeners
ETF Comparison
ETF Factors
Backtesting
Factor Exposure
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and portfolio analytics.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Bottom line: European ETF investors needing UCITS ETF discovery, comparison, portfolio tracking, savings-plan support, rebalancing, and broker order lists.
Keep
ETF Screeners
ETF Comparison
ETF Analysis
Portfolio
Backtesting
Watchlist
Gain
Alerts
Which ETF includes this Stock?
Database and screener for European ETFs and physically backed ETCs, with tools to filter, compare, and analyze funds.
ETF profiles display top-10 holdings, listings across multiple exchanges, performance data, and risk metrics.
Lose
ETF Factors
Data Visualizations
Factor Exposure
APIs & Data Feeds
ESG Ratings
Watch out
Avoid as a full replacement if you rely on factor screening, financial data API, and market monitoring.
Free-plan limits: Signup required, Free plan supports one portfolio and one watchlist, and Premium 5 is shown at EUR 9.90/month billed annually or EUR 14.90/month billed quarterly.
Europe-first ETF scope: justETF is strongest for European ETF and ETC coverage. U.S.-listed ETF workflows are better served elsewhere.
Bottom line: Investors and traders looking for a fast U.S. stock screener with heat maps and snapshot views.
Keep
ETF Screeners
ETF Analysis
Data Visualizations
Portfolio
Backtesting
APIs & Data Feeds
Gain
Screeners
Stock Comparison
Correlation
Alerts
Lose
ETF Comparison
ETF Factors
Factor Exposure
Watchlist
ESG Ratings
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and portfolio analytics.
Free-plan limits: Credit card required, Free stock quotes are delayed by one minute and futures by 20 minutes, and The 7-day Elite trial requires a card and automatically converts to the selected paid plan.
U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Bottom line: ETF investors and advisors needing a free U.S. ETF screener, comparisons, segment flow/performance dashboards, watchlists, news, ETF education, and portfolio builder.
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ETF Screeners
ETF Comparison
Data Visualizations
Watchlist
News
Education
Gain
Money Flow
Newsletters
Screener with more than 5,500 U.S.-listed ETFs, characteristic filters, sorting, presets, and Trackinsight thematic taxonomy.
Side-by-side comparison of performance, flows, liquidity, risk, exposure, holdings, and replication metrics.
Lose
ETF Analysis
ETF Factors
Portfolio
Backtesting
Factor Exposure
Watch out
Avoid as a full replacement if you rely on factor screening, financial data API, and API and market data.
Free-plan limits: Homepage invites users to create a free account, The public screener listed more than 5,500 U.S.-listed ETFs during review, and No paid subscription tier was found on the official ETF Central pages reviewed.
U.S. ETF focus: ETF Central is built around US-listed ETFs, so global fund coverage and non-ETF assets are outside its core workflow.
Bottom line: Growth and momentum investors looking for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.
Keep
Data Visualizations
Portfolio
Backtesting
Watchlist
News
Education
Gain
Screeners
Stock Ideas
Money Flow
News Sentiment
Lose
ETF Screeners
ETF Comparison
ETF Analysis
ETF Factors
Factor Exposure
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and portfolio analytics.
Free-plan limits: Signup required, Bronze is advertised at $0/month, and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
Bottom line: Retail investors looking for news, contributor analysis, quant ratings, screeners, and portfolio alerts together.
Keep
ETF Screeners
ETF Comparison
ETF Analysis
Data Visualizations
Portfolio
Watchlist
Gain
News Sentiment
Alerts
Calendar
Stock Ideas
Lose
ETF Factors
Backtesting
Factor Exposure
APIs & Data Feeds
ESG Ratings
Watch out
Avoid as a full replacement if you rely on ETF screening, fund research, and portfolio analytics.
Free-plan limits: Signup required, Basic has limited premium-article access, and Premium is needed for unlimited articles/transcripts, ratings, factor grades, screeners, comparisons, broker linking, and AI summaries.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
GuruFocus is the closest drop-in replacement with overlapping coverage in ETF Screeners, ETF Comparison, and ETF Analysis while adding Stock Ideas and Screeners coverage and Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features (workflow overlap ~79%).
Free tiers remain available through GuruFocus, ETF Action, Stock Rover, Fiscal.ai, TipRanks, Portfolio123, Stock Analysis, PortfoliosLab, TradingView, ETF Insider, ETF.com, ETF Research Center, Koyfin, Investing.com, justETF, FINVIZ, ETF Central, EPSMomentum, Seeking Alpha, and Dividend Watch for side-by-side testing.
Need mobile access? GuruFocus, Stock Rover, and TipRanks bring phone-ready workflows that Trackinsight lacks.
Round out your stack with new coverage areas like Stock Ideas, Screeners, Top Analysts, and Stock Comparison.
Trackinsight still leads on ESG Ratings, so keep it handy for those workflows.
20 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
12 starred / 15 tested
12 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
60%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Trackinsight?
Trackinsight users most often consider GuruFocus, ETF Action, and Stock Rover as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, ETF Action, Stock Rover, Fiscal.ai, TipRanks, Portfolio123, Stock Analysis, PortfoliosLab, TradingView, ETF Insider, ETF.com, ETF Research Center, Koyfin, Investing.com, justETF, FINVIZ, ETF Central, EPSMomentum, Seeking Alpha, and Dividend Watch offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Trackinsight alternatives cover?
Expect deep coverage across APIs & Data Feeds, Backtesting, Blogs, Data Visualizations, Education, ETF Analysis, ETF Comparison, ETF Factors, ETF Screeners, Factor Exposure, News, Portfolio, and Watchlist, so you can port most Trackinsight workflows without much friction.
Where does Trackinsight still stand out?
Trackinsight remains the go-to for ESG Ratings, which the current alternatives do not fully replicate.
Missing an alternative, or is a listing out of date? Tell me and I will look.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.