VOL. XCIV, NO. 247
Replacement verdicts
Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which TradeLog competitor is worth testing first.
Looking for a TradeLog 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.
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Best for: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Watch for: Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Best for: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.
Watch for: 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.
Best for: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.
Watch for: Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Best for: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
Watch for: Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.
Our ranked order by workflow overlap and quality.
Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Pricing checked 2026-08-23 via enterprise/contact.
Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.
Pricing checked 2026-08-23 via pricing.
Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
Pricing checked 2026-08-23 via pricing.
Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.
Pricing checked 2026-08-23 via pricing.
Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.
Pricing checked 2026-08-23 via pricing.
Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.
Pricing checked 2026-08-23 via pricing.
Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.
Pricing checked 2026-08-23 via homepage.
Bottom line: U.S. and Canadian households that want investment tracking inside a broader personal-finance and budgeting system.
Pricing checked 2026-08-23 via pricing.
Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.
Pricing checked 2026-08-23 via pricing.
Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.
Pricing checked 2026-08-23 via pricing.
Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Pricing checked 2026-08-05 via pricing.
Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.
Pricing checked 2026-08-23 via pricing.
Bottom line: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one product.
Pricing checked 2026-08-20 via pricing.
Bottom line: Individual investors looking for North American stock, ETF, and fund screening.
Pricing checked 2026-08-23 via pricing.
Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Pricing checked 2026-08-23 via pricing.
Bottom line: Active traders needing a lightweight journal to import trades, tag mistakes, review P&L, and compare behavior across stocks, options, futures, forex, and other supported workflows.
Pricing checked 2026-08-23 via pricing.
Bottom line: Active swing, intraday, systematic, and quantitative traders looking for automated chart analysis, scanning, alerts, strategy testing, and bots in one workspace.
Pricing checked 2026-08-23 via pricing.
Bottom line: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.
Pricing checked 2026-08-23 via homepage.
Bottom line: U.S. investors who want brokerage, trading platforms, research, tax workflows, and several asset classes in one account.
Pricing checked 2026-08-23 via pricing.
Bottom line: Professional technical analysts who need customizable RRGs, custom universes, long histories, and advanced chart controls.
Pricing checked 2026-09-05 via pricing.
Addepar is the closest drop-in replacement with overlapping coverage in Portfolio, Data Visualizations, and Tax Lots / Lot Optimization while adding Wealth Management and Advisor Operations coverage and Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets. and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform. features (workflow overlap ~67%).
Budget-conscious? Try TradingView, Portseido, Wealthfolio, Delta by eToro, Koyfin, Marketlog, Sharesight, Investing.com, Yahoo Finance, Stock Rover, GuruFocus, TradeBB, and Portfolio Performance to get started without a paid plan.
Need mobile access? Addepar, TradingView, and Portseido bring phone-ready workflows that TradeLog lacks.
Round out your stack with new coverage areas like Wealth Management, Advisor Operations, APIs & Data Feeds, and Quant.
TradeLog still leads on Wash Sale Detection, so keep it handy for those workflows.
Most shared categories across the top matches.
Categories the alternatives add beyond TradeLog.
Free options
13/20
13 picks introduce a free tier you can start with.
Mobile ready
17/20
17 alternatives bring native mobile access.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 10 tested
6 tools are flagged as analyst picks; 10 have been hands-on tested.
Avg. coverage overlap
45%
Average percentage of categories shared with the base tool.
TradeLog users most often consider Addepar, TradingView, and Portseido as their go-to alternatives.
TradingView, Portseido, Wealthfolio, Delta by eToro, Koyfin, Marketlog, Sharesight, Investing.com, Yahoo Finance, Stock Rover, GuruFocus, TradeBB, and Portfolio Performance offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Expect deep coverage across Broker Connectors, Data Visualizations, Downloadable Tax Reports, Portfolio, and Tax Lots / Lot Optimization, so you can port most TradeLog workflows without much friction.
TradeLog remains the go-to for Wash Sale Detection, which the current alternatives do not fully replicate.
Missing an alternative, or is a listing out of date? Tell me and I will look.
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.