Sharesight is the closest drop-in replacement with overlapping coverage in Downloadable Tax Reports and APIs & SDKs while adding Portfolio and Watchlist coverage and Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view. and Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD. features (category overlap ~67%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Programmatic picks
Alternatives to Wise (Interest & Stocks)
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Wise (Interest & Stocks) against peers before committing to a long-term plan.
Quick takeaways
Free tiers remain available through Sharesight, Scalable Capital, EODHD (EOD Historical Data), Financial Modeling Prep (FMP), Revolut (Invest), Alpha Vantage, Tiingo, Visualping, GuruFocus, FRED (Federal Reserve Economic Data), ETF Insider, Ghostfolio, SEC API (sec-api.io), Autochartist, ECB Data Portal, Federal Reserve Bank of New York — Data & Statistics, Office of Financial Research (U.S. Treasury), OpenBB, and QuantConnect for side-by-side testing.
Round out your stack with new coverage areas like Portfolio, Watchlist, Performance Attribution, and Risk Metrics (VaR/ES/Drawdown).
Similarity score 685
Category overlap: 67%Shared coverage
Downloadable Tax Reports
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Performance Attribution coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management.
Adds coverage: Portfolio, Watchlist, Performance Attribution, and Risk Metrics (VaR/ES/Drawdown)
Standout features: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions., and Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Similarity score 591
Category overlap: 67%Shared coverage
Wealth Management
Downloadable Tax Reports
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Brokerage, Portfolio, and Watchlist coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds., and Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+..
- Pair it with Wise (Interest & Stocks) if you still need APIs & SDKs.
Adds coverage: Brokerage, Portfolio, and Watchlist
Standout features: Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds., Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+., and Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1.
Similarity score 541
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Other
Why investors switch
- Expands into Brokerage, Paper Trading, and Advanced Order Types coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Brokerage, Paper Trading, Advanced Order Types, and Smart/Direct Routing
Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
Similarity score 519
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, News, and News Sentiment coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., and Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, News, News Sentiment, and Analyst Forecasts
Standout features: End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries., and Real-time WebSocket streaming (<50 ms latency) for US equities, forex, and crypto, with up to 50 simultaneous tickers and pre/post-market support.
Similarity score 519
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Financials, and ETF Holdings coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Tiered access: Starter (U.S.), Premium (adds UK/Canada and up to 30 years of history), Ultimate (global markets, transcripts, ETFs, mutual funds, 13F data, one-minute intraday, bulk/batch delivery)., REST APIs secured with API keys; calls made by appending the key to endpoints., and WebSocket streaming for real-time equities, forex, and crypto feeds..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Financials, ETF Holdings, and 13F
Standout features: Tiered access: Starter (U.S.), Premium (adds UK/Canada and up to 30 years of history), Ultimate (global markets, transcripts, ETFs, mutual funds, 13F data, one-minute intraday, bulk/batch delivery)., REST APIs secured with API keys; calls made by appending the key to endpoints., WebSocket streaming for real-time equities, forex, and crypto feeds., and Historical and intraday chart data with resolutions from one minute to four hours, including dividend-adjusted series.
Similarity score 519
Category overlap: 67%Shared coverage
Wealth Management
Downloadable Tax Reports
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Brokerage, Portfolio, and Watchlist coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., and Recurring ETF investment plans let users automate contributions commission-free (within plan limits)..
- Pair it with Wise (Interest & Stocks) if you still need APIs & SDKs.
Adds coverage: Brokerage, Portfolio, Watchlist, and Alerts
Standout features: Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., Recurring ETF investment plans let users automate contributions commission-free (within plan limits)., and Bonds available in the EEA—both government and corporate—with coupon payments and maturity details shown, minimum €2 per trade.
Similarity score 505
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, News, and News Sentiment coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Equity time series for global stocks (intraday down to 1-minute, plus daily/weekly/monthly) with 20+ years of history, including pre- and post-market support and adjustment toggles for splits and dividends., US options coverage with real-time and historical data spanning over 15 years, including optional greeks and implied volatility outputs in JSON or CSV., and Fundamentals and corporate actions such as company overviews, financials, dividends, splits, plus ETF profiles and holdings..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, News, News Sentiment, and Calendar
Standout features: Equity time series for global stocks (intraday down to 1-minute, plus daily/weekly/monthly) with 20+ years of history, including pre- and post-market support and adjustment toggles for splits and dividends., US options coverage with real-time and historical data spanning over 15 years, including optional greeks and implied volatility outputs in JSON or CSV., Fundamentals and corporate actions such as company overviews, financials, dividends, splits, plus ETF profiles and holdings., and Corporate calendars: earnings announcements, IPO schedules, listings, and delisting status.
Similarity score 497
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, News, and Dividends coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include End-of-day (EOD) price API with proprietary error-checking and broad historical coverage., Coverage spans 65,000+ US stocks, ETFs, mutual funds, ADRs, plus Chinese equities with 50+ years of history., and Corporate actions API for dividends and splits, including both historical and announced events..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, News, Dividends, and Splits
Standout features: End-of-day (EOD) price API with proprietary error-checking and broad historical coverage., Coverage spans 65,000+ US stocks, ETFs, mutual funds, ADRs, plus Chinese equities with 50+ years of history., Corporate actions API for dividends and splits, including both historical and announced events., and IEX real-time equity feed with tick-level data via REST and WebSocket.
Similarity score 497
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Alerts, News, and Regulatory Filings Monitoring coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track., Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames., and Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Alerts, News, Regulatory Filings Monitoring, and Webhooks
Standout features: Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track., Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames., Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions)., and AI ‘Important Alerts’ to flag/summarize only relevant changes; premium Visual Analyzer for image‑change intelligence (Solutions tier).
Similarity score 493
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Portfolio
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 471
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Calendar, and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Access to over 840,000 time series from more than 100 official and third-party sources, all browsable and downloadable online., Official REST API covering both FRED and ALFRED, with endpoints for categories, releases, series, and sources., and Flexible output formats including JSON, XML, Excel, and CSV for easy integration..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Calendar, Data Visualizations, and Inflation Rates
Standout features: Access to over 840,000 time series from more than 100 official and third-party sources, all browsable and downloadable online., Official REST API covering both FRED and ALFRED, with endpoints for categories, releases, series, and sources., Flexible output formats including JSON, XML, Excel, and CSV for easy integration., and ALFRED (the archival database) provides point-in-time vintages, letting you track historical revisions exactly as they were published.
Similarity score 459
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Factors
Standout features: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., and ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Similarity score 459
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into Portfolio and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app., Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes., and Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Portfolio and Data Visualizations
Standout features: Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app., Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes., Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid., and Public REST API with bearer-token authentication for importing activities, duplicate detection, and publishing public portfolio endpoints. Data sources include Yahoo Finance and CoinGecko, alongside manual inputs.
Similarity score 459
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Regulatory Filings Monitoring, and Insider Data coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN)., and Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Regulatory Filings Monitoring, Insider Data, and 13F
Standout features: Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN)., Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares., and Historical coverage back to 1993 with support for all 400+ EDGAR form types; new filings made available within ~300 ms of posting.
Similarity score 443
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Screeners, Data Visualizations, and Alerts coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Automated market scanner that detects chart patterns, Fibonacci setups, and key levels, with filters for quality, breakout type, and length., MetaTrader 4/5 plugin with an embedded market scanner and in-terminal risk calculator., and Risk Calculator helps with position sizing by combining stop-loss levels with user-defined risk percentages..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Data Visualizations, Alerts, and News Sentiment
Standout features: Automated market scanner that detects chart patterns, Fibonacci setups, and key levels, with filters for quality, breakout type, and length., MetaTrader 4/5 plugin with an embedded market scanner and in-terminal risk calculator., Risk Calculator helps with position sizing by combining stop-loss levels with user-defined risk percentages., and Volatility analysis forecasts expected trading ranges for the next 1h, 4h, and 24h across stocks, forex, crypto, and commodities.
Similarity score 437
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Central Bank Watcher, and Inflation Rates coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Open SDMX 2.1 REST API with discovery & retrieval modes; single entry point at data-api.ecb.europa.eu/service/ and rich query parameters (e.g., startPeriod/endPeriod, updatedAfter, includeHistory, detail, firstNObservations/lastNObservations)., Format flexibility via content negotiation and the `format` query param: SDMX‑JSON, CSV, and SDMX‑ML (structure‑specific and generic)., and Interactive portal with export of data (CSV, XLS long/wide, SDMX) and export of visuals (PNG, PDF, PowerPoint)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Central Bank Watcher, Inflation Rates, and Interest Rates
Standout features: Open SDMX 2.1 REST API with discovery & retrieval modes; single entry point at data-api.ecb.europa.eu/service/ and rich query parameters (e.g., startPeriod/endPeriod, updatedAfter, includeHistory, detail, firstNObservations/lastNObservations)., Format flexibility via content negotiation and the `format` query param: SDMX‑JSON, CSV, and SDMX‑ML (structure‑specific and generic)., Interactive portal with export of data (CSV, XLS long/wide, SDMX) and export of visuals (PNG, PDF, PowerPoint)., and Comprehensive euro‑area macro & markets coverage: HICP inflation, key & market interest rates, exchange rates (reference rates), GDP and labor indicators, plus euro‑area yield curves (spot/forward/par).
Similarity score 437
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Central Bank Watcher, and Interest Rates coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics)., Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times., and SOFR Averages (30/90/180‑day) & SOFR Index (index = 1.00000000 on April 2, 2018) with methodology notes..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Central Bank Watcher, Interest Rates, and Yield Curves
Standout features: Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics)., Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times., SOFR Averages (30/90/180‑day) & SOFR Index (index = 1.00000000 on April 2, 2018) with methodology notes., and Primary Dealer Statistics: weekly time series (positions, transactions, financing, fails) back to Jan 28, 1998; updated Thursdays ~4:15 p.m. ET; exportable for automated use.
Similarity score 437
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Interest Rates, and Yield Curves coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Interest Rates, Yield Curves, and Data Visualizations
Standout features: Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics., and OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
Similarity score 437
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Sheets / Excel Add-ins, Custom Dashboards, and Data APIs coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Sheets / Excel Add-ins, Custom Dashboards, Data APIs, and News
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 437
Category overlap: 33%Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Quant, Backtesting, and Paper Trading coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., and Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Quant, Backtesting, Paper Trading, and Auto-Trading & Bots
Standout features: Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX., and Robust options support with Greeks, implied volatility, and helpers for building multi-leg strategies such as iron condors.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×18
Downloadable Tax Reports×3
Wealth Management×2
New angles introduced
Categories the alternatives add beyond Wise (Interest & Stocks).
Data APIs+11
Interest Rates+8
News+8
Data Visualizations+7
Inflation Rates+7
Portfolio+7
Calendar+6
GDP+6
Access & Pricing
Free options
19/20
19 of 20 alternatives keep a free tier for trials.
Mobile ready
8/20
8 matches support mobile alongside Wise (Interest & Stocks).
API availability
17/20
17 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 8 tested
7 tools are flagged as analyst picks; 8 have been hands-on tested.
Avg. coverage overlap
38%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Wise (Interest & Stocks)?
Wise (Interest & Stocks) users most often consider Sharesight, Scalable Capital, and Interactive Brokers as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, Scalable Capital, EODHD (EOD Historical Data), Financial Modeling Prep (FMP), Revolut (Invest), Alpha Vantage, Tiingo, Visualping, GuruFocus, FRED (Federal Reserve Economic Data), ETF Insider, Ghostfolio, SEC API (sec-api.io), Autochartist, ECB Data Portal, Federal Reserve Bank of New York — Data & Statistics, Office of Financial Research (U.S. Treasury), OpenBB, and QuantConnect offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Wise (Interest & Stocks) alternatives cover?
Expect deep coverage across APIs & SDKs, Downloadable Tax Reports, and Wealth Management, so you can port most Wise (Interest & Stocks) 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!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred 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.