VOL. XCIV, NO. 247

Wise (Interest & Stocks) Alternatives & Competitors

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Replacement verdicts

Alternatives to Wise (Interest & Stocks)

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Wise (Interest & Stocks) competitor is worth testing first.

Looking for a Wise (Interest & Stocks) 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.

Visit Wise (Interest & Stocks)Free alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Sharesight

Closest replacement

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Sharesight best matches the base workflow on long-term portfolio tracking, portfolio tracking, and API and market data.
Sharesight keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Details Compare

Scalable Capital

Best workflow fit

Best for: European investors comparing low-cost broker plans for stocks, ETFs, funds, bonds, crypto ETPs, derivatives, and savings plans.

Scalable Capital best matches the base workflow on brokerage trading, portfolio tracking, and market monitoring.
Scalable Capital shares Free pricing with the base tool.

Watch for: Region-limited broker: Coverage is focused on supported European countries and local regulatory/product availability.

Compare Scalable costs

Details Compare

Interactive Brokers (IBKR)

Quality-checked pick

Best for: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Interactive Brokers (IBKR) best matches the base workflow on brokerage trading, portfolio tracking, and market monitoring.
Interactive Brokers (IBKR) shares Free pricing with the base tool.

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.

Open IBKR account

Details Compare

Charles Schwab

Strong runner-up

Best for: U.S. investors who want brokerage, trading platforms, research, tax workflows, and several asset classes in one account.

Charles Schwab best matches the base workflow on brokerage trading, portfolio tracking, and market monitoring.
Charles Schwab shares Free pricing with the base tool.

Watch for: Advanced products need approval: Options, futures, forex, margin, and crypto access have separate approval, risk, and eligibility requirements.

Open Schwab account

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Our ranked order by workflow overlap and quality.

1

Closest replacement

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

Wealth Management
Downloadable Tax Reports
APIs & Data Feeds

Gain

Portfolio
Risk Metrics
Performance Attribution
Capital Gains Estimator

Lose

Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.
Stocks includes a Wise service fee and fund manager fee. Annual totals are 0.60% in the UK and EEA, 0.712% in Singapore, and 0.32% in the United States.
Availability, access speed (instant vs non-instant), and Balances vs Jars investing differ by country.

Watch out

Avoid as a full replacement if you rely on brokerage trading and market monitoring.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Price: Wise (Interest & Stocks)Free
SharesightFree • Paid plans available
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Try Sharesight Compare

Full review and details

2

Best workflow fit

Scalable Capital

Bottom line: European investors comparing low-cost broker plans for stocks, ETFs, funds, bonds, crypto ETPs, derivatives, and savings plans.

Keep

Wealth Management
Downloadable Tax Reports

Gain

Brokerage
Portfolio
Watchlist
FREE costs €0 per month and PRIME+ costs €4.99. Through August 31, 2026, eligible EIX and gettex trades cost €0.99 on FREE and €0 on PRIME+ above €250. From September 1, gettex trades will cost €1.99 on both plans. Xetra currently costs €1.99. Savings plan executions are free.

Lose

APIs & Data Feeds
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.
Stocks includes a Wise service fee and fund manager fee. Annual totals are 0.60% in the UK and EEA, 0.712% in Singapore, and 0.32% in the United States.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking.
Free-plan limits: Signup required, Brokerage use requires an eligible Scalable account, and FREE and PRIME+ plans have different order-fee rules.
Region-limited broker: Coverage is focused on supported European countries and local regulatory/product availability.

Price: Wise (Interest & Stocks)Free
Scalable CapitalTransaction-priced · Fees vary by offer and jurisdiction
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Scalable costs Compare

Full review and details

3

Quality-checked pick

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

APIs & Data Feeds

Gain

Brokerage
Advanced Order Types
Smart/Direct Routing
Paper Trading

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking.
Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product, and Real-time market data and Level II data generally require subscriptions.
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.

Price: Wise (Interest & Stocks)Free
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR account Compare

Full review and details

4

Charles SchwabPartial replacementTransaction-priced · Fees vary by offer and jurisdictionPaid only

4

Partial replacement

Charles Schwab

Bottom line: U.S. investors who want brokerage, trading platforms, research, tax workflows, and several asset classes in one account.

Keep

APIs & Data Feeds

Gain

Brokerage
Portfolio
Watchlist
Options

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking.
Free-plan limits: Signup required, Brokerage use requires an approved Schwab account, and Options, futures, forex, margin, and API workflows require separate approval or authorization.
Advanced products need approval: Options, futures, forex, margin, and crypto access have separate approval, risk, and eligibility requirements.

Price: Wise (Interest & Stocks)Free
Charles SchwabTransaction-priced · Fees vary by offer and jurisdiction
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open Schwab account Compare

Full review and details

5

AddeparPartial replacementContact for pricingPaid only

5

Partial replacement

Addepar

Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.

Keep

Wealth Management
APIs & Data Feeds

Gain

Portfolio
Advisor Operations
Data Visualizations
Tax Lots / Lot Optimization

Lose

Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.
Stocks includes a Wise service fee and fund manager fee. Annual totals are 0.60% in the UK and EEA, 0.712% in Singapore, and 0.32% in the United States.

Watch out

Avoid as a full replacement if you rely on brokerage trading and market monitoring.
Free-plan limits: No public self-serve pricing, Subscription access requires a sales process, and Commercial scope depends on assets, modules, integrations, data feeds, and implementation requirements.
Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.

Price: Wise (Interest & Stocks)Free
AddeparContact for pricing
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Request Addepar demo Compare

Full review and details

6

Perplexity FinancePartial replacementFree • From $20/moFree, no signup

6

Partial replacement

Perplexity Finance

Analyst pickTested by us

Bottom line: Users looking for cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Keep

APIs & Data Feeds

Gain

Screeners
Watchlist
Data Visualizations
News

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Free-plan limits: Free consumer plan includes limited Pro searches, Pro is listed locally at $20/month and Max at $200/month for consumer access, and Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.

Price: Wise (Interest & Stocks)Free
Perplexity FinanceFree • From $20/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open Perplexity Finance Compare

Full review and details

7

TipRanksPartial replacementFree • From $29.95/moFree with signup

7

Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

APIs & Data Feeds

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
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.

Price: Wise (Interest & Stocks)Free
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

8

Quiver QuantitativePartial replacementFree • From $25/moFree, no signup

8

Partial replacement

Quiver Quantitative

Tested by us

Bottom line: Investors looking for alternative data around Congress trades, insider activity, lobbying, government contracts, patents, app data, and institutional holdings.

Keep

APIs & Data Feeds

Gain

Screeners
Watchlist
Backtesting
US Government Trades

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Free-plan limits: Advanced screeners, alerts, dashboards, backtests, and exports require Premium, API access starts at a paid plan and has dataset tier restrictions, and Commercial API use requires a custom plan.
U.S.-centric alternative data: Most flagship datasets are tied to U.S. disclosures, politics, institutions, or companies.

Price: Wise (Interest & Stocks)Free
Quiver QuantitativeFree • From $25/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Quiver API Compare

Full review and details

9

Office of Financial Research (U.S. Treasury)Partial replacementFreeFree, no signup

9

Partial replacement

Office of Financial Research (U.S. Treasury)

Bottom line: Macro, risk, and policy researchers needing free official U.S. financial-stability monitors and downloadable data.

Keep

APIs & Data Feeds

Gain

Macro Data
Yield Curves
Data Visualizations
Scores

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Free-plan limits: Free public U.S. Treasury source, STFM and HFM APIs are public and do not require a paid key, and Data availability and lags vary by monitor.
Systemic-risk scope: OFR covers financial-stability indicators, not broad market data, equity research, or trading.

Price: Wise (Interest & Stocks)Free
Office of Financial Research (U.S. Treasury)Free
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open OFR monitors Compare

Full review and details

10

Envestnet Wealth Management PlatformPartial replacementContact for pricingPaid only

10

Partial replacement

Envestnet Wealth Management Platform

Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.

Keep

Wealth Management
APIs & Data Feeds

Gain

Portfolio
Advisor Operations
Webhooks
Broker Connectors

Lose

Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.
Stocks includes a Wise service fee and fund manager fee. Annual totals are 0.60% in the UK and EEA, 0.712% in Singapore, and 0.32% in the United States.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final scope depends on platform modules, data/API needs, and firm implementation requirements.
Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.

Price: Wise (Interest & Stocks)Free
Envestnet Wealth Management PlatformContact for pricing
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Explore Envestnet platform Compare

Full review and details

11

Revolut (Invest)Partial replacementTransaction-priced · Fees vary by offer and jurisdictionPaid only

11

Partial replacement

Revolut (Invest)

Analyst pickTested by us

Bottom line: Revolut customers who want investing inside the same money app.

Keep

Wealth Management
Downloadable Tax Reports

Gain

Brokerage
Portfolio
Watchlist
Alerts

Lose

APIs & Data Feeds
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.
Stocks includes a Wise service fee and fund manager fee. Annual totals are 0.60% in the UK and EEA, 0.712% in Singapore, and 0.32% in the United States.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking and API and market data.
Free-plan limits: Signup required, Investing requires eligible Revolut account and country availability, and Commission-free order allowances vary by plan.
Fees depend on region and plan: Commission-free order allowances, execution commissions, Trading Pro pricing, crypto, commodities, and robo-advisor availability vary by entity and country.

Price: Wise (Interest & Stocks)Free
Revolut (Invest)Transaction-priced · Fees vary by offer and jurisdiction
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open Revolut Invest Compare

Full review and details

12

ORTEXPartial replacementFree • From $39/moFree with signup

12

Partial replacement

ORTEX

Tested by us

Bottom line: Active traders and analysts tracking short interest, securities lending, options flow, insider trades, stock scores, and trading signals.

Keep

APIs & Data Feeds

Gain

Short Interest
Insider Data
Quant
Data Visualizations

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: Signup required, Free account has limited access, and The free account needs no credit card.
Best data is paid: Free accounts have limited access. Basic, Advanced, and API tiers unlock deeper datasets and workflow capacity.

Price: Wise (Interest & Stocks)Free
ORTEXFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View ORTEX pricing Compare

Full review and details

13

Trading EconomicsPartial replacementFree • From $22/moFree, no signup

13

Partial replacement

Trading Economics

Tested by us

Bottom line: Developers and analysts needing macro indicators, economic calendar data, markets data, forecasts, financials, Excel/Sheets integrations, and API/WebSocket delivery.

Keep

APIs & Data Feeds

Gain

Macro Data
Calendar
Alerts
News

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: API pricing page lists Standard at $149/month billed yearly, API pricing page lists Professional at $299/month billed yearly, and Enterprise is contact-sales/customized; guest credentials provide limited sample access.
Real API use is paid: Guest credentials are limited/sample access. Standard and Professional API plans are billed yearly.

Price: Wise (Interest & Stocks)Free
Trading EconomicsFree • From $22/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Trading Economics API Compare

Full review and details

14

FinancialJuicePartial replacementFree • From $69/qtrFree with signup

14

Partial replacement

FinancialJuice

Bottom line: Day traders and macro-sensitive investors needing live voice squawk, real-time headlines, economic calendar context, event triggers, and news-desk chat.

Keep

APIs & Data Feeds

Gain

News
Alerts
Calendar
Macro Data

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: Signup required, The current purchase flow lists Pro at a promotional $69/quarter and Elite at $99/quarter, and Both quarterly offers are described as three months for the price of one for the life of the subscription.
News speed, not deep analytics: FinancialJuice is a squawk and news feed, not a valuation, portfolio analytics, or options-modeling platform.

Price: Wise (Interest & Stocks)Free
FinancialJuiceFree • From $69/qtr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare FinancialJuice Pro Compare

Full review and details

15

MarketInOutPartial replacementFree • From $359Free with signup

15

Partial replacement

MarketInOut

Bottom line: Traders who need formula-driven screening, backtesting, historical screens, alerts, and multi-market filters.

Keep

APIs & Data Feeds

Gain

Screeners
Backtesting
Watchlist
Portfolio

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Free-plan limits: Signup required, Signup page lists 6-month membership at $159, 1-year at $259, and 2-year at $359; prices exclude VAT, and FAQ says monthly subscriptions are not supported and payments are non-recurring.
Free access is limited: The free tier shows partial screener results and limits the Backtester to the current year. A 7-day trial is available only by request.

Price: Wise (Interest & Stocks)Free
MarketInOutFree • From $359
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare MarketInOut membership Compare

Full review and details

16

MyInvestorPartial replacementTransaction-priced · Fees vary by offer and jurisdictionPaid only

16

Partial replacement

MyInvestor

Bottom line: Spanish residents who want a domestic bank and self-directed stock and ETF trading in one app.

Keep

Wealth Management
Downloadable Tax Reports

Gain

Brokerage
Portfolio
Stocks cost 0.12% per trade with a €3 minimum and €25 maximum; ETFs use the same percentage with a €1 minimum.
Standard FX conversion is 0.30%, including foreign-currency dividend conversion.

Lose

APIs & Data Feeds
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.
Stocks includes a Wise service fee and fund manager fee. Annual totals are 0.60% in the UK and EEA, 0.712% in Singapore, and 0.32% in the United States.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking, market monitoring, and API and market data.
Free-plan limits: Signup required, An approved MyInvestor bank account and identity checks are required, and Stock and ETF trades use percentage fees with minimums and external venue charges.
Conditional access outside Spain: Foreign nationals must live in Spain. EU residence is supported for Spanish nationals, but the current account page conflicts on whether UK residents also qualify.

Price: Wise (Interest & Stocks)Free
MyInvestorTransaction-priced · Fees vary by offer and jurisdiction
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open MyInvestor Compare

Full review and details

17

okamaPartial replacementFreeFree, no signup

17

Partial replacement

okama

Tested by us

Bottom line: Technical users who want a free, open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.

Keep

APIs & Data Feeds

Gain

Quant
Data Visualizations
Portfolio
Correlation

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators and Public documentation currently describes okama 2.3.0.
Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.

Price: Wise (Interest & Stocks)Free
okamaFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Explore okama documentation Compare

Full review and details

18

Vanguard BrokeragePartial replacementTransaction-priced · Fees vary by offer and jurisdictionPaid only

18

Partial replacement

Vanguard Brokerage

Bottom line: U.S. long-term investors who center portfolios on Vanguard mutual funds and ETFs.

Keep

Downloadable Tax Reports

Gain

Brokerage
Portfolio
Watchlist
Online stocks and ETFs trade at $0 commission; standard options cost $1 per contract.

Lose

Wealth Management
APIs & Data Feeds
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking and market monitoring.
Free-plan limits: Signup required, New accounts require eligible U.S. status, address, and identity details, and Options, margin and specialized registrations require approval or separate rules.
Fractional scope is narrow: Dollar-based ETF trading is documented for Vanguard ETFs, not generalized to non-Vanguard stocks and ETFs.

Price: Wise (Interest & Stocks)Free
Vanguard BrokerageTransaction-priced · Fees vary by offer and jurisdiction
Free tier: Paid only
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open Vanguard Compare

Full review and details

19

SEC.gov (EDGAR)Partial replacementFreeFree, no signup

19

Partial replacement

SEC.gov (EDGAR)

Analyst pickTested by us

Bottom line: Anyone needing the official free source for U.S. public-company filings, fund filings, insider forms, 13F reports, XBRL company facts, and bulk EDGAR archives.

Keep

APIs & Data Feeds

Gain

Official Sources
Regulatory Filings Monitoring
Improved Filings
Insider Data

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and options and trading workflows.
Free-plan limits: SEC EDGAR APIs are free and require no API key for public investor/research endpoints, SEC fair-access guidance states a current maximum access rate of 10 requests/second, and A declared User-Agent is required for automated access.
Fair-access limits: Automated users must declare a User-Agent and stay within the current 10 requests/second access limit.

Price: Wise (Interest & Stocks)Free
SEC.gov (EDGAR)Free
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open SEC EDGAR APIs Compare

Full review and details

20

PortfoliosLabPartial replacementFree • From $8.33/moFree with signup

20

Partial replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

APIs & Data Feeds

Gain

Portfolio
Watchlist
Backtesting
Correlation

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
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.

Price: Wise (Interest & Stocks)Free
PortfoliosLabFree • From $8.33/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLab Compare

Full review and details

What This Shortlist Tells You

Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Downloadable Tax Reports, and APIs & Data Feeds while adding Portfolio and Risk Metrics coverage and Portfolio and dividend tracking for more than 700,000 stocks, ETFs, and funds across more than 60 markets, plus cash, crypto, property, and custom investments. and Sharesight reports more than 600,000 investors and 200 software, broker, and partner integrations. features (workflow overlap ~100%).

Free tiers remain available through Sharesight, Perplexity Finance, TipRanks, Quiver Quantitative, Office of Financial Research (U.S. Treasury), ORTEX, Trading Economics, FinancialJuice, MarketInOut, okama, SEC.gov (EDGAR), and PortfoliosLab for side-by-side testing.

Round out your stack with new coverage areas like Portfolio, Risk Metrics, Performance Attribution, and Capital Gains Estimator.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

APIs & Data Feeds×16Wealth Management×6Downloadable Tax Reports×5

New angles introduced

Categories the alternatives add beyond Wise (Interest & Stocks).

Portfolio+13Watchlist+10Alerts+9News+9Screeners+8Data Visualizations+7Brokerage+6Calendar+6

Access & Pricing

Free options

12/20

12 of 20 alternatives keep a free tier for trials.

Mobile ready

15/20

15 matches support mobile alongside Wise (Interest & Stocks).

API availability

15/20

15 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

5 starred / 9 tested

5 tools are flagged as analyst picks; 9 have been hands-on tested.

Avg. coverage overlap

45%

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 (IBKR) as their go-to alternatives.

Which alternatives keep a free tier?

Sharesight, Perplexity Finance, TipRanks, Quiver Quantitative, Office of Financial Research (U.S. Treasury), ORTEX, Trading Economics, FinancialJuice, MarketInOut, okama, SEC.gov (EDGAR), and PortfoliosLab 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 & Data Feeds, Downloadable Tax Reports, and Wealth Management, so you can port most Wise (Interest & Stocks) workflows without much friction.

Keep Exploring

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Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

Live AnalyticsSee what users are clicking, searching, and voting for across the site.

Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

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.