Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Downloadable Tax Reports, and APIs & SDKs while adding Portfolio and Risk Metrics coverage and Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. and Public pricing page says 500,000+ investors track investments with Sharesight. features (category overlap ~100%).
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Wise (Interest & Stocks) Alternatives & Competitors
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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.
Looking for a Wise (Interest & Stocks) replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options16With free tiers
Avg. Overlap45%Category match
Mobile Ready11Native apps
Quick takeaways
Free tiers remain available through Sharesight, Scalable Capital, Alpha Vantage, EODHD, Revolut (Invest), Financial Modeling Prep (FMP), PortfoliosLab, Tiingo, Perplexity Finance, TipRanks, GuruFocus, Trading Economics, ETF Insider, Fiscal.ai, SEC API (sec-api.io), and SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) for side-by-side testing.
Round out your stack with new coverage areas like Portfolio, Risk Metrics, Performance Attribution, and Capital Gains Estimator.
Similarity score 778Category overlap: 100%
Shared coverage
Wealth ManagementDownloadable Tax ReportsAPIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into Portfolio, Risk Metrics, and Performance Attribution coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
Adds coverage: Portfolio, Risk Metrics, Performance Attribution, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
#2 Alternative
Similarity score 615Category overlap: 67%
Shared coverage
Wealth ManagementAPIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform., and Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15].
- Pair it with Wise (Interest & Stocks) if you still need Downloadable Tax Reports.
Adds coverage: Portfolio, Portfolio Accounting / Book of Record, Client & Investor Reporting, and Alternatives / Capital Calls & Distributions
Standout features: Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], and Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities.
Similarity score 591Category overlap: 67%
Shared coverage
Wealth ManagementDownloadable 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 2.5% annual interest on uninvested cash per current EU pricing pages; PRIME+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in 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 2.5% annual interest on uninvested cash per current EU pricing pages; PRIME+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in 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.
#4 Alternative
Similarity score 555Category overlap: 67%
Shared coverage
Wealth ManagementAPIs & SDKs
Assets: Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process..
- Pair it with Wise (Interest & Stocks) if you still need Downloadable Tax Reports.
Adds coverage: Portfolio, Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading
Standout features: End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale; 2026 updates add interval funds directly inside the UMA platform and advisor-traded sleeves for custom asset types.
Similarity score 541Category 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, Advanced Order Types, and Smart/Direct Routing coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and Client Portal includes advanced charting with technical indicators and a live news stream for specific products.
Similarity score 523Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Other
Why investors switch
- Expands into Data APIs, News, and News Sentiment coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, News, News Sentiment, and Market Sentiment
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Similarity score 519Category 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, Calendar, and News coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., and Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Calendar, News, and News Sentiment
Standout features: Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)., and Tick Data API (US equities): available in All‑In‑One, or “by request” as an additional package; dataset begins 2008‑01‑01; consumes 10 API calls/request.
Similarity score 519Category overlap: 67%
Shared coverage
Wealth ManagementDownloadable 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., Current EEA stock/ETP/bond allowance: Standard and Plus 0 commission-free orders, Premium 5, Metal and Ultra 10; extra orders are 0.10% with no minimum fee., and Selected ETP investment-plan buys can be placed commission-free, separate from general order execution fees..
- 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., Current EEA stock/ETP/bond allowance: Standard and Plus 0 commission-free orders, Premium 5, Metal and Ultra 10; extra orders are 0.10% with no minimum fee., Selected ETP investment-plan buys can be placed commission-free, separate from general order execution fees., and Bonds available in the EEA-both government and corporate-with coupon payments and maturity details shown, minimum €2 per trade.
#9 Alternative
Similarity score 515Category overlap: 67%
Shared coverage
Wealth ManagementAPIs & SDKs
Assets: Mutual Funds
Experience: Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., and Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles..
- Pair it with Wise (Interest & Stocks) if you still need Downloadable Tax Reports.
Adds coverage: Portfolio Accounting / Book of Record, Client & Investor Reporting, Householding & Multi-Entity, and Alternatives / Capital Calls & Distributions
Standout features: Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles., and Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.
Similarity score 505Category 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 Screeners, Data APIs, and News coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Data APIs, News, and Calendar
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 497Category 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 Portfolio, Watchlist, and Backtesting coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Portfolio, Watchlist, Backtesting, and Correlation
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 497Category 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 493Category 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, Watchlist, and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Watchlist, Data Visualizations, and News
Standout features: Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news., and Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
Similarity score 493Category 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 Stock Ideas, Top Analysts, and Screeners coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 489Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Other
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 479Category 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 GDP, Inflation Rates, and Unemployment Rates coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., and API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: GDP, Inflation Rates, Unemployment Rates, and Interest Rates
Standout features: Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header., and API limits: general limit of 1 request/second; historical endpoints capped at 10,000 rows and economic calendar endpoints capped at 1,000 rows per call.
Similarity score 477Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Other
Why investors switch
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 459Category 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 Stock Ideas, Screeners, and Stock Comparison coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 459Category 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.
#20 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 459Category 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 Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×18Wealth Management×6Downloadable Tax Reports×3
New angles introduced
Categories the alternatives add beyond Wise (Interest & Stocks).
Data APIs+18News+12Portfolio+12Insider Data+9Screeners+9Calendar+8Dividends+8IPO+8
Access & Pricing
Free options
16/20
16 of 20 alternatives keep a free tier for trials.
Mobile ready
11/20
11 matches support mobile alongside Wise (Interest & Stocks).
API availability
18/20
18 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 12 tested
9 tools are flagged as analyst picks; 12 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, Addepar, and Scalable Capital as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, Scalable Capital, Alpha Vantage, EODHD, Revolut (Invest), Financial Modeling Prep (FMP), PortfoliosLab, Tiingo, Perplexity Finance, TipRanks, GuruFocus, Trading Economics, ETF Insider, Fiscal.ai, SEC API (sec-api.io), and SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) 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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.