Wise (Interest & Stocks) Alternatives & Competitors

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Replacement verdicts

Wise (Interest & Stocks) logo

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.

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Sharesight logo

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 also has a free plan, so you can try it without paying. Free-plan limits: Signup required. 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.

Interactive Brokers (IBKR) logo

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 portfolio tracking, API and market data, and options and trading workflows.
  • 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.

Addepar logo

Addepar

Strong runner-up

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

  • Addepar best matches the base workflow on long-term portfolio tracking, portfolio tracking, and API and market data.
  • Addepar does not appear to keep a permanent free tier, so budget-sensitive users should verify the plan before switching.

Watch for: Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.

Scalable Capital logo

Scalable Capital

Strong runner-up

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 portfolio tracking, API and market data, and options and trading workflows.
  • 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.

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Sharesight logo
Closest replacement

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

  • Currencies coverage

Watch out

  • Useful when you want to add portfolio analytics, dividend analysis, and advisor client reporting instead of mirroring the current workflow.
  • Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings. Starter is €9.33 per month or €7 per month billed annually; Standard is €22.67 or €17; Premium is €30.67 or €23, including VAT.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Cost
Free with signup

Free • Paid plans available

2
Addepar logo
Partial replacement

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
  • Free tier

Watch out

  • Useful when you want to add advisor client reporting, portfolio analytics, and broker-connected trading instead of mirroring the current workflow.
  • Free-plan limits: No public self-serve pricing. Subscription access requires a sales process. 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.
Cost
Paid only

Contact for pricing

3
Scalable Capital logo
Partial replacement

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

Lose

  • APIs & Data Feeds
  • Currencies coverage
  • API access
  • Free tier

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. FREE and PRIME+ plans have different order-fee rules.
  • Region-limited broker: Coverage is focused on supported European countries and local regulatory/product availability.
Cost
Paid only

Transaction-priced · Fees vary by offer and jurisdiction

4
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Quality-checked pick
4
Interactive Brokers (IBKR) logo
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
  • Free tier

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. 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.
Cost
Paid only

Transaction-priced · Fees vary by offer and jurisdiction

5
Perplexity Finance logo
Perplexity FinancePartial replacement
5
Perplexity Finance logo
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
  • Currencies coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Free consumer plan includes 3 Pro searches per day. Pro is listed locally at $20/month and Max at $200/month for consumer access. 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.
Cost
Free, no signup

$20/moto go paid

Wise (Interest & Stocks) has no paid plan

6
TipRanks logo
TipRanksPartial replacement
6
TipRanks logo
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
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month. 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.
Cost
Free with signup

Free • Contact for pricing

7
Charles Schwab logo
Charles SchwabPartial replacement
7
Charles Schwab logo
Partial replacement

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
  • Free tier

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. 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.
Cost
Paid only

Transaction-priced · Fees vary by offer and jurisdiction

8
Quiver Quantitative logo
Quiver QuantitativePartial replacement
8
Quiver Quantitative logo
Partial replacement

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
  • Currencies coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Advanced screeners, alerts, dashboards, backtests, and exports require Premium. API access starts at a paid plan and has dataset tier restrictions. Startup API includes commercial rights for companies under $1 million in annual revenue; larger organizations must contact sales.
  • U.S.-centric alternative data: Most flagship datasets are tied to U.S. disclosures, politics, institutions, or companies.
Cost
Free, no signup

$25/moto go paid

Wise (Interest & Stocks) has no paid plan

9
Envestnet Wealth Management Platform logo
Envestnet Wealth Management PlatformPartial replacement
9

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
  • Currencies coverage
  • Free tier

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: No public self-serve pricing. Commercial access requires sales engagement. 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.
10
Office of Financial Research (U.S. Treasury) logo
Office of Financial Research (U.S. Treasury)Partial replacement
10

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
  • Currencies coverage
  • Mobile access

Watch out

  • Avoid as a full replacement if you rely on 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. Data availability and lags vary by monitor.
  • Systemic-risk scope: OFR covers financial-stability indicators, not broad market data, equity research, or trading.
Cost
Free, no signup

Free onlyno paid tier

11
okama logo
okamaPartial replacement
11
okama logo
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
  • Mobile access

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and options and trading workflows.
  • Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. 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.
Cost
Free, no signup

Free onlyno paid tier

12
PortfoliosLab logo
PortfoliosLabPartial replacement
12
PortfoliosLab logo
Partial replacement

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
  • Mobile access

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and options and trading workflows.
  • Free-plan limits: Signup required. Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history. 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.
Cost
Free with signup

$8.33/moto go paid, billed yearly

Wise (Interest & Stocks) has no paid plan

13
SMARTBROKER+ logo
SMARTBROKER+Partial replacement
13
SMARTBROKER+ logo
Partial replacement

Bottom line: Eligible European residents who want a depot without custody fees and with low-cost gettex execution.

Keep

  • Downloadable Tax Reports

Gain

  • Brokerage
  • Portfolio
  • Watchlist

Lose

  • Wealth Management
  • APIs & Data Feeds
  • Currencies coverage
  • Free tier

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Signup required. An approved depot and app-based identity verification are required. €0 execution is conditional on gettex, premium-partner eligibility and €500 order value.
  • Nine-country eligibility: New accounts are limited to residents of nine named European countries and exclude people subject to U.S. tax.
Cost
Paid only

Transaction-priced · Fees vary by offer and jurisdiction

14
GuruFocus logo
GuruFocusPartial replacement
14
GuruFocus logo
Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Wealth Management
  • Downloadable Tax Reports
  • Currencies coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and advisor and client reporting.
  • Free-plan limits: Signup required. A free account has limited access. Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Cost
Free with signup

$45.75/moto go paid, billed yearly

Wise (Interest & Stocks) has no paid plan

15
Danelfin logo
DanelfinPartial replacement
15
Danelfin logo
Partial replacement

Danelfin

Tested by us

Bottom line: Investors who want stock and ETF scores as an idea-ranking and portfolio-monitoring input.

Keep

  • APIs & Data Feeds

Gain

  • Stock Ideas
  • Screeners
  • Portfolio
  • Watchlist

Lose

  • Wealth Management
  • Downloadable Tax Reports
  • Mutual Funds coverage
  • Currencies coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Signup required. Free web and API tiers are available but limited. Paid web plans offer a 14-day trial that requires a valid payment method and converts unless canceled; the Free plan needs no card.
  • Scores are end-of-day: Scores use the previous market day and update daily except Sundays and Mondays. They are not intraday signals.
Cost
Free with signup

$22/moto go paid, billed yearly

Wise (Interest & Stocks) has no paid plan

16
ORTEX logo
ORTEXPartial replacement
16
ORTEX logo
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
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and advisor and client reporting.
  • Free-plan limits: Signup required. Free account has limited access. 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.
Cost
Free with signup

$39/moto go paid

Wise (Interest & Stocks) has no paid plan

17
Trading Economics logo
Trading EconomicsPartial replacement
17
Trading Economics logo
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
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and advisor and client reporting.
  • Free-plan limits: API pricing page lists Standard at $199/month or $149/month equivalent billed yearly. API pricing page lists Professional at $399/month or $299/month equivalent billed yearly. Paid one-week trials are nonrefundable, auto-renew unless canceled, and allow 100 requests or 100,000 data points.
  • Real API use is paid: Guest credentials are limited/sample access. API plans offer monthly, quarterly, and yearly billing.
Cost
Free, no signup

$29.99/moto go paid

Wise (Interest & Stocks) has no paid plan

18
Alpha Vantage logo
Alpha VantagePartial replacement
18
Alpha Vantage logo
Partial replacement

Alpha Vantage

Tested by us

Bottom line: Developers and students looking for a simple API key for market, fundamentals, macro, FX, crypto, commodity, and options data.

Keep

  • APIs & Data Feeds

Gain

  • News
  • News Sentiment
  • Market Sentiment
  • Calendar

Lose

  • Wealth Management
  • Downloadable Tax Reports
  • Mobile access

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and advisor and client reporting.
  • Free-plan limits: Signup required. Free key is limited to 25 API requests per day. Personal premium plans run from $49.99 to $249.99 monthly or $499 to $2,499 yearly.
  • Free quota is small: A standard free limit of 25 API requests per day.
Cost
Free with signup

$49.99/moto go paid

Wise (Interest & Stocks) has no paid plan

19
MarketInOut logo
MarketInOutPartial replacement
19
MarketInOut logo
Partial replacement

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
  • Mutual Funds coverage
  • Mobile access

Watch out

  • Avoid as a full replacement if you rely on 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. Professional-investor signup lists 6-month, 1-year, and 2-year licenses at $745, $1,145, and $1,695; feature differences are not disclosed.
  • 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.
20
Masttro logo
MasttroPartial replacement
20
Masttro logo
Partial replacement

Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

Keep

  • Wealth Management
  • APIs & Data Feeds

Gain

  • Advisor Operations
  • Portfolio
  • Custom Dashboards
  • Broker Connectors

Lose

  • Downloadable Tax Reports
  • Currencies coverage
  • Free tier

Watch out

  • Useful when you want to add advisor client reporting, portfolio analytics, and portfolio alerts instead of mirroring the current workflow.
  • Free-plan limits: Pricing is quote-based rather than self-serve. Official pricing model is fixed annual license, not AUM-based. Evaluation normally requires a demo and scope discussion.
  • Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.

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), okama, PortfoliosLab, GuruFocus, Danelfin, ORTEX, Trading Economics, Alpha Vantage, and MarketInOut 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.

New angles introduced

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

Access & Pricing

Free to start

13/20

13 of 20 start free, same as Wise (Interest & Stocks).

Paid plans from

$8.33/mo

PortfoliosLab is the cheapest listed monthly upgrade. No comparable monthly price is listed for Wise (Interest & Stocks).

Mobile app

15 of 20

15 have a mobile app, like Wise (Interest & Stocks).

API access

18 of 20

18 expose an API or data feed, usually on a paid plan.

Hands-on tested

10 of 20

10 tested hands-on. 4 are analyst picks.

Coverage overlap

43%

Average share of Wise (Interest & Stocks) categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Wise (Interest & Stocks)?

Sharesight, Addepar, and Scalable Capital share the most workflows with Wise (Interest & Stocks), in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Sharesight, Perplexity Finance, TipRanks, Quiver Quantitative, Office of Financial Research (U.S. Treasury), okama, PortfoliosLab, GuruFocus, Danelfin, ORTEX, Trading Economics, Alpha Vantage, and MarketInOut start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Wise (Interest & Stocks) alternatives cover?

Between them the top matches cover APIs & Data Feeds, Downloadable Tax Reports, and Wealth Management. Wise (Interest & Stocks) workflows in those areas move over as they are. The Lose column on each card names what does not.

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.