Best Free Desktop Investing Tools

Portfolio Performance

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Portfolio Performance is a free, open-source, local-first desktop portfolio tracker for investors who want detailed performance accounting, TTWROR/IRR reporting, multi-currency support, rebalancing, imports, exports, and privacy without broker credential sync. It is strongest for hands-on investors willing to maintain transactions locally, while the mobile app is mainly a read-only companion unless optional dashboard subscriptions are used.

Portfolio123

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Portfolio123 is a rules-based quant research and portfolio-management platform for investors who want stock and ETF screeners, ranking systems, factor research, realistic backtests, strategy simulations, portfolio tracking, broker connectivity, and API/DataMiner access. It is strongest for systematic investors who want point-in-time research workflows without building everything from code.

TradingView

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TradingView is a chart-first market analysis platform for traders who want powerful charts, screeners, alerts, Pine Script, paper trading, and broker-connected trading across many asset classes. It is strongest when technical analysis, custom indicators, strategy testing, watchlists, and real-time market monitoring are part of the same workflow. The free Basic plan is useful for trying the product, but active users usually run into limits on charts, indicators, alerts, watchlists, and historical bars. Some real-time exchange data is sold separately.

Ahrefs

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Ahrefs is an SEO and marketing intelligence platform that investors can use as alternative data for digital businesses, marketplaces, publishers, SaaS companies, and consumer brands where search visibility and web demand matter. It is strongest for website traffic estimates, keyword demand, backlinks, content visibility, API exports, and AI-brand visibility, but it is not an investing terminal, valuation model, portfolio tracker, or source of official company fundamentals.

Autochartist

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Autochartist is an automated market-scanning and trader-engagement platform for active traders, brokers, and trading platforms that want chart-pattern detection, technical trade setups, economic-event analysis, news sentiment, alerts, position sizing, and API or MetaTrader integrations. It is strongest as a signal and workflow layer around technical trading, but pricing, modules, and access often depend on a broker or enterprise relationship rather than a simple public checkout.

Calcbench

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Calcbench is a professional SEC filing, XBRL, financial statement, disclosure, and Excel research platform for analysts who need traceable as-filed numbers, standardized accounting metrics, footnotes, redlines, proxy data, compensation data, M&A details, and API access. It is strongest for accounting-heavy U.S. equity research and data workflows, but meaningful access is priced for professional users and API access is sold separately from standard subscriptions.

Delta by eToro

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Delta by eToro is a multi-asset portfolio tracker for stocks, ETFs, funds, crypto, NFTs, forex, commodities, indices, brokers, exchanges, and wallets. It is useful when you want one read-only portfolio view across accounts and asset classes rather than another place to trade.

Diffchecker

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Diffchecker is a document-comparison tool for text, Word files, PDFs, Excel files, images, folders, APIs, and desktop workflows. Use it in investing work when you need fast redlines for filings, research drafts, models, contracts, or disclosure changes, not when you need financial data itself.

Financial Modeling Prep (FMP)

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Financial Modeling Prep (FMP) is a market-data API and spreadsheet-data provider for developers, analysts, quants, and product builders who need equities, ETFs, funds, FX, crypto, commodities, macro, ESG, ownership, news, calendars, transcripts, and fundamentals from one vendor. It is strongest when you want REST and WebSocket access plus Excel and Google Sheets add-ins at a lower entry price than enterprise terminals. The main buying questions are plan limits, geography, history depth, and dataset access: the free Basic tier is a limited EOD sandbox, while real-time, global, transcript, 13F, holdings, intraday, and bulk workflows require paid tiers.