Free Alternatives to Bridgewater Associates

Why investors switch

• Smartkarma adds mobile access for on-the-go monitoring.
• Expands into Stock Ideas, Screeners, and Watchlist coverage beyond what Bridgewater Associates offers.
• Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
• Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.

Adds coverage: Stock Ideas, Screeners, Watchlist, and News

Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.

Why investors switch

• The Motley Fool adds mobile access for on-the-go monitoring.
• Expands into Stock Ideas, Portfolio, and Watchlist coverage beyond what Bridgewater Associates offers.
• Standout features include Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., and Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists..
• Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.

Adds coverage: Stock Ideas, Portfolio, Watchlist, and News

Standout features: Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists., and Personal portfolio and watchlist features let you add tickers and monitor performance inside the platform.

Why investors switch

• Expands into News, Alerts, and Calendar coverage beyond what Bridgewater Associates offers.
• Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
• Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.

Adds coverage: News, Alerts, Calendar, and Acquisitions

Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.

Why investors switch

• Expands into Stock Ideas, Calendar, and Spin-offs coverage beyond what Bridgewater Associates offers.
• Standout features include Spin‑off Calendar: **Upcoming** table with parent/spinco, tickers, target timing, first‑trade date, and resource links; plus a **Completed** table with first‑day price, current price, and return since spin‑off., Premium research: ~1 new idea per month with detailed write‑ups, weekly email updates, and a live monthly video Q&A., and Community: members‑only **Discord** for discussion and Q&A with the author..
• Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.

Adds coverage: Stock Ideas, Calendar, and Spin-offs

Standout features: Spin‑off Calendar: **Upcoming** table with parent/spinco, tickers, target timing, first‑trade date, and resource links; plus a **Completed** table with first‑day price, current price, and return since spin‑off., Premium research: ~1 new idea per month with detailed write‑ups, weekly email updates, and a live monthly video Q&A., Community: members‑only **Discord** for discussion and Q&A with the author., and PRO tier: direct access to the author (phone/email), watch‑list document, and live idea presentations.

Why investors switch

• Expands into Transcripts and Playbooks & Case Studies coverage beyond what Bridgewater Associates offers.
• Standout features include Extensive library of executive interviews, all conducted by experienced fundamental investors., Steady cadence of 25+ new interviews and content pieces added each month., and Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration..
• Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.

Adds coverage: Transcripts and Playbooks & Case Studies

Standout features: Extensive library of executive interviews, all conducted by experienced fundamental investors., Steady cadence of 25+ new interviews and content pieces added each month., Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration., and Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access.

Why investors switch

• Expands into Valuation Models, Financials, and Interest Rates coverage beyond what Bridgewater Associates offers.
• Standout features include Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums., and Long-run U.S. return series since 1928, including equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold..
• Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.

Adds coverage: Valuation Models, Financials, Interest Rates, and Education

Standout features: Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums., Long-run U.S. return series since 1928, including equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold., and Monthly updates for the U.S. implied equity risk premium, provided as a downloadable spreadsheet.

Why investors switch

• Expands into Education and Playbooks & Case Studies coverage beyond what Bridgewater Associates offers.
• Standout features include Library of more than 100 value and activist hedge fund presentations., Direct access to full investor decks, with PDFs hosted on the site., and Companion archives featuring activist shareholder letters and recorded investing talks..
• Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.

Adds coverage: Education and Playbooks & Case Studies

Standout features: Library of more than 100 value and activist hedge fund presentations., Direct access to full investor decks, with PDFs hosted on the site., Companion archives featuring activist shareholder letters and recorded investing talks., and Includes a related collection of investment-banking presentations covering valuation and M&A examples.

Why investors switch

• CEO.CA adds mobile access for on-the-go monitoring.
• Expands into Order Book / Level II, News, and Alerts coverage beyond what Bridgewater Associates offers.
• Standout features include Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency., House positions (daily & historical) and ATS depth (15-min delayed)., and SEDI insider-filings feed & dashboard for Canadian issuers..
• Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.

Adds coverage: Order Book / Level II, News, Alerts, and Insider Data

Standout features: Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency., House positions (daily & historical) and ATS depth (15-min delayed)., SEDI insider-filings feed & dashboard for Canadian issuers., and Real-time newsroom plus personalized ‘My Feed’.

Why investors switch

• Sharesight adds mobile access for on-the-go monitoring.
• Expands into Portfolio, Watchlist, and Performance Attribution coverage beyond what Bridgewater Associates offers.
• Standout features include Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
• Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.

Adds coverage: Portfolio, Watchlist, Performance Attribution, and Risk Metrics (VaR/ES/Drawdown)

Standout features: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions., and Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).

Why investors switch

• Expands into Screeners, Calendar, and Dividends coverage beyond what Bridgewater Associates offers.
• Standout features include Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., and DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members..
• Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.

Adds coverage: Screeners, Calendar, Dividends, and News

Standout features: Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members., and Dividend Watchlist with performance view and email alerts for tracked tickers.

Why investors switch

• Expands into News, Paper Trading, and Education coverage beyond what Bridgewater Associates offers.
• Standout features include Extensive financial dictionary (14,000+ definitions) and more than 36,000 articles, attracting over 40 million monthly readers., Free paper-trading Simulator with $100k in virtual cash, supporting market, limit, and stop orders on delayed data (~20 minutes)., and Assets supported in the Simulator include stocks, options, ETFs, and select cryptocurrencies, limited to NYSE and Nasdaq listings..
• Pair it with Bridgewater Associates if you still need Wealth Management, Blogs, and Performance During Crisis.

Adds coverage: News, Paper Trading, Education, and Stock Handbook

Standout features: Extensive financial dictionary (14,000+ definitions) and more than 36,000 articles, attracting over 40 million monthly readers., Free paper-trading Simulator with $100k in virtual cash, supporting market, limit, and stop orders on delayed data (~20 minutes)., Assets supported in the Simulator include stocks, options, ETFs, and select cryptocurrencies, limited to NYSE and Nasdaq listings., and Option to create public or private games with configurable rules such as margin use, short selling, or options trading, plus leaderboards.

Why investors switch

• Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what Bridgewater Associates offers.
• Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
• Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.

Adds coverage: Screeners, Data Visualizations, Stock Comparison, and ETF Overview

Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.

Why investors switch

• Finimize adds mobile access for on-the-go monitoring.
• Expands into Stock Ideas, News, and Education coverage beyond what Bridgewater Associates offers.
• Standout features include Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs..
• Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.

Adds coverage: Stock Ideas, News, and Education

Standout features: Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs., and Built-in audio mode (“Listen”) for most articles on web and mobile.

Why investors switch

• Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Bridgewater Associates offers.
• Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
• Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.

Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals

Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).

Why investors switch

• Expands into ETF Screeners, ETF Comparison, and ETF Overview coverage beyond what Bridgewater Associates offers.
• Standout features include ETF Screener covering the U.S. ETF universe, powered by FactSet data. Results include total return metrics and can be saved with an account., ETF Comparison tool to evaluate funds side by side on costs, performance, portfolio composition, factors, and ESG metrics., and Fund Flow Tracker to monitor ETF inflows and outflows, searchable by ticker and time period..
• Pair it with Bridgewater Associates if you still need Wealth Management, Blogs, and Performance During Crisis.

Adds coverage: ETF Screeners, ETF Comparison, ETF Overview, and ETF Performance

Standout features: ETF Screener covering the U.S. ETF universe, powered by FactSet data. Results include total return metrics and can be saved with an account., ETF Comparison tool to evaluate funds side by side on costs, performance, portfolio composition, factors, and ESG metrics., Fund Flow Tracker to monitor ETF inflows and outflows, searchable by ticker and time period., and Holdings search tool: enter a stock to see which ETFs have meaningful exposure to it.

Why investors switch

• Expands into Screeners, Data Visualizations, and Backtesting coverage beyond what Bridgewater Associates offers.
• Standout features include Price Action Concepts® toolkit: automatic order blocks, market structure, supply/demand, fair value gaps, liquidity sweeps, pattern/level displays (built‑in alerts)., Signals & Overlays®: confirmation/contrarian signal modes, smart trail, trend catcher/tracer, neo cloud, TP/SL presets, ML classifier & dashboard., and Oscillator Matrix®: HyperWave trend oscillator, money‑flow & confluence logic with alertable events..
• Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.

Adds coverage: Screeners, Data Visualizations, Backtesting, and Alerts

Standout features: Price Action Concepts® toolkit: automatic order blocks, market structure, supply/demand, fair value gaps, liquidity sweeps, pattern/level displays (built‑in alerts)., Signals & Overlays®: confirmation/contrarian signal modes, smart trail, trend catcher/tracer, neo cloud, TP/SL presets, ML classifier & dashboard., Oscillator Matrix®: HyperWave trend oscillator, money‑flow & confluence logic with alertable events., and Screeners for S&O, PAC, and OSC to monitor multiple tickers/timeframes from indicator features.

Why investors switch

• Standout features include Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years., Letters are distributed via Dropbox folders linked directly from the index., and Index is regularly updated, with a call for readers to submit additional material..
• Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.

Standout features: Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years., Letters are distributed via Dropbox folders linked directly from the index., Index is regularly updated, with a call for readers to submit additional material., and Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn.

Why investors switch

• Expands into US Government Trades and Regulatory Filings Monitoring coverage beyond what Bridgewater Associates offers.
• Standout features include Near real‑time publication of newly disclosed trades and analytics., Comprehensive filters: chamber (Senate/House), party, committee, state, asset type, transaction type, size, issuer country/sector and more., and Politician pages with bios, committee memberships, tweets, trading activity and preferred sectors; issuer pages with frequent‑trader stats..
• Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.

Adds coverage: US Government Trades and Regulatory Filings Monitoring

Standout features: Near real‑time publication of newly disclosed trades and analytics., Comprehensive filters: chamber (Senate/House), party, committee, state, asset type, transaction type, size, issuer country/sector and more., Politician pages with bios, committee memberships, tweets, trading activity and preferred sectors; issuer pages with frequent‑trader stats., and Coverage includes bonds (e.g., municipal/UST) and crypto transactions, alongside equities and funds.

Why investors switch

• Expands into Education and Playbooks & Case Studies coverage beyond what Bridgewater Associates offers.
• Standout features include A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists., Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders., and The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics..
• Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.

Adds coverage: Education and Playbooks & Case Studies

Standout features: A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists., Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders., The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics., and Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.

Why investors switch

• Expands into IPO and News coverage beyond what Bridgewater Associates offers.
• Standout features include Quarterly EMEA IPO survey with totals by proceeds and deal count, plus charts (trend over time, by sector, by region)., Commentary on market drivers and outlook; highlights top deals and exchange rankings per period., and Breakouts for Europe vs EMEA vs UK, and regular references to Middle East/Africa activity..
• Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.

Adds coverage: IPO and News

Standout features: Quarterly EMEA IPO survey with totals by proceeds and deal count, plus charts (trend over time, by sector, by region)., Commentary on market drivers and outlook; highlights top deals and exchange rankings per period., Breakouts for Europe vs EMEA vs UK, and regular references to Middle East/Africa activity., and Clear methodology section in each PDF (data source, inclusion/exclusion rules, timestamp of data extract).