TradingView is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Options & Derivatives while adding ETF Screeners and Stock Ideas coverage, Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe. and Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools. features, and a free tier (category overlap ~73%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 6, 2025
Free programmatic picks
Free Alternatives to Charles Schwab
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Charles Schwab before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with TradingView, MarketWatch, and eToro to road-test Charles Schwab workflows without paying up front.
Round out your stack with new coverage areas like ETF Screeners, Stock Ideas, Data Visualizations, and Backtesting.
Similarity score 2221
Category overlap: 73%Shared coverage
Portfolio
Watchlist
Options & Derivatives
Paper Trading
Advanced Order Types
Smart/Direct Routing
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and Desktop
Why investors switch
- TradingView keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into ETF Screeners, Stock Ideas, and Data Visualizations coverage beyond what Charles Schwab offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Charles Schwab if you still need Brokerage, Videos, and Blogs.
Adds coverage: ETF Screeners, Stock Ideas, Data Visualizations, and Backtesting
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1669
Category overlap: 47%Shared coverage
Watchlist
Paper Trading
News
Alerts
Calendar
Newsletters
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- MarketWatch keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Data Visualizations, Financials, and Options coverage beyond what Charles Schwab offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Charles Schwab if you still need Brokerage, Portfolio, and Options & Derivatives.
Adds coverage: Data Visualizations, Financials, Options, and ETF Overview
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1623
Category overlap: 53%Shared coverage
Brokerage
Portfolio
Watchlist
Paper Trading
Advanced Order Types
News
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- eToro keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Copy/Social Trading, Dividends, and IPO coverage beyond what Charles Schwab offers.
- Standout features include Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., and CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum..
- Pair it with Charles Schwab if you still need Options & Derivatives, Smart/Direct Routing, and Order Book / Level II.
Adds coverage: Copy/Social Trading, Dividends, IPO, and Data Visualizations
Standout features: Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum., and Smart Portfolios group assets thematically and are managed by eToro’s Investment Team; they rebalance regularly, require a $500 minimum, and carry no management fees.
Similarity score 1622
Category overlap: 80%Shared coverage
Watchlist
News
Alerts
Calendar
Videos
Blogs
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Smartkarma keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Stock Ideas and AI coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Portfolio, and Options & Derivatives.
Adds coverage: Stock Ideas and AI
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.
Similarity score 1526
Category overlap: 40%Shared coverage
Portfolio
Watchlist
News
Alerts
Calendar
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Investing.com keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into ETF Screeners, Dividends, and Splits coverage beyond what Charles Schwab offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: ETF Screeners, Dividends, Splits, and IPO
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 1526
Category overlap: 40%Shared coverage
Portfolio
Watchlist
News
Alerts
Calendar
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Data Visualizations, Financials, and Analyst Recommendations coverage beyond what Charles Schwab offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: Data Visualizations, Financials, Analyst Recommendations, and Analyst Price Targets
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 1497
Category overlap: 88%Shared coverage
Brokerage
Portfolio
Watchlist
Options & Derivatives
Advanced Order Types
News
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- Robinhood keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Downloadable Tax Reports coverage beyond what Charles Schwab offers.
- Standout features include Commission-free trading on US stocks, ETFs, and options (with per-contract fees: $0.50 standard, $0.35 with Gold)., Fractional share investing starting from $1 across most eligible US stocks and ETFs., and Advanced order types including stop, stop-limit, and trailing stop orders..
- Pair it with Charles Schwab if you still need Paper Trading, Smart/Direct Routing, and Alerts.
Adds coverage: Downloadable Tax Reports
Standout features: Commission-free trading on US stocks, ETFs, and options (with per-contract fees: $0.50 standard, $0.35 with Gold)., Fractional share investing starting from $1 across most eligible US stocks and ETFs., Advanced order types including stop, stop-limit, and trailing stop orders., and 24-Hour Market on select symbols, running Sunday evening through Friday evening ET, alongside extended trading hours.
Similarity score 1489
Category overlap: 47%Shared coverage
Portfolio
Watchlist
Options & Derivatives
News
Alerts
Calendar
Assets: Stocks, Options, and Futures
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Trendlyne keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what Charles Schwab offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Charles Schwab if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1443
Category overlap: 47%Shared coverage
Portfolio
Watchlist
News
Alerts
Calendar
Videos
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Charles Schwab offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1443
Category overlap: 47%Shared coverage
Portfolio
Options & Derivatives
Paper Trading
News
Alerts
Calendar
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Unusual Whales keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Dark Pool & Off-Exchange, US Government Trades, and Insider Data coverage beyond what Charles Schwab offers.
- Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
- Pair it with Charles Schwab if you still need Brokerage, Watchlist, and Advanced Order Types.
Adds coverage: Dark Pool & Off-Exchange, US Government Trades, Insider Data, and 13F
Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
Similarity score 1420
Category overlap: 40%Shared coverage
Portfolio
Watchlist
News
Alerts
Calendar
Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Koyfin keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into ETF Screeners, Data Visualizations, and Financials coverage beyond what Charles Schwab offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: ETF Screeners, Data Visualizations, Financials, and Transcripts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1399
Category overlap: 58%Shared coverage
Portfolio
Watchlist
News
Calendar
Blogs
Newsletters
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Dividend.com keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Dividends, Scores, and Stock Ideas coverage beyond what Charles Schwab 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 Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: Dividends, Scores, Stock Ideas, and Compounding Calculator
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.
Similarity score 1360
Category overlap: 40%Shared coverage
Portfolio
Watchlist
News
Alerts
Calendar
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Charles Schwab offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Dividends
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1346
Category overlap: 40%Shared coverage
Portfolio
Watchlist
News
Alerts
Blogs
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Tickertape keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Dividends, Splits, and Financials coverage beyond what Charles Schwab offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: Dividends, Splits, Financials, and Scores
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 1300
Category overlap: 40%Shared coverage
Portfolio
Watchlist
News
Alerts
Calendar
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- TipRanks keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what Charles Schwab offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Analyst Forecasts
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1287
Category overlap: 43%Shared coverage
Portfolio
Watchlist
News
Alerts
Calendar
Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Zacks (Zacks.com) keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into ETF Screeners, Scores, and Analyst Forecasts coverage beyond what Charles Schwab offers.
- Standout features include Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: ETF Screeners, Scores, Analyst Forecasts, and Analyst Price Targets
Standout features: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., Stock, ETF, and mutual fund screeners with hundreds of filters., and Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Similarity score 1280
Category overlap: 75%Shared coverage
Watchlist
News
Alerts
Calendar
Newsletters
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Benzinga keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Data APIs and Transcripts coverage beyond what Charles Schwab offers.
- Standout features include Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., and Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans..
- Pair it with Charles Schwab if you still need Brokerage, Portfolio, and Options & Derivatives.
Adds coverage: Data APIs and Transcripts
Standout features: Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans., and Equity Audio Squawk channel included in higher tiers, with optional High Beta Squawk add-on for $99/month.
Similarity score 1263
Category overlap: 33%Shared coverage
Portfolio
Watchlist
News
Calendar
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Nasdaq.com keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Dividends, Splits, and IPO coverage beyond what Charles Schwab offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with Charles Schwab if you still need Brokerage, Options & Derivatives, and Paper Trading.
Adds coverage: Dividends, Splits, IPO, and Financials
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 1248
Category overlap: 50%Shared coverage
Watchlist
Options & Derivatives
News
Calendar
Newsletters
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Earnings Whispers keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Market Sentiment, Scores, and Stock Ideas coverage beyond what Charles Schwab offers.
- Standout features include Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., and Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days..
- Pair it with Charles Schwab if you still need Brokerage, Portfolio, and Paper Trading.
Adds coverage: Market Sentiment, Scores, Stock Ideas, and Management Guidance
Standout features: Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days., and Investor tools include an Earnings Screener, Guidance and Reaction pages, and a Short Report with a focus on short interest.
Similarity score 1244
Category overlap: 40%Shared coverage
Watchlist
Options & Derivatives
News
Alerts
Calendar
Screeners
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Stocknear keeps a free tier, so you can replicate Charles Schwab workflows without upgrading.
- Expands into Data Visualizations, Dark Pool & Off-Exchange, and Financials coverage beyond what Charles Schwab offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with Charles Schwab if you still need Brokerage, Portfolio, and Paper Trading.
Adds coverage: Data Visualizations, Dark Pool & Off-Exchange, Financials, and ETF Overview
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
News×20
Watchlist×19
Calendar×18
Screeners×18
Alerts×16
Portfolio×15
Options & Derivatives×6
Newsletters×5
New angles introduced
Categories the alternatives add beyond Charles Schwab.
Analyst Price Targets+12
Dividends+12
ETF Overview+12
Financials+12
Analyst Recommendations+10
Data Visualizations+10
ETF Holdings+10
Analyst Forecasts+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
17/20
17 matches support mobile alongside Charles Schwab.
API availability
2/20
2 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 14 tested
6 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
51%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Charles Schwab?
Start with TradingView, MarketWatch, and eToro to replicate Charles Schwab workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Charles Schwab workflows stay covered on the free plan?
Expect solid overlap across Portfolio, Watchlist, Options & Derivatives, Paper Trading, Advanced Order Types, Smart/Direct Routing, News, Alerts, Calendar, Order Book / Level II, Screeners, Newsletters, Brokerage, Videos, and Blogs, so core Charles Schwab workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
ETF Screeners, Stock Ideas, Data Visualizations, Backtesting, Dividends, Splits, Financials, ETF Overview, Forums, Education, Options, ETF Holdings, Analyst Price Targets, Insider Data, Short Interest, Interest Rates, Yield Curves, IPO, Copy/Social Trading, Analyst Forecasts, Analyst Recommendations, AI, ETF Performance, Downloadable Tax Reports, Investor Holdings, Acquisitions, Scores, Transcripts, Institutional Data, Sheets / Excel Add-ins, Broker Connectors, Stock Comparison, ETF Comparison, Correlation, Monte Carlo, Valuation Models, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Dark Pool & Off-Exchange, US Government Trades, 13F, APIs & SDKs, Data APIs, ETF Overlap, ETF Fundamentals, ETF Valuation, Compounding Calculator, Dividend, Bulls Say Bear Say, ETF Factors, Which ETF includes this Stock?, AI Report, AI Earnings Summary, Market Sentiment, Top Analysts, Flags, App & Website Traffic, News Sentiment, Management Guidance, and AI Chat show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Charles Schwab?
Brokerage, Videos, Blogs, Newsletters, Portfolio, Options & Derivatives, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Screeners, Paper Trading, Alerts, Calendar, and Watchlist remain strengths for Charles Schwab. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred 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.