GuruFocus is the closest drop-in replacement with overlapping coverage in Portfolio, Screeners, and Calendar while adding Data Visualizations and Investor Holdings coverage and Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. features (category overlap ~91%).
VOL. XCIV, NO. 247
Free Alternatives to Dividend Wealth
PRICE: 0 CENTS
Free Alternatives to Dividend Wealth
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Dividend Wealth before paying for another subscription.
Switching from Dividend Wealth doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Screeners to Calendar and beyond. Each pick below is ranked by how closely it matches Dividend Wealth's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap69%Category match
Mobile Ready10Native apps
Quick takeaways
Every pick keeps a free tier; start with GuruFocus, Stock Rover, and Fiscal.ai to road-test Dividend Wealth workflows without paying up front.
Need mobile access? GuruFocus, Stock Rover, and TipRanks bring phone-ready workflows that Dividend Wealth lacks.
Round out your stack with new coverage areas like Data Visualizations, Investor Holdings, US Government Trades, and Backtesting.
Similarity score 1852Category overlap: 91%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsScores
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Investor Holdings, and US Government Trades coverage beyond what Dividend Wealth offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Dividend Wealth if you still need Compounding Calculator.
Adds coverage: Data Visualizations, Investor Holdings, US Government Trades, and Backtesting
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1709Category overlap: 82%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsScores
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, ETF Comparison, and Data Visualizations coverage beyond what Dividend Wealth offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with Dividend Wealth if you still need Compounding Calculator and Stock Ideas.
Adds coverage: ETF Screeners, ETF Comparison, Data Visualizations, and Watchlist
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 1697Category overlap: 82%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsValuation Models
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Data Visualizations, Watchlist, and Investor Holdings coverage beyond what Dividend Wealth 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 Dividend Wealth if you still need Scores and Compounding Calculator.
Adds coverage: Data Visualizations, Watchlist, Investor Holdings, and ETF Overview
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 1649Category overlap: 82%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsScores
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, ETF Screeners, and ETF Comparison coverage beyond what Dividend Wealth 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 Dividend Wealth if you still need Valuation Models and Education.
Adds coverage: Top Analysts, ETF Screeners, ETF Comparison, and Options & Derivatives
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 1637Category overlap: 82%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsScores
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Watchlist, Dividend, and ETF Comparison coverage beyond what Dividend Wealth offers.
- Standout features include Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., and Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline..
- Pair it with Dividend Wealth if you still need Valuation Models and Compounding Calculator.
Adds coverage: Watchlist, Dividend, ETF Comparison, and Data Visualizations
Standout features: Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline., and 12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely.
Similarity score 1577Category overlap: 82%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsValuation Models
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Data Visualizations, Watchlist, and Investor Holdings coverage beyond what Dividend Wealth offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with Dividend Wealth if you still need Scores and Compounding Calculator.
Adds coverage: Data Visualizations, Watchlist, Investor Holdings, and News
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 1565Category overlap: 73%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsDividends
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Top Analysts, and ETF Comparison coverage beyond what Dividend Wealth offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Dividend Wealth if you still need Scores, Valuation Models, and Compounding Calculator.
Adds coverage: ETF Screeners, Top Analysts, ETF Comparison, and Data Visualizations
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 1491Category overlap: 73%
Shared coverage
PortfolioScreenersCalendarFinancialsScoresValuation Models
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Splits coverage beyond what Dividend Wealth offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with Dividend Wealth if you still need Stock Comparison, Compounding Calculator, and Education.
Adds coverage: News, Alerts, Splits, and IPO
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 1471Category overlap: 73%
Shared coverage
PortfolioScreenersFinancialsScoresValuation ModelsDividends
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Watchlist, Alerts, and Data Visualizations coverage beyond what Dividend Wealth offers.
- Standout features include Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., and Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support..
- Pair it with Dividend Wealth if you still need Calendar, Stock Comparison, and Compounding Calculator.
Adds coverage: Watchlist, Alerts, Data Visualizations, and Courses & Certs
Standout features: Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support., and Dividend alerts cover declarations on the Free plan, with Premium extending to ex-dates, payment dates, and optional weekly recaps.
Similarity score 1421Category overlap: 64%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsScores
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Top Analysts coverage beyond what Dividend Wealth offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with Dividend Wealth if you still need Valuation Models, Dividends, and Compounding Calculator.
Adds coverage: News, Alerts, Top Analysts, and ETF Screeners
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
Similarity score 1395Category overlap: 64%
Shared coverage
PortfolioScreenersStock ComparisonScoresValuation ModelsDividends
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Data Visualizations, ETF Overview, and ETF Holdings coverage beyond what Dividend Wealth offers.
- Standout features include Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only..
- Pair it with Dividend Wealth if you still need Calendar, Financials, and Compounding Calculator.
Adds coverage: Data Visualizations, ETF Overview, ETF Holdings, and Watchlist
Standout features: Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only., and Custom watchlists with event notifications and alerts.
Similarity score 1361Category overlap: 64%
Shared coverage
PortfolioScreenersFinancialsValuation ModelsDividendsEducation
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Watchlist, and Insider Data coverage beyond what Dividend Wealth offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Dividend Wealth if you still need Calendar, Stock Comparison, and Scores.
Adds coverage: Data Visualizations, Watchlist, Insider Data, and Institutional Data
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1355Category overlap: 64%
Shared coverage
ScreenersCalendarStock ComparisonScoresDividendsCompounding Calculator
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into ETF Comparison, Watchlist, and Alerts coverage beyond what Dividend Wealth offers.
- Standout features include Dividend research website with daily articles, data, and ratings; owned and operated by Mitre Media II LLC., Proprietary DARS™ (Dividend Advantage Rating System) scores dividend stocks across five criteria: relative strength, yield attractiveness, dividend reliability, dividend uptrend, and earnings growth., and Dividend Stock Screener for dividend-paying securities (stocks/ADRs/REITs/MLPs/preferred shares) plus dividend-focused ETFs and institutional share-class mutual funds, with filters such as ex-dividend date, payout frequency, sector/industry, market cap, and DARS score..
- Pair it with Dividend Wealth if you still need Portfolio, Financials, and Valuation Models.
Adds coverage: ETF Comparison, Watchlist, Alerts, and News
Standout features: Dividend research website with daily articles, data, and ratings; owned and operated by Mitre Media II LLC., Proprietary DARS™ (Dividend Advantage Rating System) scores dividend stocks across five criteria: relative strength, yield attractiveness, dividend reliability, dividend uptrend, and earnings growth., Dividend Stock Screener for dividend-paying securities (stocks/ADRs/REITs/MLPs/preferred shares) plus dividend-focused ETFs and institutional share-class mutual funds, with filters such as ex-dividend date, payout frequency, sector/industry, market cap, and DARS score., and Premium ($199/yr) includes multiple model portfolios (Best Dividend Stocks, High Yield, Dividend Growth, Dividend Protection).
Similarity score 1335Category overlap: 64%
Shared coverage
PortfolioScreenersCalendarFinancialsScoresValuation Models
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Data Visualizations, Watchlist, and News coverage beyond what Dividend Wealth offers.
- Standout features include Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., and Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”..
- Pair it with Dividend Wealth if you still need Stock Comparison, Compounding Calculator, and Education.
Adds coverage: Data Visualizations, Watchlist, News, and Alerts
Standout features: Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”., and Portfolio tracking with performance + dividends and “notifications for upcoming events”; portfolio entitlements scale by plan (1 portfolio / 20 positions on Pro; unlimited portfolios/positions on Pro+).
Similarity score 1267Category overlap: 64%
Shared coverage
ScreenersCalendarStock ComparisonFinancialsScoresValuation Models
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Backtesting, Data Visualizations, and Watchlist coverage beyond what Dividend Wealth offers.
- Standout features include Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., and Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)..
- Pair it with Dividend Wealth if you still need Portfolio, Dividends, and Compounding Calculator.
Adds coverage: Backtesting, Data Visualizations, Watchlist, and Custom Dashboards
Standout features: Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)., and Stock charting for fundamental metrics with multi-company comparisons and multiple view modes; includes PNG export and “save to workspace”.
Similarity score 1264Category overlap: 55%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsDividends
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Watchlist coverage beyond what Dividend Wealth offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with Dividend Wealth if you still need Scores, Valuation Models, and Compounding Calculator.
Adds coverage: News, Alerts, Watchlist, and Data Visualizations
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 1256Category overlap: 55%
Shared coverage
PortfolioScreenersCalendarStock ComparisonEducationStock Ideas
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tickeron adds mobile access for on-the-go monitoring.
- Expands into Auto-Trading & Bots, Copy/Social Trading, and Paper Trading coverage beyond what Dividend Wealth offers.
- Standout features include AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., and Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs..
- Pair it with Dividend Wealth if you still need Financials, Scores, and Valuation Models.
Adds coverage: Auto-Trading & Bots, Copy/Social Trading, Paper Trading, and Backtesting
Standout features: AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs., and AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).
Similarity score 1252Category overlap: 55%
Shared coverage
ScreenersCalendarFinancialsScoresValuation ModelsDividends
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Data APIs, News, and Splits coverage beyond what Dividend Wealth 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 Dividend Wealth if you still need Portfolio, Stock Comparison, and Compounding Calculator.
Adds coverage: Data APIs, News, Splits, and IPO
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 1206Category overlap: 55%
Shared coverage
PortfolioScreenersCalendarStock ComparisonFinancialsDividends
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into ETF Screeners, Data Visualizations, and Correlation coverage beyond what Dividend Wealth offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with Dividend Wealth if you still need Scores, Valuation Models, and Compounding Calculator.
Adds coverage: ETF Screeners, Data Visualizations, Correlation, and Backtesting
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 1204Category overlap: 55%
Shared coverage
PortfolioScreenersCalendarFinancialsScoresDividends
Assets: Stocks and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what Dividend Wealth 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 Dividend Wealth if you still need Stock Comparison, Valuation Models, and Compounding Calculator.
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20Calendar×17Dividends×17Financials×17Portfolio×17Stock Comparison×14Scores×13Stock Ideas×13
New angles introduced
Categories the alternatives add beyond Dividend Wealth.
Alerts+17News+17Watchlist+17Data Visualizations+15Analyst Forecasts+12Analyst Price Targets+12Analyst Recommendations+12Institutional Data+11
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 17 tested
10 tools are flagged as analyst picks; 17 have been hands-on tested.
Avg. coverage overlap
69%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Dividend Wealth?
Start with GuruFocus, Stock Rover, and Fiscal.ai to replicate Dividend Wealth 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 Dividend Wealth workflows stay covered on the free plan?
Expect solid overlap across Portfolio, Screeners, Calendar, Stock Comparison, Financials, Scores, Valuation Models, Dividends, Education, Stock Ideas, and Compounding Calculator, so core Dividend Wealth workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Data Visualizations, Investor Holdings, US Government Trades, Backtesting, News, Alerts, Data APIs, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Insider Data, Institutional Data, Short Interest, 13F, 13D/13G, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, AI, AI Chat, Videos, Blogs, Forums, Newsletters, Stock Handbook, ETF Screeners, ETF Comparison, Watchlist, Correlation, Monte Carlo, Flags, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, ETF Performance, Splits, Improved Filings, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, APIs & SDKs, Webhooks, Top Analysts, Options & Derivatives, Bulls Say Bear Say, News Sentiment, Buybacks & Authorizations, Options P&L, Retirement Calculator, Dividend, Broker Connectors, ETF Fundamentals, Courses & Certs, Management Performance, Management Compensation, Custom Dashboards, Earnings Calls Sentiment, ESG Ratings, Options, Auto-Trading & Bots, Copy/Social Trading, Paper Trading, and Sheets / Excel Add-ins show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Dividend Wealth?
Compounding Calculator, Stock Ideas, Scores, Valuation Models, Education, Stock Comparison, Calendar, Dividends, Financials, and Portfolio remain strengths for Dividend Wealth. 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!
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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.