Free Alternatives to Envestnet Wealth Management Platform

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Free replacement verdicts

Free Alternatives to Envestnet Wealth Management Platform

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Envestnet Wealth Management Platform before paying for another subscription.

Switching from Envestnet Wealth Management Platform doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Broker Connectors and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Envestnet Wealth Management Platform All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Sharesight

Closest replacement

Best for: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.

Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

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Koyfin

Best workflow fit

Best for: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history..

Watch for: No public API: Koyfin does not provide user-facing data access through an API.

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GuruFocus

Quality-checked pick

Best for: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

GuruFocus best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and Free account has limited platform access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

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Fiscal.ai

Strong runner-up

Best for: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.

Fiscal.ai best matches the base workflow on portfolio tracking, AI research workspace, and API and market data.
Fiscal.ai adds a free starting point that the base tool does not show. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..

Watch for: Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.

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Detailed Alternatives

Sharesight

Closest replacementWorkflow overlap 83%

Bottom line: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Family Offices.
You gain Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.

Watch out

Major switch gaps: missing Hedge Funds and Private Funds coverage, missing Webhooks workflows, and does not clearly cover broker-connected trading, market data API, and AI research workspace.
Avoid as a full replacement if you rely on broker-connected trading, market data API, and AI research workspace.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..

Shared coverage

Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors

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GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Other

Why switch

GuruFocus best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
GuruFocus matches the base audience on Asset Managers, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Real Estate, Hedge Funds, and Private Funds coverage, missing Wealth Management, Advisor Operations, and Webhooks workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

PortfolioAPIs & Data FeedsBroker Connectors

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Other

Why switch

Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin matches the base audience on Institutional Investors, Financial Advisors, and RIAs / Wealth Firms.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.

Watch out

Major switch gaps: missing API access, missing Funds, Real Estate, and Hedge Funds coverage, and missing Wealth Management, APIs & Data Feeds, and Webhooks workflows.
Avoid as a full replacement if you rely on broker-connected trading, market data API, and AI research workspace.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

PortfolioAdvisor Operations

Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Other

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, AI research workspace, and API and market data.
Fiscal.ai matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Real Estate, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and Broker Connectors workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..

Shared coverage

PortfolioAPIs & Data FeedsWebhooks

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Plans: Other

Why switch

TradingView best matches the base workflow on portfolio tracking, broker-connected trading, and API and market data.
TradingView matches the base audience on Intermediate, Advanced, and retail investors.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Funds, and Real Estate coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

PortfolioWebhooksBroker Connectors

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Portfolio123

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Plans: Other

Why switch

Portfolio123 best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
Portfolio123 matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Screeners, Data Visualizations, Quant, and Stock Ideas.

Watch out

Major switch gaps: missing Mobile access, missing Mutual Funds, Funds, and Bonds coverage, and missing Wealth Management, Advisor Operations, and Webhooks workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..

Shared coverage

PortfolioAPIs & Data FeedsBroker Connectors

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SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 17%

Bottom line: Investors, analysts, and builders who need the primary U.S. source for company, fund, insider, ownership, prospectus, and XBRL filing data.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) matches the base audience on Intermediate, Advanced, and retail investors.
You gain Regulatory Filings Monitoring, IPO, Corporate Actions & Special Situations, and Insider Data.

Watch out

Major switch gaps: missing Mobile access, missing Wealth Management, Portfolio, and Advisor Operations workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Fair-access limits apply: Automated access must use a descriptive User-Agent and stay within SEC fair-access guidance, currently 10 requests per second.
Free-plan limits: SEC developer resources say company submissions and extracted XBRL data are available via RESTful JSON APIs on data.sec.gov., SEC fair-access guidance limits automated requests to no more than 10 requests per second., and EDGAR search and company filings are publicly accessible without a paid subscription..

Shared coverage

APIs & Data Feeds

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Finatic

Best free-tier fitWorkflow overlap 67%

Bottom line: Fintech developers who need one API for user brokerage connections, account data, positions, orders, balances, and consented trade submission.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks
Experience: Intermediate and Advanced
Plans: Other

Why switch

Finatic best matches the base workflow on portfolio tracking, broker-connected trading, and market data API.
Finatic matches the base audience on Intermediate, Advanced, and retail investors.
You gain Auto-Trading & Bots, Advanced Order Types, Unified brokerage API for account information, orders, positions, balances, transactions, order fills/events/groups, position lots, and broker connections., and Standardized trading API for placing, modifying, and canceling orders across supported brokers, with broker-specific order parameters handled through typed/discriminated SDK schemas..

Watch out

Major switch gaps: missing Mobile access, missing ETFs, Mutual Funds, and Funds coverage, and missing Wealth Management and Advisor Operations workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and AI research workspace.
Early-stage public signals: Finatic has active docs, SDKs, pricing, and GitHub repos, but public adoption signals are still thin and the Python SDK is classified as alpha on PyPI.
Free-plan limits: Signup required, Free plan lists up to 5 brokerage connections, 1,000 API calls per month, webhook delivery, Discord access, and standard email support., and Standard is listed at $2 per connected user per month with unlimited connections, unlimited team size, and unlimited API requests..

Shared coverage

PortfolioAPIs & Data FeedsWebhooksBroker Connectors

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Snowball Analytics

Best free-tier fitWorkflow overlap 33%

Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Snowball Analytics matches the base audience on Intermediate, Advanced, and retail investors.
You gain Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding.

Watch out

Major switch gaps: missing API access, missing Hedge Funds and Private Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..

Shared coverage

PortfolioBroker Connectors

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Plans: Other

Why switch

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
TipRanks matches the base audience on Institutional Investors, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Mutual Funds, Funds, and Bonds coverage, missing Wealth Management, Advisor Operations, and Webhooks workflows, and does not clearly cover advisor client reporting, broker-connected trading, and market data API.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..

Shared coverage

PortfolioAPIs & Data Feeds

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Stock Rover matches the base audience on Financial Advisors, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing API access, missing Bonds, Real Estate, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..

Shared coverage

PortfolioBroker Connectors

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
Stock Analysis matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing API access, missing Bonds, Real Estate, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioBroker Connectors

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Portseido

Best free-tier fitWorkflow overlap 33%

Bottom line: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Portseido matches the base audience on Intermediate, Advanced, and retail investors.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Tax Lots / Lot Optimization.

Watch out

Major switch gaps: missing API access, missing Funds, Bonds, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..

Shared coverage

PortfolioBroker Connectors

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Tradervue

Best free-tier fitWorkflow overlap 60%

Bottom line: Active traders who want a mature trade journal with imports, broker sync, trade charts, reporting, sharing, mentoring, and risk analytics.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Intermediate and Advanced

Why switch

Tradervue best matches the base workflow on portfolio tracking, portfolio analytics, and broker-connected trading.
Tradervue matches the base audience on Intermediate, Advanced, and retail investors.
You gain Risk Metrics, Data Visualizations, Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., and TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)..

Watch out

Major switch gaps: missing Mobile and API access, missing Mutual Funds, Funds, and Bonds coverage, and missing Wealth Management, Advisor Operations, and Webhooks workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and AI research workspace.
Free plan is capped: Official quota help says free users can import 30 trades per calendar month; paid plans remove that trade-import cap.
Free-plan limits: Signup required, Official help says free users are limited to importing 30 trades per calendar month., and Pricing page lists Silver and Gold paid plans, with trial periods available for new paid users..

Shared coverage

PortfolioAPIs & Data FeedsBroker Connectors

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PortfoliosLab

Best free-tier fitWorkflow overlap 33%

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

PortfoliosLab best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
PortfoliosLab matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Watchlist, Backtesting, Correlation, and Risk Metrics.

Watch out

Major switch gaps: missing Mobile access, missing Bonds, Real Estate, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and Webhooks workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history., and Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..

Shared coverage

PortfolioAPIs & Data Feeds

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Delta by eToro

Best free-tier fitWorkflow overlap 33%

Bottom line: Retail investors who want one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Delta by eToro matches the base audience on Intermediate, Advanced, and retail investors.
You gain Watchlist, Alerts, Calendar, and News.

Watch out

Major switch gaps: missing API access, missing Bonds, Real Estate, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..

Shared coverage

PortfolioBroker Connectors

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Marketlog

Best free-tier fitWorkflow overlap 33%

Bottom line: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced

Why switch

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and broker-connected trading.
Marketlog matches the base audience on Intermediate, Advanced, and retail investors.
You gain Watchlist, Institutional Ownership, Data Visualizations, and Risk Metrics.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Real Estate, and Hedge Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, market data API, and AI research workspace.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

PortfolioBroker Connectors

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Perplexity Finance

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 17%

Bottom line: Users who want cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced

Why switch

Perplexity Finance best matches the base workflow on portfolio tracking, AI research workspace, and API and market data.
Perplexity Finance matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Screeners, Watchlist, Data Visualizations, and News.

Watch out

Major switch gaps: missing Funds, Bonds, and Real Estate coverage, missing Wealth Management, Portfolio, and Advisor Operations workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.
Free-plan limits: Free consumer plan includes limited Pro searches., Pro is listed locally at $20/month and Max at $200/month for consumer access., and Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately..

Shared coverage

APIs & Data Feeds

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Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 17%

Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced

Why switch

Investing.com best matches the base workflow on portfolio tracking, AI research workspace, and API and market data.
Investing.com matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Hedge Funds, and Private Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..

Shared coverage

Portfolio

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Asset Allocation Interactive (AAI)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Advisors, asset allocators, and analysts who need long-term capital market assumptions and portfolio expected-return scenarios.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks, Bonds, and Real Estate
Experience: Intermediate and Advanced

Why switch

Asset Allocation Interactive (AAI) best matches the base workflow on portfolio tracking, portfolio analytics, and API and market data.
Asset Allocation Interactive (AAI) matches the base audience on Institutional Investors, Financial Advisors, and Intermediate.
You gain Valuation Models, Data Visualizations, Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios., and Updated monthly; covers expected returns for more than 140 assets converted into six global currencies..

Watch out

Major switch gaps: missing Mobile and API access, missing ETFs, Mutual Funds, and Funds coverage, and missing Wealth Management, Advisor Operations, and APIs & Data Feeds workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Hypothetical forecasts: Research Affiliates states the tool produces hypothetical outcomes and does not recommend securities; users must not treat forecasts as guaranteed returns.
Free-plan limits: Research Affiliates describes AAI as a free source for capital market expectations. and Outputs are hypothetical and informational; Excel download exists but time-series data is not included in the file..

Shared coverage

Portfolio

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What This Shortlist Tells You

Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Portfolio, and Advisor Operations while adding Risk Metrics and Performance Attribution coverage, Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. and Public pricing page says 500,000+ investors track investments with Sharesight. features, and a free tier (workflow overlap ~83%).

Every pick keeps a free tier; start with Sharesight, GuruFocus, and Koyfin to road-test Envestnet Wealth Management Platform workflows without paying up front.

Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×18Broker Connectors×12APIs & Data Feeds×10Webhooks×3Advisor Operations×2Wealth Management×1

New angles introduced

Categories the alternatives add beyond Envestnet Wealth Management Platform.

Data Visualizations+16Watchlist+14News+13Alerts+12Calendar+12Dividends+11Screeners+11Financials+10

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

13/20

13 matches support mobile alongside Envestnet Wealth Management Platform.

API availability

9/20

9 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

11 starred / 12 tested

11 tools are flagged as analyst picks; 12 have been hands-on tested.

Avg. coverage overlap

40%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Envestnet Wealth Management Platform?

Start with Sharesight, GuruFocus, and Koyfin to replicate Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform workflows stay covered on the free plan?

Expect solid overlap across Wealth Management, Portfolio, Advisor Operations, APIs & Data Feeds, Broker Connectors, and Webhooks, so core Envestnet Wealth Management Platform workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividends, Compounding Calculator, Alerts, Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Backtesting, Correlation, Watchlist, Institutional Ownership, US Government Trades, News, Calendar, Corporate Actions & Special Situations, IPO, Splits, Macro Data, Yield Curves, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, News Sentiment, Paper Trading, Order Book / Level II, Options P&L, Factor Exposure, Regulatory Filings Monitoring, Official Sources, Auto-Trading & Bots, Advanced Order Types, Bulls Say Bear Say, Guidance / Pre-announcements, Retirement Calculator, Monte Carlo, Notes & Highlights, Tax Lots / Lot Optimization, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Market Sentiment, and CDS Spreads show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Envestnet Wealth Management Platform?

Webhooks, Wealth Management, Advisor Operations, APIs & Data Feeds, Broker Connectors, and Portfolio remain strengths for Envestnet Wealth Management Platform. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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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
Website: 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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

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.