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 (category overlap ~83%).
Free Alternatives to Envestnet Wealth Management Platform
VOL. XCIV, NO. 247
Checking
Free Alternatives to Envestnet Wealth Management Platform
Zero-cost replacements ranked by category overlap, pricing, 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 ranked by how closely it matches Envestnet Wealth Management Platform's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap40%Category match
Mobile Ready14Native apps
Quick takeaways
Every pick keeps a free tier; start with Sharesight, GuruFocus, and Fiscal.ai 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.
Similarity score 1323Category overlap: 83%
Shared coverage
Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Sharesight keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include 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., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
- Pair it with Envestnet Wealth Management Platform if you still need Webhooks.
Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: 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., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Similarity score 988Category overlap: 50%
Shared coverage
PortfolioAPIs & Data FeedsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Other
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 916Category overlap: 50%
Shared coverage
PortfolioAPIs & Data FeedsWebhooks
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by 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 Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Broker Connectors.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
Similarity score 862Category overlap: 50%
Shared coverage
PortfolioWebhooksBroker Connectors
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- TradingView keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Data Visualizations, Quant, and Screeners coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Data Visualizations, Quant, Screeners, and ETF Screeners
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 855Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Watchlist, Backtesting, and Dividends coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics and multi-portfolio sync., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 70+ global exchanges and 25+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with automatic daily Snowball sync, aggregator-dependent broker refreshes and manual refresh controls..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics and multi-portfolio sync., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 70+ global exchanges and 25+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with automatic daily Snowball sync, aggregator-dependent broker refreshes and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
#6 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 845Category overlap: 17%
Shared coverage
APIs & Data Feeds
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Corporate Actions & Special Situations coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Portfolio, and Advisor Operations.
Adds coverage: Regulatory Filings Monitoring, IPO, Corporate Actions & Special Situations, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 796Category overlap: 50%
Shared coverage
PortfolioAPIs & Data FeedsBroker Connectors
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
Similarity score 785Category overlap: 33%
Shared coverage
PortfolioAPIs & Data Feeds
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Interactive Brokers (IBKR) keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and UK product pages highlight £3/€3 Western European stock and ETF trades at typical trade sizes, larger Western European trades at 0.05% of trade value, and US stock/ETF commissions from USD 0.0005 to USD 0.0035 per share.
Similarity score 775Category overlap: 33%
Shared coverage
PortfolioAdvisor Operations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- Koyfin keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, APIs & Data Feeds, and Webhooks.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 763Category overlap: 33%
Shared coverage
PortfolioAPIs & Data Feeds
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Charles Schwab keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Brokerage, Watchlist, and Options coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., and paperMoney® virtual accounts that let you practice trading with live market data..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Brokerage, Watchlist, Options, and Paper Trading
Standout features: Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, mutual funds, bonds, forex, crypto ETPs, and a coming Schwab Crypto™ account for Bitcoin and Ethereum; futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
Similarity score 757Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Similarity score 743Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
Similarity score 735Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Delta by eToro keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Watchlist, Alerts, and Calendar coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Watchlist, Alerts, Calendar, and News
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
Similarity score 735Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Marketlog keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Watchlist, Institutional Ownership, and Data Visualizations coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Watchlist, Institutional Ownership, Data Visualizations, and Risk Metrics
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 735Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Portseido keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Data Visualizations, Performance Attribution, and Risk Metrics coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., and Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Data Visualizations, Performance Attribution, Risk Metrics, and Tax Lots / Lot Optimization
Standout features: All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets., and Allocation dashboards break holdings down by businesses, industries, sectors, countries, regions, asset classes and other dimensions, with filtered multi-portfolio views.
Similarity score 732Category overlap: 40%
Shared coverage
Wealth ManagementPortfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Scalable Capital keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Brokerage, Watchlist, and Downloadable Tax Reports coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2.5% annual interest on uninvested cash per current EU pricing pages; PRIME+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in money-market funds., and Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+..
- Pair it with Envestnet Wealth Management Platform if you still need Advisor Operations, APIs & Data Feeds, and Webhooks.
Adds coverage: Brokerage, Watchlist, and Downloadable Tax Reports
Standout features: Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2.5% annual interest on uninvested cash per current EU pricing pages; PRIME+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in money-market funds., Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+., and Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1.
Similarity score 729Category overlap: 33%
Shared coverage
PortfolioAPIs & Data Feeds
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Watchlist, Backtesting, and Correlation coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Watchlist, Backtesting, Correlation, and Risk Metrics
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 720Category overlap: 60%
Shared coverage
PortfolioAPIs & Data FeedsBroker Connectors
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Tradervue keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Risk Metrics and Data Visualizations coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Risk Metrics and Data Visualizations
Standout features: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)., and Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates; current third-party checks continue to report broad broker coverage, with some automatic sync features concentrated in Gold.
Similarity score 709Category overlap: 33%
Shared coverage
PortfolioAPIs & Data Feeds
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- ETF Insider keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 697Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Simply Wall St keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Watchlist
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×19Broker Connectors×12APIs & Data Feeds×10Advisor Operations×2Wealth Management×2Webhooks×2
New angles introduced
Categories the alternatives add beyond Envestnet Wealth Management Platform.
Watchlist+15Data Visualizations+14News+13Alerts+12Screeners+12Risk Metrics+11Blogs+10Calendar+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
14/20
14 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
9 starred / 10 tested
9 tools are flagged as analyst picks; 10 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 Fiscal.ai 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, Regulatory Filings Monitoring, Official Sources, Factor Exposure, Brokerage, Advanced Order Types, Smart/Direct Routing, Crypto Derivatives, Monte Carlo, Notes & Highlights, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Tax Lots / Lot Optimization, Retirement Calculator, ETF Overlap, Management Performance, and Management Compensation 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, Broker Connectors, APIs & Data Feeds, and Portfolio remain strengths for Envestnet Wealth Management Platform. 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
- 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!
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.