VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Sunday, January 4, 2026

Free programmatic picks

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Free Alternatives to ETF Insider

Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test ETF Insider before paying for another subscription.

View standard alternatives

Quick takeaways

Fiscal.ai is the closest drop-in replacement with overlapping coverage in Screeners, Data Visualizations, and Portfolio while adding Stock Comparison and Watchlist coverage and Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds. and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics. features (category overlap ~64%).

Every pick keeps a free tier; start with Fiscal.ai, PortfoliosLab, and ETF Action to road-test ETF Insider workflows without paying up front.

Need mobile access? Koyfin, Stock Analysis, and TradingView bring phone-ready workflows that ETF Insider lacks.

Round out your stack with new coverage areas like Stock Comparison, Watchlist, Investor Holdings, and ETF Fundamentals.

#1 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1736Category overlap: 64%

Shared coverage

ScreenersData VisualizationsPortfolioETF OverviewETF HoldingsETF Performance

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Stock Comparison, Watchlist, and Investor Holdings coverage beyond what ETF Insider offers.
  • Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
  • Pair it with ETF Insider if you still need ETF Screeners, Factor Exposure, and Risk Metrics.

Adds coverage: Stock Comparison, Watchlist, Investor Holdings, and ETF Fundamentals

Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.

#2 Alternative

Free Tier
Similarity score 1714Category overlap: 64%

Shared coverage

ETF ScreenersScreenersData VisualizationsFactor ExposureRisk MetricsPortfolio

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Watchlist, Backtesting, and Stock Comparison coverage beyond what ETF Insider offers.
  • Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk 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 ETF Insider if you still need ETF Overview, ETF Holdings, and ETF Performance.

Adds coverage: Watchlist, Backtesting, Stock Comparison, and ETF Comparison

Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk 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.

#3 Alternative

Free Tier
Similarity score 1654Category overlap: 64%

Shared coverage

ScreenersData VisualizationsPortfolioETF OverviewETF HoldingsETF Performance

Assets: ETFs and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

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

Adds coverage: ETF Fundamentals, ETF Valuation, ETF Factors, and Watchlist

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

#4 Alternative

Free Tier
Similarity score 1594Category overlap: 64%

Shared coverage

ETF ScreenersData VisualizationsFactor ExposurePortfolioETF OverviewETF Holdings

Assets: ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Comparison, ETF Fundamentals, and ETF Factors coverage beyond what ETF Insider offers.
  • Standout features include Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..
  • Pair it with ETF Insider if you still need Screeners, Risk Metrics, and Correlation.

Adds coverage: ETF Comparison, ETF Fundamentals, ETF Factors, and Backtesting

Standout features: Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence., and Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.

#5 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1577Category overlap: 57%

Shared coverage

ETF ScreenersScreenersData VisualizationsPortfolioETF OverviewETF Holdings

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Koyfin adds mobile access for on-the-go monitoring.
  • Expands into Stock Comparison, Money Flow, and Watchlist coverage beyond what ETF Insider offers.
  • Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
  • Pair it with ETF Insider if you still need Factor Exposure, Risk Metrics, and Correlation.

Adds coverage: Stock Comparison, Money Flow, Watchlist, and Backtesting

Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.

#6 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1577Category overlap: 57%

Shared coverage

ETF ScreenersScreenersData VisualizationsPortfolioETF OverviewETF Holdings

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Stock Analysis adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Top Analysts, and Stock Comparison coverage beyond what ETF Insider 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 ETF Insider if you still need Factor Exposure, Risk Metrics, and Correlation.

Adds coverage: Stock Ideas, Top Analysts, Stock Comparison, and ETF Comparison

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.

#7 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1517Category overlap: 57%

Shared coverage

ETF ScreenersScreenersData VisualizationsPortfolioETF OverviewETF Performance

Assets: ETFs and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • TradingView adds mobile access for on-the-go monitoring.
  • Expands into Options & Derivatives, Quant, and Watchlist coverage beyond what ETF Insider offers.
  • Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
  • Pair it with ETF Insider if you still need Factor Exposure, Risk Metrics, and Correlation.

Adds coverage: Options & Derivatives, Quant, Watchlist, and Backtesting

Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.

#8 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1462Category overlap: 50%

Shared coverage

ScreenersData VisualizationsPortfolioETF OverviewETF HoldingsData APIs

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • GuruFocus adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Stock Comparison, and Investor Holdings coverage beyond what ETF Insider 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 ETF Insider if you still need ETF Screeners, Factor Exposure, and Risk Metrics.

Adds coverage: Stock Ideas, Stock Comparison, Investor Holdings, and US Government Trades

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.

#9 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1434Category overlap: 50%

Shared coverage

ETF ScreenersScreenersData VisualizationsPortfolioETF OverviewETF Holdings

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Seeking Alpha adds mobile access for on-the-go monitoring.
  • Expands into Stock Comparison, Watchlist, and News coverage beyond what ETF Insider offers.
  • Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
  • Pair it with ETF Insider if you still need Factor Exposure, Risk Metrics, and Correlation.

Adds coverage: Stock Comparison, Watchlist, News, and Alerts

Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.

#10 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1434Category overlap: 50%

Shared coverage

ETF ScreenersScreenersData VisualizationsPortfolioCorrelationETF Overview

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Stock Rover adds mobile access for on-the-go monitoring.
  • Expands into Stock Comparison, ETF Comparison, and Watchlist coverage beyond what ETF Insider 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 ETF Insider if you still need Factor Exposure, Risk Metrics, and ETF Performance.

Adds coverage: Stock Comparison, ETF Comparison, Watchlist, and Monte Carlo

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.

#11 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1390Category overlap: 50%

Shared coverage

ScreenersData VisualizationsPortfolioCorrelationData APIsAPIs & SDKs

Assets: ETFs and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Quant, Stock Ideas, and Watchlist coverage beyond what ETF Insider 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 ETF Insider if you still need ETF Screeners, Factor Exposure, and Risk Metrics.

Adds coverage: Quant, Stock Ideas, Watchlist, and Backtesting

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 factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.

#12 Alternative

Hands-on TestedFree Tier
Similarity score 1288Category overlap: 50%

Shared coverage

ETF ScreenersData VisualizationsPortfolioETF OverviewETF HoldingsETF Performance

Assets: ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Comparison, ETF Fundamentals, and ETF Valuation coverage beyond what ETF Insider offers.
  • Standout features include Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks..
  • Pair it with ETF Insider if you still need Screeners, Factor Exposure, and Risk Metrics.

Adds coverage: ETF Comparison, ETF Fundamentals, ETF Valuation, and ETF Factors

Standout features: Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks., and Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.

#13 Alternative

Hands-on TestedFree Tier
Similarity score 1280Category overlap: 55%

Shared coverage

Data VisualizationsRisk MetricsPortfolioCorrelationETF PerformanceData APIs

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free

Why investors switch

  • Expands into Quant, Backtesting, and Monte Carlo coverage beyond what ETF Insider offers.
  • Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
  • Pair it with ETF Insider if you still need ETF Screeners, Screeners, and Factor Exposure.

Adds coverage: Quant, Backtesting, Monte Carlo, and Inflation Rates

Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.

#14 Alternative

Hands-on TestedFree Tier
Similarity score 1277Category overlap: 43%

Shared coverage

ScreenersData VisualizationsPortfolioETF OverviewETF HoldingsETF Performance

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Yahoo Finance adds mobile access for on-the-go monitoring.
  • Expands into Watchlist, News, and Alerts coverage beyond what ETF Insider offers.
  • Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
  • Pair it with ETF Insider if you still need ETF Screeners, Factor Exposure, and Risk Metrics.

Adds coverage: Watchlist, News, Alerts, and Calendar

Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.

#15 Alternative

Hands-on TestedFree Tier
Similarity score 1277Category overlap: 43%

Shared coverage

ETF ScreenersScreenersPortfolioETF OverviewETF HoldingsETF Performance

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Zacks (Zacks.com) adds mobile access for on-the-go monitoring.
  • Expands into Watchlist, News, and Calendar coverage beyond what ETF Insider offers.
  • Standout features include Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
  • Pair it with ETF Insider if you still need Data Visualizations, Factor Exposure, and Risk Metrics.

Adds coverage: Watchlist, News, Calendar, and Alerts

Standout features: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., Stock, ETF, and mutual fund screeners with hundreds of filters., and Per-ticker pages with analyst forecasts, price targets, and earnings estimates.

#16 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1247Category overlap: 43%

Shared coverage

ScreenersData VisualizationsPortfolioCorrelationETF HoldingsETF Performance

Assets: ETFs and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into News, Alerts, and Calendar coverage beyond what ETF Insider offers.
  • Standout features include Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., and Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically..
  • Pair it with ETF Insider if you still need ETF Screeners, Factor Exposure, and Risk Metrics.

Adds coverage: News, Alerts, Calendar, and Backtesting

Standout features: Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically., and ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.

#17 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1231Category overlap: 43%

Shared coverage

ETF ScreenersScreenersPortfolioETF OverviewETF HoldingsETF Performance

Assets: ETFs and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • TipRanks adds mobile access for on-the-go monitoring.
  • Expands into Top Analysts, Stock Ideas, and Analyst Forecasts coverage beyond what ETF Insider offers.
  • Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
  • Pair it with ETF Insider if you still need Data Visualizations, Factor Exposure, and Risk Metrics.

Adds coverage: Top Analysts, Stock Ideas, Analyst Forecasts, and Analyst Recommendations

Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.

#18 Alternative

Free Tier
Similarity score 1225Category overlap: 43%

Shared coverage

Data VisualizationsETF OverviewETF HoldingsETF PerformanceData APIsAPIs & SDKs

Assets: ETFs and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Sheets / Excel Add-ins, Custom Dashboards, and News coverage beyond what ETF Insider offers.
  • Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
  • Pair it with ETF Insider if you still need ETF Screeners, Screeners, and Factor Exposure.

Adds coverage: Sheets / Excel Add-ins, Custom Dashboards, News, and IPO

Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.

#19 Alternative

Hands-on TestedFree Tier
Similarity score 1205Category overlap: 43%

Shared coverage

ScreenersData VisualizationsPortfolioETF OverviewETF HoldingsBlogs

Assets: ETFs and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Stock Comparison, Watchlist, and Dividends coverage beyond what ETF Insider offers.
  • Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
  • Pair it with ETF Insider if you still need ETF Screeners, Factor Exposure, and Risk Metrics.

Adds coverage: Stock Comparison, Watchlist, Dividends, and Insider Data

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

#20 Alternative

Hands-on TestedFree Tier
Similarity score 1150Category overlap: 36%

Shared coverage

ScreenersETF OverviewETF HoldingsData APIsAPIs & SDKs

Assets: ETFs, Mutual Funds, and Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into News, Calendar, and Dividends coverage beyond what ETF Insider 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 ETF Insider if you still need ETF Screeners, Data Visualizations, and Factor Exposure.

Adds coverage: News, Calendar, Dividends, and Splits

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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×18Data Visualizations×17ETF Holdings×16ETF Overview×16Screeners×16ETF Performance×14ETF Screeners×10Blogs×9

New angles introduced

Categories the alternatives add beyond ETF Insider.

Watchlist+16News+14Financials+13Alerts+12Analyst Price Targets+12Calendar+12Dividends+11Analyst Forecasts+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

9/20

9 alternatives bring native mobile access.

API availability

10/20

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

Quality checks

10 starred / 16 tested

10 tools are flagged as analyst picks; 16 have been hands-on tested.

Avg. coverage overlap

51%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to ETF Insider?

Start with Fiscal.ai, PortfoliosLab, and ETF Action to replicate ETF Insider 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 ETF Insider workflows stay covered on the free plan?

Expect solid overlap across Screeners, Data Visualizations, Portfolio, ETF Overview, ETF Holdings, ETF Performance, Data APIs, APIs & SDKs, Blogs, ETF Screeners, Factor Exposure, Risk Metrics, Correlation, and ETF Overlap, so core ETF Insider workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Stock Comparison, Watchlist, Investor Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Newsletters, Education, Backtesting, ETF Comparison, Quant, ETF Factors, Videos, ESG Ratings, Money Flow, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Custom Dashboards, Stock Ideas, Top Analysts, IPO, Fund Overview, Fund Performance, Fund Holdings, Options & Derivatives, Paper Trading, Advanced Order Types, Housing & Construction, On-chain Analytics, DEX / DeFi, Broker Connectors, Forums, US Government Trades, Special Situations, Spin-offs, Acquisitions, Delisted, Commitment of Traders (COT), Scores, Short Interest, 13D/13G, Stock Handbook, Bulls Say Bear Say, Options, Which ETF includes this Stock?, Monte Carlo, Flags, Fund Rating, Consumer Sentiment, App & Website Traffic, News Sentiment, Sheets / Excel Add-ins, Dark Pool & Off-Exchange, and Regulatory Filings Monitoring show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on ETF Insider?

ETF Screeners, Factor Exposure, Risk Metrics, Correlation, ETF Overlap, ETF Overview, ETF Holdings, ETF Performance, Blogs, APIs & SDKs, Screeners, Data APIs, Data Visualizations, and Portfolio remain strengths for ETF Insider. 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.

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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.