Free Alternatives to ETF Insider

VOL. XCIV, NO. 247

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Free replacement verdicts

Free Alternatives to ETF Insider

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

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

Visit ETF Insider All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

GuruFocus

Closest replacement

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, charting and technical analysis, and fundamental research.
GuruFocus keeps the replacement test in the same free-access lane. 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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Trackinsight

Best workflow fit

Best for: ETF investors and institutions that need global ETF screening, comparison, factor/ESG analytics, portfolio insights, and data-service delivery.

Trackinsight best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
Trackinsight keeps the replacement test in the same free-access lane. Free access caveat: signup required and Trackinsight web platform advertises ETF tools, research, enterprise solutions, and ETF Data Services..

Watch for: ETF-only focus: Trackinsight is built for ETF/ETP research and data services, not single-stock fundamentals, options, or brokerage execution.

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PortfoliosLab

Best audience fit

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

PortfoliosLab best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
PortfoliosLab keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history..

Watch for: 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.

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Stock Rover

Strong runner-up

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

Stock Rover best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
Stock Rover keeps the replacement test in the same free-access lane. Free access caveat: signup required and New signups can test Stock Rover through a 14-day free trial with no credit card required..

Watch for: North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

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Detailed Alternatives

GuruFocus

Analyst PickHands-on Tested

Closest replacementWorkflow overlap 73%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free, Subscription, and Other

Why switch

GuruFocus best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
GuruFocus matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Top Analysts, Stock Comparison, and ETF Comparison.

Watch out

Major switch gaps: missing Factor Exposure, Risk Metrics, and ETF Overlap workflows, does not clearly cover ETF screening, portfolio analytics, and fund research, and less aligned with Institutional Investors and Index/Passive Investors.
Avoid as a full replacement if you rely on ETF screening, portfolio analytics, and fund research.
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

ETF ScreenersScreenersData VisualizationsPortfolioCorrelationETF Analysis

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 73%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Stock Rover best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
Stock Rover matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Stock Comparison, ETF Comparison, and Performance Attribution.

Watch out

Major switch gaps: missing API access, missing Factor Exposure, ETF Overlap, and APIs & Data Feeds workflows, and does not clearly cover fund research, factor screening, and visual stock research.
Avoid as a full replacement if you rely on fund research, factor screening, and visual stock research.
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

ETF ScreenersScreenersData VisualizationsRisk MetricsPortfolioCorrelation

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PortfoliosLab

Best free-tier fitWorkflow overlap 73%

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: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

PortfoliosLab best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
PortfoliosLab matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Watchlist, Backtesting, Performance Attribution, and Stock Comparison.

Watch out

Major switch gaps: missing ETF Analysis, ETF Overlap, and Blogs workflows and does not clearly cover fund research, factor screening, and visual stock research.
Avoid as a full replacement if you rely on fund research, factor screening, and visual stock research.
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

ETF ScreenersScreenersData VisualizationsFactor ExposureRisk MetricsPortfolio

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Trackinsight

Best free-tier fitWorkflow overlap 64%

Bottom line: ETF investors and institutions that need global ETF screening, comparison, factor/ESG analytics, portfolio insights, and data-service delivery.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Other

Why switch

Trackinsight best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
Trackinsight matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain ETF Comparison, ETF Factors, Backtesting, and Watchlist.

Watch out

Major switch gaps: missing Mutual Funds and Stocks coverage, missing Screeners, Risk Metrics, and Correlation workflows, and does not clearly cover visual stock research and filings and transcript research.
Avoid as a full replacement if you rely on visual stock research and filings and transcript research.
ETF-only focus: Trackinsight is built for ETF/ETP research and data services, not single-stock fundamentals, options, or brokerage execution.
Free-plan limits: Signup required, Trackinsight web platform advertises ETF tools, research, enterprise solutions, and ETF Data Services., and Nasdaq Data Link lists Trackinsight data delivery via API, Excel, or FTP..

Shared coverage

ETF ScreenersData VisualizationsFactor ExposurePortfolioETF AnalysisAPIs & Data Feeds

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Portfolio123

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 64%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: ETFs and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free, Subscription, and Other

Why switch

Portfolio123 best matches the base workflow on portfolio tracking, factor screening, and charting and technical analysis.
Portfolio123 matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Quant, Stock Ideas, Scores, and Valuation Models.

Watch out

Major switch gaps: missing Mutual Funds coverage, missing ETF Screeners, Risk Metrics, and ETF Analysis workflows, and does not clearly cover ETF screening, portfolio analytics, and fund research.
Avoid as a full replacement if you rely on ETF screening, portfolio analytics, and fund research.
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

ScreenersData VisualizationsFactor ExposurePortfolioCorrelationAPIs & Data Feeds

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 64%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Stock Analysis matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Top Analysts, Stock Comparison, and ETF Comparison.

Watch out

Major switch gaps: missing API access, missing Factor Exposure, Correlation, and ETF Overlap workflows, and does not clearly cover ETF screening, portfolio analytics, and fund research.
Avoid as a full replacement if you rely on ETF screening, portfolio analytics, and fund research.
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

ETF ScreenersScreenersData VisualizationsRisk MetricsPortfolioETF Analysis

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ETF Action

Best free-tier fitWorkflow overlap 64%

Bottom line: Advisors and ETF professionals who need ETF classification, look-through holdings analytics, overlap, flows, 13F screening, model portfolios, reports, and enterprise data workflows.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: ETFs and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

ETF Action best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
ETF Action matches the base audience on Beginner, Intermediate, and Advanced.
You gain ETF Factors, Watchlist, Backtesting, and Institutional Ownership.

Watch out

Major switch gaps: missing Mutual Funds coverage, missing ETF Screeners, Factor Exposure, and Risk Metrics workflows, and does not clearly cover visual stock research and fundamental research.
Avoid as a full replacement if you rely on visual stock research and fundamental research.
Paid tiers drive the product value: Free access is for general market awareness; look-through analytics, exports, 13F screening, and model building are paid-tier workflows.
Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access., and DIY is listed at $29/month and Advisor Pro at $99/month..

Shared coverage

ScreenersData VisualizationsPortfolioETF AnalysisETF OverlapAPIs & Data Feeds

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Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 55%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free, Subscription, and Other

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Fiscal.ai matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Stock Comparison, Watchlist, and Institutional Ownership.

Watch out

Major switch gaps: missing ETF Screeners, Factor Exposure, and Risk Metrics workflows and does not clearly cover ETF screening, portfolio analytics, and fund research.
Avoid as a full replacement if you rely on ETF screening, portfolio analytics, and fund research.
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

ScreenersData VisualizationsPortfolioETF AnalysisAPIs & Data FeedsBlogs

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 55%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free, Subscription, and Other

Why switch

Koyfin best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Koyfin matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Custom Dashboards, Watchlist, News, and Alerts.

Watch out

Major switch gaps: missing API access, missing Factor Exposure, Risk Metrics, and ETF Overlap workflows, and does not clearly cover ETF screening, fund research, and factor screening.
Avoid as a full replacement if you rely on ETF screening, fund research, and factor screening.
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

ETF ScreenersScreenersData VisualizationsPortfolioCorrelationETF Analysis

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FINVIZ

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 64%

Bottom line: Investors and traders who want a fast U.S. stock screener with heat maps and snapshot views.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

FINVIZ best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
FINVIZ matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Comparison, Backtesting, News, and Alerts.

Watch out

Major switch gaps: missing API access, missing Mutual Funds coverage, and missing Factor Exposure, Risk Metrics, and ETF Overlap workflows.
Avoid as a full replacement if you rely on ETF screening, portfolio analytics, and fund research.
U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Free-plan limits: Free data is delayed. and Elite-only features include real-time quotes, alerts, exports, APIs, advanced filters, and intraday charts..

Shared coverage

ETF ScreenersScreenersData VisualizationsPortfolioCorrelationETF Analysis

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 55%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: ETFs and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free, Subscription, and Other

Why switch

TipRanks best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
TipRanks matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Top Analysts, US Government Trades, and Stock Comparison.

Watch out

Major switch gaps: missing Mutual Funds coverage, missing Factor Exposure, Correlation, and ETF Analysis workflows, and does not clearly cover ETF screening, fund research, and factor screening.
Avoid as a full replacement if you rely on ETF screening, fund research, and factor screening.
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

ETF ScreenersScreenersData VisualizationsRisk MetricsPortfolioAPIs & Data Feeds

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Portfolio Visualizer

Hands-on Tested

Best free-tier fitWorkflow overlap 55%

Bottom line: DIY investors and advisors who need portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Portfolio Visualizer best matches the base workflow on portfolio analytics, portfolio tracking, and fund research.
Portfolio Visualizer matches the base audience on Beginner, Intermediate, and Advanced.
You gain Backtesting, Monte Carlo, Performance Attribution, and Quant.

Watch out

Major switch gaps: missing API access, missing Portfolio, ETF Analysis, and ETF Overlap workflows, and does not clearly cover ETF screening, visual stock research, and API and market data.
Avoid as a full replacement if you rely on ETF screening, visual stock research, and API and market data.
Free tier is constrained: The free tier limits portfolio size/history and excludes current-year/YTD results, so serious workflows usually need Basic or Pro.
Free-plan limits: Signup required, Free tier supports portfolios with up to 15 assets and limited history., and Basic is listed at $30/month billed annually..

Shared coverage

ETF ScreenersScreenersData VisualizationsFactor ExposureRisk MetricsCorrelation

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 55%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free, Subscription, and Other

Why switch

TradingView best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
TradingView matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain Quant, Stock Ideas, Stock Comparison, and ETF Comparison.

Watch out

Major switch gaps: missing API access, missing Mutual Funds coverage, and missing Factor Exposure, Risk Metrics, and ETF Analysis workflows.
Avoid as a full replacement if you rely on ETF screening, portfolio analytics, and fund research.
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

ETF ScreenersScreenersData VisualizationsPortfolioCorrelationBlogs

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Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 55%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Investing.com matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Stock Comparison, Options, and Watchlist.

Watch out

Major switch gaps: missing API access, missing Mutual Funds coverage, and missing ETF Screeners, Factor Exposure, and Risk Metrics workflows.
Avoid as a full replacement if you rely on ETF screening, portfolio analytics, and fund research.
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., Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month., and ProPicks, premium reports, and deeper datasets are plan-gated..

Shared coverage

ScreenersData VisualizationsPortfolioCorrelationETF AnalysisBlogs

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FactorsToday

Best free-tier fitWorkflow overlap 64%

Bottom line: Quant and portfolio users who need live factor dashboards, stock/factor screeners, portfolio factor analysis, attribution, hedging, and an open API.

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

Why switch

FactorsToday best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
FactorsToday matches the base audience on Intermediate, Advanced, and quants and developers.
You gain Quant, Stock Comparison, Performance Attribution, and Scenario & Stress Tests.

Watch out

Major switch gaps: missing ETF Screeners, ETF Analysis, and ETF Overlap workflows, does not clearly cover ETF screening, fund research, and factor screening, and less aligned with Retail Traders, Pro Retail, and Institutional Investors.
Avoid as a full replacement if you rely on ETF screening, fund research, and factor screening.
Pricing not published: The site exposes many public tools and an open API, but no public commercial pricing or long-term access policy is clearly published.
Free-plan limits: FactorsToday public pages show sign-in options but expose dashboards and API documentation publicly., API documentation says the API is limited to 10 requests per second per IP address., and No public paid pricing table was found during verification..

Shared coverage

ScreenersData VisualizationsFactor ExposureRisk MetricsPortfolioCorrelation

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Seeking Alpha

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 45%

Bottom line: Retail investors who want news, contributor analysis, quant ratings, screeners, and portfolio alerts together.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Seeking Alpha best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Seeking Alpha matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain News, News Sentiment, Alerts, and Calendar.

Watch out

Major switch gaps: missing API access, missing Factor Exposure, Risk Metrics, and Correlation workflows, and does not clearly cover ETF screening, portfolio analytics, and fund research.
Avoid as a full replacement if you rely on ETF screening, portfolio analytics, and fund research.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
Free-plan limits: Signup required, Basic has limited premium-article access., and Premium is needed for unlimited articles/transcripts, ratings, factor grades, screeners, comparisons, broker linking, and AI summaries..

Shared coverage

ETF ScreenersScreenersData VisualizationsPortfolioETF Analysis

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okama

Hands-on Tested

Best free-tier fitWorkflow overlap 60%

Bottom line: Technical users who want a free open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

okama best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
okama matches the base audience on Beginner, Intermediate, and Advanced.
You gain Quant, Backtesting, Monte Carlo, and Macro Data.

Watch out

Major switch gaps: missing ETF Screeners, Screeners, and Factor Exposure workflows, does not clearly cover ETF screening, fund research, and factor screening, and less aligned with Retail Traders, Pro Retail, and Institutional Investors.
Avoid as a full replacement if you rely on ETF screening, fund research, and factor screening.
Developer-oriented workflow: okama is most valuable through Python, API, and widgets; non-technical investors may find it less approachable than hosted portfolio trackers.
Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. and Public documentation currently describes okama 2.2.1..

Shared coverage

Data VisualizationsRisk MetricsPortfolioCorrelationETF AnalysisAPIs & Data Feeds

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Delta by eToro

Best free-tier fitWorkflow overlap 36%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Delta by eToro best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Delta by eToro matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Alerts, Calendar, and News.

Watch out

Major switch gaps: missing API access, missing ETF Screeners, Screeners, and Factor Exposure workflows, and does not clearly cover ETF screening, fund research, and factor screening.
Avoid as a full replacement if you rely on ETF screening, fund research, and factor screening.
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

Data VisualizationsRisk MetricsPortfolioETF Analysis

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Validea

Best free-tier fitWorkflow overlap 45%

Bottom line: Investors who want guru-inspired and academic-factor stock and ETF model portfolios, screens, and factor reports.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs and Stocks
Experience: Intermediate and Advanced
Plans: Free and Other

Why switch

Validea best matches the base workflow on ETF screening, portfolio analytics, and portfolio tracking.
Validea matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Quant, Backtesting, and Scores.

Watch out

Major switch gaps: missing API access, missing Mutual Funds coverage, and missing Data Visualizations, Factor Exposure, and Risk Metrics workflows.
Avoid as a full replacement if you rely on fund research, visual stock research, and charting and technical analysis.
Model returns are not live account returns: Validea states model returns do not reflect actual trading and may include backtested and live model performance.
Free-plan limits: Public pages expose free weekly email newsletter signup and many public screen/portfolio pages., Signup and Validea Pro gates exist, but current paid plan prices were not cleanly visible on reviewed pages., and Model-return and performance disclaimers are prominent..

Shared coverage

ETF ScreenersScreenersPortfolioCorrelationETF Analysis

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Zacks (Zacks.com)

Hands-on Tested

Best free-tier fitWorkflow overlap 36%

Bottom line: Investors who specifically want Zacks Rank, earnings-estimate revisions, Style Scores, and earnings-surprise workflows.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: ETFs, Mutual Funds, and Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Zacks (Zacks.com) best matches the base workflow on ETF screening, portfolio tracking, and charting and technical analysis.
Zacks (Zacks.com) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Watchlist, News, Calendar, and Alerts.

Watch out

Major switch gaps: missing API access, missing Data Visualizations, Factor Exposure, and Risk Metrics workflows, and does not clearly cover portfolio analytics, fund research, and factor screening.
Avoid as a full replacement if you rely on portfolio analytics, fund research, and factor screening.
Best features are premium-gated: The full #1 Rank list, Equity Research Reports, Focus List, Premium Screens, and Earnings ESP filter require paid plans.
Free-plan limits: Signup required, Free membership provides basic research access., and Premium lists, screens, reports, Focus List, and Earnings ESP are plan-gated..

Shared coverage

ETF ScreenersScreenersPortfolioETF Analysis

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What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in ETF Screeners, Screeners, and Data Visualizations while adding Stock Ideas and Top Analysts coverage and 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. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features (workflow overlap ~73%).

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

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

Round out your stack with new coverage areas like Stock Ideas, Top Analysts, Stock Comparison, and ETF Comparison.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19Data Visualizations×18Screeners×17ETF Analysis×14ETF Screeners×13Correlation×12APIs & Data Feeds×10Blogs×9

New angles introduced

Categories the alternatives add beyond ETF Insider.

Watchlist+15Alerts+13News+13Calendar+12AI Research+11Backtesting+11Financials+11Stock Comparison+11

Free Access & Pricing

Free options

All 20

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

Mobile ready

10/20

10 alternatives bring native mobile access.

API availability

9/20

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

Quality checks

10 starred / 14 tested

10 tools are flagged as analyst picks; 14 have been hands-on tested.

Avg. coverage overlap

58%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to ETF Insider?

Start with GuruFocus, Stock Rover, and PortfoliosLab 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 ETF Screeners, Screeners, Data Visualizations, Portfolio, Correlation, ETF Analysis, APIs & Data Feeds, Blogs, Risk Metrics, Factor Exposure, and ETF Overlap, so core ETF Insider workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Stock Ideas, Top Analysts, Stock Comparison, ETF Comparison, Quant, Backtesting, Watchlist, Institutional Ownership, US Government Trades, News, Alerts, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Broker Connectors, Education, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Performance Attribution, Monte Carlo, Notes & Highlights, ETF Factors, ESG Ratings, Compounding Calculator, News Sentiment, Webhooks, Advisor Operations, Bulls Say Bear Say, Guidance / Pre-announcements, Options P&L, Retirement Calculator, Paper Trading, Order Book / Level II, Market Sentiment, CDS Spreads, Scenario & Stress Tests, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, and Capital Gains Estimator 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?

Factor Exposure, Risk Metrics, ETF Overlap, APIs & Data Feeds, ETF Analysis, Blogs, Screeners, Correlation, ETF Screeners, Portfolio, and Data Visualizations remain strengths for ETF Insider. 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.