PortfoliosLab is the closest drop-in replacement with overlapping coverage in Screeners, Quant, and Data Visualizations while adding Watchlist and ETF Comparison coverage, 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). and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. features, and a free tier (category overlap ~77%).
VOL. XCIV, NO. 247
Free Alternatives to FactorsToday
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Free Alternatives to FactorsToday
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test FactorsToday before paying for another subscription.
Switching from FactorsToday 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 ranked by how closely it matches FactorsToday's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap47%Category match
Mobile Ready8Native apps
Quick takeaways
Every pick keeps a free tier; start with PortfoliosLab, DeepVest, and Portfolio Visualizer to road-test FactorsToday workflows without paying up front.
Need mobile access? GuruFocus, TradingView, and Stock Rover bring phone-ready workflows that FactorsToday lacks.
Round out your stack with new coverage areas like Watchlist, ETF Comparison, ETF Screeners, and APIs & SDKs.
Similarity score 1813Category overlap: 77%
Shared coverage
ScreenersQuantData VisualizationsStock ComparisonFactor ExposureRisk Metrics
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 FactorsToday workflows without upgrading.
- Expands into Watchlist, ETF Comparison, and ETF Screeners coverage beyond what FactorsToday 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 FactorsToday if you still need Performance Attribution, Scenario & Stress Tests, and AI.
Adds coverage: Watchlist, ETF Comparison, ETF Screeners, and APIs & SDKs
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.
Similarity score 1507Category overlap: 62%
Shared coverage
ScreenersData VisualizationsRisk MetricsScenario & Stress TestsPortfolioBacktesting
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- DeepVest keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Wealth Management, AI Chat, and Options coverage beyond what FactorsToday offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with FactorsToday if you still need Quant, Stock Comparison, and Factor Exposure.
Adds coverage: Wealth Management, AI Chat, Options, and Transcripts
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 1502Category overlap: 80%
Shared coverage
ScreenersQuantData VisualizationsFactor ExposurePerformance AttributionRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Portfolio Visualizer keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Monte Carlo and ETF Screeners coverage beyond what FactorsToday offers.
- Standout features include Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., and Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)..
- Pair it with FactorsToday if you still need Stock Comparison, Scenario & Stress Tests, and Portfolio.
Adds coverage: Monte Carlo and ETF Screeners
Standout features: Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)., and Portfolio optimization strategies (includes mean-variance optimization; also references max drawdown optimization).
Similarity score 1424Category overlap: 54%
Shared coverage
ScreenersData VisualizationsFactor ExposureRisk MetricsPortfolioCorrelation
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 FactorsToday workflows without upgrading.
- Expands into ETF Screeners, ETF Overview, and ETF Holdings coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Stock Comparison, and Performance Attribution.
Adds coverage: ETF Screeners, ETF Overview, ETF Holdings, and ETF Performance
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 1418Category overlap: 54%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioBacktestingData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- GuruFocus keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Investor Holdings, and US Government Trades coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, Investor Holdings, US Government Trades, and News
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1406Category overlap: 54%
Shared coverage
ScreenersQuantData VisualizationsPortfolioBacktestingCorrelation
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Stock Ideas, Watchlist, and Financials coverage beyond what FactorsToday 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 FactorsToday if you still need Stock Comparison, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, Watchlist, Financials, and GDP
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.
Similarity score 1395Category overlap: 64%
Shared coverage
QuantData VisualizationsRisk MetricsPortfolioBacktestingCorrelation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- okama keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Monte Carlo, ETF Performance, and Inflation Rates coverage beyond what FactorsToday 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 FactorsToday if you still need Screeners, Stock Comparison, and Factor Exposure.
Adds coverage: Monte Carlo, ETF Performance, Inflation Rates, and Interest 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.
Similarity score 1262Category overlap: 46%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioData APIsAI
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Stock Ideas, Watchlist, and Investor Holdings coverage beyond what FactorsToday offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, Watchlist, Investor Holdings, and ETF Overview
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1186Category overlap: 46%
Shared coverage
ScreenersQuantData VisualizationsPortfolioBacktestingCorrelation
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- TradingView keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Watchlist, and News coverage beyond what FactorsToday offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., 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+ public indicators, and 110+ drawing tools..
- Pair it with FactorsToday if you still need Stock Comparison, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, Watchlist, News, and Alerts
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., 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+ public indicators, and 110+ drawing tools., 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 1174Category overlap: 46%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioBacktestingCorrelation
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- FINVIZ keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into ETF Screeners, News, and Alerts coverage beyond what FactorsToday offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: ETF Screeners, News, Alerts, and Calendar
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 1103Category overlap: 38%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioCorrelation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Stock Rover keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, ETF Comparison, and Watchlist coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: ETF Screeners, 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.
Similarity score 1077Category overlap: 38%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolioAI
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Stock Unlock keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into ETF Overview, ETF Holdings, and Watchlist coverage beyond what FactorsToday offers.
- Standout features include Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only..
- Pair it with FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: ETF Overview, ETF Holdings, Watchlist, and Dividends
Standout features: Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only., and Custom watchlists with event notifications and alerts.
Similarity score 1071Category overlap: 38%
Shared coverage
ScreenersStock ComparisonPortfolioData APIsAI
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- TipRanks keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what FactorsToday offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with FactorsToday if you still need Quant, Data Visualizations, and Factor Exposure.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and ETF Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 1049Category overlap: 38%
Shared coverage
ScreenersData VisualizationsPortfolioBacktestingAI
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- EPSMomentum keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Money Flow, and Watchlist coverage beyond what FactorsToday offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with FactorsToday if you still need Quant, Stock Comparison, and Factor Exposure.
Adds coverage: Stock Ideas, Money Flow, Watchlist, and News
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 1037Category overlap: 38%
Shared coverage
ScreenersData VisualizationsPortfolioBacktestingData APIs
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- ETF Action keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Stock Comparison, and Factor Exposure.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals
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).
Similarity score 1020Category overlap: 31%
Shared coverage
ScreenersData VisualizationsPortfolioCorrelation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Koyfin keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Custom Dashboards, and Watchlist coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Stock Comparison, and Factor Exposure.
Adds coverage: ETF Screeners, Custom Dashboards, Watchlist, and News
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 1020Category overlap: 31%
Shared coverage
ScreenersData VisualizationsStock ComparisonPortfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what FactorsToday 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 FactorsToday if you still need Quant, Factor Exposure, and Performance Attribution.
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, 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.
Similarity score 1001Category overlap: 42%
Shared coverage
ScreenersData VisualizationsPortfolioBacktestingData APIs
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Uncle Stock keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into Financials, Valuation Models, and Scores coverage beyond what FactorsToday offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with FactorsToday if you still need Quant, Stock Comparison, and Factor Exposure.
Adds coverage: Financials, Valuation Models, Scores, and Institutional Data
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 977Category overlap: 38%
Shared coverage
Data VisualizationsFactor ExposurePortfolioBacktestingData APIs
Assets: ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Trackinsight keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Expands into ETF Screeners, ETF Comparison, and ETF Overview coverage beyond what FactorsToday 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 FactorsToday if you still need Screeners, Quant, and Stock Comparison.
Adds coverage: ETF Screeners, ETF Comparison, ETF Overview, and ETF Performance
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.
Similarity score 966Category overlap: 31%
Shared coverage
Performance AttributionRisk MetricsPortfolioData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- Sharesight keeps a free tier, so you can replicate FactorsToday workflows without upgrading.
- Sharesight adds mobile access for on-the-go monitoring.
- Expands into Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding coverage beyond what FactorsToday 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., 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..
- Pair it with FactorsToday if you still need Screeners, Quant, and Data Visualizations.
Adds coverage: Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, and Dividend
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., 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., 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., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×19Data Visualizations×18Screeners×17Backtesting×12Data APIs×11Correlation×10Stock Comparison×8AI×6
New angles introduced
Categories the alternatives add beyond FactorsToday.
Watchlist+13Alerts+12ETF Holdings+10ETF Overview+10Financials+10News+10Calendar+9ETF Screeners+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
8/20
8 alternatives bring native mobile access.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
11 starred / 15 tested
11 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
47%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to FactorsToday?
Start with PortfoliosLab, DeepVest, and Portfolio Visualizer to replicate FactorsToday 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 FactorsToday workflows stay covered on the free plan?
Expect solid overlap across Screeners, Quant, Data Visualizations, Stock Comparison, Factor Exposure, Risk Metrics, Portfolio, Backtesting, Correlation, Data APIs, Scenario & Stress Tests, AI, and Performance Attribution, so core FactorsToday workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Watchlist, ETF Comparison, ETF Screeners, APIs & SDKs, Wealth Management, AI Chat, Options, Transcripts, Calendar, Alerts, Audit Trail / Supervision, Monte Carlo, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Blogs, Stock Ideas, Investor Holdings, US Government Trades, News, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Dividends, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Scores, Valuation Models, Insider Data, Institutional Data, Short Interest, 13F, 13D/13G, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Education, Videos, Forums, Newsletters, Stock Handbook, Consumer Sentiment, Housing & Construction, Broker Connectors, Splits, Improved Filings, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, Webhooks, Paper Trading, Order Book / Level II, ETF Fundamentals, Flags, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Top Analysts, Options & Derivatives, Bulls Say Bear Say, News Sentiment, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, Money Flow, Market Sentiment, Dark Pool & Off-Exchange, Custom Dashboards, ETF Valuation, ETF Factors, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, ESG Ratings, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, and Client Portal & Mobile App show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on FactorsToday?
Performance Attribution, Scenario & Stress Tests, AI, Quant, Stock Comparison, Factor Exposure, Data APIs, Portfolio, Backtesting, Risk Metrics, Correlation, Screeners, and Data Visualizations remain strengths for FactorsToday. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.