PortfoliosLab is the closest drop-in replacement with overlapping coverage in Data APIs, Quant, and Data Visualizations while adding Portfolio and Watchlist coverage and 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 (category overlap ~100%).
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Free Alternatives to Global Factor Data (JKP Factors)
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Free Alternatives to Global Factor Data (JKP Factors)
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Global Factor Data (JKP Factors) before paying for another subscription.
Switching from Global Factor Data (JKP Factors) doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Data Visualizations to Data APIs and beyond. Each pick below is ranked by how closely it matches Global Factor Data (JKP Factors)'s category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap60%Category match
Mobile Ready5Native apps
Quick takeaways
Every pick keeps a free tier; start with PortfoliosLab, ETF Insider, and Portfolio123 to road-test Global Factor Data (JKP Factors) workflows without paying up front.
Need mobile access? ORTEX, GuruFocus, and TradingView bring phone-ready workflows that Global Factor Data (JKP Factors) lacks.
Round out your stack with new coverage areas like Portfolio, Watchlist, Backtesting, and Correlation.
Similarity score 782Category overlap: 100%
Shared coverage
Data APIsQuantData VisualizationsFactor Exposure
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Backtesting coverage beyond what Global Factor Data (JKP Factors) 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)..
Adds coverage: Portfolio, Watchlist, Backtesting, and Correlation
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 654Category overlap: 75%
Shared coverage
Data APIsData VisualizationsFactor Exposure
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Screeners, and Risk Metrics coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Quant.
Adds coverage: ETF Screeners, Screeners, Risk Metrics, and Portfolio
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 654Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Portfolio coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Screeners, Stock Ideas, Portfolio, and Watchlist
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 652Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- ORTEX adds mobile access for on-the-go monitoring.
- Expands into Short Interest, Insider Data, and Index Rebalancing coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..
- Pair it with Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Short Interest, Insider Data, Index Rebalancing, and Money Flow
Standout features: Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms., and Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
Similarity score 640Category overlap: 75%
Shared coverage
Data APIsQuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Correlation, and Backtesting coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Factor Exposure.
Adds coverage: Portfolio, Correlation, Backtesting, and Risk Metrics
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 640Category overlap: 75%
Shared coverage
QuantData VisualizationsFactor Exposure
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Backtesting, Monte Carlo, and Correlation coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Data APIs.
Adds coverage: Backtesting, Monte Carlo, Correlation, and Risk Metrics
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 572Category overlap: 75%
Shared coverage
Data APIsData VisualizationsFactor Exposure
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and ETF Overview coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Quant.
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 516Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Portfolio
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 516Category overlap: 50%
Shared coverage
QuantData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Watchlist coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Data APIs and Factor Exposure.
Adds coverage: Screeners, Stock Ideas, Watchlist, and Portfolio
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 504Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Portfolio
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 504Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Backtesting, and Financials coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Screeners, Backtesting, Financials, and Valuation Models
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 494Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- OpenBB adds mobile access for on-the-go monitoring.
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and AI
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Index Rebalancing coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Screeners, Stock Ideas, Index Rebalancing, and Watchlist
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Comparison, and Financials coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., and Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Screeners, Stock Comparison, Financials, and Scores
Standout features: Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)., and Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) if you still need Quant 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 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and Calendar
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Inflation Rates, GDP, and Interest Rates coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Clean charts + tabular views with ‘By month’ / ‘By year’ toggles for each series., S&P 500 valuation dashboards: PE, Shiller CAPE (with FAQ), price‑to‑sales, price‑to‑book, earnings yield., and Macro breadth: CPI & inflation rate; GDP (real & nominal), growth rates, real GDP per‑capita; US Treasury tenors (1M–30Y) and real yields..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Inflation Rates, GDP, Interest Rates, and Real Yields
Standout features: Clean charts + tabular views with ‘By month’ / ‘By year’ toggles for each series., S&P 500 valuation dashboards: PE, Shiller CAPE (with FAQ), price‑to‑sales, price‑to‑book, earnings yield., Macro breadth: CPI & inflation rate; GDP (real & nominal), growth rates, real GDP per‑capita; US Treasury tenors (1M–30Y) and real yields., and On‑page source disclosure and methodology notes (e.g., monthly averages for S&P price series; CAPE construction).
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsQuant
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Backtesting, and Auto-Trading & Bots coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets..
- Pair it with Global Factor Data (JKP Factors) if you still need Data Visualizations and Factor Exposure.
Adds coverage: Screeners, Backtesting, Auto-Trading & Bots, and Advanced Order Types
Standout features: Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets., and Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
Similarity score 482Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Alerts, Calendar, and Dividends coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., and AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Alerts, Calendar, Dividends, and Stock Ideas
Standout features: 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate., and Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.
Similarity score 476Category overlap: 50%
Shared coverage
Data APIsData Visualizations
Assets: Stocks
Experience: Advanced
Platforms: Web
Why investors switch
- CB Insights adds mobile access for on-the-go monitoring.
- Expands into Sheets / Excel Add-ins, Screeners, and Acquisitions coverage beyond what Global Factor Data (JKP Factors) offers.
- Standout features include Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..
- Pair it with Global Factor Data (JKP Factors) if you still need Quant and Factor Exposure.
Adds coverage: Sheets / Excel Add-ins, Screeners, Acquisitions, and Newsletters
Standout features: Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets., and Salesforce integration to embed company and investor insights into CRM workflows.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×19Data APIs×18Quant×7Factor Exposure×4
New angles introduced
Categories the alternatives add beyond Global Factor Data (JKP Factors).
Screeners+16Backtesting+11Portfolio+10Watchlist+10APIs & SDKs+8Blogs+8Financials+8Calendar+7
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
5/20
5 alternatives bring native mobile access.
API availability
17/20
17 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 9 tested
6 tools are flagged as analyst picks; 9 have been hands-on tested.
Avg. coverage overlap
60%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Global Factor Data (JKP Factors)?
Start with PortfoliosLab, ETF Insider, and Portfolio123 to replicate Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) workflows stay covered on the free plan?
Expect solid overlap across Data APIs, Quant, Data Visualizations, and Factor Exposure, so core Global Factor Data (JKP Factors) workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Portfolio, Watchlist, Backtesting, Correlation, Risk Metrics, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, APIs & SDKs, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Blogs, Stock Ideas, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Broker Connectors, Education, Videos, Short Interest, Insider Data, Index Rebalancing, Money Flow, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, News, Calendar, US Government Trades, Monte Carlo, Inflation Rates, Performance Attribution, ETF Fundamentals, ETF Factors, ESG Ratings, Investor Holdings, Alerts, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Dividends, Commitment of Traders (COT), Yield Curves, Scores, Valuation Models, Institutional Data, 13F, 13D/13G, Analyst Forecasts, Transcripts, AI, AI Chat, Forums, Newsletters, Stock Handbook, Splits, Paper Trading, Webhooks, Order Book / Level II, Improved Filings, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, Sheets / Excel Add-ins, Custom Dashboards, Buybacks & Authorizations, Flags, ETF Valuation, Which ETF includes this Stock?, PMI / ISM, Real Yields, Auto-Trading & Bots, Advanced Order Types, and Playbooks & Case Studies show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Global Factor Data (JKP Factors)?
Quant, Factor Exposure, Data APIs, and Data Visualizations remain strengths for Global Factor Data (JKP Factors). Keep it handy for those tasks or plan for a paid upgrade if they matter.
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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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