TradingView is the closest drop-in replacement with overlapping coverage in Paper Trading, Advanced Order Types, and APIs & SDKs while adding Screeners and ETF Screeners coverage, Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile. and Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas. features, and a free tier (category overlap ~46%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Monday, January 5, 2026
Free programmatic picks
Free Alternatives to Interactive Brokers
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Interactive Brokers before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with TradingView, Robinhood, and eToro to road-test Interactive Brokers workflows without paying up front.
Round out your stack with new coverage areas like Screeners, ETF Screeners, Data Visualizations, and Quant.
Interactive Brokers still leads on Smart/Direct Routing and Scenario & Stress Tests, so keep it handy for those workflows.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and Desktop
Why investors switch
- TradingView keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Interactive Brokers offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Interactive Brokers if you still need Brokerage, Smart/Direct Routing, and Order Book / Level II.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Quant
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- Robinhood keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into News and Downloadable Tax Reports coverage beyond what Interactive Brokers offers.
- Standout features include Commission-free trading on US stocks, ETFs, and options (with per-contract fees: $0.50 standard, $0.35 with Gold)., Fractional share investing starting from $1 across most eligible US stocks and ETFs., and Advanced order types including stop, stop-limit, and trailing stop orders..
- Pair it with Interactive Brokers if you still need Paper Trading, Smart/Direct Routing, and APIs & SDKs.
Adds coverage: News and Downloadable Tax Reports
Standout features: Commission-free trading on US stocks, ETFs, and options (with per-contract fees: $0.50 standard, $0.35 with Gold)., Fractional share investing starting from $1 across most eligible US stocks and ETFs., Advanced order types including stop, stop-limit, and trailing stop orders., and 24-Hour Market on select symbols, running Sunday evening through Friday evening ET, alongside extended trading hours.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- eToro keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Copy/Social Trading, News, and Alerts coverage beyond what Interactive Brokers offers.
- Standout features include Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., and CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum..
- Pair it with Interactive Brokers if you still need Smart/Direct Routing, Order Book / Level II, and APIs & SDKs.
Adds coverage: Copy/Social Trading, News, Alerts, and Calendar
Standout features: Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum., and Smart Portfolios group assets thematically and are managed by eToro’s Investment Team; they rebalance regularly, require a $500 minimum, and carry no management fees.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Sharesight keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding coverage beyond what Interactive Brokers 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 Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
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.
Shared coverage
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Backtesting, Correlation, and Factor Exposure coverage beyond what Interactive Brokers 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 Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Backtesting, Correlation, Factor Exposure, and Stock Comparison
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Shared coverage
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Backtesting, Dividend, and Dividends coverage beyond what Interactive Brokers offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Backtesting, Dividend, Dividends, and Dividend Tax / ADR Withholding
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Unusual Whales keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Screeners, Dark Pool & Off-Exchange, and Alerts coverage beyond what Interactive Brokers offers.
- Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
- Pair it with Interactive Brokers if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Screeners, Dark Pool & Off-Exchange, Alerts, and News
Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Why investors switch
- OpenBB keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Sheets / Excel Add-ins, Custom Dashboards, and News coverage beyond what Interactive Brokers offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Sheets / Excel Add-ins, Custom Dashboards, News, and IPO
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and Desktop
Why investors switch
- BizToc keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into News and Reddit coverage beyond what Interactive Brokers offers.
- Standout features include ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., and ‘Imagery’ (NewsWall): latest business news in pictures..
- Pair it with Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: News and Reddit
Standout features: ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., ‘Imagery’ (NewsWall): latest business news in pictures., and Customization: dark mode and configurable news grid; site‑wide search.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- Alpha Vantage keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into News, News Sentiment, and Market Sentiment coverage beyond what Interactive Brokers offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: News, News Sentiment, Market Sentiment, and Calendar
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Investing.com keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Screeners, ETF Screeners, and News coverage beyond what Interactive Brokers offers.
- Standout features include Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., and Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps..
- Pair it with Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Screeners, ETF Screeners, News, and Alerts
Standout features: Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps., and Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- MarketWatch keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into News, Alerts, and Calendar coverage beyond what Interactive Brokers offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Interactive Brokers if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Screeners, News, and Alerts coverage beyond what Interactive Brokers offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Screeners, News, Alerts, and Calendar
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Desktop, and API
Why investors switch
- QuantConnect keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Quant, Backtesting, and Auto-Trading & Bots coverage beyond what Interactive Brokers offers.
- Standout features include Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., and Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX..
- Pair it with Interactive Brokers if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Quant, Backtesting, and Auto-Trading & Bots
Standout features: Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX., and Robust options support with Greeks, implied volatility, and helpers for building multi-leg strategies such as iron condors.
Shared coverage
Assets: Stocks, ETFs, and Futures
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Why investors switch
- Koyfin keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Interactive Brokers offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Stock Comparison
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Shared coverage
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- ETF Insider keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Interactive Brokers 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 Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Shared coverage
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Interactive Brokers offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Shared coverage
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Tickeron keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Interactive Brokers offers.
- Standout features include AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., and Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs..
- Pair it with Interactive Brokers if you still need Brokerage, Advanced Order Types, and Smart/Direct Routing.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Auto-Trading & Bots
Standout features: AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs., and AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).
Shared coverage
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Desktop, and API
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Interactive Brokers 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 Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Shared coverage
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Why investors switch
- okama keeps a free tier, so you can replicate Interactive Brokers workflows without upgrading.
- Expands into Quant, Data Visualizations, and Correlation coverage beyond what Interactive Brokers 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 Interactive Brokers if you still need Brokerage, Paper Trading, and Advanced Order Types.
Adds coverage: Quant, Data Visualizations, Correlation, and Backtesting
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
New angles introduced
Categories the alternatives add beyond Interactive Brokers.
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
12/20
12 matches support mobile alongside Interactive Brokers.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 11 tested
6 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
33%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Interactive Brokers?
Start with TradingView, Robinhood, and eToro to replicate Interactive Brokers 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 Interactive Brokers workflows stay covered on the free plan?
Expect solid overlap across Paper Trading, Advanced Order Types, APIs & SDKs, Portfolio, Watchlist, Options & Derivatives, Brokerage, Order Book / Level II, Data APIs, Risk Metrics, and Performance Attribution, so core Interactive Brokers workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Screeners, ETF Screeners, Data Visualizations, Quant, Backtesting, News, Alerts, Calendar, Yield Curves, Housing & Construction, Inflation Rates, Financials, Valuation Models, Dividends, ETF Overview, ETF Performance, ETF Fundamentals, On-chain Analytics, DEX / DeFi, Webhooks, Broker Connectors, Education, Videos, Blogs, Forums, Downloadable Tax Reports, Copy/Social Trading, IPO, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Wealth Management, Client & Investor Reporting, Client Portal & Mobile App, Correlation, Factor Exposure, Stock Comparison, ETF Comparison, Splits, Dark Pool & Off-Exchange, US Government Trades, Insider Data, 13F, Sheets / Excel Add-ins, Custom Dashboards, Interest Rates, GDP, Unemployment Rates, Commitment of Traders (COT), Transcripts, ETF Holdings, Regulatory Filings Monitoring, AI, AI Chat, Reddit, News Sentiment, Market Sentiment, Delisted, Retail Sales, Options, Short Interest, Newsletters, Auto-Trading & Bots, Money Flow, ETF Valuation, ETF Overlap, Investor Holdings, Institutional Data, Improved Filings, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Stock Ideas, Courses & Certs, Consumer Sentiment, and Monte Carlo show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Interactive Brokers?
Brokerage, Smart/Direct Routing, Order Book / Level II, Data APIs, Risk Metrics, Scenario & Stress Tests, Performance Attribution, Paper Trading, APIs & SDKs, Options & Derivatives, Advanced Order Types, Watchlist, and Portfolio remain strengths for Interactive Brokers. 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!
Got ideas for new features?
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.