Stock Unlock is the closest drop-in replacement with overlapping coverage in Screeners, Valuation Models, and Portfolio while adding Data Visualizations and Stock Comparison coverage, Coverage of more than 130,000 stocks and ETFs across 65 global exchanges. and Portfolio tracking through manual entry or broker connections (via SnapTrade integration). features, and a free tier (category overlap ~80%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 6, 2025
Free programmatic picks
Free Alternatives to Invesst
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Invesst before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Stock Unlock, Tweenvest, and Fiscal.ai to road-test Invesst workflows without paying up front.
Need mobile access? Fiscal.ai, GuruFocus, and Stock Rover bring phone-ready workflows that Invesst lacks.
Round out your stack with new coverage areas like Data Visualizations, Stock Comparison, ETF Overview, and ETF Holdings.
Similarity score 952
Category overlap: 80%Shared coverage
Screeners
Valuation Models
Portfolio
AI
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Unlock keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Data Visualizations, Stock Comparison, and ETF Overview coverage beyond what Invesst offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with Invesst if you still need AI Chat.
Adds coverage: Data Visualizations, Stock Comparison, ETF Overview, and ETF Holdings
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 952
Category overlap: 80%Shared coverage
Screeners
Valuation Models
Portfolio
AI
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tweenvest keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Financials, Scores, and Transcripts coverage beyond what Invesst offers.
- Standout features include Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..
- Pair it with Invesst if you still need AI Chat.
Adds coverage: Financials, Scores, Transcripts, and Watchlist
Standout features: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum., and Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
Similarity score 830
Category overlap: 60%Shared coverage
Screeners
Valuation Models
Portfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Stock Comparison, and Watchlist coverage beyond what Invesst offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Data Visualizations, Stock Comparison, Watchlist, and Alerts
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 830
Category overlap: 60%Shared coverage
Screeners
Valuation Models
Portfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Invesst workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Stock Comparison, and Backtesting coverage beyond what Invesst offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Stock Ideas, Stock Comparison, Backtesting, and Investor Holdings
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 830
Category overlap: 60%Shared coverage
Screeners
Valuation Models
Portfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Invesst offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 796
Category overlap: 60%Shared coverage
Screeners
AI
AI Chat
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stocknear keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Options & Derivatives, Data Visualizations, and Watchlist coverage beyond what Invesst offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with Invesst if you still need Valuation Models and Portfolio.
Adds coverage: Options & Derivatives, Data Visualizations, Watchlist, and News
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 796
Category overlap: 60%Shared coverage
Screeners
Valuation Models
Portfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Track Your Dividends (TYD) keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Watchlist, Dividends, and Alerts coverage beyond what Invesst offers.
- Standout features include Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., and Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Watchlist, Dividends, Alerts, and Financials
Standout features: Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support., and Dividend alerts cover declarations on the Free plan, with Premium extending to ex-dates, payment dates, and optional weekly recaps.
Similarity score 770
Category overlap: 60%Shared coverage
Screeners
Valuation Models
Portfolio
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Simply Wall St keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Watchlist, and Financials coverage beyond what Invesst offers.
- Standout features include Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Stock Ideas, Watchlist, Financials, and Scores
Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Similarity score 756
Category overlap: 60%Shared coverage
Screeners
AI
AI Chat
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Screener.in keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Screener.in adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Alerts, and Data Visualizations coverage beyond what Invesst offers.
- Standout features include Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..
- Pair it with Invesst if you still need Valuation Models and Portfolio.
Adds coverage: Watchlist, Alerts, Data Visualizations, and Financials
Standout features: Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates., and Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
Similarity score 742
Category overlap: 40%Shared coverage
Screeners
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Data Visualizations, and News coverage beyond what Invesst offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Invesst if you still need Valuation Models, AI, and AI Chat.
Adds coverage: ETF Screeners, Data Visualizations, News, and Alerts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 742
Category overlap: 40%Shared coverage
Screeners
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Invesst workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what Invesst offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Invesst if you still need Valuation Models, AI, and AI Chat.
Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Analyst Forecasts
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 742
Category overlap: 40%Shared coverage
Screeners
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Invesst workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Ideas, and Data Visualizations coverage beyond what Invesst offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Invesst if you still need Valuation Models, AI, and AI Chat.
Adds coverage: ETF Screeners, Stock Ideas, Data Visualizations, and Options & Derivatives
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 730
Category overlap: 40%Shared coverage
Screeners
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Data Visualizations, Watchlist, and Backtesting coverage beyond what Invesst offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Invesst if you still need Valuation Models, AI, and AI Chat.
Adds coverage: Data Visualizations, Watchlist, Backtesting, and News
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 728
Category overlap: 40%Shared coverage
Screeners
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Watchlist, and News coverage beyond what Invesst offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with Invesst if you still need Valuation Models, AI, and AI Chat.
Adds coverage: ETF Screeners, Watchlist, News, and Alerts
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 728
Category overlap: 40%Shared coverage
Screeners
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Nasdaq.com keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Nasdaq.com adds mobile access for on-the-go monitoring.
- Expands into Watchlist, News, and Calendar coverage beyond what Invesst offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with Invesst if you still need Valuation Models, AI, and AI Chat.
Adds coverage: Watchlist, News, Calendar, and Dividends
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 728
Category overlap: 40%Shared coverage
Screeners
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Watchlist, News, and Alerts coverage beyond what Invesst 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 Invesst if you still need Valuation Models, AI, and AI Chat.
Adds coverage: Watchlist, News, Alerts, and Calendar
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 720
Category overlap: 40%Shared coverage
Screeners
AI
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Smartkarma keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Smartkarma adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Watchlist, and News coverage beyond what Invesst offers.
- Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
- Pair it with Invesst if you still need Valuation Models, Portfolio, and AI Chat.
Adds coverage: Stock Ideas, Watchlist, News, and Alerts
Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Similarity score 720
Category overlap: 40%Shared coverage
Screeners
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- StockCharts keeps a free tier, so you can replicate Invesst workflows without upgrading.
- StockCharts adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Alerts, and Watchlist coverage beyond what Invesst offers.
- Standout features include Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
- Pair it with Invesst if you still need Valuation Models, AI, and AI Chat.
Adds coverage: Data Visualizations, Alerts, Watchlist, and Calendar
Standout features: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)., and Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Similarity score 710
Category overlap: 40%Shared coverage
Valuation Models
Portfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Beanvest keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Financials, Insider Data, and Broker Connectors coverage beyond what Invesst offers.
- Standout features include Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., and Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap..
- Pair it with Invesst if you still need Screeners, AI, and AI Chat.
Adds coverage: Financials, Insider Data, and Broker Connectors
Standout features: Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap., and Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
Similarity score 708
Category overlap: 40%Shared coverage
AI
AI Chat
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what Invesst 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 Invesst if you still need Screeners, Valuation Models, and Portfolio.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and Data APIs
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×18
Portfolio×16
Valuation Models×8
AI×6
AI Chat×3
New angles introduced
Categories the alternatives add beyond Invesst.
Financials+17
Watchlist+17
Alerts+16
News+15
Calendar+13
ETF Overview+13
Data Visualizations+12
ETF Holdings+12
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
13/20
13 alternatives bring native mobile access.
API availability
4/20
4 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 15 tested
8 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
51%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Invesst?
Start with Stock Unlock, Tweenvest, and Fiscal.ai to replicate Invesst 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 Invesst workflows stay covered on the free plan?
Expect solid overlap across Screeners, Valuation Models, Portfolio, AI, and AI Chat, so core Invesst workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Watchlist, Dividends, Insider Data, Institutional Data, Scores, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI Report, Education, Blogs, Newsletters, Financials, Transcripts, News, Calendar, Splits, ETF Performance, 13F, Data APIs, Stock Ideas, Backtesting, Investor Holdings, US Government Trades, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, ETF Screeners, ETF Comparison, Correlation, Monte Carlo, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Videos, Options & Derivatives, Dark Pool & Off-Exchange, Dividend, Courses & Certs, Broker Connectors, ETF Overlap, ETF Fundamentals, ETF Valuation, Short Interest, Top Analysts, Flags, App & Website Traffic, Which ETF includes this Stock?, News Sentiment, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Forums, Options, IPO, Custom Dashboards, Quant, and Regulatory Filings Monitoring show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Invesst?
AI Chat, AI, Valuation Models, Portfolio, and Screeners remain strengths for Invesst. 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!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.