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
Thursday, November 20, 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 952Category overlap: 80%
Shared coverage
ScreenersValuation ModelsPortfolioAI
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 952Category overlap: 80%
Shared coverage
ScreenersValuation ModelsPortfolioAI
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 830Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
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 830Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
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 830Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
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 818Category overlap: 60%
Shared coverage
ScreenersPortfolioAI
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fey keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Watchlist, News, and Alerts coverage beyond what Invesst offers.
- Standout features include Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
- Pair it with Invesst if you still need Valuation Models and AI Chat.
Adds coverage: Watchlist, News, Alerts, and Calendar
Standout features: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., and Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Similarity score 796Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- HedgeFollow keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into 13F, 13D/13G, and Insider Data coverage beyond what Invesst offers.
- Standout features include Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., and Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: 13F, 13D/13G, Insider Data, and Institutional Data
Standout features: Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag., and Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.
Similarity score 796Category overlap: 60%
Shared coverage
ScreenersValuation ModelsAI Chat
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Monexa keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into News, News Sentiment, and Calendar coverage beyond what Invesst offers.
- Standout features include Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
- Pair it with Invesst if you still need Portfolio and AI.
Adds coverage: News, News Sentiment, Calendar, and Financials
Standout features: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., and AI SWOT Analysis previews and full SWOT in Pro.
Similarity score 796Category overlap: 60%
Shared coverage
ScreenersAIAI 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 796Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
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 796Category overlap: 60%
Shared coverage
ScreenersValuation ModelsAI
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- ValueSense keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Stock Ideas, Data Visualizations, and Quant coverage beyond what Invesst offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with Invesst if you still need Portfolio and AI Chat.
Adds coverage: Stock Ideas, Data Visualizations, Quant, and Money Flow
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Similarity score 770Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
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 764Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
Assets: Stocks and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Uncle Stock keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Backtesting, Watchlist, and Data APIs coverage beyond what Invesst offers.
- Standout features include Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Backtesting, Watchlist, Data APIs, and Financials
Standout features: Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented., and Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
Similarity score 756Category overlap: 60%
Shared coverage
ScreenersAIAI 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 742Category overlap: 40%
Shared coverage
ScreenersPortfolio
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 742Category overlap: 40%
Shared coverage
ScreenersPortfolio
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 742Category overlap: 40%
Shared coverage
ScreenersPortfolio
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 736Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Alpha Spread keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Stock Comparison, Stock Ideas, and Financials coverage beyond what Invesst offers.
- Standout features include Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Stock Comparison, Stock Ideas, Financials, and Transcripts
Standout features: Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., and Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Similarity score 730Category overlap: 40%
Shared coverage
ScreenersPortfolio
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 728Category overlap: 40%
Shared coverage
ScreenersPortfolio
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20Portfolio×16Valuation Models×12AI×6AI Chat×3
New angles introduced
Categories the alternatives add beyond Invesst.
Watchlist+19Financials+16Alerts+15News+15Calendar+12Data Visualizations+11ETF Overview+11Analyst Forecasts+10
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
9/20
9 alternatives bring native mobile access.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 14 tested
9 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
57%
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, News Sentiment, Improved Filings, AI Earnings Summary, AI Filings Summary, Factor Exposure, 13D/13G, Money Flow, Options & Derivatives, Dark Pool & Off-Exchange, Dividend, Courses & Certs, Quant, Research Templates, Shared Workspaces, Broker Connectors, Checklist, ETF Overlap, ETF Fundamentals, ETF Valuation, Short Interest, Top Analysts, Flags, App & Website Traffic, Which ETF includes this Stock?, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Forums, Options, and IPO 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, and Portfolio 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.