Investing.com is the closest drop-in replacement with overlapping coverage in Screeners, Valuation Models, and Portfolio while adding News and Alerts coverage, Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options. and Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps. features, and a free tier (category overlap ~100%).
VOL. XCIV, NO. 247
Free Alternatives to Invesst
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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.
Switching from Invesst doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Screeners to Portfolio and beyond. Each pick below is ranked by how closely it matches Invesst's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap72%Category match
Mobile Ready7Native apps
Quick takeaways
Every pick keeps a free tier; start with Investing.com, GuruFocus, and Fiscal.ai to road-test Invesst workflows without paying up front.
Need mobile access? Investing.com, GuruFocus, and EPSMomentum bring phone-ready workflows that Invesst lacks.
Round out your stack with new coverage areas like News, Alerts, Calendar, and Dividends.
Similarity score 1172Category overlap: 100%
Shared coverage
ScreenersValuation ModelsPortfolioAIAI Chat
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 News, Alerts, and Calendar coverage beyond what Invesst offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
Adds coverage: News, Alerts, Calendar, and Dividends
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 1126Category overlap: 100%
Shared coverage
ScreenersValuation ModelsPortfolioAIAI Chat
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 Data Visualizations coverage beyond what Invesst offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1114Category overlap: 100%
Shared coverage
ScreenersValuation ModelsPortfolioAIAI Chat
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.
- Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Invesst offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1012Category overlap: 80%
Shared coverage
ScreenersValuation ModelsPortfolioAI
Assets: Stocks, ETFs, and Cryptos
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 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only..
- Pair it with Invesst if you still need AI Chat.
Adds coverage: Data Visualizations, Stock Comparison, ETF Overview, and ETF Holdings
Standout features: Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only., and Custom watchlists with event notifications and alerts.
Similarity score 964Category overlap: 80%
Shared coverage
ScreenersPortfolioAIAI Chat
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- DeepVest keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Wealth Management, Backtesting, and Data Visualizations coverage beyond what Invesst offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with Invesst if you still need Valuation Models.
Adds coverage: Wealth Management, Backtesting, Data Visualizations, and Correlation
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 956Category overlap: 80%
Shared coverage
ScreenersPortfolioAIAI Chat
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- EPSMomentum keeps a free tier, so you can replicate Invesst workflows without upgrading.
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Data Visualizations, and Money Flow coverage beyond what Invesst offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with Invesst if you still need Valuation Models.
Adds coverage: Stock Ideas, Data Visualizations, Money Flow, and Watchlist
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 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 Data Visualizations, Watchlist, and News coverage beyond what Invesst offers.
- Standout features include Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., and Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”..
- Pair it with Invesst if you still need AI Chat.
Adds coverage: Data Visualizations, Watchlist, News, and Calendar
Standout features: Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”., and Portfolio tracking with performance + dividends and “notifications for upcoming events”; portfolio entitlements scale by plan (1 portfolio / 20 positions on Pro; unlimited portfolios/positions on Pro+).
Similarity score 944Category overlap: 80%
Shared coverage
ScreenersValuation ModelsAIAI 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 Stock Ideas, News, and Calendar coverage beyond what Invesst offers.
- Standout features include Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., and Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting..
- Pair it with Invesst if you still need Portfolio.
Adds coverage: Stock Ideas, News, Calendar, and Financials
Standout features: Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting., and Company dashboards include an interactive stock chart with historical price data and comparison tools, plus multiple time ranges (e.g., 1M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, 20Y, Max) and valuation metrics.
Similarity score 890Category overlap: 60%
Shared coverage
ScreenersPortfolioAI
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 Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what Invesst offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Invesst if you still need Valuation Models and AI Chat.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and Stock Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 844Category overlap: 80%
Shared coverage
ScreenersValuation ModelsAIAI Chat
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Alpha Spread keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Stock Ideas, Stock Comparison, and Watchlist coverage beyond what Invesst offers.
- Standout features include Automatic intrinsic valuation to compare market price vs intrinsic value (includes DCF + relative valuation and scenario analysis)., Company “stock report” sections include: Summary, DCF valuation, Relative valuation, Wall St estimates, profitability & solvency analysis, financials, revenue breakdown, earnings calls, and discount rate., and Analyst estimates / “Stock Forecast” pages with price targets (and the ability to set price alerts from these pages)..
- Pair it with Invesst if you still need Portfolio.
Adds coverage: Stock Ideas, Stock Comparison, Watchlist, and Alerts
Standout features: Automatic intrinsic valuation to compare market price vs intrinsic value (includes DCF + relative valuation and scenario analysis)., Company “stock report” sections include: Summary, DCF valuation, Relative valuation, Wall St estimates, profitability & solvency analysis, financials, revenue breakdown, earnings calls, and discount rate., Analyst estimates / “Stock Forecast” pages with price targets (and the ability to set price alerts from these pages)., and Watchlist + alerts: track intrinsic value shifts, get notified on new analyst price targets and insider activity, and set email price alerts for target prices.
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
- 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, Data Visualizations, and Watchlist coverage beyond what Invesst offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Stock Ideas, Data Visualizations, Watchlist, and Financials
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
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 Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 828Category overlap: 60%
Shared coverage
ScreenersAIAI Chat
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Invesst workflows without upgrading.
- OpenBB adds mobile access for on-the-go monitoring.
- Expands into Data APIs, APIs & SDKs, and Sheets / Excel Add-ins coverage beyond what Invesst offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with Invesst if you still need Valuation Models and Portfolio.
Adds coverage: Data APIs, APIs & SDKs, Sheets / Excel Add-ins, and Data Visualizations
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 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 818Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
Assets: Stocks and Cryptos
Experience: Beginner, 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, Data Visualizations, and Financials coverage beyond what Invesst offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Backtesting, Data Visualizations, Financials, and Scores
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 796Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Dividend Wealth keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Calendar, Stock Comparison, and Financials coverage beyond what Invesst offers.
- Standout features include Portfolio dashboard to track dividend income and portfolio performance, positioned around consolidating dividend investments and forecasting income., Dividend screener, ex-dividend calendar, and a "Top Picks" section., and Stock/ETF scorecards covering dividend quality, valuation, and key fundamentals. Example pages show an Overall Rating plus DCF/ROE/ROA scores and a 12-month forecast section; some metrics appear locked behind a "start free trial" prompt..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Calendar, Stock Comparison, Financials, and Scores
Standout features: Portfolio dashboard to track dividend income and portfolio performance, positioned around consolidating dividend investments and forecasting income., Dividend screener, ex-dividend calendar, and a "Top Picks" section., Stock/ETF scorecards covering dividend quality, valuation, and key fundamentals. Example pages show an Overall Rating plus DCF/ROE/ROA scores and a 12-month forecast section; some metrics appear locked behind a "start free trial" prompt., and Tools include a dividend calculator (with annual dividend growth input) and a compare dividend returns tool.
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
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 758Category overlap: 60%
Shared coverage
ScreenersValuation ModelsPortfolio
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TIKR keeps a free tier, so you can replicate Invesst workflows without upgrading.
- Expands into Stock Ideas, Data Visualizations, and Stock Comparison coverage beyond what Invesst offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with Invesst if you still need AI and AI Chat.
Adds coverage: Stock Ideas, Data Visualizations, Stock Comparison, and Watchlist
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20Portfolio×16Valuation Models×14AI×13AI Chat×9
New angles introduced
Categories the alternatives add beyond Invesst.
Data Visualizations+16Financials+16Alerts+15Watchlist+15Calendar+12News+12Analyst Forecasts+11Analyst Price Targets+11
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
7/20
7 alternatives bring native mobile access.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 11 tested
8 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
72%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Invesst?
Start with Investing.com, GuruFocus, 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?
News, Alerts, Calendar, Dividends, Splits, IPO, Stock Ideas, Data Visualizations, Watchlist, Financials, Scores, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Stock Comparison, Investor Holdings, US Government Trades, Backtesting, Data APIs, Special Situations, Spin-offs, Acquisitions, Delisted, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Insider Data, Institutional Data, Short Interest, 13F, 13D/13G, ETF Overview, ETF Holdings, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook, ETF Performance, Improved Filings, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, APIs & SDKs, Webhooks, Wealth Management, Correlation, Risk Metrics, Scenario & Stress Tests, Options, Audit Trail / Supervision, Money Flow, News Sentiment, Market Sentiment, Dark Pool & Off-Exchange, Custom Dashboards, Dividend, Top Analysts, ETF Screeners, ETF Comparison, Options & Derivatives, Bulls Say Bear Say, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, Management Performance, Management Compensation, Broker Connectors, Monte Carlo, Flags, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Sheets / Excel Add-ins, Factor Exposure, and Courses & Certs 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, Valuation Models, Portfolio, and AI 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!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.