OpenBB is the closest drop-in replacement with overlapping coverage in Data Visualizations, APIs & SDKs, and AI while adding Data APIs and Sheets / Excel Add-ins coverage and Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally. and ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB). features (category overlap ~57%).
VOL. XCIV, NO. 247
Free Alternatives to MesoSim
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Free Alternatives to MesoSim
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test MesoSim before paying for another subscription.
Switching from MesoSim doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Data Visualizations to Backtesting and beyond. Each pick below is ranked by how closely it matches MesoSim's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap48%Category match
Mobile Ready9Native apps
Quick takeaways
Every pick keeps a free tier; start with OpenBB, QuantConnect, and GuruFocus to road-test MesoSim workflows without paying up front.
Need mobile access? OpenBB, GuruFocus, and EPSMomentum bring phone-ready workflows that MesoSim lacks.
Round out your stack with new coverage areas like Data APIs, Sheets / Excel Add-ins, Custom Dashboards, and Financials.
Similarity score 923Category overlap: 57%
Shared coverage
Data VisualizationsAPIs & SDKsAIAI Chat
Assets: Options and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- OpenBB adds mobile access for on-the-go monitoring.
- Expands into Data APIs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what MesoSim 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 MesoSim if you still need Backtesting, Options & Derivatives, and Paper Trading.
Adds coverage: Data APIs, Sheets / Excel Add-ins, Custom Dashboards, and Financials
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 903Category overlap: 67%
Shared coverage
BacktestingOptions & DerivativesPaper TradingAPIs & SDKs
Assets: Options and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Quant and Auto-Trading & Bots coverage beyond what MesoSim offers.
- Standout features include Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., and Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX..
- Pair it with MesoSim if you still need Data Visualizations, AI, and AI Chat.
Adds coverage: Quant and Auto-Trading & Bots
Standout features: Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX., and Robust options support with Greeks, implied volatility, and helpers for building multi-leg strategies such as iron condors.
Similarity score 885Category overlap: 57%
Shared coverage
BacktestingData VisualizationsAIAI Chat
Assets: Options
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what MesoSim offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with MesoSim if you still need Options & Derivatives, Paper Trading, and APIs & SDKs.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Portfolio
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 883Category overlap: 57%
Shared coverage
BacktestingData VisualizationsAIAI Chat
Assets: Options and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Wealth Management, Screeners, and Portfolio coverage beyond what MesoSim 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 MesoSim if you still need Options & Derivatives, Paper Trading, and APIs & SDKs.
Adds coverage: Wealth Management, Screeners, Portfolio, 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 823Category overlap: 57%
Shared coverage
Options & DerivativesData VisualizationsAIAI Chat
Assets: Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Watchlist, and News coverage beyond what MesoSim 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 MesoSim if you still need Backtesting, Paper Trading, and APIs & SDKs.
Adds coverage: Screeners, Watchlist, News, and Alerts
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 813Category overlap: 57%
Shared coverage
Data VisualizationsAPIs & SDKsAIAI Chat
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what MesoSim offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with MesoSim if you still need Backtesting, Options & Derivatives, and Paper Trading.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Portfolio
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 803Category overlap: 57%
Shared coverage
BacktestingData VisualizationsAIAI Chat
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Money Flow coverage beyond what MesoSim 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 MesoSim if you still need Options & Derivatives, Paper Trading, and APIs & SDKs.
Adds coverage: Screeners, Stock Ideas, Money Flow, and Portfolio
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 799Category overlap: 43%
Shared coverage
Options & DerivativesAPIs & SDKsAI
Assets: Options and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what MesoSim 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 MesoSim if you still need Backtesting, Data Visualizations, and Paper Trading.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
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 757Category overlap: 43%
Shared coverage
Data VisualizationsAIAI Chat
Assets: Options and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what MesoSim 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..
- Pair it with MesoSim if you still need Backtesting, Options & Derivatives, and Paper Trading.
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 727Category overlap: 43%
Shared coverage
BacktestingData VisualizationsAPIs & SDKs
Assets: Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Financials, and Valuation Models coverage beyond what MesoSim 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 MesoSim if you still need Options & Derivatives, Paper Trading, and AI.
Adds coverage: Screeners, Financials, Valuation Models, 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 711Category overlap: 43%
Shared coverage
BacktestingData VisualizationsPaper Trading
Assets: Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Quant, Screeners, and Stock Ideas coverage beyond what MesoSim offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with MesoSim if you still need Options & Derivatives, APIs & SDKs, and AI.
Adds coverage: Quant, Screeners, Stock Ideas, and Watchlist
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 705Category overlap: 43%
Shared coverage
BacktestingData VisualizationsAI Chat
Assets: Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage beyond what MesoSim offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with MesoSim if you still need Options & Derivatives, Paper Trading, and APIs & SDKs.
Adds coverage: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and Calendar
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 705Category overlap: 43%
Shared coverage
BacktestingData VisualizationsAPIs & SDKs
Assets: Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Watchlist, and Correlation coverage beyond what MesoSim offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with MesoSim if you still need Options & Derivatives, Paper Trading, and AI.
Adds coverage: Portfolio, Watchlist, Correlation, and Risk Metrics
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 699Category overlap: 43%
Shared coverage
BacktestingData VisualizationsAPIs & SDKs
Assets: Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what MesoSim offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with MesoSim if you still need Options & Derivatives, Paper Trading, and AI.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Portfolio
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 697Category overlap: 43%
Shared coverage
BacktestingOptions & DerivativesData Visualizations
Assets: Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Screeners, Analyst Forecasts, and Analyst Price Targets coverage beyond what MesoSim offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with MesoSim if you still need Paper Trading, APIs & SDKs, and AI.
Adds coverage: Screeners, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 679Category overlap: 43%
Shared coverage
APIs & SDKsAIAI Chat
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Quartr adds mobile access for on-the-go monitoring.
- Expands into Financials, Transcripts, and Analyst Forecasts coverage beyond what MesoSim offers.
- Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
- Pair it with MesoSim if you still need Backtesting, Options & Derivatives, and Data Visualizations.
Adds coverage: Financials, Transcripts, Analyst Forecasts, and Calendar
Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
Similarity score 674Category overlap: 50%
Shared coverage
BacktestingData VisualizationsPaper Trading
Assets: Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Risk Metrics, Monte Carlo, and Calendar coverage beyond what MesoSim offers.
- Standout features include Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., and Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)..
- Pair it with MesoSim if you still need Options & Derivatives, APIs & SDKs, and AI.
Adds coverage: Risk Metrics, Monte Carlo, and Calendar
Standout features: Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)., and MultiPair sessions (backtest up to 5 assets simultaneously).
Similarity score 667Category overlap: 43%
Shared coverage
BacktestingData VisualizationsAPIs & SDKs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Quant, and Stock Ideas coverage beyond what MesoSim offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with MesoSim if you still need Options & Derivatives, Paper Trading, and AI.
Adds coverage: Screeners, Quant, Stock Ideas, and Portfolio
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 653Category overlap: 29%
Shared coverage
Options & DerivativesAPIs & SDKs
Assets: Options and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Unusual Whales adds mobile access for on-the-go monitoring.
- Expands into Money Flow, Screeners, and Options P&L coverage beyond what MesoSim offers.
- Standout features include Options flow tool: tracks options trades (docs: “every options trade placed across the entire US stock exchange”) and displays trade details across options exchanges; includes filters, configurable columns, sorting, and saved trades., Multi-leg tagging in the flow feed; multileg icon can open a pop-up that preloads the Options Profit Calculator with a P/L profile for the trade., and Mobile apps (iOS/Android) provide abridged access to Alerts, Flow (incl. Events feed for trading halts/unhalts + IPOs), Stocks (volume deviation alerts), News, and Dark Pools..
- Pair it with MesoSim if you still need Backtesting, Data Visualizations, and Paper Trading.
Adds coverage: Money Flow, Screeners, Options P&L, and Alerts
Standout features: Options flow tool: tracks options trades (docs: “every options trade placed across the entire US stock exchange”) and displays trade details across options exchanges; includes filters, configurable columns, sorting, and saved trades., Multi-leg tagging in the flow feed; multileg icon can open a pop-up that preloads the Options Profit Calculator with a P/L profile for the trade., Mobile apps (iOS/Android) provide abridged access to Alerts, Flow (incl. Events feed for trading halts/unhalts + IPOs), Stocks (volume deviation alerts), News, and Dark Pools., and Alerts are available via website, mobile app, and Discord; docs describe free alerts as delayed vs premium (premium users receive all alerts with zero delay; free users receive only free alerts with ~5–12 minute delay).
Similarity score 645Category overlap: 43%
Shared coverage
APIs & SDKsAIAI Chat
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, News, and Regulatory Filings Monitoring coverage beyond what MesoSim offers.
- Standout features include AI / natural-language setup: paste a URL and describe what you care about; no manual configuration required., AI-generated summaries and relevance filtering to reduce noisy/irrelevant page-change alerts., and Investment-focused monitoring: positioned as optimized for SEC filings and corporate disclosures with materiality filtering and “within minutes” alerts..
- Pair it with MesoSim if you still need Backtesting, Options & Derivatives, and Data Visualizations.
Adds coverage: Alerts, News, Regulatory Filings Monitoring, and Insider Data
Standout features: AI / natural-language setup: paste a URL and describe what you care about; no manual configuration required., AI-generated summaries and relevance filtering to reduce noisy/irrelevant page-change alerts., Investment-focused monitoring: positioned as optimized for SEC filings and corporate disclosures with materiality filtering and “within minutes” alerts., and SEC coverage described as supporting monitoring across EDGAR filing types (e.g., 8-K, 10-K, 10-Q, Form 4, 13F, proxy statements, S-1, and more).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×15Backtesting×12APIs & SDKs×11AI×10AI Chat×10Options & Derivatives×5Paper Trading×3
New angles introduced
Categories the alternatives add beyond MesoSim.
Screeners+15Alerts+13Calendar+13Financials+12Portfolio+12Watchlist+12News+11Data APIs+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
13/20
13 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 11 tested
9 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
48%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to MesoSim?
Start with OpenBB, QuantConnect, and GuruFocus to replicate MesoSim 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 MesoSim workflows stay covered on the free plan?
Expect solid overlap across Data Visualizations, APIs & SDKs, AI, AI Chat, Backtesting, Options & Derivatives, and Paper Trading, so core MesoSim workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Data APIs, Sheets / Excel Add-ins, Custom Dashboards, Financials, Screeners, Options, Yield Curves, Commitment of Traders (COT), Quant, Auto-Trading & Bots, Stock Ideas, Stock Comparison, Portfolio, Investor Holdings, US Government Trades, News, Alerts, Calendar, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Dividends, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Scores, Valuation Models, Insider Data, Institutional Data, Short Interest, 13F, 13D/13G, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook, Wealth Management, Correlation, Risk Metrics, Scenario & Stress Tests, Audit Trail / Supervision, Watchlist, Dark Pool & Off-Exchange, ETF Performance, Dividend, Splits, Improved Filings, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, Webhooks, Money Flow, News Sentiment, Market Sentiment, Top Analysts, ETF Screeners, ETF Comparison, Bulls Say Bear Say, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, Broker Connectors, Order Book / Level II, Which ETF includes this Stock?, PMI / ISM, Consumer Sentiment, Factor Exposure, ETF Fundamentals, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Monte Carlo, Housing & Construction, 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 MesoSim?
Backtesting, Options & Derivatives, Paper Trading, Data Visualizations, AI, AI Chat, and APIs & SDKs remain strengths for MesoSim. 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.