Free Alternatives to MyInvestor

VOL. XCIV, NO. 247

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Free replacement verdicts

Free Alternatives to MyInvestor

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test MyInvestor before paying for another subscription.

Switching from MyInvestor doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Downloadable Tax Reports and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

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Which Alternative Should You Use?

Sharesight

Closest replacement

Best for: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.

Sharesight best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

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TipRanks

Quality-checked pick

Best for: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

TipRanks best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
TipRanks adds a free starting point that the base tool does not show. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..

Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

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Portseido

Strong runner-up

Best for: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Portseido best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Portseido adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan is available with portfolio and transaction limits..

Watch for: Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.

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Koyfin

Strong runner-up

Best for: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Koyfin best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Koyfin adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history..

Watch for: No public API: Koyfin does not provide user-facing data access through an API.

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Detailed Alternatives

Sharesight

Closest replacementWorkflow overlap 75%

Bottom line: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.

Replacement: Drop-in replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Sharesight best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Sharesight matches the base audience on Beginner, Intermediate, and Advanced.
You gain Risk Metrics, Performance Attribution, Capital Gains Estimator, and Dividend Tax / ADR Withholding.

Watch out

Minor switch gaps: missing Brokerage workflows and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..

Shared coverage

PortfolioWealth ManagementDownloadable Tax Reports

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TipRanks best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
TipRanks matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..

Shared coverage

Portfolio

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Portseido

Best free-tier fitWorkflow overlap 25%

Bottom line: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Portseido best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Portseido matches the base audience on Beginner, Intermediate, and Advanced.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Tax Lots / Lot Optimization.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..

Shared coverage

Portfolio

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Koyfin best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Koyfin matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, and less aligned with dividend investors.
Avoid as a full replacement if you rely on brokerage trading.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

Portfolio

Seeking Alpha

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Retail investors who want news, contributor analysis, quant ratings, screeners, and portfolio alerts together.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Seeking Alpha best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Seeking Alpha matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, News Sentiment, Alerts, and Calendar.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
Free-plan limits: Signup required, Basic has limited premium-article access., and Premium is needed for unlimited articles/transcripts, ratings, factor grades, screeners, comparisons, broker linking, and AI summaries..

Shared coverage

Portfolio

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Stock Rover matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..

Shared coverage

Portfolio

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Yahoo Finance

Hands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Mainstream investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one familiar product.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Yahoo Finance best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Yahoo Finance matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Watchlist.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features., and Premium portfolio analytics, research, screeners, and longer downloadable history are paid..

Shared coverage

Portfolio

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Stock Analysis matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows and does not clearly cover brokerage trading and filings and transcript research.
Avoid as a full replacement if you rely on brokerage trading and filings and transcript research.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

Portfolio

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MarketScreener

Best free-tier fitWorkflow overlap 25%

Bottom line: Retail investors who want global market news, watchlists, screeners, analyst data, calendars, reports, and model portfolios in one broad web portal.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

MarketScreener best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
MarketScreener matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Screeners.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading.
Best features are tier-gated: Advanced screeners, more reports, portfolios, and decision-support tools are gated behind Premium or Expert tiers.
Free-plan limits: Signup required, Free member access exists but some content and features remain locked., and Subscription page lists Access, Premium, and Expert paid tiers..

Shared coverage

Portfolio

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Ziggma

Best free-tier fitWorkflow overlap 25%

Bottom line: Self-directed investors who want portfolio tracking, stock/ETF screens, stock scores, and impact analysis in one product.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Ziggma best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Ziggma matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Financials.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
Advanced features moved to paid tiers: Account aggregation, trade simulator, stock scores, portfolio optimizer, model/guru portfolios, and more broker links are paid-tier features.
Free-plan limits: Signup required, Free tier includes core portfolio and research modules with limits., and Paid tiers have a 7-day trial..

Shared coverage

Portfolio

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Dividend Watch

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Dividend investors who want a modern tracker with forecasts, calendars, DRIP tracking, and dividend safety scores.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Dividend Watch best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Dividend Watch matches the base audience on Beginner, Intermediate, and Advanced.
You gain Watchlist, Dividends, Calendar, and Stock Ideas.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
Free tier is small: Free access tracks one portfolio with up to 10 holdings and limited statement history.
Free-plan limits: Signup required, Free tier supports one portfolio and up to 10 holdings., and Premium and Pro include a 7-day trial..

Shared coverage

Portfolio

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GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

GuruFocus best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
GuruFocus matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

Portfolio

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Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Investing.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..

Shared coverage

Portfolio

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
TradingView matches the base audience on Beginner, Intermediate, and Advanced.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

Portfolio

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Nasdaq.com

Hands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Retail investors who want an official exchange-branded portal for quotes, screeners, calendars, filings, options chains, watchlists, and portfolio tracking.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Nasdaq.com best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Nasdaq.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Watchlist, News, and Calendar.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
Not Nasdaq Data Link: Nasdaq.com is the investor portal; users looking for licensed datasets, APIs, or exchange feeds need Nasdaq Data Link or Nasdaq market-data products.
Free-plan limits: Nasdaq.com investor pages are freely accessible for basic quotes, calendars, watchlists, screeners, and news., Smart Portfolio @ Nasdaq is documented by TipRanks as the premium portfolio analytics layer., and Existing local pricing table lists Smart Portfolio Pro monthly equivalents at $24.95 quarterly, $21.25 yearly, or $18.95 on a two-year plan..

Shared coverage

Portfolio

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Tickertape

Hands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Indian retail investors who want stock, mutual-fund, ETF, screeners, broker-linked portfolios, forecasts, alerts, and portfolio insights in one product.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Tickertape best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Tickertape matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Watchlist, News, and Alerts.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
India-first coverage: Tickertape is strongest for Indian markets, with U.S. access positioned for Indian investors rather than as a global institutional terminal.
Free-plan limits: Signup required, Pro is listed at INR299/month., and Three-month Pro is listed at INR699 and annual Pro at INR2,399..

Shared coverage

Portfolio

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ETF Action

Best free-tier fitWorkflow overlap 25%

Bottom line: Advisors and ETF professionals who need ETF classification, look-through holdings analytics, overlap, flows, 13F screening, model portfolios, reports, and enterprise data workflows.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

ETF Action best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
ETF Action matches the base audience on Beginner, Intermediate, and Advanced.
You gain ETF Analysis, ETF Factors, ETF Overlap, and Screeners.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
Paid tiers drive the product value: Free access is for general market awareness; look-through analytics, exports, 13F screening, and model building are paid-tier workflows.
Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access., and DIY is listed at $29/month and Advisor Pro at $99/month..

Shared coverage

Portfolio

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MarketInOut

Best free-tier fitWorkflow overlap 25%

Bottom line: Traders who want formula-driven screening, backtesting, historical screening, alerts, and multi-market technical/fundamental filters.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

MarketInOut best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
MarketInOut matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Backtesting, Watchlist, and Correlation.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
Free access is limited: Free/trial access lets users inspect the platform, but serious use of analytics, alerts, formula screening, and backtests needs paid membership.
Free-plan limits: Signup required, Signup page lists 6-month membership at $159, 1-year at $259, and 2-year at $359; prices exclude VAT., and FAQ says monthly subscriptions are not supported and payments are non-recurring..

Shared coverage

Portfolio

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Delta by eToro

Best free-tier fitWorkflow overlap 25%

Bottom line: Retail investors who want one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Delta by eToro best matches the base workflow on portfolio tracking, options and trading workflows, and dividend research.
Delta by eToro matches the base audience on Beginner, Intermediate, and Advanced.
You gain Watchlist, Alerts, Calendar, and News.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..

Shared coverage

Portfolio

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EPSMomentum

Best free-tier fitWorkflow overlap 25%

Bottom line: Growth and momentum investors who want earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

EPSMomentum best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
EPSMomentum matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Stock Ideas, Data Visualizations, and Money Flow.

Watch out

Material switch gaps: missing Brokerage, Wealth Management, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and dividend research, and less aligned with dividend investors.
Avoid as a full replacement if you rely on brokerage trading and dividend research.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
Free-plan limits: Signup required, Bronze is advertised at $0/month., and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown..

Shared coverage

Portfolio

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What This Shortlist Tells You

Sharesight is the closest drop-in replacement with overlapping coverage in Portfolio, Wealth Management, and Downloadable Tax Reports while adding Risk Metrics and Performance Attribution coverage, Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. and Public pricing page says 500,000+ investors track investments with Sharesight. features, and a free tier (workflow overlap ~75%).

Every pick keeps a free tier; start with Sharesight, TipRanks, and Portseido to road-test MyInvestor workflows without paying up front.

Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, Capital Gains Estimator, and Dividend Tax / ADR Withholding.

MyInvestor still leads on Brokerage, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Downloadable Tax Reports×1Wealth Management×1

New angles introduced

Categories the alternatives add beyond MyInvestor.

Watchlist+18Screeners+17Alerts+15Data Visualizations+15News+15Dividends+14Financials+14Calendar+13

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

16/20

16 matches support mobile alongside MyInvestor.

API availability

5/20

5 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

8 starred / 12 tested

8 tools are flagged as analyst picks; 12 have been hands-on tested.

Avg. coverage overlap

28%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to MyInvestor?

Start with Sharesight, TipRanks, and Portseido to replicate MyInvestor 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 MyInvestor workflows stay covered on the free plan?

Expect solid overlap across Portfolio, Wealth Management, and Downloadable Tax Reports, so core MyInvestor workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Risk Metrics, Performance Attribution, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividends, Compounding Calculator, Advisor Operations, Broker Connectors, APIs & Data Feeds, Alerts, Stock Ideas, Top Analysts, Screeners, ETF Screeners, US Government Trades, Stock Comparison, ETF Comparison, Options, Data Visualizations, Watchlist, Insider Data, Institutional Ownership, Financials, Scores, Bulls Say Bear Say, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, News, News Sentiment, Calendar, IPO, Splits, Corporate Actions & Special Situations, Guidance / Pre-announcements, Macro Data, Options P&L, Retirement Calculator, Education, Tax Lots / Lot Optimization, Custom Dashboards, Correlation, Transcripts, Short Interest, ETF Analysis, Fund Analysis, Yield Curves, Valuation Models, Monte Carlo, Flags, Notes & Highlights, Blogs, Videos, ESG Ratings, Improved Filings, Newsletters, Backtesting, Quant, Sheets / Excel Add-ins, Forums, Stock Handbook, Market Sentiment, CDS Spreads, Paper Trading, Webhooks, Order Book / Level II, Official Sources, ETF Factors, ETF Overlap, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Money Flow, and Dark Pool & Off-Exchange show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on MyInvestor?

Brokerage, Wealth Management, and Downloadable Tax Reports remain strengths for MyInvestor. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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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
Website: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

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.