VOL. XCIV, NO. 247

Free Alternatives to Optuma

Checking

Free replacement verdicts

Free Alternatives to Optuma

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

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

Visit Optuma All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

PortfoliosLab

Closest replacement

Best for: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

PortfoliosLab best matches the base workflow on strategy backtesting, portfolio analytics, and charting and technical analysis.
PortfoliosLab adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history..

Watch for: Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.

Analyze portfolios on PortfoliosLab

Details Compare

Sharpely

Best workflow fit

Best for: Indian investors comparing an official RRG chart with stock, fund, factor, and strategy research in the same product.

Sharpely best matches the base workflow on charting, technical analysis, and strategy backtesting.
Sharpely adds a free starting point that the base tool does not show. Free access caveat: signup required and The pricing page describes the Free plan as valid forever..

Watch for: India-focused coverage: The product is built around Indian stocks, sectors, indices, mutual funds, and ETFs rather than broad global coverage.

Start free on Sharpely

Details Compare

GuruFocus

Best audience fit

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

GuruFocus best matches the base workflow on strategy backtesting, charting and technical analysis, and screening and idea generation.
GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial

Details Compare

TradingView

Quality-checked pick

Best for: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

TradingView best matches the base workflow on charting, technical analysis, and strategy backtesting.
TradingView adds a free starting point that the base tool does not show. Free access caveat: signup required and Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars..

Watch for: Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Open TradingView

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

FactorsToday

Bottom line: Quantitative researchers studying factor returns, stock loadings, correlations, and attribution.

Keep

Data Visualizations
Stock Comparison
Screeners
Quant
Backtesting
Portfolio

Gain

Performance Attribution
Risk Metrics
Scenario & Stress Tests
APIs & Data Feeds

Lose

ETF Comparison
Watchlist
Official RRG Research technology partner and professional RRG implementation.
Static and animated RRGs with adjustable tails, custom universes, comparisons, and historical playback.
Daily, weekly, and monthly RRGs in Lite; intraday RRGs down to one minute with higher-tier access and real-time data.

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Public dashboards and API documentation can be opened without signing in, The API does not currently require a key and is limited to ten requests per second per IP address, and No paid pricing table or durable free-access commitment is published.
Pricing not published: The site exposes public tools and a no-key API but publishes no long-term access or commercial pricing policy.

Price: OptumaFrom $810/yr
FactorsTodayFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open FactorsToday API docs Compare

Full review and details

Partial replacement

okama

Tested by us

Bottom line: Technical users who want a free, open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.

Keep

Data Visualizations
Quant
Backtesting
Portfolio
Correlation

Gain

Risk Metrics
Monte Carlo
APIs & Data Feeds
ETF Analysis

Lose

Stock Comparison
ETF Comparison
Screeners
Watchlist
Factor Exposure

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators and Public documentation currently describes okama 2.3.0.
Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.

Price: OptumaFrom $810/yr
okamaFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Explore okama documentation Compare

Full review and details

Partial replacement

Stock Analysis

Analyst pickTested by us

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

Keep

Data Visualizations
Stock Comparison
ETF Comparison
Screeners
Watchlist
Portfolio

Gain

Stock Ideas
ETF Screeners
Top Analysts
News

Lose

Quant
Backtesting
Factor Exposure
Correlation
Official RRG Research technology partner and professional RRG implementation.

Watch out

Avoid as a full replacement if you rely on technical analysis, technical screening, and strategy backtesting.
Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
No public API: Stock Analysis does not currently offer API access.

Price: OptumaFrom $810/yr
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

Investing.comPartial replacementFree • From $13.99/moFree, no signup

Partial replacement

Investing.com

Analyst pickTested by us

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

Keep

Data Visualizations
Stock Comparison
Screeners
Watchlist
Portfolio
Correlation

Gain

Stock Ideas
Options
Institutional Ownership
News

Lose

ETF Comparison
Quant
Backtesting
Factor Exposure
Official RRG Research technology partner and professional RRG implementation.

Watch out

Avoid as a full replacement if you rely on technical analysis, technical screening, and strategy backtesting.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Price: OptumaFrom $810/yr
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

Yahoo FinancePartial replacementFree • From $95.40/yrFree with signup

Partial replacement

Yahoo Finance

Tested by us

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

Keep

Data Visualizations
Stock Comparison
Screeners
Watchlist
Portfolio

Gain

News
Alerts
Calendar
Stock Ideas

Lose

ETF Comparison
Quant
Backtesting
Factor Exposure
Correlation

Watch out

Avoid as a full replacement if you rely on technical analysis, technical screening, and strategy backtesting.
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.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.

Price: OptumaFrom $810/yr
Yahoo FinanceFree • From $95.40/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-20 via pricing.

Open Yahoo Finance Compare

Full review and details

PortfoliosLabClosest replacementFree • From $8.33/moFree with signup

Closest replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

Data Visualizations
Stock Comparison
ETF Comparison
Screeners
Quant
Backtesting

Gain

Risk Metrics
Performance Attribution
ETF Screeners
Fund Analysis

Lose

Official RRG Research technology partner and professional RRG implementation.
Static and animated RRGs with adjustable tails, custom universes, comparisons, and historical playback.
Daily, weekly, and monthly RRGs in Lite; intraday RRGs down to one minute with higher-tier access and real-time data.
RRG-based filters, scans, quantitative tests, scripting, Forex views, and quadrant-colored price bars on higher tiers.
Supports securities, indices, asset classes, lists, portfolios, and multi-currency comparisons.

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history, and Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.

Price: OptumaFrom $810/yr
PortfoliosLabFree • From $8.33/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLab Compare

Full review and details

TradingViewQuality-checked pickFree • From $12.95/moFree with signup

Quality-checked pick

TradingView

Analyst pickTested by us

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

Keep

Data Visualizations
Stock Comparison
ETF Comparison
Screeners
Quant
Backtesting

Gain

ETF Screeners
Stock Ideas
News
Alerts

Lose

Factor Exposure
Official RRG Research technology partner and professional RRG implementation.
Static and animated RRGs with adjustable tails, custom universes, comparisons, and historical playback.
Daily, weekly, and monthly RRGs in Lite; intraday RRGs down to one minute with higher-tier access and real-time data.
RRG-based filters, scans, quantitative tests, scripting, Forex views, and quadrant-colored price bars on higher tiers.

Watch out

Avoid as a full replacement if you rely on technical screening, quant research, and portfolio analytics.
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.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Price: OptumaFrom $810/yr
TradingViewFree • From $12.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingView Compare

Full review and details

MarketInOutPartial replacementFree • From $359Free with signup

Partial replacement

MarketInOut

Bottom line: Traders who need formula-driven screening, backtesting, historical screens, alerts, and multi-market filters.

Keep

Screeners
Backtesting
Watchlist
Portfolio
Correlation

Gain

Alerts
APIs & Data Feeds
The stock screener covers more than 30 exchanges with technical and fundamental criteria. Filters include exchange, sector, industry, index, and watchlist.
Intraday timeframes (5m/15m/30m/1h/4h) are available for IEX, Forex, and Crypto. Extended-hours trading is not supported.

Lose

Data Visualizations
Stock Comparison
ETF Comparison
Quant
Factor Exposure

Watch out

Avoid as a full replacement if you rely on technical analysis, quant research, and portfolio analytics.
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.
Free access is limited: The free tier shows partial screener results and limits the Backtester to the current year. A 7-day trial is available only by request.

Price: OptumaFrom $810/yr
MarketInOutFree • From $359
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare MarketInOut membership Compare

Full review and details

MacroMicroPartial replacementFree • From $20/moFree with signup

Partial replacement

MacroMicro

Bottom line: Macro-driven investors looking for global economic charts, cycle indicators, ETF tools, 13F/COT views, earnings summaries, and lightweight backtesting in a single visual workspace.

Keep

Data Visualizations
ETF Comparison
Backtesting
Watchlist
Correlation

Gain

ETF Screeners
Which ETF includes this Stock?
Calendar
Macro Data

Lose

Stock Comparison
Screeners
Quant
Portfolio
Factor Exposure

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Signup required, Individual monthly pricing is listed at $20/month for MM PRO, $25/month for MM Prime, and $28/month for MM Max, and API Essential is listed at $5,000/year with a 7-day free trial and 5,000 API calls or downloads per month.
Downloads and API are expensive: Data downloads are Business/API-oriented, and API Essential is listed at $5,000/year.

Price: OptumaFrom $810/yr
MacroMicroFree • From $20/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare MacroMicro plans Compare

Full review and details

TickeronPartial replacementFree • From $20/moFree, card required

Partial replacement

Tickeron

Bottom line: Active traders comparing algorithmic signals, chart-pattern scans, paper trading, and AI Robots across stocks, ETFs, crypto, currencies, and mutual funds.

Keep

Stock Comparison
Screeners
Backtesting
Watchlist
Portfolio

Gain

Stock Ideas
Auto-Trading & Bots
Copy/Social Trading
Paper Trading

Lose

Data Visualizations
ETF Comparison
Quant
Factor Exposure
Correlation

Watch out

Avoid as a full replacement if you rely on charting, technical screening, and quant research.
Free-plan limits: Signup required, Credit card required, and Tickeron offers a $0 Member account.
Complex pricing surface: Tickeron sells memberships, robots, signal tools, and credits separately. The pricing page also contains temporary sale language, so users should check the selected checkout bundle.

Price: OptumaFrom $810/yr
TickeronFree • From $20/mo
Free tier: Free, card required
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start Tickeron trial Compare

Full review and details

Seeking AlphaPartial replacementFree • From $299/yrFree with signup

Partial replacement

Seeking Alpha

Analyst pickTested by us

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

Keep

Data Visualizations
Stock Comparison
ETF Comparison
Screeners
Watchlist
Portfolio

Gain

News
News Sentiment
Alerts
Calendar

Lose

Quant
Backtesting
Factor Exposure
Correlation
Official RRG Research technology partner and professional RRG implementation.

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
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.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.

Price: OptumaFrom $810/yr
Seeking AlphaFree • From $299/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Seeking Alpha plans Compare

Full review and details

FINVIZPartial replacementFree • From $299.50/yrFree, card required

Partial replacement

FINVIZ

Analyst pickTested by us

Bottom line: Investors and traders looking for a fast U.S. stock screener with heat maps and snapshot views.

Keep

Data Visualizations
Stock Comparison
Screeners
Backtesting
Portfolio
Correlation

Gain

ETF Screeners
News
Alerts
Calendar

Lose

ETF Comparison
Quant
Watchlist
Factor Exposure
Official RRG Research technology partner and professional RRG implementation.

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and strategy backtesting.
Free-plan limits: Credit card required, Free stock quotes are delayed by one minute and futures by 20 minutes, and The 7-day Elite trial requires a card and automatically converts to the selected paid plan.
U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.

Price: OptumaFrom $810/yr
FINVIZFree • From $299.50/yr
Free tier: Free, card required
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Start FINVIZ Elite trial Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

Data Visualizations
Screeners
Quant
Backtesting
Watchlist
Portfolio

Gain

Stock Ideas
Scores
Valuation Models
Financials

Lose

Stock Comparison
ETF Comparison
Official RRG Research technology partner and professional RRG implementation.
Static and animated RRGs with adjustable tails, custom universes, comparisons, and historical playback.
Daily, weekly, and monthly RRGs in Lite; intraday RRGs down to one minute with higher-tier access and real-time data.

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.

Price: OptumaFrom $810/yr
Portfolio123Free • From $25/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123 Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

Partial replacement

TipRanks

Analyst pickTested by us

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

Keep

Data Visualizations
Stock Comparison
ETF Comparison
Screeners
Watchlist
Portfolio

Gain

Stock Ideas
Top Analysts
ETF Screeners
US Government Trades

Lose

Quant
Backtesting
Factor Exposure
Correlation
Official RRG Research technology partner and professional RRG implementation.

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Price: OptumaFrom $810/yr
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

Portfolio VisualizerPartial replacementFree • From $360/yrFree with signup

Partial replacement

Portfolio Visualizer

Tested by us

Bottom line: DIY investors and advisors needing portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

Keep

Data Visualizations
Quant
Backtesting
Factor Exposure
Correlation

Gain

Monte Carlo
Risk Metrics
Performance Attribution
ETF Screeners

Lose

Stock Comparison
ETF Comparison
Screeners
Watchlist
Portfolio

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Signup required, Free tier supports portfolios with up to 15 assets and limited history, and Basic is listed at $30/month billed annually.
Free tier is constrained: The free tier limits portfolio size/history and excludes current-year/YTD results, so serious workflows usually need Basic or Pro.

Price: OptumaFrom $810/yr
Portfolio VisualizerFree • From $360/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Portfolio Visualizer plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

Data Visualizations
Stock Comparison
ETF Comparison
Screeners
Watchlist
Portfolio

Gain

Stock Ideas
ETF Screeners
Risk Metrics
Performance Attribution

Lose

Quant
Backtesting
Factor Exposure
Official RRG Research technology partner and professional RRG implementation.
Static and animated RRGs with adjustable tails, custom universes, comparisons, and historical playback.

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
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.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

Price: OptumaFrom $810/yr
Stock RoverFree • From $34/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plans Compare

Full review and details

KoyfinPartial replacementFree • From $468/yrFree with signup

Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

Data Visualizations
Screeners
Watchlist
Portfolio
Correlation

Gain

ETF Screeners
Custom Dashboards
News
Alerts

Lose

Stock Comparison
ETF Comparison
Quant
Backtesting
Factor Exposure

Watch out

Avoid as a full replacement if you rely on technical analysis, technical screening, and strategy backtesting.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
No public API: Koyfin does not provide user-facing data access through an API.

Price: OptumaFrom $810/yr
KoyfinFree • From $468/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricing Compare

Full review and details

Fiscal.aiPartial replacementFree • From $39/moFree with signup

Partial replacement

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

Data Visualizations
Stock Comparison
Screeners
Watchlist
Portfolio

Gain

Stock Ideas
Institutional Ownership
ETF Analysis
Fund Analysis

Lose

ETF Comparison
Quant
Backtesting
Factor Exposure
Correlation

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Price: OptumaFrom $810/yr
Fiscal.aiFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.ai Compare

Full review and details

GuruFocusBest audience fitFree • From $549/yrFree with signup

Best audience fit

GuruFocus

Analyst pickTested by us

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

Keep

Data Visualizations
Stock Comparison
ETF Comparison
Screeners
Quant
Backtesting

Gain

Stock Ideas
ETF Screeners
Top Analysts
Institutional Ownership

Lose

Factor Exposure
Official RRG Research technology partner and professional RRG implementation.
Static and animated RRGs with adjustable tails, custom universes, comparisons, and historical playback.
Daily, weekly, and monthly RRGs in Lite; intraday RRGs down to one minute with higher-tier access and real-time data.
RRG-based filters, scans, quantitative tests, scripting, Forex views, and quadrant-colored price bars on higher tiers.

Watch out

Avoid as a full replacement if you rely on charting, technical analysis, and technical screening.
Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Price: OptumaFrom $810/yr
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

SharpelyBest workflow fitFree • Contact for pricingFree with signup

Best workflow fit

Sharpely

Bottom line: Indian investors comparing an official RRG chart with stock, fund, factor, and strategy research in the same product.

Keep

Data Visualizations
Stock Comparison
ETF Comparison
Screeners
Quant
Backtesting

Gain

Official RRG Research partner for Relative Rotation Graphs in India.
Forever-free account, with conflicting public evidence about whether RRG is included on that tier.
Indian stock screener with more than 400 metrics, custom filters, and prebuilt screens.
Rule-based strategy builder and historical backtesting for stocks, mutual funds, and ETFs.

Lose

Correlation
Official RRG Research technology partner and professional RRG implementation.
Static and animated RRGs with adjustable tails, custom universes, comparisons, and historical playback.
Daily, weekly, and monthly RRGs in Lite; intraday RRGs down to one minute with higher-tier access and real-time data.
RRG-based filters, scans, quantitative tests, scripting, Forex views, and quadrant-colored price bars on higher tiers.

Watch out

Avoid as a full replacement if you rely on technical screening, quant research, and market maps.
Free-plan limits: Signup required, The pricing page describes the Free plan as valid forever, and RRG Chart appears under Core Benefits in Every Plan, but the Free plan's public feature response omits it.
India-focused coverage: The product is built around Indian stocks, sectors, indices, mutual funds, and ETFs rather than broad global coverage.

Price: OptumaFrom $810/yr
SharpelyFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-09-05 via pricing.

Start free on Sharpely Compare

Full review and details

What This Shortlist Tells You

PortfoliosLab is the closest drop-in replacement with overlapping coverage in Data Visualizations, Stock Comparison, and ETF Comparison while adding Risk Metrics and Performance Attribution coverage, Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models). and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. features, and a free tier (workflow overlap ~100%).

Every pick keeps a free tier; start with PortfoliosLab, TradingView, and Sharpely to road-test Optuma workflows without paying up front.

Need mobile access? TradingView, Sharpely, and GuruFocus bring phone-ready workflows that Optuma lacks.

Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, ETF Screeners, and Fund Analysis.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Data Visualizations×18Portfolio×18Screeners×17Watchlist×16Stock Comparison×14Correlation×13Backtesting×12ETF Comparison×9

New angles introduced

Categories the alternatives add beyond Optuma.

AI Research+13Alerts+13Calendar+13ETF Screeners+11Financials+11News+11Stock Ideas+11APIs & Data Feeds+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

11/20

11 alternatives bring native mobile access.

API availability

10/20

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

Quality checks

10 starred / 14 tested

10 tools are flagged as analyst picks; 14 have been hands-on tested.

Avg. coverage overlap

67%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Optuma?

Start with PortfoliosLab, TradingView, and Sharpely to replicate Optuma 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 Optuma workflows stay covered on the free plan?

Expect solid overlap across Data Visualizations, Stock Comparison, ETF Comparison, Screeners, Quant, Backtesting, Watchlist, Portfolio, Factor Exposure, and Correlation, so core Optuma workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Risk Metrics, Performance Attribution, ETF Screeners, Fund Analysis, AI Research, AI Chat, APIs & Data Feeds, Stock Ideas, News, Alerts, Calendar, Dividends, Splits, Yield Curves, Macro Data, Paper Trading, Broker Connectors, Webhooks, Order Book / Level II, Options, Options P&L, Education, Blogs, Videos, Top Analysts, Institutional Ownership, US Government Trades, Corporate Actions & Special Situations, IPO, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, ETF Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, Sheets / Excel Add-ins, Forums, Newsletters, Custom Dashboards, Stock Handbook, Market Sentiment, CDS Spreads, Advisor Operations, Scenario & Stress Tests, Monte Carlo, Notes & Highlights, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Compounding Calculator, Retirement Calculator, ESG Ratings, Which ETF includes this Stock?, Auto-Trading & Bots, Copy/Social Trading, 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 Optuma?

Factor Exposure, Correlation, Stock Comparison, ETF Comparison, Quant, Backtesting, Watchlist, Screeners, Portfolio, and Data Visualizations remain strengths for Optuma. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.