Free Alternatives to Orion Advisor Tech

VOL. XCIV, NO. 247

Checking

Free replacement verdicts

Free Alternatives to Orion Advisor Tech

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

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

Visit Orion Advisor Tech All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Stock Rover

Closest replacement

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

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
Stock Rover adds a free starting point that the base tool does not show. Free access caveat: signup required and New signups can test Stock Rover through a 14-day free trial with no credit card required..

Watch for: North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

View Stock Rover plans

Details Compare

Sharesight

Best workflow fit

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

Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
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.

Try Sharesight

Details Compare

Koyfin

Best audience fit

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 advisor client reporting, portfolio tracking, and portfolio analytics.
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.

Details Compare

GuruFocus

Strong runner-up

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

GuruFocus best matches the base workflow on portfolio tracking, screening and idea generation, and API and market data.
GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and Free account has limited platform 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

Detailed Alternatives

Stock Rover

Hands-on Tested

Closest replacementWorkflow overlap 46%

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, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
Stock Rover matches the base audience on Financial Advisors, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing API access, missing Bonds coverage, and missing Advisor Operations, Scenario & Stress Tests, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and portfolio alerts.
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

Risk MetricsMonte CarloBroker ConnectorsEducationBlogsVideos

View Stock Rover plans View details Compare

GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 46%

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, Mobile, and API
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

GuruFocus best matches the base workflow on portfolio tracking, screening and idea generation, and API and market data.
GuruFocus matches the base audience on Asset Managers, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Closed-End Funds coverage, missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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

APIs & Data FeedsBroker ConnectorsEducationBlogsVideosNewsletters

Start GuruFocus trial View details Compare

Sharesight

Best free-tier fitWorkflow overlap 31%

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

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

Why switch

Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Family Offices.
You gain Portfolio, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.

Watch out

Major switch gaps: missing Closed-End Funds and Options coverage, missing Scenario & Stress Tests, Monte Carlo, and Tax Lots / Lot Optimization workflows, and does not clearly cover broker-connected trading and AI research workspace.
Avoid as a full replacement if you rely on broker-connected trading and AI research workspace.
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

Advisor OperationsRisk MetricsAPIs & Data FeedsBroker Connectors

Try Sharesight View details Compare

Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

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, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, screening and idea generation, and API and market data.
Stock Analysis matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing API access, missing Bonds and Options coverage, and missing Advisor Operations, Scenario & Stress Tests, and Monte Carlo workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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

Risk MetricsBroker ConnectorsEducationBlogsNewsletters

Try Stock Analysis Pro View details Compare

Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

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

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

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, AI research workspace, and screening and idea generation.
Fiscal.ai matches the base audience on Financial Advisors, Institutional Investors, and Intermediate.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Mobile access, missing Closed-End Funds, Bonds, and Options coverage, and missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..

Shared coverage

APIs & Data FeedsWebhooksEducationBlogsNewsletters

Try Fiscal.ai View details Compare

TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

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, ETFs, and Bonds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, broker-connected trading, and screening and idea generation.
TradingView matches the base audience on Intermediate, Advanced, and retail investors.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Closed-End Funds, and Funds coverage, and missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
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

WebhooksBroker ConnectorsEducationBlogsVideos

Open TradingView View details Compare

Marketlog

Best free-tier fitWorkflow overlap 31%

Bottom line: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.

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

Why switch

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and broker-connected trading.
Marketlog matches the base audience on Intermediate, Advanced, and retail investors.
You gain Portfolio, Watchlist, Institutional Ownership, and Data Visualizations.

Watch out

Major switch gaps: missing API access, missing Mutual Funds and Closed-End Funds coverage, and missing Advisor Operations, Scenario & Stress Tests, and Tax Lots / Lot Optimization workflows.
Avoid as a full replacement if you rely on advisor client reporting, AI research workspace, and screening and idea generation.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

Risk MetricsMonte CarloBroker ConnectorsBlogs

Track portfolios with Marketlog View details Compare

Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 23%

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, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, AI research workspace, and screening and idea generation.
Investing.com matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing API access, missing Mutual Funds coverage, and missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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

EducationBlogsVideos

View InvestingPro View details Compare

Portfolio123

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.

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

Why switch

Portfolio123 best matches the base workflow on portfolio tracking, screening and idea generation, and API and market data.
Portfolio123 matches the base audience on Financial Advisors, Institutional Investors, and Intermediate.
You gain Screeners, Data Visualizations, Quant, and Stock Ideas.

Watch out

Major switch gaps: missing Mobile access, missing Mutual Funds, Bonds, and Options coverage, and missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..

Shared coverage

APIs & Data FeedsBroker ConnectorsEducationBlogsVideos

Try Portfolio123 View details Compare

Simply Wall St

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

Bottom line: Long-term investors who want visual company reports and portfolio diagnostics.

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

Why switch

Simply Wall St best matches the base workflow on portfolio tracking, screening and idea generation, and options and trading workflows.
Simply Wall St matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, Data Visualizations, and Portfolio.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Closed-End Funds, and Bonds coverage, and missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Free-plan limits: Signup required, 5 company reports per month on Free., and 1 portfolio with up to 10 holdings on Free..

Shared coverage

Broker ConnectorsEducationBlogsVideosNewsletters

Try Simply Wall St View details Compare

Quartr

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

Bottom line: Investors and analysts who care about first-party earnings calls, transcripts, filings, slides, and AI answers with source traceability.

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

Why switch

Quartr best matches the base workflow on portfolio tracking, portfolio alerts, and AI research workspace.
Quartr matches the base audience on Financial Advisors, Institutional Investors, and Intermediate.
You gain Financials, Transcripts, Analyst Forecasts, and Calendar.

Watch out

Major switch gaps: missing ETFs, Mutual Funds, and Closed-End Funds coverage, missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Pro and API are contact-sales products: The free mobile app is useful, but desktop Pro, API datasets, exports, MCP, and enterprise controls are commercial contract products without public prices.
Free-plan limits: Signup required, Mobile app is advertised as free for live earnings calls, transcripts, and AI chat., and Quartr Pro and Quartr API are contact-sales products with scalable or enterprise pricing..

Shared coverage

APIs & Data FeedsWebhooksEducationBlogsNewsletters

Explore Quartr pricing View details Compare

Tickeron

Best free-tier fitWorkflow overlap 31%

Bottom line: Active traders who want AI-generated signals, pattern detection, paper trading, AI Robots, and short-horizon trade-idea workflows across stocks, ETFs, crypto, forex, and funds.

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

Why switch

Tickeron best matches the base workflow on portfolio tracking, AI research workspace, and screening and idea generation.
Tickeron matches the base audience on Intermediate, Advanced, and retail investors.
You gain Screeners, Stock Ideas, Stock Comparison, and Auto-Trading & Bots.

Watch out

Major switch gaps: missing Closed-End Funds, Bonds, and Options coverage, missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows, and does not clearly cover advisor client reporting, portfolio analytics, and broker-connected trading.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Complex pricing surface: Tickeron pricing appears across memberships, tools, robots, promotions, and standalone subscriptions, so users must verify the exact checkout bundle.
Free-plan limits: Signup required, Credit card required, and Tickeron landing pages advertise a 14-day free trial and state the card is not charged until the end of the trial..

Shared coverage

EducationCourses & CertsBlogsVideos

Start Tickeron trial View details Compare

TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 23%

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, Mobile, and API
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
TipRanks matches the base audience on Institutional Investors, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Mutual Funds, Closed-End Funds, and Bonds coverage, missing Advisor Operations, Scenario & Stress Tests, and Monte Carlo workflows, and does not clearly cover advisor client reporting, broker-connected trading, and portfolio alerts.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and portfolio alerts.
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

Risk MetricsAPIs & Data FeedsEducation

View TipRanks plans View details Compare

Portseido

Best free-tier fitWorkflow overlap 27%

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, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Portseido matches the base audience on Intermediate, Advanced, and retail investors.
You gain Portfolio, Data Visualizations, Performance Attribution, and Dividends.

Watch out

Major switch gaps: missing API access, missing Closed-End Funds, Bonds, and Options coverage, and missing Advisor Operations, Scenario & Stress Tests, and Monte Carlo workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and AI research workspace.
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

Risk MetricsTax Lots / Lot OptimizationBroker Connectors

Try Portseido View details Compare

The Motley Fool

Best free-tier fitWorkflow overlap 50%

Bottom line: Retail investors who want curated stock-pick memberships, portfolio ideas, and plain-English investing commentary.

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

Why switch

The Motley Fool best matches the base workflow on portfolio tracking, screening and idea generation, and API and market data.
The Motley Fool matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Portfolio, Watchlist, and News.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Closed-End Funds, and Bonds coverage, and missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Recommendation service, not a full research terminal: The Motley Fool is strongest for stock ideas and commentary, not institutional datasets, APIs, or custom valuation tooling.
Free-plan limits: Signup required, Free articles and podcasts are available., and Stock recommendations, premium portfolios, FoolIQ/GamePlan, and AI-powered tools are paid-tier features..

Shared coverage

EducationBlogsVideosNewsletters

Compare Fool services View details Compare

Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 8%

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, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin matches the base audience on Financial Advisors, RIAs / Wealth Firms, and Asset Managers.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.

Watch out

Major switch gaps: missing API access, missing Options, Funds, and Other coverage, and missing Risk Metrics, Scenario & Stress Tests, and Monte Carlo workflows.
Avoid as a full replacement if you rely on broker-connected trading, portfolio alerts, and AI research workspace.
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

Advisor Operations

Smartkarma

Best free-tier fitWorkflow overlap 30%

Bottom line: Institutional investors, asset managers, banks, and accredited/private investors who need independent research, analyst access, data, and alerts.

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

Why switch

Smartkarma best matches the base workflow on portfolio tracking, portfolio alerts, and AI research workspace.
Smartkarma matches the base audience on Intermediate, Advanced, and retail investors.
You gain Stock Ideas, Screeners, Watchlist, and News.

Watch out

Major switch gaps: missing API access, missing Mutual Funds, Closed-End Funds, and Options coverage, and missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows.
Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Professional price point: Smartkarma Pro is priced for professional users, with Premium/Data and corporate tracks handled separately.
Free-plan limits: Signup required, Complimentary Preview Pass is available without a credit card., and Pro Platform is listed at USD 10,950/year per user..

Shared coverage

BlogsVideosNewsletters

View Smartkarma pricing View details Compare

Snowball Analytics

Best free-tier fitWorkflow overlap 15%

Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

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

Why switch

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Snowball Analytics matches the base audience on Intermediate, Advanced, and retail investors.
You gain Portfolio, Watchlist, Backtesting, and Dividends.

Watch out

Major switch gaps: missing API access, missing Closed-End Funds and Options coverage, and missing Advisor Operations, Scenario & Stress Tests, and Monte Carlo workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and AI research workspace.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..

Shared coverage

Risk MetricsBroker Connectors

Try Snowball Analytics View details Compare

Delta by eToro

Best free-tier fitWorkflow overlap 15%

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, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and portfolio alerts.
Delta by eToro matches the base audience on Intermediate, Advanced, and retail investors.
You gain Portfolio, Watchlist, Alerts, and Calendar.

Watch out

Major switch gaps: missing API access, missing Closed-End Funds, Bonds, and Options coverage, and missing Advisor Operations, Scenario & Stress Tests, and Monte Carlo workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and AI research workspace.
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

Risk MetricsBroker Connectors

View Delta PRO View details Compare

ETF Action

Best free-tier fitWorkflow overlap 23%

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 and API
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Plans: Subscription

Why switch

ETF Action best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
ETF Action matches the base audience on Intermediate, Advanced, and retail investors.
You gain ETF Analysis, ETF Factors, ETF Overlap, and Screeners.

Watch out

Major switch gaps: missing Mobile access, missing Mutual Funds, Closed-End Funds, and Bonds coverage, and missing Advisor Operations, Risk Metrics, and Scenario & Stress Tests workflows.
Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and portfolio alerts.
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

APIs & Data FeedsBlogsVideos

Compare ETF Action plans View details Compare

What This Shortlist Tells You

Stock Rover is the closest drop-in replacement with overlapping coverage in Risk Metrics, Monte Carlo, and Broker Connectors while adding Stock Ideas and Screeners coverage, Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0. and North American coverage: current plan pages advertise 14,000+ North American stocks, 7,000+ ETFs, and 40,000+ mutual funds, with OTC screening on Ultimate tiers. features, and a free tier (workflow overlap ~46%).

Every pick keeps a free tier; start with Stock Rover, GuruFocus, and Sharesight to road-test Orion Advisor Tech workflows without paying up front.

Round out your stack with new coverage areas like Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Orion Advisor Tech still leads on Scenario & Stress Tests, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Blogs×14Education×12Broker Connectors×11Videos×10Risk Metrics×8APIs & Data Feeds×7Newsletters×7Webhooks×3

New angles introduced

Categories the alternatives add beyond Orion Advisor Tech.

Portfolio+18Watchlist+18Alerts+16Calendar+14Data Visualizations+14News+14Screeners+13Dividends+12

Free Access & Pricing

Free options

All 20

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

Mobile ready

17/20

17 matches support mobile alongside Orion Advisor Tech.

API availability

8/20

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

Quality checks

10 starred / 11 tested

10 tools are flagged as analyst picks; 11 have been hands-on tested.

Avg. coverage overlap

32%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Orion Advisor Tech?

Start with Stock Rover, GuruFocus, and Sharesight to replicate Orion Advisor Tech 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 Orion Advisor Tech workflows stay covered on the free plan?

Expect solid overlap across Risk Metrics, Monte Carlo, Broker Connectors, Education, Blogs, Videos, APIs & Data Feeds, Newsletters, Advisor Operations, Webhooks, Courses & Certs, and Tax Lots / Lot Optimization, so core Orion Advisor Tech workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Stock Ideas, Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Performance Attribution, Portfolio, Watchlist, Correlation, News, Alerts, Calendar, Financials, Scores, Flags, Valuation Models, Transcripts, Dividends, Insider Data, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, Notes & Highlights, Top Analysts, Quant, Backtesting, Institutional Ownership, US Government Trades, Corporate Actions & Special Situations, IPO, Splits, Macro Data, Yield Curves, Improved Filings, Short Interest, AI Research, AI Chat, Sheets / Excel Add-ins, Forums, Custom Dashboards, Stock Handbook, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Compounding Calculator, Wealth Management, News Sentiment, Paper Trading, Order Book / Level II, Options P&L, Market Sentiment, CDS Spreads, Factor Exposure, Management Performance, Management Compensation, Shared Workspaces, Citations & Source Pinning, Auto-Trading & Bots, Copy/Social Trading, Bulls Say Bear Say, Guidance / Pre-announcements, Retirement Calculator, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, ETF Factors, and ETF Overlap show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Orion Advisor Tech?

Advisor Operations, Scenario & Stress Tests, Tax Lots / Lot Optimization, APIs & Data Feeds, Webhooks, Courses & Certs, Newsletters, Risk Metrics, Monte Carlo, Education, Blogs, Videos, and Broker Connectors remain strengths for Orion Advisor Tech. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Keep Exploring

Wide Moat StocksBrowse the current moat score ranking and company-level moat notes.

Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

Live AnalyticsSee what users are clicking, searching, and voting for across the site.

Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

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.