VOL. XCIV, NO. 247

Free Alternatives to Orion Advisor Tech

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 Broker Connectors 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?

GuruFocus

Closest replacement

Best for: Value investors looking for 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 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

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Sharesight

Best workflow fit

Best for: DIY investors needing 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 dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

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.

View Koyfin pricing

Details Compare

Stock Rover

Strong runner-up

Best for: Individual investors looking for 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

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

Risk Metrics
Monte Carlo
Broker Connectors

Gain

Portfolio
Data Visualizations
Performance Attribution
Retirement Calculator

Lose

Advisor Operations
Scenario & Stress Tests
Tax Lots / Lot Optimization
APIs & Data Feeds
Webhooks

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and portfolio alerts.
Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account, Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect, and Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Price: Orion Advisor TechFrom $275/mo
WealthfolioFree • From $3.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Download Wealthfolio 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

Risk Metrics
Broker Connectors
Education
Blogs
Newsletters

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Advisor Operations
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization
APIs & Data Feeds

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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: Orion Advisor TechFrom $275/mo
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

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

Education
Blogs
Videos

Gain

Stock Ideas
Screeners
Stock Comparison
Data Visualizations

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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: Orion Advisor TechFrom $275/mo
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

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

Partial replacement

Delta by eToro

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

Keep

Risk Metrics
Broker Connectors

Gain

Portfolio
Watchlist
Alerts
Calendar

Lose

Advisor Operations
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization
APIs & Data Feeds

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and AI research workspace.
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.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Price: Orion Advisor TechFrom $275/mo
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

Risk Metrics
Broker Connectors

Gain

Portfolio
Watchlist
Backtesting
Dividends

Lose

Advisor Operations
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization
APIs & Data Feeds

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and AI research workspace.
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.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Price: Orion Advisor TechFrom $275/mo
Snowball AnalyticsFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Marketlog

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

Keep

Risk Metrics
Monte Carlo
Broker Connectors
Blogs

Gain

Portfolio
Watchlist
Institutional Ownership
Data Visualizations

Lose

Advisor Operations
Scenario & Stress Tests
Tax Lots / Lot Optimization
APIs & Data Feeds
Webhooks

Watch out

Avoid as a full replacement if you rely on advisor client reporting, AI research workspace, and screening and idea generation.
Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Price: Orion Advisor TechFrom $275/mo
MarketlogFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with Marketlog Compare

Full review and details

PortseidoPartial replacementFree • From $8/yrFree with signup

Partial replacement

Portseido

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

Keep

Risk Metrics
Tax Lots / Lot Optimization
Broker Connectors

Gain

Portfolio
Data Visualizations
Performance Attribution
Dividends

Lose

Advisor Operations
Scenario & Stress Tests
Monte Carlo
APIs & Data Feeds
Webhooks

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and AI research workspace.
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.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.

Price: Orion Advisor TechFrom $275/mo
PortseidoFree • From $8/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portseido Compare

Full review and details

Simply Wall StPartial replacementFree • From $120/yrFree with signup

Partial replacement

Simply Wall St

Analyst pickTested by us

Bottom line: Long-term investors looking for visual company reports and portfolio diagnostics.

Keep

Broker Connectors
Education
Blogs
Videos
Newsletters

Gain

Stock Ideas
Screeners
Data Visualizations
Portfolio

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, 5 company reports per month on Free, and 1 portfolio with up to 10 holdings on Free.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.

Price: Orion Advisor TechFrom $275/mo
Simply Wall StFree • From $120/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Simply Wall St Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

Partial replacement

TradingView

Analyst pickTested by us

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

Keep

Webhooks
Broker Connectors
Education
Blogs
Videos

Gain

Data Visualizations
Quant
Screeners
ETF Screeners

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
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: Orion Advisor TechFrom $275/mo
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

The Motley FoolPartial replacementFree • From $16.58/moFree with signup

Partial replacement

The Motley Fool

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

Keep

Education
Blogs
Videos
Newsletters

Gain

Stock Ideas
Portfolio
Watchlist
News

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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.
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.

Price: Orion Advisor TechFrom $275/mo
The Motley FoolFree • From $16.58/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Fool services 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

Education
Courses & Certs
Blogs
Videos

Gain

Screeners
Stock Ideas
Stock Comparison
Auto-Trading & Bots

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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: Orion Advisor TechFrom $275/mo
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

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

APIs & Data Feeds
Broker Connectors
Education
Blogs
Videos

Gain

Screeners
Data Visualizations
Quant
Stock Ideas

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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: Orion Advisor TechFrom $275/mo
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

Risk Metrics
APIs & Data Feeds
Education

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

Advisor Operations
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization
Webhooks

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and portfolio alerts.
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: Orion Advisor TechFrom $275/mo
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

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

Risk Metrics
Monte Carlo
Broker Connectors
Education
Blogs
Videos

Gain

Stock Ideas
Screeners
ETF Screeners
Stock Comparison

Lose

Advisor Operations
Scenario & Stress Tests
Tax Lots / Lot Optimization
APIs & Data Feeds
Webhooks

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and portfolio alerts.
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: Orion Advisor TechFrom $275/mo
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

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

APIs & Data Feeds
Webhooks
Education
Blogs
Newsletters

Gain

Stock Ideas
Screeners
Stock Comparison
Data Visualizations

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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: Orion Advisor TechFrom $275/mo
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

KoyfinBest audience fitFree • From $468/yrFree with signup

Best audience fit

Koyfin

Analyst pickTested by us

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

Keep

Advisor Operations

Gain

Screeners
ETF Screeners
Data Visualizations
Custom Dashboards

Lose

Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization
APIs & Data Feeds

Watch out

Avoid as a full replacement if you rely on broker-connected trading, portfolio alerts, and AI research workspace.
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: Orion Advisor TechFrom $275/mo
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

GuruFocusClosest replacementFree • From $549/yrFree with signup

Closest replacement

GuruFocus

Analyst pickTested by us

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

Keep

APIs & Data Feeds
Broker Connectors
Education
Blogs
Videos
Newsletters

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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: Orion Advisor TechFrom $275/mo
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

SharesightBest workflow fitFree • Paid plans availableFree with signup

Best workflow fit

Sharesight

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

Keep

Advisor Operations
Risk Metrics
APIs & Data Feeds
Broker Connectors

Gain

Portfolio
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Lose

Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization
Webhooks
Education

Watch out

Avoid as a full replacement if you rely on broker-connected trading and AI research workspace.
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.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Price: Orion Advisor TechFrom $275/mo
SharesightFree • Paid plans available
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Sharesight Compare

Full review and details

QuartrPartial replacementFree • Contact for pricingFree with signup

Partial replacement

Quartr

Analyst pickTested by us

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

Keep

APIs & Data Feeds
Webhooks
Education
Blogs
Newsletters

Gain

Financials
Transcripts
Analyst Forecasts
Calendar

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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.
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.

Price: Orion Advisor TechFrom $275/mo
QuartrFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Explore Quartr pricing Compare

Full review and details

SmartkarmaPartial replacementFree • Paid plans availableFree with signup

Partial replacement

Smartkarma

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

Keep

Blogs
Videos
Newsletters

Gain

Stock Ideas
Screeners
Watchlist
News

Lose

Advisor Operations
Risk Metrics
Scenario & Stress Tests
Monte Carlo
Tax Lots / Lot Optimization

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
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.
Professional price point: Smartkarma Pro is priced for professional users, with Premium/Data and corporate tracks handled separately.

Price: Orion Advisor TechFrom $275/mo
SmartkarmaFree • Paid plans available
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Smartkarma pricing Compare

Full review and details

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in APIs & Data Feeds, Broker Connectors, and Education while adding Stock Ideas and Screeners coverage, Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features, and a free tier (workflow overlap ~46%).

Every pick keeps a free tier; start with GuruFocus, Stock Rover, 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 Top Analysts.

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×13Broker Connectors×12Education×12Risk Metrics×9Videos×9Newsletters×7APIs & Data Feeds×6Monte Carlo×3

New angles introduced

Categories the alternatives add beyond Orion Advisor Tech.

Portfolio+18Watchlist+17Alerts+16Calendar+14Data Visualizations+14News+14Dividends+12Financials+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

18/20

18 matches support mobile alongside Orion Advisor Tech.

API availability

7/20

7 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 GuruFocus, Stock Rover, 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 APIs & Data Feeds, Broker Connectors, Education, Blogs, Videos, Newsletters, Risk Metrics, Monte Carlo, Advisor Operations, Webhooks, Tax Lots / Lot Optimization, and Courses & Certs, 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, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Backtesting, Correlation, Portfolio, Watchlist, Institutional Ownership, US Government Trades, News, Alerts, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Forums, Custom Dashboards, Stock Handbook, Performance Attribution, Notes & Highlights, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Compounding Calculator, Wealth Management, Which ETF includes this Stock?, 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, Bulls Say Bear Say, Guidance / Pre-announcements, Retirement Calculator, Auto-Trading & Bots, Copy/Social Trading, On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Orion Advisor Tech?

Advisor Operations, Risk Metrics, Scenario & Stress Tests, Monte Carlo, Tax Lots / Lot Optimization, Webhooks, Courses & Certs, APIs & Data Feeds, Newsletters, 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.

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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.