Free Alternatives to Portfolio Performance

VOL. XCIV, NO. 247

Checking

Free replacement verdicts

Free Alternatives to Portfolio Performance

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

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

Visit Portfolio Performance All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Wealthfolio

Closest replacement

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

Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Wealthfolio keeps the replacement test in the same free-access lane. Free access caveat: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account..

Watch for: 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.

Download Wealthfolio

Details Compare

Portseido

Best workflow fit

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

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portseido keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan is available with portfolio and transaction limits..

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

Try Portseido

Details Compare

Stock Rover

Quality-checked pick

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 charting and technical analysis.
Stock Rover keeps the replacement test in the same free-access lane. 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

Delta by eToro

Strong runner-up

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

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Delta by eToro keeps the replacement test in the same free-access lane. Free access caveat: signup required and Basic is free with a limited number of tracked assets..

Watch for: Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

View Delta PRO

Details Compare

Detailed Alternatives

Wealthfolio

Closest replacementWorkflow overlap 80%

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

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Desktop and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Wealthfolio matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Monte Carlo, Retirement Calculator, Broker Connectors, and Custom Dashboards.

Watch out

Material switch gaps: missing Commodities coverage, missing Watchlist workflows, and does not clearly cover portfolio watchlists and filings and transcript research.
Avoid as a full replacement if you rely on portfolio watchlists and filings and transcript research.
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.
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..

Shared coverage

PortfolioData VisualizationsPerformance AttributionRisk Metrics

Download Wealthfolio View details Compare

Portseido

Strong workflow fitWorkflow overlap 80%

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

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portseido matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Tax Lots / Lot Optimization, Dividends, Splits, and Dividend Tax / ADR Withholding.

Watch out

Material switch gaps: missing Desktop access, missing Bonds and Commodities coverage, and missing Watchlist workflows.
Useful when you want to add dividend analysis, portfolio alerts, and API and market data instead of mirroring the current workflow.
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

PortfolioData VisualizationsPerformance AttributionRisk Metrics

Try Portseido View details Compare

Stock Rover

Hands-on Tested

Strong workflow fitWorkflow overlap 100%

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

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Stock Rover matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Material switch gaps: missing Desktop access, missing Bonds, Cryptos, and Commodities coverage, and does not clearly cover long-term portfolio tracking and portfolio watchlists.
Avoid as a full replacement if you rely on long-term portfolio tracking and portfolio watchlists.
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

PortfolioWatchlistData VisualizationsPerformance AttributionRisk Metrics

View Stock Rover plans View details Compare

Delta by eToro

Strong workflow fitWorkflow overlap 80%

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

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Desktop and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Delta by eToro matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Alerts, Calendar, News, and ETF Analysis.

Watch out

Material switch gaps: missing Bonds coverage, missing Performance Attribution workflows, and does not clearly cover portfolio watchlists and advisor and client reporting.
Avoid as a full replacement if you rely on portfolio watchlists and advisor and client reporting.
Free tier is asset-capped: Basic supports 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

PortfolioWatchlistData VisualizationsRisk Metrics

View Delta PRO View details Compare

TipRanks

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 100%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
TipRanks matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Material switch gaps: missing Desktop access, missing Mutual Funds, Bonds, and Other coverage, and does not clearly cover long-term portfolio tracking, portfolio watchlists, and filings and transcript research.
Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio watchlists, and filings and transcript research.
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 10 requests per minute and 50 requests per month..

Shared coverage

PortfolioWatchlistData VisualizationsPerformance AttributionRisk Metrics

View TipRanks plans View details Compare

Snowball Analytics

Strong workflow fitWorkflow overlap 80%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Snowball Analytics matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Backtesting, Dividends, Dividend Tax / ADR Withholding, and Calendar.

Watch out

Material switch gaps: missing Desktop access, missing Data Visualizations workflows, and does not clearly cover portfolio watchlists, charting and technical analysis, and advisor and client reporting.
Avoid as a full replacement if you rely on portfolio watchlists, charting and technical analysis, and advisor and client reporting.
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

PortfolioWatchlistPerformance AttributionRisk Metrics

Try Snowball Analytics View details Compare

PortfoliosLab

Strong workflow fitWorkflow overlap 100%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

PortfoliosLab best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
PortfoliosLab matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Backtesting, Correlation, Factor Exposure, and Stock Comparison.

Watch out

Major switch gaps: missing Desktop and Mobile access, missing Bonds, Commodities, and Other coverage, and does not clearly cover long-term portfolio tracking, portfolio watchlists, and options and trading workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio watchlists, and options and trading workflows.
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.
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..

Shared coverage

PortfolioWatchlistData VisualizationsPerformance AttributionRisk Metrics

Analyze portfolios on PortfoliosLab View details Compare

Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Koyfin best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Koyfin matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Screeners, ETF Screeners, Custom Dashboards, and Correlation.

Watch out

Material switch gaps: missing Desktop access, missing Other coverage, and missing Performance Attribution and Risk Metrics workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking and portfolio watchlists.
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 New accounts receive a seven-day trial and then downgrade to Free without a charge..

Shared coverage

PortfolioWatchlistData Visualizations

View Koyfin pricing View details Compare

Marketlog

Strong workflow fitWorkflow overlap 80%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Marketlog matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Institutional Ownership, Monte Carlo, Compounding Calculator, and News.

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds and Commodities coverage, and missing Performance Attribution workflows.
Avoid as a full replacement if you rely on portfolio watchlists, filings and transcript research, and advisor and client reporting.
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 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..

Shared coverage

PortfolioWatchlistData VisualizationsRisk Metrics

Track portfolios with Marketlog View details Compare

Sharesight

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Sharesight matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, and Dividends.

Watch out

Material switch gaps: missing Desktop access, missing Commodities coverage, and missing Watchlist and Data Visualizations workflows.
Avoid as a full replacement if you rely on portfolio watchlists and charting and technical analysis.
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

PortfolioPerformance AttributionRisk Metrics

Try Sharesight View details Compare

Zenvesto

Strong workflow fitWorkflow overlap 80%

Bottom line: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate
Plans: Free and Subscription

Why switch

Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Zenvesto matches the base audience on Retail Traders, Intermediate, and retail investors.
You gain Backtesting, News, Calendar, and Stock Ideas.

Watch out

Material switch gaps: missing Desktop and Mobile access, missing Mutual Funds, Bonds, and Commodities coverage, and missing Performance Attribution workflows.
Useful when you want to add dividend analysis, market monitoring, and fundamental research instead of mirroring the current workflow.
Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Free-plan limits: Signup required, Free plan is available., and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features..

Shared coverage

PortfolioWatchlistData VisualizationsRisk Metrics

View Zenvesto plans View details Compare

Stock Analysis

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 80%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
Stock Analysis matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Desktop access, missing Bonds, Cryptos, and Commodities coverage, and missing Performance Attribution workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
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 Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioWatchlistData VisualizationsRisk Metrics

Try Stock Analysis Pro View details Compare

Google Finance

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

Bottom line: Retail investors looking for a free, familiar quote, news, watchlist, and manual portfolio surface.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate
Plans: Free

Why switch

Google Finance best matches the base workflow on portfolio tracking, portfolio watchlists, and charting and technical analysis.
Google Finance matches the base audience on Retail Traders, Intermediate, and retail investors.
You gain Stock Comparison, News, News Sentiment, and Calendar.

Watch out

Major switch gaps: missing Desktop access, missing Performance Attribution and Risk Metrics workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
AI can be wrong: Google states AI responses may include mistakes and content is informational only.
Free-plan limits: Core market pages are free., Custom watchlists, manual portfolios, and full AI Research features require sign-in., and Feature availability can vary by country, account, and Search Labs/new experience access..

Shared coverage

PortfolioWatchlistData Visualizations

Open Google Finance View details Compare

Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
Investing.com matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Options.

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds coverage, and missing Performance Attribution and Risk Metrics workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
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.
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..

Shared coverage

PortfolioWatchlistData Visualizations

View InvestingPro View details Compare

Yahoo Finance

Hands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Yahoo Finance best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
Yahoo Finance matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Stock Ideas.

Watch out

Major switch gaps: missing Desktop access, missing Bonds and Other coverage, and missing Performance Attribution and Risk Metrics workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features., and Premium portfolio analytics, research, screeners, and longer downloadable history are paid..

Shared coverage

PortfolioWatchlistData Visualizations

Open Yahoo Finance View details Compare

TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Desktop and Mobile
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
TradingView matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Quant, Screeners, ETF Screeners, and Stock Ideas.

Watch out

Major switch gaps: missing Mutual Funds and Other coverage, missing Performance Attribution and Risk Metrics workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
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

PortfolioWatchlistData Visualizations

Open TradingView View details Compare

GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

GuruFocus best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
GuruFocus matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Desktop access, missing Cryptos and Commodities coverage, and missing Performance Attribution and Risk Metrics workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
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, A free account has limited access., and Free members have limited portfolio capacity..

Shared coverage

PortfolioWatchlistData Visualizations

Start GuruFocus trial View details Compare

Seeking Alpha

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

Seeking Alpha best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
Seeking Alpha matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain News, News Sentiment, Alerts, and Calendar.

Watch out

Major switch gaps: missing Desktop access, missing Bonds and Other coverage, and missing Performance Attribution and Risk Metrics workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
Free-plan limits: Signup required, Basic has limited premium-article access., and Premium is needed for unlimited articles/transcripts, ratings, factor grades, screeners, comparisons, broker linking, and AI summaries..

Shared coverage

PortfolioWatchlistData Visualizations

View Seeking Alpha plans View details Compare

MarketScreener

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

MarketScreener best matches the base workflow on portfolio tracking, portfolio watchlists, and charting and technical analysis.
MarketScreener matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Screeners.

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds, Bonds, and Other coverage, and missing Performance Attribution and Risk Metrics workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Several features require higher tiers: Advanced screeners, more reports, portfolios, and decision-support tools are gated behind Premium or Expert tiers.
Free-plan limits: Signup required, Free member access exists but some content and features remain locked., and Subscription page lists Access, Premium, and Expert paid tiers..

Shared coverage

PortfolioWatchlistData Visualizations

Compare MarketScreener plans View details Compare

FT Markets (Markets data - Financial Times)

Hands-on Tested

Best free-tier fitWorkflow overlap 60%

Bottom line: Financial Times readers who want market data, watchlists, alerts, and screeners beside FT coverage.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Plans: Free and Subscription

Why switch

FT Markets (Markets data - Financial Times) best matches the base workflow on portfolio tracking, portfolio watchlists, and charting and technical analysis.
FT Markets (Markets data - Financial Times) matches the base audience on Intermediate, Advanced, and retail investors.
You gain Alerts, Compounding Calculator, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Desktop access, missing Cryptos and Other coverage, and missing Performance Attribution and Risk Metrics workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and options and trading workflows.
Not a standalone pro terminal: Markets data is delayed and the workflow lacks broker sync, trading, advanced backtesting, portfolio attribution, and API access.
Free-plan limits: Signup required, Core markets pages are publicly reachable; portfolios, alerts, and saved tools require an FT account., and Some deeper features require an FT subscription rather than a separate Markets Data plan..

Shared coverage

PortfolioWatchlistData Visualizations

Explore FT Markets data View details Compare

What This Shortlist Tells You

Wealthfolio is the closest drop-in replacement with overlapping coverage in Portfolio, Data Visualizations, and Performance Attribution while adding Monte Carlo and Retirement Calculator coverage and Free AGPL-3.0 core app with local SQLite storage and no required account. and Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition. features (workflow overlap ~80%).

Every pick keeps a free tier; start with Wealthfolio, Portseido, and Stock Rover to road-test Portfolio Performance workflows without paying up front.

Round out your stack with new coverage areas like Monte Carlo, Retirement Calculator, Broker Connectors, and Custom Dashboards.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Data Visualizations×18Watchlist×17Risk Metrics×11Performance Attribution×7

New angles introduced

Categories the alternatives add beyond Portfolio Performance.

Alerts+15Calendar+15News+15Financials+14Dividends+13AI Research+12Screeners+12Analyst Ratings & Price Targets+11

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 Portfolio Performance.

API availability

4/20

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

Quality checks

8 starred / 11 tested

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

Avg. coverage overlap

73%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Portfolio Performance?

Start with Wealthfolio, Portseido, and Stock Rover to replicate Portfolio Performance 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 Portfolio Performance workflows stay covered on the free plan?

Expect solid overlap across Portfolio, Data Visualizations, Performance Attribution, Risk Metrics, and Watchlist, so core Portfolio Performance workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

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

Where might I still rely on Portfolio Performance?

Watchlist, Performance Attribution, Data Visualizations, and Risk Metrics remain strengths for Portfolio Performance. 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.