okama is the closest drop-in replacement with overlapping coverage in Data Visualizations, Quant, and Risk Metrics (VaR/ES/Drawdown) while adding Portfolio and Data APIs coverage and Interactive Efficient Frontier (mean–variance) widget for quick visualization. and Compare-assets widget covering returns, drawdowns, CVaR, and correlations. features (category overlap ~86%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 6, 2025
Free programmatic picks
Free Alternatives to Portfolio Visualizer
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Portfolio Visualizer before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with okama, PortfoliosLab, and Portfolio123 to road-test Portfolio Visualizer workflows without paying up front.
Need mobile access? Stock Rover, TradingView, and Koyfin bring phone-ready workflows that Portfolio Visualizer lacks.
Round out your stack with new coverage areas like Portfolio, Data APIs, ETF Performance, and Inflation Rates.
Similarity score 1324
Category overlap: 86%Shared coverage
Data Visualizations
Quant
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Backtesting
Correlation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Data APIs, and ETF Performance coverage beyond what Portfolio Visualizer offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with Portfolio Visualizer if you still need Factor Exposure.
Adds coverage: Portfolio, Data APIs, ETF Performance, and Inflation Rates
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 1129
Category overlap: 71%Shared coverage
Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Backtesting
Correlation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Portfolio coverage beyond what Portfolio Visualizer offers.
- Standout features include Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
- Pair it with Portfolio Visualizer if you still need Data Visualizations and Monte Carlo.
Adds coverage: Screeners, ETF Screeners, Portfolio, and Watchlist
Standout features: Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators., and Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Similarity score 945
Category overlap: 57%Shared coverage
Data Visualizations
Quant
Backtesting
Correlation
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Portfolio, and Calendar coverage beyond what Portfolio Visualizer offers.
- Standout features include Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
- Pair it with Portfolio Visualizer if you still need Factor Exposure, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo.
Adds coverage: Screeners, Portfolio, Calendar, and APIs & SDKs
Standout features: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., and ‘Books’ feature to combine multiple strategies and view correlations between them.
Similarity score 897
Category overlap: 43%Shared coverage
Data Visualizations
Backtesting
Correlation
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage beyond what Portfolio Visualizer offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and Calendar
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 871
Category overlap: 43%Shared coverage
Data Visualizations
Monte Carlo
Correlation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Portfolio Visualizer offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 785
Category overlap: 29%Shared coverage
Data Visualizations
Backtesting
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Ideas coverage beyond what Portfolio Visualizer offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, ETF Screeners, Stock Ideas, and Options & Derivatives
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 751
Category overlap: 29%Shared coverage
Data Visualizations
Quant
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what Portfolio Visualizer offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Portfolio Visualizer if you still need Factor Exposure, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and Data APIs
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 713
Category overlap: 29%Shared coverage
Data Visualizations
Correlation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Portfolio Visualizer offers.
- Standout features include Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Factors
Standout features: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., and ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Similarity score 700
Category overlap: 14%Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and News coverage beyond what Portfolio Visualizer offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, ETF Screeners, News, and Alerts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
#10 Alternative
Analyst Pick
Hands-on Tested
Free Tier
Similarity score 693
Category overlap: 67%Shared coverage
Data Visualizations
Correlation
Assets: Stocks, Bonds, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Valuation Models coverage beyond what Portfolio Visualizer offers.
- Standout features include Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them., Interactive Portfolio Builder lets you create, save, and analyze custom portfolios., and Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Valuation Models
Standout features: Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them., Interactive Portfolio Builder lets you create, save, and analyze custom portfolios., Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access., and Country dashboards provide data for 41 equity markets (22 developed, 19 emerging), including GDP trends, CAPE ratios, and inflation views.
Similarity score 686
Category overlap: 14%Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- FT Markets (Markets data — Financial Times) adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Alerts coverage beyond what Portfolio Visualizer offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Portfolio, Watchlist, Alerts, and Compounding Calculator
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 686
Category overlap: 14%Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Portfolio Visualizer offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 686
Category overlap: 14%Shared coverage
Data Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and Portfolio coverage beyond what Portfolio Visualizer offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Watchlist, Portfolio, and News
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 678
Category overlap: 14%Shared coverage
Risk Metrics (VaR/ES/Drawdown)
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Sharesight adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Performance Attribution coverage beyond what Portfolio Visualizer offers.
- Standout features include Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..
- Pair it with Portfolio Visualizer if you still need Data Visualizations, Quant, and Factor Exposure.
Adds coverage: Portfolio, Watchlist, Performance Attribution, and Downloadable Tax Reports
Standout features: Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions., and Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Similarity score 662
Category overlap: 50%Shared coverage
Data Visualizations
Risk Metrics (VaR/ES/Drawdown)
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Portseido adds mobile access for on-the-go monitoring.
- Expands into Portfolio and Dividend coverage beyond what Portfolio Visualizer offers.
- Standout features include Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Monte Carlo.
Adds coverage: Portfolio and Dividend
Standout features: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., Risk analysis with beta and drawdown metrics in the Portfolio Analyzer., and Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Similarity score 653
Category overlap: 29%Shared coverage
Data Visualizations
Backtesting
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Portfolio, and Watchlist coverage beyond what Portfolio Visualizer offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Portfolio, Watchlist, and News
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 651
Category overlap: 29%Shared coverage
Data Visualizations
Quant
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- ORTEX adds mobile access for on-the-go monitoring.
- Expands into Short Interest, Insider Data, and Index Rebalancing coverage beyond what Portfolio Visualizer offers.
- Standout features include Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..
- Pair it with Portfolio Visualizer if you still need Factor Exposure, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo.
Adds coverage: Short Interest, Insider Data, Index Rebalancing, and Money Flow
Standout features: Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms., and Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
Similarity score 651
Category overlap: 29%Shared coverage
Data Visualizations
Backtesting
Assets: Stocks and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Screeners, Analyst Forecasts, and Analyst Price Targets coverage beyond what Portfolio Visualizer offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 633
Category overlap: 33%Shared coverage
Quant
Backtesting
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Paper Trading, Auto-Trading & Bots, and Options & Derivatives coverage beyond what Portfolio Visualizer offers.
- Standout features include Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., and Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX..
- Pair it with Portfolio Visualizer if you still need Data Visualizations, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Paper Trading, Auto-Trading & Bots, Options & Derivatives, and APIs & SDKs
Standout features: Seamless environment that connects research, backtests, and live trading on institutional-grade co-located servers., Powered by the open-source LEAN engine (Python 3.11 and C#), with the flexibility to run locally or in the cloud., Multi-asset coverage across equities, ETFs, options, futures, FX, and crypto, with a long list of broker and data integrations including Interactive Brokers, Schwab, TradeStation, Tastytrade, Alpaca, OANDA, Binance, Coinbase, Kraken, Bybit, and Bloomberg EMSX., and Robust options support with Greeks, implied volatility, and helpers for building multi-leg strategies such as iron condors.
Similarity score 631
Category overlap: 29%Shared coverage
Data Visualizations
Backtesting
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Portfolio Visualizer offers.
- Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
- Pair it with Portfolio Visualizer if you still need Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals
Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×17
Backtesting×9
Correlation×7
Quant×6
Risk Metrics (VaR/ES/Drawdown)×4
Monte Carlo×2
Factor Exposure×1
New angles introduced
Categories the alternatives add beyond Portfolio Visualizer.
Portfolio+14
Screeners+12
Watchlist+12
Financials+10
Alerts+9
Calendar+9
ETF Overview+9
News+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
10/20
10 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 14 tested
8 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
36%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Portfolio Visualizer?
Start with okama, PortfoliosLab, and Portfolio123 to replicate Portfolio Visualizer 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 Visualizer workflows stay covered on the free plan?
Expect solid overlap across Data Visualizations, Quant, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, Correlation, and Factor Exposure, so core Portfolio Visualizer workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Portfolio, Data APIs, ETF Performance, Inflation Rates, Interest Rates, Screeners, ETF Screeners, Watchlist, Stock Comparison, ETF Comparison, Financials, APIs & SDKs, Calendar, Broker Connectors, Which ETF includes this Stock?, GDP, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Transcripts, AI Chat, AI Earnings Summary, News, Alerts, Dividends, Scores, Valuation Models, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos, Stock Ideas, Options & Derivatives, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Splits, Forums, Sheets / Excel Add-ins, Custom Dashboards, IPO, Unemployment Rates, Dark Pool & Off-Exchange, Analyst Forecasts, Regulatory Filings Monitoring, AI, ETF Factors, ETF Overlap, Blogs, ETF Fundamentals, ETF Valuation, Short Interest, Compounding Calculator, Insider Data, Options, Yield Curves, Newsletters, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Index Rebalancing, Money Flow, US Government Trades, Investor Holdings, Acquisitions, Institutional Data, and Auto-Trading & Bots 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 Visualizer?
Factor Exposure, Data Visualizations, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Quant, Backtesting, and Correlation remain strengths for Portfolio Visualizer. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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
- Substack: 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!
OR
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.