VOL. XCIV, NO. 247

Free Alternatives to Portfolio123

Checking

Free replacement verdicts

Free Alternatives to Portfolio123

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Portfolio123 before paying for another subscription.

Switching from Portfolio123 doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Screeners 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 Portfolio123 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 strategy backtesting, portfolio tracking, and financial data API.
GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and A free account has limited access..

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

Start GuruFocus trial

Details Compare

Fiscal.ai

Best audience fit

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

Fiscal.ai best matches the base workflow on portfolio tracking, financial data API, and charting and technical analysis.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..

Watch for: 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.

Try Fiscal.ai

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Investing.com

Strong runner-up

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

Investing.com best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Investing.com keeps the replacement test in the same free-access lane. Free access caveat: Free access is ad-supported and does not include the full InvestingPro research layer..

Watch for: 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.

View InvestingPro

Details Compare

TradingView

Strong runner-up

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

TradingView best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
TradingView keeps the replacement test in the same free-access lane. Free access caveat: signup required and Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars..

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

Open TradingView

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

FactorsToday

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

Keep

Screeners
Data Visualizations
Quant
Portfolio
Backtesting
Correlation

Gain

Stock Comparison
Performance Attribution
Risk Metrics
Scenario & Stress Tests

Lose

Stock Ideas
Scores
Valuation Models
Watchlist
Financials

Watch out

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

Price: Portfolio123Free • From $25/mo
FactorsTodayFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open FactorsToday API docs Compare

Full review and details

Partial replacement

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

Screeners
Data Visualizations
Stock Ideas
Valuation Models
Portfolio
Watchlist

Gain

ETF Screeners
Top Analysts
Stock Comparison
ETF Comparison

Lose

Quant
Scores
Backtesting
Correlation
Factor Exposure

Watch out

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

Price: Portfolio123Free • From $25/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

The Ledger Terminal

Bottom line: Long-term stock pickers who want a low-cost, source-linked tearsheet instead of a broad multi-asset terminal.

Keep

Screeners
Data Visualizations
Stock Ideas
Scores
Valuation Models
Watchlist

Gain

Stock Comparison
Alerts
News
Checklist

Lose

Quant
Portfolio
Backtesting
Correlation
Factor Exposure

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
Free-plan limits: Free accounts get six stock views per day, three alerts, and up to three stocks per watchlist. Anonymous visitors get one stock view per day, Pro is $8.40 per month billed as $100.80 for the first year, then $144 per year, with a seven-day free trial, and Full 15-year history, comparison workflow, quality checklist, and exports require Pro.
US-led coverage: Most coverage is US-listed stocks. UK companies have about five years of annual history and no quarterly data, while US stocks can have 15 years and quarterly detail.

Price: Portfolio123Free • From $25/mo
The Ledger TerminalFree • From $100.80/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open stock tearsheets Compare

Full review and details

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

Partial replacement

Investing.com

Analyst pickTested by us

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

Keep

Screeners
Data Visualizations
Stock Ideas
Scores
Valuation Models
Portfolio

Gain

Stock Comparison
Options
Institutional Ownership
News

Lose

Quant
Backtesting
Factor Exposure
APIs & Data Feeds
Broker Connectors

Watch out

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

Price: Portfolio123Free • From $25/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

ValideaPartial replacementFree • From $269.95/yrFree, no signup

Partial replacement

Validea

Bottom line: Investors who want stock and ETF portfolios, screens, and reports based on published guru and academic factor models.

Keep

Screeners
Quant
Stock Ideas
Scores
Valuation Models
Portfolio

Gain

ETF Screeners
ETF Analysis
ETF Factors
Alerts

Lose

Data Visualizations
Watchlist
Factor Exposure
AI Research
Macro Data

Watch out

Avoid as a full replacement if you rely on financial data API, charting and technical analysis, and API and market data.
Free-plan limits: Public pages include a weekly email newsletter and limited screen and portfolio results, The site limits monthly page views before requiring a trial or paid subscription, and Standard and Pro include a seven-day free trial.
Model returns are not live account returns: Validea states model returns do not reflect actual trading and may include backtested and live model performance.

Price: Portfolio123Free • From $25/mo
ValideaFree • From $269.95/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Explore Validea research Compare

Full review and details

ChartMillPartial replacementFree • Paid plans availableFree, no signup

Partial replacement

ChartMill

Tested by us

Bottom line: Self-directed traders and investors looking for technical and fundamental screening, watchlists, alerts, charts, and idea templates in one browser product.

Keep

Screeners
Data Visualizations
Stock Ideas
Scores
Valuation Models
Watchlist

Gain

Stock Comparison
Alerts
News
Calendar

Lose

Quant
Portfolio
Correlation
Factor Exposure
AI Research

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and financial data API.
Free-plan limits: Free access includes screener and charts with data limits and Monthly subscription is $34.97/month after first-month promotion; annual plan is $299.97/year and includes a swing-trading course.
Delayed market data: Paid access unlocks tools, but market data remains delayed or end-of-day, so active traders needing real-time feeds need another platform.

Price: Portfolio123Free • From $25/mo
ChartMillFree • Paid plans available
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Screen stocks on ChartMill Compare

Full review and details

Dividend WatchPartial replacementFree • From $72/yrFree with signup

Partial replacement

Dividend Watch

Analyst pickTested by us

Bottom line: Dividend investors who need forecasts, calendars, DRIP tracking, and dividend safety scores.

Keep

Screeners
Data Visualizations
Stock Ideas
Scores
Portfolio
Watchlist

Gain

Dividends
Calendar
Stock Comparison
ETF Comparison

Lose

Quant
Valuation Models
Backtesting
Correlation
Factor Exposure

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
Free-plan limits: Signup required, Free tier supports one portfolio and up to 10 holdings, and Premium and Pro include a 7-day trial.
Free tier is small: Free access tracks one portfolio with up to 10 holdings and limited statement history.

Price: Portfolio123Free • From $25/mo
Dividend WatchFree • From $72/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Dividend Watch Compare

Full review and details

PortfoliosLabPartial replacementFree • From $8.33/moFree with signup

Partial replacement

PortfoliosLab

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

Keep

Screeners
Data Visualizations
Quant
Portfolio
Watchlist
Backtesting

Gain

Risk Metrics
Performance Attribution
Stock Comparison
ETF Comparison

Lose

Stock Ideas
Scores
Valuation Models
Financials
Macro Data

Watch out

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

Price: Portfolio123Free • From $25/mo
PortfoliosLabFree • From $8.33/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLab Compare

Full review and details

EPSMomentumPartial replacementFree • From $9.99/moFree with signup

Partial replacement

EPSMomentum

Bottom line: Growth and momentum investors looking for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.

Keep

Screeners
Data Visualizations
Stock Ideas
Scores
Portfolio
Watchlist

Gain

Money Flow
News
News Sentiment
Market Sentiment

Lose

Quant
Valuation Models
Correlation
Factor Exposure
Macro Data

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
Free-plan limits: Signup required, Bronze is advertised at $0/month, and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.

Price: Portfolio123Free • From $25/mo
EPSMomentumFree • From $9.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Visit EPSMomentum 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

Screeners
Data Visualizations
Stock Ideas
Valuation Models
Portfolio
Watchlist

Gain

Dividends
Insider Data
Institutional Ownership
Management Performance

Lose

Quant
Scores
Backtesting
Correlation
Factor Exposure

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
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: Portfolio123Free • From $25/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

Uncle StockDrop-in replacementFree • From $130/yrFree with signup

Drop-in replacement

Uncle Stock

Analyst pickTested by us

Bottom line: Value and long-term investors screening global companies by financial statements, ratios, scores, and valuation models.

Keep

Screeners
Data Visualizations
Scores
Valuation Models
Portfolio
Watchlist

Gain

Institutional Ownership
Alerts
Screens more than 100,000 stocks across global markets with about 4,000 searchable metrics.
Provides more than 15 valuation models, plan-dependent scores, and calculated price targets.

Lose

Quant
Stock Ideas
Correlation
Factor Exposure
AI Research

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and advisor and client reporting.
Free-plan limits: Signup required, Subscription page lists Bronze at $20/month or $130/year, Silver at $35/month or $210/year, and Gold at $60/month or $350/year, and The page says Gold includes CSV export with max 300 calls/month and unlimited MCP stock searches/day versus 5/day on the free tier.
API is Gold-gated and capped: The JSON Search API requires Gold and is capped at 10 calls per minute and 300 calls per month unless the vendor raises the limit.

Price: Portfolio123Free • From $25/mo
Uncle StockFree • From $130/yr
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Compare Uncle Stock plans 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

Screeners
Data Visualizations
Quant
Stock Ideas
Portfolio
Watchlist

Gain

ETF Screeners
Stock Comparison
ETF Comparison
News

Lose

Scores
Valuation Models
Financials
Factor Exposure
AI Research

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and financial data API.
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: Portfolio123Free • From $25/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

SentiSensePartial replacementFree • From $15/moFree with signup

Partial replacement

SentiSense

Bottom line: Active investors and developers looking for market data, news clustering, social sentiment, institutional flow, insider trades, and AI analysis in one beta workspace.

Keep

Screeners
Data Visualizations
Quant
Stock Ideas
Scores
Watchlist

Gain

News
News Sentiment
Alerts
Calendar

Lose

Valuation Models
Portfolio
Backtesting
Correlation
Factor Exposure

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
Free-plan limits: Signup required, Free plan includes 1,000 API requests/month and limited market-intelligence access, and PRO is listed at $15/month or $144/year with unlimited monthly API and MCP calls at up to 300 requests per minute.
Beta product with plan limits: Free and PRO quotas are now published, but the product remains young and users should verify endpoint-level access before depending on it in production.

Price: Portfolio123Free • From $25/mo
SentiSenseFree • From $15/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start SentiSense free Compare

Full review and details

TIKRPartial replacementFree • From $24.95/moFree with signup

Partial replacement

TIKR

Analyst pickTested by us

Bottom line: Long-term stock investors looking for global fundamentals, estimates, transcripts, and valuation tools.

Keep

Screeners
Data Visualizations
Stock Ideas
Valuation Models
Portfolio
Watchlist

Gain

Stock Comparison
Institutional Ownership
News
Alerts

Lose

Quant
Scores
Backtesting
Correlation
Factor Exposure

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
Free-plan limits: Signup required, Free tier is limited to U.S. equities, and Free tier has 5 years of annual history, 8 quarters of quarterly history, and 5 years of chart history.
Free plan is US-only: The Free tier is limited to U.S. equities with shorter financial and chart history than the paid plans.

Price: Portfolio123Free • From $25/mo
TIKRFree • From $24.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try TIKR 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

Screeners
Data Visualizations
Stock Ideas
Scores
Portfolio
Watchlist

Gain

Top Analysts
ETF Screeners
US Government Trades
Stock Comparison

Lose

Quant
Valuation Models
Backtesting
Correlation
Factor Exposure

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
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: Portfolio123Free • From $25/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

Screeners
Data Visualizations
Stock Ideas
Scores
Valuation Models
Portfolio

Gain

ETF Screeners
Stock Comparison
ETF Comparison
Risk Metrics

Lose

Quant
Backtesting
Factor Exposure
AI Research
Macro Data

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
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: Portfolio123Free • From $25/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.aiBest audience fitFree • From $39/moFree with signup

Best audience fit

Fiscal.ai

Analyst pickTested by us

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

Keep

Screeners
Data Visualizations
Stock Ideas
Valuation Models
Portfolio
Watchlist

Gain

Stock Comparison
Institutional Ownership
ETF Analysis
Fund Analysis

Lose

Quant
Scores
Backtesting
Correlation
Factor Exposure

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
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: Portfolio123Free • From $25/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

KoyfinPartial replacementFree • From $468/yrFree with signup

Partial replacement

Koyfin

Analyst pickTested by us

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

Keep

Screeners
Data Visualizations
Portfolio
Watchlist
Correlation
Financials

Gain

ETF Screeners
Custom Dashboards
News
Alerts

Lose

Quant
Stock Ideas
Scores
Valuation Models
Backtesting

Watch out

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

Price: Portfolio123Free • From $25/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

Screeners
Data Visualizations
Quant
Stock Ideas
Scores
Valuation Models

Gain

ETF Screeners
Top Analysts
Stock Comparison
ETF Comparison

Lose

Factor Exposure
Build multifactor ranking systems, stock and ETF screens, and rules-based strategies with point-in-time data.
Run backtests for US, Canadian, and European equities with custom universes, buy and sell rules, position sizing, hedging, slippage, and commissions.
Research fundamentals, estimates, corporate actions, sector classifications, and historical securities.
AI Factor trains return predictors that can feed ranking systems and strategy simulations.

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and advisor and client reporting.
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: Portfolio123Free • From $25/mo
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

TickerTrendsPartial replacementFree • From $998/yrFree with signup

Partial replacement

TickerTrends

Bottom line: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.

Keep

Screeners
Data Visualizations
Quant
Stock Ideas
Scores
Backtesting

Gain

Stock Comparison
News Sentiment
Market Sentiment
Alerts

Lose

Valuation Models
Portfolio
Watchlist
Correlation
Factor Exposure

Watch out

Avoid as a full replacement if you rely on quant research, factor screening, and strategy backtesting.
Free-plan limits: Signup required, TickerTrends Core is $998 per year after a seven-day trial and carries a 30-day money-back guarantee, and KPI Tracking Suite is custom priced with a trial available by request.
Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance. Users need modeling discipline, validation, and company-specific KPI context.

Price: Portfolio123Free • From $25/mo
TickerTrendsFree • From $998/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start TickerTrends trial Compare

Full review and details

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners, Data Visualizations, and Quant while adding ETF Screeners and Top Analysts coverage and 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 (workflow overlap ~95%).

Every pick keeps a free tier; start with GuruFocus, Investing.com, and TradingView to road-test Portfolio123 workflows without paying up front.

Need mobile access? GuruFocus, Investing.com, and TradingView bring phone-ready workflows that Portfolio123 lacks.

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

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Screeners×20Data Visualizations×19Financials×17Watchlist×17Portfolio×16Stock Ideas×16Education×14AI Research×12

New angles introduced

Categories the alternatives add beyond Portfolio123.

Alerts+16News+15Stock Comparison+14Calendar+12Dividends+12Analyst Forecasts+10Analyst Ratings & Price Targets+10Institutional Ownership+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

9/20

9 alternatives bring native mobile access.

API availability

9/20

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

Quality checks

11 starred / 13 tested

11 tools are flagged as analyst picks; 13 have been hands-on tested.

Avg. coverage overlap

62%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Portfolio123?

Start with GuruFocus, Investing.com, and TradingView to replicate Portfolio123 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 Portfolio123 workflows stay covered on the free plan?

Expect solid overlap across Screeners, Data Visualizations, Quant, Stock Ideas, Scores, Valuation Models, Portfolio, Watchlist, Backtesting, Correlation, Financials, AI Research, Macro Data, APIs & Data Feeds, Broker Connectors, Education, Blogs, Videos, and Factor Exposure, so core Portfolio123 workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Institutional Ownership, US Government Trades, News, Alerts, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Splits, Yield Curves, Credit Ratings & Outlooks, Flags, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Chat, Sheets / Excel Add-ins, Forums, Newsletters, Custom Dashboards, Stock Handbook, Market Sentiment, CDS Spreads, Paper Trading, Webhooks, Order Book / Level II, Options P&L, Risk Metrics, Performance Attribution, Monte Carlo, Notes & Highlights, News Sentiment, Bulls Say Bear Say, Guidance / Pre-announcements, Compounding Calculator, Retirement Calculator, Money Flow, Dark Pool & Off-Exchange, Which ETF includes this Stock?, Position Sizing, Reddit, Earnings Calls Sentiment, App & Website Traffic, Employee/Consumer Reviews, Management Performance, Management Compensation, Checklist, ETF Factors, Scenario & Stress Tests, Regulatory Filings Monitoring, and Advisor Operations show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Portfolio123?

Factor Exposure, Quant, Backtesting, APIs & Data Feeds, Broker Connectors, Scores, Valuation Models, Financials, AI Research, Macro Data, Correlation, Videos, Blogs, Portfolio, Stock Ideas, Education, Watchlist, and Data Visualizations remain strengths for Portfolio123. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Keep Exploring

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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.

Feedback

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

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.