Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test PortfoliosLab before paying for another subscription.
Switching from PortfoliosLab doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Data Visualizations to Portfolio and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
GuruFocus
Closest replacement
Best for: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
GuruFocus best matches the base workflow on strategy backtesting, portfolio tracking, and stock screening.
GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free account has limited platform access..
Watch for: Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Best for: Serious individual investors who want deep North American stock, ETF, and fund screening.
Stock Rover best matches the base workflow on portfolio analytics, portfolio tracking, and ETF screening.
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: The existing profile records U.S. and Canadian exchange support plus OTC boards.
Best for: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Fiscal.ai best matches the base workflow on portfolio tracking, AI agent data access, 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: Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Best for: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
TipRanks best matches the base workflow on portfolio analytics, portfolio tracking, and AI agent data access.
TipRanks keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..
Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
GuruFocus best matches the base workflow on strategy backtesting, portfolio tracking, and stock screening.
GuruFocus matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Top Analysts, Institutional Ownership, and US Government Trades.
Watch out
Major switch gaps: missing Cryptos and Currencies coverage, missing Risk Metrics, Factor Exposure, and Performance Attribution workflows, and does not clearly cover portfolio analytics, ETF screening, and AI agent data access.
Avoid as a full replacement if you rely on portfolio analytics, ETF screening, and AI agent data access.
Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Cryptos
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
TipRanks best matches the base workflow on portfolio analytics, portfolio tracking, and AI agent data access.
TipRanks matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Top Analysts, US Government Trades, and Options.
Watch out
Major switch gaps: missing Mutual Funds and Funds coverage, missing Backtesting, Correlation, and Factor Exposure workflows, and does not clearly cover strategy backtesting, ETF screening, and stock screening.
Avoid as a full replacement if you rely on strategy backtesting, ETF screening, and stock screening.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Stock Rover best matches the base workflow on portfolio analytics, portfolio tracking, and ETF screening.
Stock Rover matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Monte Carlo, News, and Alerts.
Watch out
Major switch gaps: missing API access, missing Cryptos and Currencies coverage, and missing Backtesting, Factor Exposure, and Quant workflows.
Avoid as a full replacement if you rely on strategy backtesting and AI agent data access.
North America-focused coverage: The existing profile records 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..
Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Fiscal.ai best matches the base workflow on portfolio tracking, AI agent data access, and charting and technical analysis.
Fiscal.ai matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Institutional Ownership, ETF Analysis, and News.
Watch out
Major switch gaps: missing Cryptos and Currencies coverage, missing Backtesting, Correlation, and Risk Metrics workflows, and does not clearly cover portfolio analytics, strategy backtesting, and ETF screening.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..
Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Portfolio123 best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
Portfolio123 matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Scores, Valuation Models, and Financials.
Watch out
Major switch gaps: missing Mutual Funds, Funds, and Cryptos coverage, missing Risk Metrics, Performance Attribution, and Stock Comparison workflows, and does not clearly cover portfolio analytics, ETF screening, and stock screening.
Avoid as a full replacement if you rely on portfolio analytics, ETF screening, and stock screening.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..
Bottom line: Retail investors who want news, contributor analysis, quant ratings, screeners, and portfolio alerts together.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Seeking Alpha best matches the base workflow on portfolio tracking, stock screening, and charting and technical analysis.
Seeking Alpha matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain News, News Sentiment, Alerts, and Calendar.
Watch out
Major switch gaps: missing API access, missing Funds and Currencies coverage, and missing Backtesting, Correlation, and Risk Metrics workflows.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
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..
Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Cryptos
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
TradingView best matches the base workflow on strategy backtesting, portfolio tracking, and charting and technical analysis.
TradingView matches the base audience on Retail Traders, Pro Retail, and Quants/Developers.
You gain Stock Ideas, News, Alerts, and Calendar.
Watch out
Major switch gaps: missing API access, missing Mutual Funds and Funds coverage, and missing Risk Metrics, Factor Exposure, and Performance Attribution workflows.
Avoid as a full replacement if you rely on portfolio analytics, ETF screening, and stock screening.
Real-time market data can require add-ons: The profile notes 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..
Bottom line: DIY investors and advisors who need portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Portfolio Visualizer best matches the base workflow on portfolio analytics, strategy backtesting, and portfolio tracking.
Portfolio Visualizer matches the base audience on Beginner, Intermediate, and Advanced.
You gain Monte Carlo, Homepage advertises 5.1M annual visits, 100+ countries, 30 global markets, and 187,650 securities., Current homepage includes a live Market Dashboard and a “Market Monitor - Top 10 Lazy Portfolios” table with YTD, 1Y, and 3Y results., and Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks..
Watch out
Major switch gaps: missing API access, missing Cryptos and Currencies coverage, and missing Portfolio, Watchlist, and Stock Comparison workflows.
Avoid as a full replacement if you rely on ETF screening, stock screening, and AI agent data access.
Free tier is constrained: The free tier limits portfolio size/history and excludes current-year/YTD results, so serious workflows usually need Basic or Pro.
Free-plan limits: Signup required, Free tier supports portfolios with up to 15 assets and limited history., and Basic is listed at $30/month billed annually..
Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Stock Analysis best matches the base workflow on portfolio tracking, stock screening, and charting and technical analysis.
Stock Analysis matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Top Analysts, News, and Calendar.
Watch out
Major switch gaps: missing API access, missing Cryptos and Currencies coverage, and missing Backtesting, Correlation, and Factor Exposure workflows.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
No public API: The existing profile explicitly says Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..
Bottom line: Macro-driven investors who want global economic charts, cycle indicators, ETF tools, 13F/COT views, earnings summaries, and lightweight backtesting in a single visual workspace.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Cryptos
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
MacroMicro best matches the base workflow on strategy backtesting, portfolio tracking, and ETF screening.
MacroMicro matches the base audience on Beginner, Intermediate, and Advanced.
You gain Which ETF includes this Stock?, Calendar, Macro Data, and Institutional Ownership.
Watch out
Major switch gaps: missing Mutual Funds and Funds coverage, missing Portfolio, Risk Metrics, and Factor Exposure workflows, and does not clearly cover portfolio analytics, stock screening, and AI agent data access.
Avoid as a full replacement if you rely on portfolio analytics, stock screening, and AI agent data access.
Downloads and API are expensive: Data downloads are Business/API-oriented, and API Essential is listed at $5,000/year.
Free-plan limits: Signup required, Individual monthly pricing is listed at $20/month for MM PRO, $25/month for MM Prime, and $28/month for MM Max., and API Essential is listed at $5,000/year with a 7-day free trial and 5,000 API calls or downloads per month..
Bottom line: Users who want 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
Web
Assets
Stocks, ETFs, and Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Investing.com best matches the base workflow on portfolio tracking, stock screening, and charting and technical analysis.
Investing.com matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Options, Institutional Ownership, and News.
Watch out
Major switch gaps: missing API access, missing Mutual Funds coverage, and missing Backtesting, Risk Metrics, and Factor Exposure workflows.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Bottom line: ETF investors and institutions that need global ETF screening, comparison, factor/ESG analytics, portfolio insights, and data-service delivery.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Trackinsight best matches the base workflow on portfolio analytics, portfolio tracking, and ETF screening.
Trackinsight matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain ETF Analysis, ETF Factors, ESG Ratings, and News.
Watch out
Major switch gaps: missing Stocks, Mutual Funds, and Funds coverage, missing Correlation, Risk Metrics, and Performance Attribution workflows, and does not clearly cover strategy backtesting, stock screening, and AI agent data access.
Avoid as a full replacement if you rely on strategy backtesting, stock screening, and AI agent data access.
ETF-only focus: Trackinsight is built for ETF/ETP research and data services, not single-stock fundamentals, options, or brokerage execution.
Free-plan limits: Signup required, Trackinsight web platform advertises ETF tools, research, enterprise solutions, and ETF Data Services., and Nasdaq Data Link lists Trackinsight data delivery via API, Excel, or FTP..
Bottom line: ETF and mutual fund investors who need holdings look-through, overlap, concentration, correlation, factor exposure, and efficient-frontier style portfolio views.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
ETF Insider best matches the base workflow on portfolio analytics, portfolio tracking, and ETF screening.
ETF Insider matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain ETF Analysis, ETF Overlap, Blogs, and Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs..
Watch out
Major switch gaps: missing Funds, Cryptos, and Currencies coverage, missing Watchlist, Backtesting, and Performance Attribution workflows, and does not clearly cover strategy backtesting, stock screening, and AI agent data access.
Avoid as a full replacement if you rely on strategy backtesting, stock screening, and AI agent data access.
U.S.-listed asset focus: Coverage is strongest for US-listed ETFs, mutual funds, and stocks; non-US assets outside US listings and crypto are out of scope.
Free-plan limits: Signup required, Free plan is listed at $0/month with up to 4 saved portfolios and limited full holdings data., and Pro is listed at $14/month with unlimited full holdings data, Excel export, and unlimited saved portfolios..
Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Snowball Analytics best matches the base workflow on portfolio analytics, strategy backtesting, and portfolio tracking.
Snowball Analytics matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Dividends, Dividend Tax / ADR Withholding, Calendar, and Alerts.
Watch out
Major switch gaps: missing API access, missing Correlation, Factor Exposure, and Stock Comparison workflows, and does not clearly cover ETF screening, stock screening, and AI agent data access.
Avoid as a full replacement if you rely on ETF screening, stock screening, and AI agent data access.
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..
Bottom line: Active and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Interactive Brokers (IBKR) best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
Interactive Brokers (IBKR) matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading.
Watch out
Major switch gaps: missing Funds coverage, missing Backtesting, Correlation, and Factor Exposure workflows, and does not clearly cover strategy backtesting, ETF screening, and stock screening.
Avoid as a full replacement if you rely on strategy backtesting, ETF screening, and stock screening.
Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product., and Real-time market data and Level II data generally require subscriptions..
Shared coverage
PortfolioWatchlistRisk MetricsPerformance AttributionScreenersAPIs & Data Feeds
Bottom line: Investors and traders who want a fast U.S. stock screener with heat maps and snapshot views.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
FINVIZ best matches the base workflow on portfolio tracking, stock screening, and charting and technical analysis.
FINVIZ matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain News, Alerts, Calendar, and Financials.
Watch out
Major switch gaps: missing API access, missing Mutual Funds, Funds, and Cryptos coverage, and missing Watchlist, Risk Metrics, and Factor Exposure workflows.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
U.S. market coverage: The existing profile records U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Free-plan limits: Free data is delayed. and Elite-only features include real-time quotes, alerts, exports, APIs, advanced filters, and intraday charts..
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.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
TickerTrends best matches the base workflow on portfolio tracking, AI agent data access, and charting and technical analysis.
TickerTrends matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, News Sentiment, Market Sentiment, and Alerts.
Watch out
Major switch gaps: missing ETFs, Mutual Funds, and Funds coverage, missing Portfolio, Watchlist, and Correlation workflows, and does not clearly cover portfolio analytics, strategy backtesting, and ETF screening.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
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.
Free-plan limits: Signup required, Alternative Data Basic is advertised at $998/year or $98.70/month with a 7-day free trial., and KPI Forecasting & Full Intelligence Suite is custom priced with trial availability..
Shared coverage
BacktestingStock ComparisonScreenersData VisualizationsQuantAI Research
Bottom line: Growth and momentum investors who want earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
EPSMomentum best matches the base workflow on portfolio tracking, stock screening, and charting and technical analysis.
EPSMomentum matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Money Flow, News, and News Sentiment.
Watch out
Major switch gaps: missing Mutual Funds, Funds, and Cryptos coverage, missing Correlation, Risk Metrics, and Factor Exposure workflows, and does not clearly cover portfolio analytics, strategy backtesting, and ETF screening.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
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..
Shared coverage
PortfolioWatchlistBacktestingScreenersData VisualizationsAI Research
Bottom line: Technical users who want a free open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
okama best matches the base workflow on portfolio analytics, strategy backtesting, and portfolio tracking.
okama matches the base audience on Beginner, Intermediate, and Advanced.
You gain Monte Carlo, ETF Analysis, Macro Data, and Interactive Efficient Frontier (mean–variance) widget for quick visualization..
Watch out
Major switch gaps: missing Funds and Cryptos coverage, missing Watchlist, Factor Exposure, and Performance Attribution workflows, and does not clearly cover ETF screening, stock screening, and AI agent data access.
Avoid as a full replacement if you rely on ETF screening, stock screening, and AI agent data access.
Developer-oriented workflow: okama is most valuable through Python, API, and widgets; non-technical investors may find it less approachable than hosted portfolio trackers.
Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. and Public documentation currently describes okama 2.2.1..
GuruFocus is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Backtesting while adding Stock Ideas and Top Analysts coverage and Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators. and Large global coverage footprint: GuruFocus says it serves 1.5M+ active investors, covers 80,000+ stocks globally, tracks 8,000+ gurus and insiders, and provides 30 years of financial data; API documentation separately describes 60,000+ companies across 9 global regions. features (workflow overlap ~82%).
Every pick keeps a free tier; start with GuruFocus, TipRanks, and Stock Rover to road-test PortfoliosLab workflows without paying up front.
Need mobile access? GuruFocus, TipRanks, and Stock Rover bring phone-ready workflows that PortfoliosLab lacks.
Round out your stack with new coverage areas like Stock Ideas, Top Analysts, Institutional Ownership, and US Government Trades.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×18Portfolio×17Screeners×16Watchlist×15AI Research×12ETF Screeners×12APIs & Data Feeds×11Backtesting×11
New angles introduced
Categories the alternatives add beyond PortfoliosLab.
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
11/20
11 alternatives bring native mobile access.
API availability
11/20
11 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
12 starred / 15 tested
12 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
58%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to PortfoliosLab?
Start with GuruFocus, TipRanks, and Stock Rover to replicate PortfoliosLab 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 PortfoliosLab workflows stay covered on the free plan?
Expect solid overlap across Portfolio, Watchlist, Backtesting, Correlation, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, Fund Analysis, Data Visualizations, Quant, AI Research, AI Chat, APIs & Data Feeds, Risk Metrics, Performance Attribution, and Factor Exposure, so core PortfoliosLab workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, Top Analysts, Institutional Ownership, US Government Trades, News, Alerts, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Splits, Macro Data, Yield Curves, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, Sheets / Excel Add-ins, Broker Connectors, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Options P&L, Compounding Calculator, Retirement Calculator, Monte Carlo, Notes & Highlights, Webhooks, Paper Trading, Order Book / Level II, Advisor Operations, Which ETF includes this Stock?, Market Sentiment, CDS Spreads, ETF Factors, ESG Ratings, ETF Overlap, Dividend Tax / ADR Withholding, Brokerage, Advanced Order Types, Smart/Direct Routing, Crypto Derivatives, Reddit, Earnings Calls Sentiment, App & Website Traffic, Employee/Consumer Reviews, Money Flow, and Dark Pool & Off-Exchange show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on PortfoliosLab?
Risk Metrics, Factor Exposure, Performance Attribution, Backtesting, Correlation, Fund Analysis, Quant, AI Research, AI Chat, APIs & Data Feeds, ETF Comparison, ETF Screeners, Stock Comparison, Portfolio, Watchlist, Screeners, and Data Visualizations remain strengths for PortfoliosLab. 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.
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!
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.