okama is the closest drop-in replacement with overlapping coverage in Portfolio, Data Visualizations, and Risk Metrics (VaR/ES/Drawdown) while adding Quant and Correlation coverage and Interactive Efficient Frontier (mean–variance) widget for quick visualization. and Compare-assets widget covering returns, drawdowns, CVaR, and correlations. features (category overlap ~75%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 6, 2025
Free programmatic picks
Free Alternatives to Portseido
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Portseido before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with okama, Tradervue, and Koyfin to road-test Portseido workflows without paying up front.
Round out your stack with new coverage areas like Quant, Correlation, Backtesting, and Monte Carlo.
Similarity score 774
Category overlap: 75%Shared coverage
Portfolio
Data Visualizations
Risk Metrics (VaR/ES/Drawdown)
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Quant, Correlation, and Backtesting coverage beyond what Portseido 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 Portseido if you still need Dividend.
Adds coverage: Quant, Correlation, Backtesting, and Monte Carlo
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 772
Category overlap: 75%Shared coverage
Portfolio
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
- Expands into APIs & SDKs and Broker Connectors coverage beyond what Portseido offers.
- Standout features include Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..
- Pair it with Portseido if you still need Dividend.
Adds coverage: APIs & SDKs and Broker Connectors
Standout features: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)., and Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
Similarity score 750
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and News coverage beyond what Portseido 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 Portseido if you still need Dividend 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).
Similarity score 750
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Stock Ideas coverage beyond what Portseido 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 Portseido if you still need Dividend 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 736
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Watchlist, and News coverage beyond what Portseido 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 Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Watchlist, News, and Alerts
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 728
Category overlap: 50%Shared coverage
Portfolio
Risk Metrics (VaR/ES/Drawdown)
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, Performance Attribution, and Downloadable Tax Reports coverage beyond what Portseido 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 Portseido if you still need Dividend and Data Visualizations.
Adds coverage: Watchlist, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
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 728
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Alerts, and Watchlist coverage beyond what Portseido offers.
- Standout features include Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
- Pair it with Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Alerts, Watchlist, and Calendar
Standout features: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)., and Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Similarity score 717
Category overlap: 67%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into APIs & SDKs coverage beyond what Portseido offers.
- Standout features include Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app., Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes., and Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid..
- Pair it with Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: APIs & SDKs
Standout features: Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app., Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes., Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid., and Public REST API with bearer-token authentication for importing activities, duplicate detection, and publishing public portfolio endpoints. Data sources include Yahoo Finance and CoinGecko, alongside manual inputs.
Similarity score 716
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Watchlist, and Backtesting coverage beyond what Portseido 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 Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Watchlist, Backtesting, 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 710
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Brokerage, Copy/Social Trading, and Paper Trading coverage beyond what Portseido offers.
- Standout features include Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., and CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum..
- Pair it with Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Brokerage, Copy/Social Trading, Paper Trading, and Advanced Order Types
Standout features: Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum., and Smart Portfolios group assets thematically and are managed by eToro’s Investment Team; they rebalance regularly, require a $500 minimum, and carry no management fees.
Similarity score 698
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Watchlist, News, and Stock Comparison coverage beyond what Portseido offers.
- Standout features include Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols., Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency., and Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR)..
- Pair it with Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Watchlist, News, Stock Comparison, and Financials
Standout features: Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols., Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency., Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR)., and Interactive charts, quotes, and aggregated financial news across global markets.
Similarity score 694
Category overlap: 50%Shared coverage
Portfolio
Risk Metrics (VaR/ES/Drawdown)
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Watchlist coverage beyond what Portseido 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 Portseido if you still need Dividend and Data Visualizations.
Adds coverage: Screeners, ETF Screeners, Watchlist, and Backtesting
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 690
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and Watchlist coverage beyond what Portseido offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Stock Comparison, Watchlist, and Alerts
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 690
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Portseido offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Watchlist
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 690
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Portseido 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 Portseido if you still need Dividend 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 676
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, Alerts, and Compounding Calculator coverage beyond what Portseido 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 Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Watchlist, Alerts, Compounding Calculator, and Screeners
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 668
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Dividends, Splits, and News coverage beyond what Portseido offers.
- Standout features include Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits., and Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked..
- Pair it with Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Dividends, Splits, News, and Financials
Standout features: Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits., Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked., and Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
Similarity score 656
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
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 Portseido 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 Portseido if you still need Dividend 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 656
Category overlap: 50%Shared coverage
Portfolio
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Quant, and Backtesting coverage beyond what Portseido 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 Portseido if you still need Dividend and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Quant, Backtesting, and Correlation
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 642
Category overlap: 50%Shared coverage
Portfolio
Dividend
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Calendar, and Dividends coverage beyond what Portseido offers.
- Standout features include Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., and DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members..
- Pair it with Portseido if you still need Data Visualizations and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Screeners, Calendar, Dividends, and News
Standout features: Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members., and Dividend Watchlist with performance view and email alerts for tracked tickers.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×20
Data Visualizations×17
Risk Metrics (VaR/ES/Drawdown)×4
Dividend×1
New angles introduced
Categories the alternatives add beyond Portseido.
Watchlist+14
Screeners+12
Financials+11
Alerts+10
Calendar+10
News+10
Dividends+9
ETF Overview+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
12/20
12 matches support mobile alongside Portseido.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 13 tested
9 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
53%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Portseido?
Start with okama, Tradervue, and Koyfin to replicate Portseido 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 Portseido workflows stay covered on the free plan?
Expect solid overlap across Portfolio, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), and Dividend, so core Portseido workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Quant, Correlation, Backtesting, Monte Carlo, Data APIs, ETF Performance, Inflation Rates, Interest Rates, APIs & SDKs, Broker Connectors, Screeners, ETF Screeners, News, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Short Interest, Dividends, Stock Ideas, Options & Derivatives, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Splits, Forums, Education, Analyst Recommendations, Analyst Price Targets, Options, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Blogs, Videos, Scores, Insider Data, 13F, Brokerage, Copy/Social Trading, IPO, Analyst Forecasts, Stock Comparison, ETF Comparison, Factor Exposure, Institutional Data, Valuation Models, Bulls Say Bear Say, ETF Factors, Which ETF includes this Stock?, AI Report, AI Earnings Summary, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Compounding Calculator, and Newsletters show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Portseido?
Dividend, Risk Metrics (VaR/ES/Drawdown), and Data Visualizations remain strengths for Portseido. 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!
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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.