Free Alternatives to ProjectionLab

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Free replacement verdicts

Free Alternatives to ProjectionLab

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

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

Visit ProjectionLab All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Wealthfolio

Closest replacement

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

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

Watch for: No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

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Snowball Analytics

Best workflow fit

Best for: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

Snowball Analytics best matches the base workflow on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
Snowball Analytics keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan has portfolio, holding, custom asset, watchlist, and history limits..

Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

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Sharesight

Best audience fit

Best for: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.

Sharesight best matches the base workflow on portfolio analytics, long-term portfolio tracking, and portfolio tracking.
Sharesight keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

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GuruFocus

Quality-checked pick

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, charting and technical analysis, and portfolio tracking.
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: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

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Detailed Alternatives

Wealthfolio

Closest replacementWorkflow overlap 57%

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

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

Why switch

Wealthfolio best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
Wealthfolio matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Performance Attribution, Risk Metrics, Broker Connectors, and Custom Dashboards.

Watch out

Major switch gaps: missing Backtesting, Scenario & Stress Tests, and Capital Gains Estimator workflows, does not clearly cover strategy backtesting, API and market data, and backtesting and quant research, and less aligned with Financial Advisors, active traders, and quants and developers.
Avoid as a full replacement if you rely on strategy backtesting, API and market data, and backtesting and quant research.
No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account., Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect., and Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates..

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Portseido

Best free-tier fitWorkflow overlap 43%

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

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

Portseido best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
Portseido matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Performance Attribution, Risk Metrics, Tax Lots / Lot Optimization, and Dividends.

Watch out

Major switch gaps: missing Bonds coverage, missing Monte Carlo, Backtesting, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting and backtesting and quant research.
Avoid as a full replacement if you rely on strategy backtesting and backtesting and quant research.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..

Shared coverage

Retirement CalculatorPortfolioData Visualizations

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GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

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
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

GuruFocus best matches the base workflow on strategy backtesting, charting and technical analysis, and portfolio tracking.
GuruFocus matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

BacktestingPortfolioData Visualizations

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 43%

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, charting and technical analysis, and portfolio tracking.
Stock Rover matches the base audience on Retail Traders, Long-term Investors, and Financial Advisors.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing Bonds and Real Estate coverage, missing Retirement Calculator, Backtesting, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting and long-term portfolio tracking.
Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..

Shared coverage

Monte CarloPortfolioData Visualizations

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Snowball Analytics

Best free-tier fitWorkflow overlap 29%

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 Bonds
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Snowball Analytics best matches the base workflow on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
Snowball Analytics matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Watchlist, Dividends, Dividend Tax / ADR Withholding, and Calendar.

Watch out

Major switch gaps: missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, does not clearly cover advisor and client reporting, and less aligned with Financial Advisors, active traders, and advisors and wealth firms.
Avoid as a full replacement if you rely on advisor and client reporting.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..

Shared coverage

BacktestingPortfolio

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Sharesight

Best free-tier fitWorkflow overlap 29%

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

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

Why switch

Sharesight best matches the base workflow on portfolio analytics, long-term portfolio tracking, and portfolio tracking.
Sharesight matches the base audience on Retail Traders, Long-term Investors, and Financial Advisors.
You gain Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Dividend Tax / ADR Withholding.

Watch out

Major switch gaps: missing Retirement Calculator, Monte Carlo, and Backtesting workflows and does not clearly cover strategy backtesting, charting and technical analysis, and backtesting and quant research.
Avoid as a full replacement if you rely on strategy backtesting, charting and technical analysis, and backtesting and quant research.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..

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Capital Gains EstimatorPortfolio

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Delta by eToro

Best free-tier fitWorkflow overlap 43%

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

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

Delta by eToro best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
Delta by eToro matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Watchlist, Alerts, Calendar, and News.

Watch out

Major switch gaps: missing Bonds and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Backtesting workflows, and does not clearly cover strategy backtesting, backtesting and quant research, and advisor and client reporting.
Avoid as a full replacement if you rely on strategy backtesting, backtesting and quant research, and advisor and client reporting.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..

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Capital Gains EstimatorPortfolioData Visualizations

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Marketlog

Best free-tier fitWorkflow overlap 43%

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

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

Why switch

Marketlog best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
Marketlog matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Watchlist, Institutional Ownership, Risk Metrics, and Compounding Calculator.

Watch out

Major switch gaps: missing Mutual Funds and Real Estate coverage, missing Retirement Calculator, Backtesting, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting, backtesting and quant research, and advisor and client reporting.
Avoid as a full replacement if you rely on strategy backtesting, backtesting and quant research, and advisor and client reporting.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

Monte CarloPortfolioData Visualizations

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okama

Hands-on Tested

Best free-tier fitWorkflow overlap 57%

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
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 charting and technical analysis.
okama matches the base audience on Beginner, Intermediate, and Advanced.
You gain Quant, Correlation, Risk Metrics, and APIs & Data Feeds.

Watch out

Major switch gaps: missing Bonds, Real Estate, and Other coverage, missing Retirement Calculator, Scenario & Stress Tests, and Capital Gains Estimator workflows, and does not clearly cover long-term portfolio tracking, options and trading workflows, and dividend research.
Avoid as a full replacement if you rely on long-term portfolio tracking, options and trading workflows, and dividend research.
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..

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Monte CarloBacktestingPortfolioData Visualizations

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

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

Why switch

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

Watch out

Major switch gaps: missing Real Estate and Other coverage, missing Retirement Calculator, Monte Carlo, and Backtesting workflows, and does not clearly cover strategy backtesting and long-term portfolio tracking.
Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

PortfolioData Visualizations

FactorsToday

Best free-tier fitWorkflow overlap 57%

Bottom line: Quant and portfolio users who need live factor dashboards, stock/factor screeners, portfolio factor analysis, attribution, hedging, and an open API.

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

Why switch

FactorsToday best matches the base workflow on portfolio analytics, strategy backtesting, and charting and technical analysis.
FactorsToday matches the base audience on Intermediate, Advanced, and quants and developers.
You gain Screeners, Quant, Stock Comparison, and Factor Exposure.

Watch out

Major switch gaps: missing Bonds, Real Estate, and Other coverage, missing Retirement Calculator, Monte Carlo, and Capital Gains Estimator workflows, and does not clearly cover long-term portfolio tracking and options and trading workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking and options and trading workflows.
Pricing not published: The site exposes many public tools and an open API, but no public commercial pricing or long-term access policy is clearly published.
Free-plan limits: FactorsToday public pages show sign-in options but expose dashboards and API documentation publicly., API documentation says the API is limited to 10 requests per second per IP address., and No public paid pricing table was found during verification..

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BacktestingScenario & Stress TestsPortfolioData Visualizations

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PortfoliosLab

Best free-tier fitWorkflow overlap 43%

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.

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

PortfoliosLab best matches the base workflow on portfolio analytics, strategy backtesting, and charting and technical analysis.
PortfoliosLab matches the base audience on Retail Traders, Long-term Investors, and Financial Advisors.
You gain Watchlist, Correlation, Risk Metrics, and Factor Exposure.

Watch out

Major switch gaps: missing Bonds, Real Estate, and Other coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover long-term portfolio tracking, options and trading workflows, and dividend research.
Avoid as a full replacement if you rely on long-term portfolio tracking, options and trading workflows, and dividend research.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history., and Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..

Shared coverage

BacktestingPortfolioData Visualizations

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Zenvesto

Best free-tier fitWorkflow overlap 43%

Bottom line: Retail investors who want a modern portfolio dashboard with performance, dividends, news, watchlists, AI insights, and historical simulations.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks, ETFs, and Other
Experience: Beginner and Intermediate
Plans: Free and Subscription

Why switch

Zenvesto best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
Zenvesto matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Watchlist, Risk Metrics, News, and Calendar.

Watch out

Major switch gaps: missing Bonds, Mutual Funds, and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting.
Avoid as a full replacement if you rely on strategy backtesting.
Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Free-plan limits: Signup required, Free plan is available., and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features..

Shared coverage

BacktestingPortfolioData Visualizations

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

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
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

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

Watch out

Major switch gaps: missing Bonds, Mutual Funds, and Real Estate coverage, missing Monte Carlo, Backtesting, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting and long-term portfolio tracking.
Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
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..

Shared coverage

Retirement CalculatorPortfolioData Visualizations

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

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 Bonds
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TradingView best matches the base workflow on strategy backtesting, charting and technical analysis, and portfolio tracking.
TradingView matches the base audience on Retail Traders, Beginner, and Intermediate.
You gain Quant, Screeners, ETF Screeners, and Stock Ideas.

Watch out

Major switch gaps: missing Mutual Funds, Real Estate, and Other coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

BacktestingPortfolioData Visualizations

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

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 charting and technical analysis, portfolio tracking, and API and market data.
Stock Analysis matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Bonds and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Backtesting workflows, and does not clearly cover portfolio analytics, strategy backtesting, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioData Visualizations

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Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 29%

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 Bonds
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Investing.com best matches the base workflow on charting and technical analysis, portfolio tracking, and API and market data.
Investing.com matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Stock Ideas, Screeners, Stock Comparison, and Options.

Watch out

Major switch gaps: missing Mutual Funds coverage, missing Retirement Calculator, Monte Carlo, and Backtesting workflows, and does not clearly cover portfolio analytics, strategy backtesting, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
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..

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PortfolioData Visualizations

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Portfolio123

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 43%

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
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Portfolio123 best matches the base workflow on strategy backtesting, charting and technical analysis, and portfolio tracking.
Portfolio123 matches the base audience on Retail Traders, Financial Advisors, and Beginner.
You gain Screeners, Quant, Stock Ideas, and Scores.

Watch out

Major switch gaps: missing Bonds, Mutual Funds, and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and dividend research.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and dividend research.
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..

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EPSMomentum

Best free-tier fitWorkflow overlap 43%

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
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

EPSMomentum best matches the base workflow on charting and technical analysis, portfolio tracking, and API and market data.
EPSMomentum matches the base audience on Retail Traders, Long-term Investors, and Financial Advisors.
You gain Screeners, Stock Ideas, Money Flow, and Watchlist.

Watch out

Major switch gaps: missing Bonds, Mutual Funds, and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover portfolio analytics, strategy backtesting, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
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..

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ETF Action

Best free-tier fitWorkflow overlap 43%

Bottom line: Advisors and ETF professionals who need ETF classification, look-through holdings analytics, overlap, flows, 13F screening, model portfolios, reports, and enterprise data workflows.

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

ETF Action best matches the base workflow on portfolio analytics, charting and technical analysis, and portfolio tracking.
ETF Action matches the base audience on Beginner, Intermediate, and Advanced.
You gain ETF Analysis, ETF Factors, ETF Overlap, and Screeners.

Watch out

Major switch gaps: missing Bonds, Mutual Funds, and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting and long-term portfolio tracking.
Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
Paid tiers drive the product value: Free access is for general market awareness; look-through analytics, exports, 13F screening, and model building are paid-tier workflows.
Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access., and DIY is listed at $29/month and Advisor Pro at $99/month..

Shared coverage

BacktestingPortfolioData Visualizations

Compare ETF Action plans View details Compare

What This Shortlist Tells You

Wealthfolio is the closest drop-in replacement with overlapping coverage in Retirement Calculator, Monte Carlo, and Portfolio while adding Performance Attribution and Risk Metrics coverage and Free AGPL-3.0 core app with local SQLite storage and no required account. and Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition. features (workflow overlap ~57%).

Every pick keeps a free tier; start with Wealthfolio, Portseido, and GuruFocus to road-test ProjectionLab workflows without paying up front.

Need mobile access? Wealthfolio, Portseido, and GuruFocus bring phone-ready workflows that ProjectionLab lacks.

Round out your stack with new coverage areas like Performance Attribution, Risk Metrics, Broker Connectors, and Custom Dashboards.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Data Visualizations×18Backtesting×10Monte Carlo×4Retirement Calculator×3Capital Gains Estimator×2Scenario & Stress Tests×1

New angles introduced

Categories the alternatives add beyond ProjectionLab.

Watchlist+15Risk Metrics+13News+12Screeners+12AI Research+11Alerts+11Broker Connectors+11Calendar+11

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

14/20

14 alternatives bring native mobile access.

API availability

9/20

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

Quality checks

7 starred / 9 tested

7 tools are flagged as analyst picks; 9 have been hands-on tested.

Avg. coverage overlap

41%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to ProjectionLab?

Start with Wealthfolio, Portseido, and GuruFocus to replicate ProjectionLab 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 ProjectionLab workflows stay covered on the free plan?

Expect solid overlap across Retirement Calculator, Monte Carlo, Portfolio, Data Visualizations, Backtesting, Capital Gains Estimator, and Scenario & Stress Tests, so core ProjectionLab workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

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

Where might I still rely on ProjectionLab?

Backtesting, Scenario & Stress Tests, Capital Gains Estimator, Monte Carlo, Retirement Calculator, and Data Visualizations remain strengths for ProjectionLab. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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Information

About Me

Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.

Find me here:

Twitter / X: @Jera_Value
Website: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

Starred Tools

These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.

Tested Tools

These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.

Curation & Accuracy

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

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