VOL. XCIV, NO. 247

Free Alternatives to ProjectionLab

Checking

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 looking for 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.

Download Wealthfolio

Details Compare

Zenvesto

Best workflow fit

Best for: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Zenvesto best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
Zenvesto keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan is available..

Watch for: Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.

View Zenvesto plans

Details Compare

Sharesight

Best audience fit

Best for: DIY investors needing 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.

Try Sharesight

Details Compare

GuruFocus

Quality-checked pick

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

GuruFocus best matches the base workflow on strategy backtesting, charting and technical analysis, and portfolio tracking.
GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and A free account has limited access..

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

Start GuruFocus trial

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

okama

Tested by us

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.

Keep

Monte Carlo
Backtesting
Portfolio
Data Visualizations

Gain

Quant
Correlation
Risk Metrics
APIs & Data Feeds

Lose

Retirement Calculator
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.
Monte Carlo simulations for estimating a plan's chance of success across a range of modeled market outcomes.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking, options and trading workflows, and dividend research.
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 2.3.0.
Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.

Price: ProjectionLabFree • From $129/yr
okamaFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Explore okama documentation Compare

Full review and details

Partial replacement

FactorsToday

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

Keep

Backtesting
Scenario & Stress Tests
Portfolio
Data Visualizations

Gain

Screeners
Quant
Stock Comparison
Factor Exposure

Lose

Retirement Calculator
Monte Carlo
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.
Monte Carlo simulations for estimating a plan's chance of success across a range of modeled market outcomes.

Watch out

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

Price: ProjectionLabFree • From $129/yr
FactorsTodayFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open FactorsToday API docs Compare

Full review and details

Closest replacement

Wealthfolio

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

Keep

Retirement Calculator
Monte Carlo
Portfolio
Data Visualizations

Gain

Performance Attribution
Risk Metrics
Broker Connectors
Custom Dashboards

Lose

Backtesting
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.
Monte Carlo simulations for estimating a plan's chance of success across a range of modeled market outcomes.

Watch out

Avoid as a full replacement if you rely on strategy backtesting, API and market data, and backtesting and quant research.
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.
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.

Price: ProjectionLabFree • From $129/yr
WealthfolioFree • From $3.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Download Wealthfolio Compare

Full review and details

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

Partial replacement

Investing.com

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations

Gain

Stock Ideas
Screeners
Stock Comparison
Options

Lose

Retirement Calculator
Monte Carlo
Backtesting
Scenario & Stress Tests
Capital Gains Estimator

Watch out

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

Price: ProjectionLabFree • From $129/yr
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

Partial replacement

Delta by eToro

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

Keep

Capital Gains Estimator
Portfolio
Data Visualizations

Gain

Watchlist
Alerts
Calendar
News

Lose

Retirement Calculator
Monte Carlo
Backtesting
Scenario & Stress Tests
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on strategy backtesting, backtesting and quant research, and advisor and client reporting.
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.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Price: ProjectionLabFree • From $129/yr
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

Backtesting
Portfolio

Gain

Watchlist
Dividends
Dividend Tax / ADR Withholding
Calendar

Lose

Retirement Calculator
Monte Carlo
Scenario & Stress Tests
Capital Gains Estimator
Data Visualizations

Watch out

Avoid as a full replacement if you rely on charting and technical analysis and advisor and client reporting.
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.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Price: ProjectionLabFree • From $129/yr
Snowball AnalyticsFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Marketlog

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

Keep

Monte Carlo
Portfolio
Data Visualizations

Gain

Watchlist
Institutional Ownership
Risk Metrics
Compounding Calculator

Lose

Retirement Calculator
Backtesting
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on strategy backtesting, backtesting and quant research, and advisor and client reporting.
Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Price: ProjectionLabFree • From $129/yr
MarketlogFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with Marketlog Compare

Full review and details

PortseidoPartial replacementFree • From $8/yrFree with signup

Partial replacement

Portseido

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

Keep

Retirement Calculator
Portfolio
Data Visualizations

Gain

Performance Attribution
Risk Metrics
Tax Lots / Lot Optimization
Dividends

Lose

Monte Carlo
Backtesting
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on strategy backtesting and backtesting and quant research.
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.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.

Price: ProjectionLabFree • From $129/yr
PortseidoFree • From $8/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portseido Compare

Full review and details

PortfoliosLabPartial replacementFree • From $8.33/moFree with signup

Partial replacement

PortfoliosLab

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

Keep

Backtesting
Portfolio
Data Visualizations

Gain

Watchlist
Correlation
Risk Metrics
Factor Exposure

Lose

Retirement Calculator
Monte Carlo
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

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

Price: ProjectionLabFree • From $129/yr
PortfoliosLabFree • From $8.33/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLab Compare

Full review and details

ZenvestoBest workflow fitFree • From $8.99/moFree with signup

Best workflow fit

Zenvesto

Bottom line: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Keep

Backtesting
Portfolio
Data Visualizations

Gain

Watchlist
Risk Metrics
News
Calendar

Lose

Retirement Calculator
Monte Carlo
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on strategy backtesting.
Free-plan limits: Signup required, Free plan is available, and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features.
Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.

Price: ProjectionLabFree • From $129/yr
ZenvestoFree • From $8.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-04 via pricing.

View Zenvesto plans Compare

Full review and details

EPSMomentumPartial replacementFree • From $9.99/moFree with signup

Partial replacement

EPSMomentum

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

Keep

Backtesting
Portfolio
Data Visualizations

Gain

Screeners
Stock Ideas
Money Flow
Watchlist

Lose

Retirement Calculator
Monte Carlo
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

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

Price: ProjectionLabFree • From $129/yr
EPSMomentumFree • From $9.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Visit EPSMomentum Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

Partial replacement

TradingView

Analyst pickTested by us

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

Keep

Backtesting
Portfolio
Data Visualizations

Gain

Quant
Screeners
ETF Screeners
Stock Ideas

Lose

Retirement Calculator
Monte Carlo
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Price: ProjectionLabFree • From $129/yr
TradingViewFree • From $12.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingView Compare

Full review and details

ETF ActionPartial replacementFree • From $29/moFree with signup

Partial replacement

ETF Action

Bottom line: Advisers and ETF professionals who need ETF classification, holdings look-through, overlap, flows, 13F screening, model portfolios, and reports.

Keep

Backtesting
Portfolio
Data Visualizations

Gain

ETF Analysis
ETF Factors
ETF Overlap
ETF Screeners

Lose

Retirement Calculator
Monte Carlo
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
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.
Research features require paid plans: Free access covers basic fund data, classifications, dashboards, and sponsored marketplaces. Holdings look-through, exports, 13F screening, and model building require paid plans.

Price: ProjectionLabFree • From $129/yr
ETF ActionFree • From $29/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare ETF Action plans Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

Retirement Calculator
Portfolio
Data Visualizations

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

Monte Carlo
Backtesting
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Price: ProjectionLabFree • From $129/yr
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

Portfolio VisualizerPartial replacementFree • From $360/yrFree with signup

Partial replacement

Portfolio Visualizer

Tested by us

Bottom line: DIY investors and advisors needing portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

Keep

Monte Carlo
Backtesting
Data Visualizations

Gain

Correlation
Risk Metrics
Factor Exposure
Performance Attribution

Lose

Retirement Calculator
Scenario & Stress Tests
Capital Gains Estimator
Portfolio
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking, API and market data, and dividend research.
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.
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.

Price: ProjectionLabFree • From $129/yr
Portfolio VisualizerFree • From $360/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Portfolio Visualizer plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

Monte Carlo
Portfolio
Data Visualizations

Gain

Stock Ideas
Screeners
ETF Screeners
Stock Comparison

Lose

Retirement Calculator
Backtesting
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on strategy backtesting, long-term portfolio tracking, and API and market data.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required, and Free plan has monthly limits for Stock Scores and Research Reports.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

Price: ProjectionLabFree • From $129/yr
Stock RoverFree • From $34/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plans Compare

Full review and details

KoyfinPartial replacementFree • From $468/yrFree with signup

Partial replacement

Koyfin

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations

Gain

Screeners
ETF Screeners
Custom Dashboards
Correlation

Lose

Retirement Calculator
Monte Carlo
Backtesting
Scenario & Stress Tests
Capital Gains Estimator

Watch out

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

Price: ProjectionLabFree • From $129/yr
KoyfinFree • From $468/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricing Compare

Full review and details

GuruFocusQuality-checked pickFree • From $549/yrFree with signup

Quality-checked pick

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

Backtesting
Portfolio
Data Visualizations

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Retirement Calculator
Monte Carlo
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Price: ProjectionLabFree • From $129/yr
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

SharesightBest audience fitFree • Paid plans availableFree with signup

Best audience fit

Sharesight

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

Keep

Capital Gains Estimator
Portfolio

Gain

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Dividend Tax / ADR Withholding

Lose

Retirement Calculator
Monte Carlo
Backtesting
Scenario & Stress Tests
Data Visualizations

Watch out

Avoid as a full replacement if you rely on strategy backtesting, charting and technical analysis, and backtesting and quant research.
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.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Price: ProjectionLabFree • From $129/yr
SharesightFree • Paid plans available
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Sharesight Compare

Full review and details

SharpelyPartial replacementFree • Contact for pricingFree with signup

Partial replacement

Sharpely

Bottom line: Indian investors comparing an official RRG chart with stock, fund, factor, and strategy research in the same product.

Keep

Backtesting
Portfolio
Data Visualizations

Gain

Screeners
Stock Comparison
ETF Comparison
Quant

Lose

Retirement Calculator
Monte Carlo
Scenario & Stress Tests
Capital Gains Estimator
Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Watch out

Avoid as a full replacement if you rely on long-term portfolio tracking, API and market data, and dividend research.
Free-plan limits: Signup required, The pricing page describes the Free plan as valid forever, and RRG Chart appears under Core Benefits in Every Plan, but the Free plan's public feature response omits it.
India-focused coverage: The product is built around Indian stocks, sectors, indices, mutual funds, and ETFs rather than broad global coverage.

Price: ProjectionLabFree • From $129/yr
SharpelyFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-09-05 via pricing.

Start free on Sharpely Compare

Full review and details

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×19Data Visualizations×18Backtesting×11Monte Carlo×5Retirement Calculator×3Capital Gains Estimator×2Scenario & Stress Tests×1

New angles introduced

Categories the alternatives add beyond ProjectionLab.

Watchlist+14Risk Metrics+13AI Research+11Alerts+11News+11Calendar+10Dividends+10Screeners+10

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

8/20

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

Quality checks

5 starred / 8 tested

5 tools are flagged as analyst picks; 8 have been hands-on tested.

Avg. coverage overlap

42%

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, Credit Ratings & Outlooks, 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, Downloadable Tax Reports, Wealth Management, Advisor Operations, Notes & Highlights, 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, Data Visualizations, and Portfolio remain strengths for ProjectionLab. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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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.