Fiscal.ai is the closest drop-in replacement with overlapping coverage in Financials, Transcripts, and Analyst Forecasts while adding Screeners and Stock Comparison coverage and Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds. and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics. features (category overlap ~83%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Monday, January 5, 2026
Free programmatic picks
Free Alternatives to Quartr
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Quartr before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Fiscal.ai, GuruFocus, and Koyfin to road-test Quartr workflows without paying up front.
Round out your stack with new coverage areas like Screeners, Stock Comparison, Data Visualizations, and Portfolio.
Quartr still leads on Notes & Highlights, Shared Workspaces, and Citations & Source Pinning, so keep it handy for those workflows.
Similarity score 2457Category overlap: 83%
Shared coverage
FinancialsTranscriptsAnalyst ForecastsCalendarAlertsWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Quartr offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Quartr if you still need Notes & Highlights, Shared Workspaces, and Citations & Source Pinning.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Portfolio
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1922Category overlap: 61%
Shared coverage
FinancialsTranscriptsAnalyst ForecastsCalendarAlertsAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Quartr offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Quartr if you still need Watchlist, AI Earnings Summary, and Notes & Highlights.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Data Visualizations
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1468Category overlap: 44%
Shared coverage
FinancialsTranscriptsAnalyst ForecastsCalendarAlertsWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Quartr offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with Quartr if you still need AI, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Stock Comparison
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 1468Category overlap: 44%
Shared coverage
FinancialsCalendarAlertsWatchlistAPIs & SDKsWebhooks
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Quartr offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Quartr if you still need Transcripts, Analyst Forecasts, and AI.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 1434Category overlap: 44%
Shared coverage
FinancialsTranscriptsAnalyst ForecastsCalendarAlertsWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and Data Visualizations coverage beyond what Quartr offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with Quartr if you still need AI, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, Stock Ideas, Data Visualizations, and Stock Comparison
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 1326Category overlap: 39%
Shared coverage
FinancialsTranscriptsAnalyst ForecastsCalendarAlertsWatchlist
Assets: Stocks
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 Quartr 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 Quartr if you still need AI, AI Chat, and Notes & Highlights.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Data Visualizations
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 1326Category overlap: 39%
Shared coverage
FinancialsAnalyst ForecastsCalendarWatchlistBlogsNewsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Quartr offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Quartr if you still need Transcripts, Alerts, and AI.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 1305Category overlap: 58%
Shared coverage
CalendarAlertsWatchlistData APIsAPIs & SDKsWebhooks
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Dividends, Stock Ideas, and Screeners coverage beyond what Quartr offers.
- Standout features include 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., and AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate..
- Pair it with Quartr if you still need Financials, Transcripts, and Analyst Forecasts.
Adds coverage: Dividends, Stock Ideas, Screeners, and Data Visualizations
Standout features: 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate., and Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.
Similarity score 1298Category overlap: 39%
Shared coverage
FinancialsTranscriptsAnalyst ForecastsAIAI ChatData APIs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Sheets / Excel Add-ins, Custom Dashboards, and News coverage beyond what Quartr offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Quartr if you still need Calendar, Alerts, and Watchlist.
Adds coverage: Sheets / Excel Add-ins, Custom Dashboards, News, and IPO
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 1294Category overlap: 44%
Shared coverage
TranscriptsAnalyst ForecastsCalendarAlertsWatchlistAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Portfolio, and News coverage beyond what Quartr offers.
- Standout features include Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
- Pair it with Quartr if you still need Financials, AI Chat, and Notes & Highlights.
Adds coverage: Screeners, Portfolio, News, and News Sentiment
Standout features: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., and Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Similarity score 1278Category overlap: 39%
Shared coverage
Analyst ForecastsAlertsWatchlistAIBlogsNewsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what Quartr offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with Quartr if you still need Financials, Transcripts, and Calendar.
Adds coverage: Screeners, Data Visualizations, Stock Comparison, and ETF Overview
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 1270Category overlap: 39%
Shared coverage
FinancialsAnalyst ForecastsCalendarAlertsWatchlistAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Options & Derivatives, and Data Visualizations coverage beyond what Quartr offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with Quartr if you still need Transcripts, AI Earnings Summary, and Notes & Highlights.
Adds coverage: Screeners, Options & Derivatives, Data Visualizations, and News
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 1194Category overlap: 75%
Shared coverage
TranscriptsCalendarAlertsWatchlistData APIsNewsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Subscription
Why investors switch
- Expands into News and Screeners coverage beyond what Quartr offers.
- Standout features include Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., and Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans..
- Pair it with Quartr if you still need Financials, Analyst Forecasts, and AI.
Adds coverage: News and Screeners
Standout features: Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans., and Equity Audio Squawk channel included in higher tiers, with optional High Beta Squawk add-on for $99/month.
Similarity score 1189Category overlap: 33%
Shared coverage
FinancialsTranscriptsWatchlistAIAI ChatEducation
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and Data Visualizations coverage beyond what Quartr offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with Quartr if you still need Analyst Forecasts, Calendar, and Alerts.
Adds coverage: Screeners, Stock Ideas, Data Visualizations, and Money Flow
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 1183Category overlap: 33%
Shared coverage
FinancialsAlertsWatchlistBlogsNewslettersEducation
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Quartr offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Quartr if you still need Transcripts, Analyst Forecasts, and Calendar.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Portfolio
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1183Category overlap: 33%
Shared coverage
FinancialsTranscriptsCalendarAlertsWatchlistEducation
Assets: Stocks
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 Quartr offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with Quartr if you still need Analyst Forecasts, AI, and AI Chat.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 1177Category overlap: 33%
Shared coverage
FinancialsWatchlistData APIsAPIs & SDKsBlogsEducation
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Quartr offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Quartr if you still need Transcripts, Analyst Forecasts, and Calendar.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1172Category overlap: 60%
Shared coverage
CalendarAlertsWatchlistAIBlogsNewsletters
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and News coverage beyond what Quartr offers.
- Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors-Value, Dividend, Growth, Resilience, and Momentum-with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
- Pair it with Quartr if you still need Financials, Transcripts, and Analyst Forecasts.
Adds coverage: Stock Ideas, Screeners, News, and Videos
Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors-Value, Dividend, Growth, Resilience, and Momentum-with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Similarity score 1169Category overlap: 33%
Shared coverage
FinancialsTranscriptsAnalyst ForecastsCalendarAlertsWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Analyst Price Targets, and Analyst Recommendations coverage beyond what Quartr offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Quartr if you still need AI, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, Analyst Price Targets, Analyst Recommendations, and Data Visualizations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1163Category overlap: 33%
Shared coverage
FinancialsTranscriptsCalendarData APIsAPIs & SDKsEducation
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into News, News Sentiment, and Market Sentiment coverage beyond what Quartr offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with Quartr if you still need Analyst Forecasts, Alerts, and Watchlist.
Adds coverage: News, News Sentiment, Market Sentiment, and IPO
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Watchlist×17Alerts×15Calendar×15Financials×15Education×12Transcripts×12Analyst Forecasts×11Blogs×11
New angles introduced
Categories the alternatives add beyond Quartr.
Screeners+18News+17Data Visualizations+16Dividends+14Portfolio+14Analyst Price Targets+12ETF Overview+11Analyst Recommendations+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
11/20
11 matches support mobile alongside Quartr.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
11 starred / 14 tested
11 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
45%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Quartr?
Start with Fiscal.ai, GuruFocus, and Koyfin to replicate Quartr 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 Quartr workflows stay covered on the free plan?
Expect solid overlap across Financials, Transcripts, Analyst Forecasts, Calendar, Alerts, Watchlist, AI, AI Chat, AI Earnings Summary, Data APIs, APIs & SDKs, Webhooks, Blogs, Newsletters, and Education, so core Quartr workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Screeners, Stock Comparison, Data Visualizations, Portfolio, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Analyst Recommendations, Analyst Price Targets, News, Splits, AI Business Summary, AI Filings Summary, AI Report, Stock Ideas, US Government Trades, Backtesting, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Short Interest, 13D/13G, Videos, Forums, Stock Handbook, ETF Screeners, Money Flow, Custom Dashboards, Options & Derivatives, Quant, Paper Trading, Advanced Order Types, Housing & Construction, On-chain Analytics, DEX / DeFi, Broker Connectors, Bulls Say Bear Say, ETF Factors, Options, Which ETF includes this Stock?, Top Analysts, ETF Comparison, Fund Overview, Fund Performance, Fund Holdings, Playbooks & Case Studies, Sheets / Excel Add-ins, Dark Pool & Off-Exchange, Regulatory Filings Monitoring, News Sentiment, Factor Exposure, Dividend, Market Sentiment, Management Performance, Management Compensation, Correlation, Monte Carlo, Flags, Fund Rating, Consumer Sentiment, and Retail Sales show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Quartr?
Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Watchlist, AI Earnings Summary, APIs & SDKs, Webhooks, AI, AI Chat, Data APIs, Newsletters, Transcripts, Analyst Forecasts, Blogs, Education, Alerts, Financials, and Calendar remain strengths for Quartr. 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!
OR
Got ideas for new features?
Suggest on XStarred 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.