Fiscal.ai is the closest drop-in replacement with overlapping coverage in Financials, Transcripts, and Analyst Forecasts while adding Stock Ideas and Screeners coverage and Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds. and Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier. features (category overlap ~83%).
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Free Alternatives to Quartr
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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.
Switching from Quartr doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Watchlist to Financials and beyond. Each pick below is ranked by how closely it matches Quartr's category footprint—so you can trial replacements without opening your wallet.
View all alternativesQuick takeaways
Every pick keeps a free tier; start with Fiscal.ai, GuruFocus, and TipRanks to road-test Quartr workflows without paying up front.
Round out your stack with new coverage areas like Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Quartr still leads on Notes & Highlights, Shared Workspaces, and Citations & Source Pinning, so keep it handy for those workflows.
Shared coverage
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Quartr offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Quartr if you still need Notes & Highlights, Shared Workspaces, and Citations & Source Pinning.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Shared coverage
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.
Shared coverage
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Quartr offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Quartr if you still need Transcripts, AI Chat, and AI Earnings Summary.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Shared coverage
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Dividends, and Splits coverage beyond what Quartr offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with Quartr if you still need AI Earnings Summary, Notes & Highlights, and Shared Workspaces.
Adds coverage: News, Dividends, Splits, and IPO
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Shared coverage
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Screeners, and Stock Ideas coverage beyond what Quartr offers.
- Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
- Pair it with Quartr if you still need AI, AI Chat, and AI Earnings Summary.
Adds coverage: News, Screeners, Stock Ideas, and Data Visualizations
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
Shared coverage
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.
Shared coverage
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Stock Ideas, and Top Analysts coverage beyond what Quartr offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with Quartr if you still need AI, AI Chat, and Notes & Highlights.
Adds coverage: News, Stock Ideas, Top Analysts, and Screeners
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
Shared coverage
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.
Shared coverage
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.
Shared coverage
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.
Shared coverage
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data Visualizations, and Portfolio coverage beyond what Quartr offers.
- Standout features include Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., and Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”..
- Pair it with Quartr if you still need AI Chat, AI Earnings Summary, and Notes & Highlights.
Adds coverage: Screeners, Data Visualizations, Portfolio, and News
Standout features: Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”., and Portfolio tracking with performance + dividends and “notifications for upcoming events”; portfolio entitlements scale by plan (1 portfolio / 20 positions on Pro; unlimited portfolios/positions on Pro+).
Shared coverage
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 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only..
- 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 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only., and Custom watchlists with event notifications and alerts.
Shared coverage
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and News coverage beyond what Quartr offers.
- Standout features include Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., and Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting..
- Pair it with Quartr if you still need Alerts, Watchlist, and AI Earnings Summary.
Adds coverage: Screeners, Stock Ideas, News, and Data Visualizations
Standout features: Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting., and Company dashboards include an interactive stock chart with historical price data and comparison tools, plus multiple time ranges (e.g., 1M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, 20Y, Max) and valuation metrics.
Shared coverage
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.
Shared coverage
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Quartr offers.
- Standout features include Automatic intrinsic valuation to compare market price vs intrinsic value (includes DCF + relative valuation and scenario analysis)., Company “stock report” sections include: Summary, DCF valuation, Relative valuation, Wall St estimates, profitability & solvency analysis, financials, revenue breakdown, earnings calls, and discount rate., and Analyst estimates / “Stock Forecast” pages with price targets (and the ability to set price alerts from these pages)..
- Pair it with Quartr if you still need Calendar, AI Earnings Summary, and Notes & Highlights.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Valuation Models
Standout features: Automatic intrinsic valuation to compare market price vs intrinsic value (includes DCF + relative valuation and scenario analysis)., Company “stock report” sections include: Summary, DCF valuation, Relative valuation, Wall St estimates, profitability & solvency analysis, financials, revenue breakdown, earnings calls, and discount rate., Analyst estimates / “Stock Forecast” pages with price targets (and the ability to set price alerts from these pages)., and Watchlist + alerts: track intrinsic value shifts, get notified on new analyst price targets and insider activity, and set email price alerts for target prices.
Shared coverage
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.
Shared coverage
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 Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Quartr if you still need AI, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Shared coverage
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.
Shared coverage
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.
Shared coverage
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
New angles introduced
Categories the alternatives add beyond Quartr.
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
10/20
10 matches support mobile alongside Quartr.
API availability
7/20
7 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
44%
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 TipRanks 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?
Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Portfolio, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, News, Splits, Valuation Models, Dividends, Improved Filings, Insider Data, Institutional Data, 13F, AI Business Summary, AI Filings Summary, AI Report, Analyst Recommendations, Analyst Price Targets, 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, Top Analysts, ETF Screeners, ETF Comparison, Options & Derivatives, Bulls Say Bear Say, News Sentiment, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, ESG Ratings, Dividend, ETF Fundamentals, Fund Overview, Fund Performance, Fund Holdings, Playbooks & Case Studies, Factor Exposure, Dark Pool & Off-Exchange, Money Flow, Market Sentiment, Custom Dashboards, Correlation, ETF Valuation, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, Management Performance, Management Compensation, Broker Connectors, Monte Carlo, Flags, Fund Rating, Quant, Consumer Sentiment, and Housing & Construction 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, Transcripts, AI Chat, Blogs, Newsletters, Education, Data APIs, AI, Alerts, Financials, Analyst Forecasts, and Calendar remain strengths for Quartr. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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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!
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Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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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.