Zero-cost replacements grouped by fit, tradeoffs, pricing friction, 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 Financials to Analyst Forecasts and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
Fiscal.ai
Closest replacement
Best for: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Fiscal.ai best matches the base workflow on earnings transcript research, AI research workspace, and financial data API.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..
Watch for: Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Best for: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
GuruFocus best matches the base workflow on financial data API, fundamental research, and portfolio tracking.
GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free account has limited platform access..
Watch for: Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Best for: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Investing.com best matches the base workflow on AI research workspace, fundamental research, and portfolio tracking.
Investing.com keeps the replacement test in the same free-access lane. Free access caveat: Free access is ad-supported and does not include the full InvestingPro research layer..
Watch for: Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Best for: Serious individual investors who want deep North American stock, ETF, and fund screening.
Stock Rover best matches the base workflow on research reports, fundamental research, and portfolio tracking.
Stock Rover keeps the replacement test in the same free-access lane. Free access caveat: signup required and New signups can test Stock Rover through a 14-day free trial with no credit card required..
Watch for: North America-focused coverage: The existing profile records U.S. and Canadian exchange support plus OTC boards.
Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Other
Why switch
Fiscal.ai best matches the base workflow on earnings transcript research, AI research workspace, and financial data API.
Fiscal.ai matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing Mobile access, missing Notes & Highlights, Shared Workspaces, and Citations & Source Pinning workflows, and does not clearly cover investment research workspace, research reports, and portfolio alerts.
Avoid as a full replacement if you rely on investment research workspace, research reports, and portfolio alerts.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Other
Why switch
GuruFocus best matches the base workflow on financial data API, fundamental research, and portfolio tracking.
GuruFocus matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing Notes & Highlights, Shared Workspaces, and Citations & Source Pinning workflows, does not clearly cover earnings transcript research, AI research workspace, and investment research workspace, and less aligned with Institutional Investors, Growth Investors, and Financial Advisors.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and investment research workspace.
Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
Investing.com best matches the base workflow on AI research workspace, fundamental research, and portfolio tracking.
Investing.com matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing API access, missing Notes & Highlights, Shared Workspaces, and Citations & Source Pinning workflows, and does not clearly cover earnings transcript research, financial data API, and investment research workspace.
Avoid as a full replacement if you rely on earnings transcript research, financial data API, and investment research workspace.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
Stock Rover best matches the base workflow on research reports, fundamental research, and portfolio tracking.
Stock Rover matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.
Watch out
Major switch gaps: missing API access, missing AI Research, AI Chat, and Shared Workspaces workflows, and does not clearly cover earnings transcript research, AI research workspace, and financial data API.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and financial data API.
North America-focused coverage: The existing profile records U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Other
Why switch
TipRanks best matches the base workflow on financial data API, fundamental research, and portfolio tracking.
TipRanks matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Transcripts, Notes & Highlights, and Shared Workspaces workflows, does not clearly cover earnings transcript research, AI research workspace, and investment research workspace, and less aligned with Long-term Investors, Value Investors, and Growth Investors.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and investment research workspace.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Shared coverage
FinancialsAnalyst ForecastsCalendarAlertsWatchlistAI Research
Bottom line: Historical and competitive research on an AI stock research product that combined screening, S&P Global data, portfolio tracking, ratings, transcripts, and investor-activity feeds.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
Gainify best matches the base workflow on AI research workspace, fundamental research, and portfolio tracking.
Gainify matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing Mobile and API access, missing Notes & Highlights, Shared Workspaces, and Citations & Source Pinning workflows, and does not clearly cover earnings transcript research, financial data API, and investment research workspace.
Avoid as a full replacement if you rely on earnings transcript research, financial data API, and investment research workspace.
Service is discontinued: The canonical homepage says Gainify.io is closed and the Gainify service is no longer available, so it should not be recommended as a live signup option.
Free-plan limits: Signup required, Gainify has been discontinued and the service is no longer available., and Active paying subscribers were directed to transition information by email..
Bottom line: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Other
Why switch
TickerTrends best matches the base workflow on financial data API, investment research workspace, and research reports.
TickerTrends matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing Mobile access, missing Calendar, Watchlist, and Notes & Highlights workflows, and does not clearly cover earnings transcript research, AI research workspace, and portfolio alerts.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and portfolio alerts.
Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance; users need modeling discipline, validation, and company-specific KPI context.
Free-plan limits: Signup required, Alternative Data Basic is advertised at $998/year or $98.70/month with a 7-day free trial., and KPI Forecasting & Full Intelligence Suite is custom priced with trial availability..
Bottom line: Long-term stock investors who want global fundamentals, estimates, transcripts, and valuation tools.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
TIKR best matches the base workflow on earnings transcript research, fundamental research, and portfolio tracking.
TIKR matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Screeners, Stock Ideas, Data Visualizations, and Stock Comparison.
Watch out
Major switch gaps: missing Mobile and API access, missing AI Research, AI Chat, and Notes & Highlights workflows, and does not clearly cover AI research workspace, financial data API, and investment research workspace.
Avoid as a full replacement if you rely on AI research workspace, financial data API, and investment research workspace.
Free plan is US-only: The Free tier is limited to U.S. equities with shorter history, transcript, estimate, screen, and model limits.
Free-plan limits: Signup required, Free tier is limited to U.S. equities., and Free tier has 3 years of annual history, 4 quarters of quarterly history, and limited saved screens and valuation models..
Bottom line: Retail investors who want global market news, watchlists, screeners, analyst data, calendars, reports, and model portfolios in one broad web portal.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
MarketScreener best matches the base workflow on research reports, fundamental research, and portfolio tracking.
MarketScreener matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain News, Screeners, Stock Ideas, and Data Visualizations.
Watch out
Major switch gaps: missing API access, missing AI Research, AI Chat, and Notes & Highlights workflows, and does not clearly cover earnings transcript research, AI research workspace, and financial data API.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and financial data API.
Best features are tier-gated: Advanced screeners, more reports, portfolios, and decision-support tools are gated behind Premium or Expert tiers.
Free-plan limits: Signup required, Free member access exists but some content and features remain locked., and Subscription page lists Access, Premium, and Expert paid tiers..
Bottom line: Retail investors who want news, contributor analysis, quant ratings, screeners, and portfolio alerts together.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
Seeking Alpha best matches the base workflow on earnings transcript research, portfolio alerts, and fundamental research.
Seeking Alpha matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain News, News Sentiment, Stock Ideas, and Top Analysts.
Watch out
Major switch gaps: missing API access, missing Notes & Highlights, Shared Workspaces, and Citations & Source Pinning workflows, and does not clearly cover AI research workspace, financial data API, and investment research workspace.
Avoid as a full replacement if you rely on AI research workspace, financial data API, and investment research workspace.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
Free-plan limits: Signup required, Basic has limited premium-article access., and Premium is needed for unlimited articles/transcripts, ratings, factor grades, screeners, comparisons, broker linking, and AI summaries..
Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Other
Why switch
Koyfin best matches the base workflow on investment research workspace, fundamental research, and portfolio tracking.
Koyfin matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.
Watch out
Major switch gaps: missing API access, missing AI Chat, Notes & Highlights, and Shared Workspaces workflows, and does not clearly cover earnings transcript research, AI research workspace, and financial data API.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and financial data API.
No public API: The existing profile explicitly says Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..
Bottom line: Analysts who need AI-powered search across filings, earnings call transcripts, press releases, reports, notes, and financial data.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free and Other
Why switch
AlphaResearch best matches the base workflow on earnings transcript research, AI research workspace, and financial data API.
AlphaResearch matches the base audience on Pro Retail, Institutional Investors, and Analysts.
You gain Improved Filings, Filing Sentiment, Screeners, and Insider Data.
Watch out
Major switch gaps: missing Mobile access, missing Calendar, Alerts, and Watchlist workflows, and does not clearly cover investment research workspace, research reports, and portfolio alerts.
Avoid as a full replacement if you rely on investment research workspace, research reports, and portfolio alerts.
Global coverage is Enterprise: The self-serve Basic plan is positioned around US market access; SEDAR, Companies House, global filings, research reports, and global fundamentals sit in Enterprise.
Free-plan limits: Signup required, Limited free access is advertised as permanent., and Basic is $49.99/month billed quarterly with a 7-day premium trial that requires a credit card..
Bottom line: Retail investors who want an approachable stock research workspace with screeners, dashboards, watchlists, portfolios, transcripts, valuation templates, and AI summaries.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
Tweenvest best matches the base workflow on earnings transcript research, AI research workspace, and fundamental research.
Tweenvest matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Screeners, Data Visualizations, Portfolio, and News.
Watch out
Major switch gaps: missing Mobile and API access, missing Notes & Highlights, Shared Workspaces, and Citations & Source Pinning workflows, and does not clearly cover financial data API, investment research workspace, and research reports.
Avoid as a full replacement if you rely on financial data API, investment research workspace, and research reports.
Best features are plan-gated: Global stocks, full history, analyst estimates, unlimited screener access, editable projections, and AI summaries require the Unlimited tier.
Free-plan limits: Signup required, Basic is free and covers U.S. and Spain stocks, 5 years of history, 1 favorites list, limited screener access, and latest transcript access., and Pro is listed at EUR9.99/month, Pro+ at EUR14.99/month, and Unlimited at EUR19.99/month..
Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Replacement
Better as a complement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
Stock Analysis best matches the base workflow on fundamental research, portfolio tracking, and API and market data.
Stock Analysis matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing API access, missing Transcripts, Alerts, and AI Research workflows, and does not clearly cover earnings transcript research, AI research workspace, and financial data API.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and financial data API.
No public API: The existing profile explicitly says Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..
Bottom line: Retail and pro-retail investors looking for free fundamental research on undercovered U.S. stocks, microcaps, nanocaps, and OTC names.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
EveryTicker best matches the base workflow on AI research workspace, fundamental research, and portfolio tracking.
EveryTicker matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing Mobile and API access, missing Transcripts, Analyst Forecasts, and AI Chat workflows, and does not clearly cover earnings transcript research, financial data API, and investment research workspace.
Avoid as a full replacement if you rely on earnings transcript research, financial data API, and investment research workspace.
U.S. stock focus: EveryTicker is positioned around U.S. public companies, not global multi-asset research.
Free-plan limits: Signup required, Homepage says users can get started free with no analyst fees or complex subscriptions., and Signup flow says free forever and no credit card..
Bottom line: Value investors who want quick intrinsic value estimates, DCF/multiple views, analyst forecasts, and valuation alerts.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner and Intermediate
Plans
Free and Other
Why switch
Alpha Spread best matches the base workflow on AI research workspace, portfolio alerts, and fundamental research.
Alpha Spread matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Valuation Models.
Watch out
Major switch gaps: missing Mobile access, missing Calendar, Notes & Highlights, and Shared Workspaces workflows, and does not clearly cover earnings transcript research, financial data API, and investment research workspace.
Avoid as a full replacement if you rely on earnings transcript research, financial data API, and investment research workspace.
Free plan is metered weekly: Free access is limited to 3 stock reports per week, 3 AI prompts per week, and one 30-stock watchlist.
Free-plan limits: Signup required, Free plan has weekly stock-report and AI prompt limits., and Stock comparison, higher watchlist limits, and unlimited reports require paid plans..
Shared coverage
FinancialsTranscriptsAnalyst ForecastsAlertsWatchlistAI Research
Bottom line: Retail and pro retail investors who want AI-assisted company analysis, screeners, DCF models, filings, transcripts, ownership, and news in one workspace.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
Monexa best matches the base workflow on AI research workspace, fundamental research, and portfolio tracking.
Monexa matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Screeners, Stock Ideas, News, and Data Visualizations.
Watch out
Major switch gaps: missing Mobile and API access, missing Alerts, Watchlist, and Notes & Highlights workflows, and does not clearly cover earnings transcript research, financial data API, and investment research workspace.
Avoid as a full replacement if you rely on earnings transcript research, financial data API, and investment research workspace.
Market data may be delayed: The existing profile notes market data may be delayed by exchanges or third-party providers.
Free-plan limits: Signup required, Free plan is listed at $0/month., and Pro is listed at $9.90/month with 7-day Pro trial positioning..
Bottom line: Mainstream investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one familiar product.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
Yahoo Finance best matches the base workflow on portfolio alerts, fundamental research, and portfolio tracking.
Yahoo Finance matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain News, Portfolio, Stock Ideas, and Screeners.
Watch out
Major switch gaps: missing API access, missing AI Chat, Notes & Highlights, and Shared Workspaces workflows, and does not clearly cover earnings transcript research, AI research workspace, and financial data API.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and financial data API.
Data is informational, not trading-grade: The existing profile notes Yahoo says all finance data is informational and not intended for trading or investing purposes.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features., and Premium portfolio analytics, research, screeners, and longer downloadable history are paid..
Bottom line: Growth and momentum investors who want earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web, Mobile, and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free
Why switch
EPSMomentum best matches the base workflow on AI research workspace, fundamental research, and portfolio tracking.
EPSMomentum matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Screeners, Stock Ideas, Data Visualizations, and Money Flow.
Watch out
Major switch gaps: missing Analyst Forecasts, Calendar, and Alerts workflows, does not clearly cover earnings transcript research, financial data API, and investment research workspace, and less aligned with Institutional Investors, Value Investors, and Students/Researchers.
Avoid as a full replacement if you rely on earnings transcript research, financial data API, and investment research workspace.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
Free-plan limits: Signup required, Bronze is advertised at $0/month., and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown..
Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Other
Why switch
Portfolio123 best matches the base workflow on financial data API, fundamental research, and portfolio tracking.
Portfolio123 matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Screeners, Data Visualizations, Quant, and Stock Ideas.
Watch out
Major switch gaps: missing Mobile access, missing Transcripts, Analyst Forecasts, and Calendar workflows, and does not clearly cover earnings transcript research, AI research workspace, and investment research workspace.
Avoid as a full replacement if you rely on earnings transcript research, AI research workspace, and investment research workspace.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..
Shared coverage
FinancialsWatchlistAI ResearchAPIs & Data FeedsBlogsEducation
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 100,000+ global stocks, ETFs, mutual funds, and funds. and Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier. features (workflow overlap ~81%).
Every pick keeps a free tier; start with Fiscal.ai, GuruFocus, and Investing.com 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 Citations & Source Pinning, so keep it handy for those workflows.
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
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 13 tested
9 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
53%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Quartr?
Start with Fiscal.ai, GuruFocus, and Investing.com 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 Research, AI Chat, APIs & Data Feeds, Webhooks, Blogs, Newsletters, Education, Notes & Highlights, and Shared Workspaces, 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, Institutional Ownership, ETF Analysis, Fund Analysis, News, News Sentiment, Splits, Valuation Models, Dividends, Improved Filings, Insider Data, Analyst Ratings & Price Targets, ETF Screeners, Top Analysts, ETF Comparison, Quant, Backtesting, Correlation, US Government Trades, Corporate Actions & Special Situations, IPO, Macro Data, Yield Curves, Scores, Flags, Short Interest, Options, Sheets / Excel Add-ins, Broker Connectors, Videos, Forums, Custom Dashboards, Stock Handbook, Market Sentiment, CDS Spreads, Risk Metrics, Performance Attribution, Monte Carlo, Bulls Say Bear Say, Guidance / Pre-announcements, Options P&L, Compounding Calculator, Retirement Calculator, Earnings Calls Sentiment, Reddit, App & Website Traffic, Employee/Consumer Reviews, ESG Ratings, Advisor Operations, Filing Sentiment, Money Flow, Dark Pool & Off-Exchange, and Factor Exposure 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, Webhooks, APIs & Data Feeds, Newsletters, AI Research, AI Chat, Transcripts, Blogs, Calendar, Watchlist, Education, Alerts, and Analyst Forecasts 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.
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!
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.