Free Alternatives to Quicken (Simplifi & Classic)

VOL. XCIV, NO. 247

Checking

Free replacement verdicts

Free Alternatives to Quicken (Simplifi & Classic)

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Quicken (Simplifi & Classic) before paying for another subscription.

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

Visit Quicken (Simplifi & Classic)All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Snowball Analytics

Closest replacement

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

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Snowball Analytics adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan has portfolio, holding, custom asset, watchlist, and history limits..

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

Try Snowball Analytics

Details Compare

Zenvesto

Best workflow fit

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

Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Zenvesto adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan is available..

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

View Zenvesto plans

Details Compare

Stock Analysis

Best audience fit

Best for: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Stock Analysis best matches the base workflow on portfolio tracking, fundamental research, and charting and technical analysis.
Stock Analysis adds a free starting point that the base tool does not show. Free access caveat: Free access is ad-supported..

Watch for: No public API: Stock Analysis does not currently offer API access.

Try Stock Analysis Pro

Details Compare

GuruFocus

Quality-checked pick

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

GuruFocus best matches the base workflow on portfolio tracking, fundamental research, and charting and technical analysis.
GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and Free account has limited platform access..

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

Start GuruFocus trial

Details Compare

Detailed Alternatives

Snowball Analytics

Closest replacementWorkflow overlap 67%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

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

Watch out

Major switch gaps: missing Desktop access, missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows, and does not clearly cover market monitoring and advisor and client reporting.
Avoid as a full replacement if you rely on market monitoring and advisor and client reporting.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..

Shared coverage

PortfolioWatchlistNewsAlertsFinancialsBroker Connectors

Try Snowball Analytics View details Compare

Delta by eToro

Best free-tier fitWorkflow overlap 67%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Desktop, Web, and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Delta by eToro matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Calendar, Data Visualizations, Risk Metrics, and ETF Analysis.

Watch out

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

Shared coverage

PortfolioWatchlistCapital Gains EstimatorNewsAlertsBroker Connectors

View Delta PRO View details Compare

GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 67%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

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

Watch out

Major switch gaps: missing Desktop access, missing Cryptos coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

PortfolioWatchlistNewsAlertsFinancialsBroker Connectors

Start GuruFocus trial View details Compare

Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 67%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and fundamental research.
Stock Rover matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing Desktop access, missing Bonds and Cryptos coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio alerts, and market monitoring.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..

Shared coverage

PortfolioWatchlistNewsAlertsFinancialsBroker Connectors

View Stock Rover plans View details Compare

Marketlog

Best free-tier fitWorkflow overlap 67%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Marketlog matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Institutional Ownership, Data Visualizations, Risk Metrics, and Monte Carlo.

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on market monitoring, backtesting and quant research, and filings and transcript research.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

PortfolioWatchlistNewsAlertsFinancialsBroker Connectors

Track portfolios with Marketlog View details Compare

Sharesight

Best free-tier fitWorkflow overlap 56%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

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

Watch out

Major switch gaps: missing Desktop access, missing Watchlist, Tax Lots / Lot Optimization, and News workflows, and does not clearly cover market monitoring, charting and technical analysis, and backtesting and quant research.
Avoid as a full replacement if you rely on market monitoring, charting and technical analysis, and backtesting and quant research.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..

Shared coverage

PortfolioCapital Gains EstimatorDownloadable Tax ReportsAlertsBroker Connectors

Try Sharesight View details Compare

Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 56%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Koyfin best matches the base workflow on portfolio tracking, portfolio analytics, and market monitoring.
Koyfin matches the base audience on Retail Traders, Beginner, and Intermediate.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.

Watch out

Major switch gaps: missing Desktop access, missing Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking and portfolio alerts.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

PortfolioWatchlistNewsAlertsFinancials

Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 56%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, market monitoring, and fundamental research.
Investing.com matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
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..

Shared coverage

PortfolioWatchlistNewsAlertsFinancials

View InvestingPro View details Compare

Simply Wall St

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 67%

Bottom line: Long-term investors who want visual company reports and portfolio diagnostics.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Simply Wall St best matches the base workflow on portfolio tracking, long-term portfolio tracking, and fundamental research.
Simply Wall St matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Stock Ideas, Screeners, Data Visualizations, and Valuation Models.

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds, Bonds, and Cryptos coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, portfolio alerts, and market monitoring.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Free-plan limits: Signup required, 5 company reports per month on Free., and 1 portfolio with up to 10 holdings on Free..

Shared coverage

PortfolioWatchlistNewsAlertsFinancialsBroker Connectors

Try Simply Wall St View details Compare

Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 56%

Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

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

Watch out

Major switch gaps: missing Desktop access, missing Bonds and Cryptos coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioWatchlistNewsFinancialsBroker Connectors

Try Stock Analysis Pro View details Compare

TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 56%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

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

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds, Bonds, and Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio alerts, and market monitoring.
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

PortfolioWatchlistNewsAlertsFinancials

View TipRanks plans View details Compare

TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 56%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Desktop, Web, and Mobile
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, fundamental research, and charting and technical analysis.
TradingView matches the base audience on Retail Traders, Beginner, and Intermediate.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Mutual Funds and Funds coverage, missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and portfolio alerts.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

PortfolioWatchlistNewsAlertsBroker Connectors

Open TradingView View details Compare

Seeking Alpha

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 56%

Bottom line: Retail investors who want news, contributor analysis, quant ratings, screeners, and portfolio alerts together.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Seeking Alpha best matches the base workflow on portfolio tracking, portfolio alerts, and fundamental research.
Seeking Alpha matches the base audience on Retail Traders, Beginner, and Intermediate.
You gain News Sentiment, Calendar, Stock Ideas, and Top Analysts.

Watch out

Major switch gaps: missing Desktop access, missing Bonds and Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and market monitoring.
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..

Shared coverage

PortfolioWatchlistNewsAlertsFinancials

View Seeking Alpha plans View details Compare

Yahoo Finance

Hands-on Tested

Best free-tier fitWorkflow overlap 56%

Bottom line: Mainstream investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one familiar product.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Yahoo Finance best matches the base workflow on portfolio tracking, portfolio alerts, and market monitoring.
Yahoo Finance matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Calendar, Stock Ideas, Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing Desktop access, missing Bonds and Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and API and market data.
Data is informational, not trading-grade: 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..

Shared coverage

PortfolioWatchlistNewsAlertsFinancials

Open Yahoo Finance View details Compare

getquin

Best free-tier fitWorkflow overlap 56%

Bottom line: European retail investors who want a social, mobile-friendly portfolio and net-worth tracker.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

getquin best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
getquin matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Institutional Ownership, Stock Ideas, Market Sentiment, and Dividends.

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds and Bonds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio alerts, fundamental research, and charting and technical analysis.
Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Free-plan limits: Signup required, Core portfolio tracking is free to download/use., and Premium pricing varies by app store and region..

Shared coverage

PortfolioWatchlistNewsAlertsBroker Connectors

Open getquin View details Compare

Tickertape

Hands-on Tested

Best free-tier fitWorkflow overlap 67%

Bottom line: Indian retail investors who want stock, mutual-fund, ETF, screeners, broker-linked portfolios, forecasts, alerts, and portfolio insights in one product.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Tickertape best matches the base workflow on portfolio tracking, portfolio alerts, and fundamental research.
Tickertape matches the base audience on Beginner, Intermediate, and retail investors.
You gain Screeners, Dividends, Splits, and Scores.

Watch out

Major switch gaps: missing Desktop access, missing Bonds, Cryptos, and Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and market monitoring.
India-first coverage: Tickertape is strongest for Indian markets, with U.S. access positioned for Indian investors rather than as a global institutional terminal.
Free-plan limits: Signup required, Pro is listed at INR299/month., and Three-month Pro is listed at INR699 and annual Pro at INR2,399..

Shared coverage

PortfolioWatchlistNewsAlertsFinancialsBroker Connectors

Compare Tickertape Pro View details Compare

Fiscal.ai

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 56%

Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, fundamental research, and charting and technical analysis.
Fiscal.ai matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Desktop and Mobile access, missing Bonds and Cryptos coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, 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..

Shared coverage

PortfolioWatchlistNewsAlertsFinancials

Try Fiscal.ai View details Compare

MarketScreener

Best free-tier fitWorkflow overlap 56%

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: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

MarketScreener best matches the base workflow on portfolio tracking, market monitoring, and fundamental research.
MarketScreener matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Calendar, Screeners, Stock Ideas, and Data Visualizations.

Watch out

Major switch gaps: missing Desktop access, missing Mutual Funds, Bonds, and Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
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..

Shared coverage

PortfolioWatchlistNewsAlertsFinancials

Compare MarketScreener plans View details Compare

Zenvesto

Best free-tier fitWorkflow overlap 44%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Zenvesto matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Data Visualizations, Risk Metrics, Backtesting, and Calendar.

Watch out

Major switch gaps: missing Desktop and Mobile access, missing Mutual Funds, Bonds, and Funds coverage, and missing Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on portfolio alerts.
Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Free-plan limits: Signup required, Free plan is available., and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features..

Shared coverage

PortfolioWatchlistNewsFinancials

View Zenvesto plans View details Compare

MarketWatch

Hands-on Tested

Best free-tier fitWorkflow overlap 44%

Bottom line: Retail investors who want mainstream market news, quote pages, watchlists, calendars, screeners, and BigCharts in one site.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Plans: Subscription

Why switch

MarketWatch best matches the base workflow on portfolio tracking, market monitoring, and fundamental research.
MarketWatch matches the base audience on Beginner, Intermediate, and retail investors.
You gain Calendar, Screeners, Data Visualizations, and Paper Trading.

Watch out

Major switch gaps: missing Desktop access, missing Funds coverage, and missing Portfolio, Tax Lots / Lot Optimization, and Capital Gains Estimator workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
Subscription is mainly for journalism: The MarketWatch subscription is for news coverage; quote pages remain available without a subscription.
Free-plan limits: Premium articles and newsletters require subscription., Quote pages are still available at no additional cost., and Intro offers renew at higher standard rates..

Shared coverage

WatchlistNewsAlertsFinancials

View MarketWatch plans View details Compare

What This Shortlist Tells You

Snowball Analytics is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and News while adding Backtesting and Dividends coverage, Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics and multi-portfolio sync. and Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 70+ global exchanges and 25+ currencies. features, and a free tier (workflow overlap ~67%).

Every pick keeps a free tier; start with Snowball Analytics, Delta by eToro, and GuruFocus to road-test Quicken (Simplifi & Classic) workflows without paying up front.

Round out your stack with new coverage areas like Backtesting, Dividends, Dividend Tax / ADR Withholding, and Calendar.

Quicken (Simplifi & Classic) still leads on Tax Lots / Lot Optimization, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

News×19Portfolio×19Watchlist×19Alerts×18Financials×16Broker Connectors×11Capital Gains Estimator×2Downloadable Tax Reports×1

New angles introduced

Categories the alternatives add beyond Quicken (Simplifi & Classic).

Calendar+16Data Visualizations+16Dividends+16Screeners+14Analyst Ratings & Price Targets+13Stock Ideas+13AI Research+11Analyst Forecasts+11

Free Access & Pricing

Free options

All 20

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

Mobile ready

18/20

18 matches support mobile alongside Quicken (Simplifi & Classic).

API availability

4/20

4 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

58%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Quicken (Simplifi & Classic)?

Start with Snowball Analytics, Delta by eToro, and GuruFocus to replicate Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) workflows stay covered on the free plan?

Expect solid overlap across Portfolio, Watchlist, News, Alerts, Financials, Broker Connectors, Capital Gains Estimator, and Downloadable Tax Reports, so core Quicken (Simplifi & Classic) workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

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

Where might I still rely on Quicken (Simplifi & Classic)?

Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, Financials, Watchlist, News, Broker Connectors, Alerts, and Portfolio remain strengths for Quicken (Simplifi & Classic). Keep it handy for those tasks or plan for a paid upgrade if they matter.

Keep Exploring

Wide Moat StocksBrowse the current moat score ranking and company-level moat notes.

Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

Live AnalyticsSee what users are clicking, searching, and voting for across the site.

Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Information

About Me

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

Find me here:

Twitter / X: @Jera_Value
Website: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

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

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

Starred Tools

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

Tested Tools

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

Curation & Accuracy

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

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