Delta by eToro is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Capital Gains Estimator while adding Calendar and Data Visualizations coverage, All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices. and Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions. features, and a free tier (category overlap ~67%).
VOL. XCIV, NO. 247
Free Alternatives to Quicken (Simplifi & Classic)
PRICE: 0 CENTS
Free Alternatives to Quicken (Simplifi & Classic)
Zero-cost replacements ranked by category overlap, pricing, 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 Portfolio to News and beyond. Each pick below is ranked by how closely it matches Quicken (Simplifi & Classic)'s category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap59%Category match
Mobile Ready19Native apps
Quick takeaways
Every pick keeps a free tier; start with Delta by eToro, GuruFocus, and Marketlog to road-test Quicken (Simplifi & Classic) workflows without paying up front.
Round out your stack with new coverage areas like Calendar, Data Visualizations, Risk Metrics, and ETF Overview.
Quicken (Simplifi & Classic) still leads on Tax Lots / Lot Optimization, so keep it handy for those workflows.
Similarity score 1415Category overlap: 67%
Shared coverage
PortfolioWatchlistCapital Gains EstimatorNewsAlertsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Desktop, Web, and Mobile
Pricing: Subscription
Why investors switch
- Delta by eToro keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Calendar, Data Visualizations, and Risk Metrics coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Downloadable Tax Reports, and Financials.
Adds coverage: Calendar, Data Visualizations, Risk Metrics, and ETF Overview
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
Similarity score 1387Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 1387Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Marketlog keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Investor Holdings, Data Visualizations, and Risk Metrics coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Investor Holdings, Data Visualizations, Risk Metrics, and Monte Carlo
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 1327Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
Similarity score 1302Category overlap: 56%
Shared coverage
PortfolioCapital Gains EstimatorDownloadable Tax ReportsAlertsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Sharesight keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Risk Metrics, Performance Attribution, and Dividend Tax / ADR Withholding coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
- Pair it with Quicken (Simplifi & Classic) if you still need Watchlist, Tax Lots / Lot Optimization, and News.
Adds coverage: Risk Metrics, Performance Attribution, Dividend Tax / ADR Withholding, and Dividend
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Similarity score 1302Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Backtesting, Dividend, and Dividends coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include 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., 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 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Backtesting, Dividend, Dividends, and Dividend Tax / ADR Withholding
Standout features: 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., 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 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 1289Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Simply Wall St keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Valuation Models
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1275Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Tickertape keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, Dividends, and Splits coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with 100+ metrics on the platform and 200+ Pro filters; Pro allows unlimited custom screens, custom filters, custom universes, premium screens, and CSV exports., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, Dividends, Splits, and Scores
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with 100+ metrics on the platform and 200+ Pro filters; Pro allows unlimited custom screens, custom filters, custom universes, premium screens, and CSV exports., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading; Pro supports linking multiple demat accounts.
Similarity score 1264Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
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).
Similarity score 1242Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.
Similarity score 1232Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsBroker Connectors
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Desktop, Web, and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Data Visualizations, Quant, and Screeners coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Data Visualizations, Quant, Screeners, and Stock Ideas
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1215Category overlap: 67%
Shared coverage
PortfolioWatchlistNewsAlertsFinancialsBroker Connectors
Assets: Stocks and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Trendlyne keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Screeners, Analyst Forecasts, and Analyst Price Targets coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on Pro Plus)., Backtesting at both strategy and stock level, with current Global plan limits of 200 annual backtests on Pro and 1,200 on Pro Plus., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Screeners, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on Pro Plus)., Backtesting at both strategy and stock level, with current Global plan limits of 200 annual backtests on Pro and 1,200 on Pro Plus., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1204Category overlap: 56%
Shared coverage
PortfolioWatchlistDownloadable Tax ReportsNewsAlerts
Assets: Stocks, ETFs, and Bonds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Revolut (Invest) keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Brokerage, ETF Overview, and Wealth Management coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Current EEA stock/ETP/bond allowance: Standard and Plus 0 commission-free orders, Premium 5, Metal and Ultra 10; extra orders are 0.10% with no minimum fee., and Selected ETP investment-plan buys can be placed commission-free, separate from general order execution fees..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Financials.
Adds coverage: Brokerage, ETF Overview, Wealth Management, and Education
Standout features: Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Current EEA stock/ETP/bond allowance: Standard and Plus 0 commission-free orders, Premium 5, Metal and Ultra 10; extra orders are 0.10% with no minimum fee., Selected ETP investment-plan buys can be placed commission-free, separate from general order execution fees., and Bonds available in the EEA-both government and corporate-with coupon payments and maturity details shown, minimum €2 per trade.
Similarity score 1204Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Calendar, Stock Ideas, and Top Analysts coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Calendar, 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).
Similarity score 1204Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsFinancialsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Similarity score 1190Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Calendar, Screeners, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Calendar, Screeners, Stock Comparison, and Data Visualizations
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 1182Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsBroker Connectors
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- getquin keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Investor Holdings, Stock Ideas, and Market Sentiment coverage beyond what Quicken (Simplifi & Classic) offers.
- Standout features include Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., and Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Investor Holdings, Stock Ideas, Market Sentiment, and Dividends
Standout features: Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic., and Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.
Similarity score 1170Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
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.
Similarity score 1144Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
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).
Similarity score 1122Category overlap: 56%
Shared coverage
PortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- MarketScreener keeps a free tier, so you can replicate Quicken (Simplifi & Classic) workflows without upgrading.
- Expands into Calendar, Screeners, and Stock Ideas coverage beyond what Quicken (Simplifi & Classic) 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; current subscription pages describe Premium Stock Screener as +300 filters and Expert Stock Screener as +600 filters..
- Pair it with Quicken (Simplifi & Classic) if you still need Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports.
Adds coverage: Calendar, 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; current subscription pages describe Premium Stock Screener as +300 filters and Expert Stock Screener as +600 filters., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×20News×19Watchlist×19Alerts×18Financials×15Broker Connectors×12Capital Gains Estimator×2Downloadable Tax Reports×2
New angles introduced
Categories the alternatives add beyond Quicken (Simplifi & Classic).
Calendar+15Dividends+14Screeners+14Data Visualizations+13Analyst Forecasts+12Analyst Price Targets+12Analyst Recommendations+12Splits+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
19/20
19 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
8 starred / 11 tested
8 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
59%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Quicken (Simplifi & Classic)?
Start with Delta by eToro, GuruFocus, and Marketlog 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, Capital Gains Estimator, News, Alerts, Broker Connectors, Financials, 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?
Calendar, Data Visualizations, Risk Metrics, ETF Overview, ETF Performance, ETF Holdings, Fund Overview, Fund Performance, Insider Data, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, AI, Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Quant, Backtesting, Correlation, Investor Holdings, US Government Trades, Data APIs, Special Situations, IPO, Delisted, Acquisitions, Spin-offs, Dividends, Splits, Commitment of Traders (COT), Yield Curves, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Institutional Data, Short Interest, 13D/13G, 13F, Options, Fund Holdings, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, AI Chat, APIs & SDKs, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Dividend, Monte Carlo, Compounding Calculator, Performance Attribution, ETF Fundamentals, ETF Valuation, Fund Rating, Notes & Highlights, Dividend Tax / ADR Withholding, Wealth Management, Client & Investor Reporting, Client Portal & Mobile App, Management Performance, Management Compensation, Market Sentiment, Model Portfolios & Sleeves, Householding & Multi-Entity, Options & Derivatives, Central Bank Watcher, PMI / ISM, Housing & Construction, Retail Sales, Consumer Sentiment, CDS Spreads, AI Earnings Summary, Paper Trading, Webhooks, Order Book / Level II, Brokerage, Bankruptcy, Ticker Changes, ESG Ratings, Retirement Calculator, AI Business Summary, AI Filings Summary, AI Report, Bulls Say Bear Say, News Sentiment, Buybacks & Authorizations, and Options P&L 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, Downloadable Tax Reports, Financials, Capital Gains Estimator, Watchlist, News, Alerts, and Broker Connectors remain strengths for Quicken (Simplifi & Classic). Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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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.