Free Alternatives to Quicken (Simplifi & Classic)

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Free replacement verdicts

Quicken (Simplifi & Classic) logo

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 Portfolio to Alerts 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?

Snowball Analytics logo

Snowball Analytics

Closest replacement

Best for: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

  • 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.

Delta by eToro logo

Delta by eToro

Best workflow fit

Best for: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

  • Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Delta by eToro adds a free starting point that the base tool does not show. Free access caveat: signup required and Basic is free with a limited number of tracked assets..

Watch for: Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

GuruFocus logo

GuruFocus

Best audience fit

Best for: Value investors looking for 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 A free account has limited 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.

Marketlog logo

Marketlog

Strong runner-up

Best for: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

  • Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Marketlog adds a free starting point that the base tool does not show. Free access caveat: signup required and Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history..

Watch for: Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Detailed Alternatives

I want to

Free tiers first, then the lowest starting price.

19
Google Finance logo
Partial replacement

Google Finance

Analyst pickTested by us

Bottom line: Retail investors looking for a free, familiar quote, news, watchlist, and manual portfolio surface.

Keep

  • Portfolio
  • Watchlist
  • News
  • Financials

Gain

  • Stock Comparison
  • Data Visualizations
  • News Sentiment
  • Calendar

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Alerts
  • Broker Connectors

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
  • Free-plan limits: Core market pages are free, Custom watchlists, manual portfolios, and full AI Research features require sign-in, and Feature availability can vary by country, account, and Search Labs/new experience access.
  • AI can be wrong: Google states AI responses may include mistakes and content is informational only.
Price
Quicken (Simplifi & Classic)Subscription
Google FinanceFree
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

5
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
  • Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Price
Quicken (Simplifi & Classic)Subscription
Stock AnalysisFree • From $79/yr
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

8
Investing.com logo
Partial replacement

Investing.com

Analyst pickTested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Price
Quicken (Simplifi & Classic)Subscription
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

2
Delta by eToro logo
Delta by eToroBest workflow fit
2
Delta by eToro logo
Best workflow fit

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

Keep

  • Portfolio
  • Watchlist
  • Capital Gains Estimator
  • News
  • Alerts
  • Broker Connectors

Gain

  • Calendar
  • Data Visualizations
  • Risk Metrics
  • ETF Analysis

Lose

  • Tax Lots / Lot Optimization
  • Downloadable Tax Reports
  • Financials
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on fundamental research and backtesting and quant research.
  • 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.
  • Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
Price
Quicken (Simplifi & Classic)Subscription
Delta by eToroFree • From $53.88/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

1
Snowball Analytics logo
Snowball AnalyticsClosest replacement
1
Snowball Analytics logo
Closest replacement

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding
  • Calendar

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on market monitoring and charting and technical analysis.
  • 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.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Price
Quicken (Simplifi & Classic)Subscription
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

4
Marketlog logo
MarketlogPartial replacement
4
Marketlog logo
Partial replacement

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Institutional Ownership
  • Data Visualizations
  • Risk Metrics
  • Monte Carlo

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on market monitoring, backtesting and quant research, and filings and transcript research.
  • Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Price
Quicken (Simplifi & Classic)Subscription
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

12
Yahoo Finance logo
Yahoo FinancePartial replacement
12
Yahoo Finance logo
Partial replacement

Yahoo Finance

Tested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials

Gain

  • Calendar
  • Stock Ideas
  • Screeners
  • Stock Comparison

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and API and market data.
  • 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.
  • Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
Price
Quicken (Simplifi & Classic)Subscription
Yahoo FinanceFree • From $95.40/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-20 via pricing.

15
getquin logo
getquinPartial replacement
15
getquin logo
Partial replacement

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Broker Connectors

Gain

  • Institutional Ownership
  • Stock Ideas
  • Market Sentiment
  • Dividends

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Financials
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, fundamental research, and charting and technical analysis.
  • Free-plan limits: Signup required, Core portfolio tracking is free to download/use, and Premium pricing varies by app store and region.
  • Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Price
Quicken (Simplifi & Classic)Subscription
getquinFree • From $99.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-06-21 via appStore.

11
Simply Wall St logo
Simply Wall StPartial replacement
11
Simply Wall St logo
Partial replacement

Simply Wall St

Analyst pickTested by us

Bottom line: Long-term investors looking for visual company reports and portfolio diagnostics.

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • Data Visualizations
  • Valuation Models

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, portfolio alerts, and market monitoring.
  • Free-plan limits: Signup required, 5 company reports per month on Free, and 1 portfolio with up to 10 holdings on Free.
  • Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Price
Quicken (Simplifi & Classic)Subscription
Simply Wall StFree • From $120/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

10
TradingView logo
TradingViewPartial replacement
10
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Broker Connectors

Gain

  • Data Visualizations
  • Quant
  • Screeners
  • ETF Screeners

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Financials
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
  • 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.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Price
Quicken (Simplifi & Classic)Subscription
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

14
Seeking Alpha logo
Seeking AlphaPartial replacement
14
Seeking Alpha logo
Partial replacement

Seeking Alpha

Analyst pickTested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials

Gain

  • News Sentiment
  • Calendar
  • Stock Ideas
  • Top Analysts

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and market monitoring.
  • 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.
  • Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
Price
Quicken (Simplifi & Classic)Subscription
Seeking AlphaFree • From $299/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

18
TipRanks logo
TipRanksPartial replacement
18
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio alerts, and market monitoring.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Price
Quicken (Simplifi & Classic)Subscription
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

9
Stock Rover logo
Stock RoverPartial replacement
9
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio alerts, and market monitoring.
  • 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.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
Quicken (Simplifi & Classic)Subscription
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

20
MarketScreener logo
MarketScreenerPartial replacement
20
MarketScreener logo
Partial replacement

Bottom line: Retail investors looking for global market news, watchlists, screeners, analyst data, calendars, reports, and model portfolios in one broad web portal.

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials

Gain

  • Calendar
  • Screeners
  • Stock Ideas
  • Data Visualizations

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
  • 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.
  • Several features require higher tiers: Advanced screeners, more reports, portfolios, and decision-support tools are gated behind Premium or Expert tiers.
Price
Quicken (Simplifi & Classic)Subscription
MarketScreenerFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

7
Koyfin logo
KoyfinPartial replacement
7
Koyfin logo
Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials

Gain

  • Screeners
  • ETF Screeners
  • Data Visualizations
  • Custom Dashboards

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and portfolio alerts.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Price
Quicken (Simplifi & Classic)Subscription
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

16
Fiscal.ai logo
Fiscal.aiPartial replacement
16
Fiscal.ai logo
Partial replacement

Fiscal.ai

Analyst pickTested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
  • Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Price
Quicken (Simplifi & Classic)Subscription
Fiscal.aiFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

3
GuruFocus logo
GuruFocusBest audience fit
3
GuruFocus logo
Best audience fit

GuruFocus

Analyst pickTested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
Quicken (Simplifi & Classic)Subscription
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

6
Sharesight logo
SharesightPartial replacement
6
Sharesight logo
Partial replacement

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

Keep

  • Portfolio
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Alerts
  • Broker Connectors

Gain

  • Risk Metrics
  • Performance Attribution
  • Dividend Tax / ADR Withholding
  • Dividends

Lose

  • Watchlist
  • Tax Lots / Lot Optimization
  • News
  • Financials
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).

Watch out

  • Avoid as a full replacement if you rely on market monitoring, charting and technical analysis, and backtesting and quant research.
  • 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.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Price
Quicken (Simplifi & Classic)Subscription
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

13
Tickertape logo
TickertapePartial replacement
13
Tickertape logo
Partial replacement

Tickertape

Tested by us

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Screeners
  • Dividends
  • Splits
  • Scores

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and market monitoring.
  • Free-plan limits: Signup required, Pro is listed at INR399/month, and Three-month Pro is listed at INR899 and annual Pro at INR2,999.
  • India-first coverage: Tickertape focuses on Indian markets. Its U.S. investing account is for Indian residents, not a global institutional audience.
Price
Quicken (Simplifi & Classic)Subscription
TickertapeFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

17
Trendlyne logo
TrendlynePartial replacement
17
Trendlyne logo
Partial replacement

Trendlyne

Tested by us

Bottom line: Indian investors looking for one product for screeners, DVM scores, analyst forecasts, alerts, portfolios, broker sync, and options tools.

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Screeners
  • Analyst Forecasts
  • Analyst Ratings & Price Targets
  • Data Visualizations

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
  • Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a holdings-based news feed.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio alerts.
  • Free-plan limits: Signup required, Free plan exists; paid monthly plans shown include GuruQ at INR 310/month, Pro Global at INR 1500/month, and Pro Plus Global at INR 2000/month, and Annual prices shown include GuruQ at INR 2,190, StratQ at INR 5,900, Pro Global at INR 7,500, and Pro Plus Global at INR 10,000.
  • Plan matrix is complex: India-only, global, SmartOptions, Excel Connect, alert frequency, backtest limits, and download limits vary materially by tier.
Price
Quicken (Simplifi & Classic)Subscription
TrendlyneFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

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, Tracks brokerage accounts, user-defined assets, and cash in separate or composite portfolios. and Supports stocks, ETFs, funds, bonds, crypto, currencies, commodities, cash, real estate, and custom assets across more than 30 exchanges and 30 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.

Portfolio×20Alerts×19News×19Watchlist×19Financials×16Broker Connectors×12Capital Gains Estimator×2Downloadable Tax Reports×1

New angles introduced

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

Calendar+16Data Visualizations+16Dividends+16Screeners+14Analyst Forecasts+13Analyst Ratings & Price Targets+13AI Research+12Insider Data+12

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

10 starred / 14 tested

10 tools are flagged as analyst picks; 14 have been hands-on tested.

Avg. coverage overlap

60%

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, Credit Ratings & Outlooks, 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, Which ETF includes this Stock?, Wealth Management, Advisor Operations, Market Sentiment, CDS Spreads, Notes & Highlights, Paper Trading, Webhooks, Order Book / Level II, Options P&L, Management Performance, Management Compensation, ESG Ratings, News Sentiment, Retirement Calculator, Bulls Say Bear Say, and Guidance / Pre-announcements 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, and Alerts remain strengths for Quicken (Simplifi & Classic). Keep it handy for those tasks or plan for a paid upgrade if they matter.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.