Free Alternatives to Selfwealth

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Free replacement verdicts

Free Alternatives to Selfwealth

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Selfwealth before paying for another subscription.

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

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Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Koyfin

Closest replacement

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

Koyfin best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Koyfin adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history..

Watch for: No public API: Koyfin does not provide user-facing data access through an API.

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EPSMomentum

Best workflow fit

Best for: Growth and momentum investors who want earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.

EPSMomentum best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
EPSMomentum adds a free starting point that the base tool does not show. Free access caveat: signup required and Bronze is advertised at $0/month..

Watch for: US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.

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TipRanks

Strong runner-up

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

TipRanks best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
TipRanks adds a free starting point that the base tool does not show. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..

Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

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Stock Analysis

Strong runner-up

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, options and trading workflows, and advisor and client reporting.
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.

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Detailed Alternatives

Koyfin

Analyst PickHands-on Tested

Closest replacementWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Other and Subscription

Why switch

Koyfin best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Koyfin matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows and does not clearly cover brokerage trading and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
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

PortfolioWatchlist

TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Other and Subscription

Why switch

TipRanks best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
TipRanks matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows and does not clearly cover brokerage trading and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
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

PortfolioWatchlist

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EPSMomentum

Best free-tier fitWorkflow overlap 50%

Bottom line: Growth and momentum investors who want earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.

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

Why switch

EPSMomentum best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
EPSMomentum matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Stock Ideas, Data Visualizations, and Money Flow.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
Free-plan limits: Signup required, Bronze is advertised at $0/month., and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown..

Shared coverage

PortfolioWatchlist

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Subscription

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Stock Analysis matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows and does not clearly cover brokerage trading and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
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

PortfolioWatchlist

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MarketScreener

Best free-tier fitWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Subscription

Why switch

MarketScreener best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
MarketScreener matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Screeners.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading.
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

PortfolioWatchlist

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The Motley Fool

Best free-tier fitWorkflow overlap 50%

Bottom line: Retail investors who want curated stock-pick memberships, portfolio ideas, and plain-English investing commentary.

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

Why switch

The Motley Fool best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
The Motley Fool matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, News, Education, and Videos.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading.
Recommendation service, not a full research terminal: The Motley Fool is strongest for stock ideas and commentary, not institutional datasets, APIs, or custom valuation tooling.
Free-plan limits: Signup required, Free articles and podcasts are available., and Stock recommendations, premium portfolios, FoolIQ/GamePlan, and AI-powered tools are paid-tier features..

Shared coverage

PortfolioWatchlist

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Portfolio123

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.

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

Why switch

Portfolio123 best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Portfolio123 matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Data Visualizations, Quant, and Stock Ideas.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..

Shared coverage

PortfolioWatchlist

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Sharesight

Best free-tier fitWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Subscription

Why switch

Sharesight best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Sharesight matches the base audience on Beginner, Intermediate, and Advanced.
You gain Risk Metrics, Performance Attribution, Capital Gains Estimator, and Dividend Tax / ADR Withholding.

Watch out

Material switch gaps: missing Brokerage and Watchlist workflows and does not clearly cover brokerage trading and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
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

PortfolioDownloadable Tax Reports

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Tickeron

Best free-tier fitWorkflow overlap 50%

Bottom line: Active traders who want AI-generated signals, pattern detection, paper trading, AI Robots, and short-horizon trade-idea workflows across stocks, ETFs, crypto, forex, and funds.

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

Why switch

Tickeron best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Tickeron matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Stock Ideas, Stock Comparison, and Auto-Trading & Bots.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows and does not clearly cover brokerage trading and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
Complex pricing surface: Tickeron pricing appears across memberships, tools, robots, promotions, and standalone subscriptions, so users must verify the exact checkout bundle.
Free-plan limits: Signup required, Credit card required, and Tickeron landing pages advertise a 14-day free trial and state the card is not charged until the end of the trial..

Shared coverage

PortfolioWatchlist

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Dividend Watch

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Dividend investors who want a modern tracker with forecasts, calendars, DRIP tracking, and dividend safety scores.

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

Why switch

Dividend Watch best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
Dividend Watch matches the base audience on Beginner, Intermediate, and Advanced.
You gain Dividends, Calendar, Stock Ideas, and Screeners.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading.
Avoid as a full replacement if you rely on brokerage trading.
Free tier is small: Free access tracks one portfolio with up to 10 holdings and limited statement history.
Free-plan limits: Signup required, Free tier supports one portfolio and up to 10 holdings., and Premium and Pro include a 7-day trial..

Shared coverage

PortfolioWatchlist

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Seeking Alpha

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Subscription

Why switch

Seeking Alpha best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Seeking Alpha matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, News Sentiment, Alerts, and Calendar.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and portfolio watchlists, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
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

PortfolioWatchlist

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Nasdaq.com

Hands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Retail investors who want an official exchange-branded portal for quotes, screeners, calendars, filings, options chains, watchlists, and portfolio tracking.

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

Why switch

Nasdaq.com best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
Nasdaq.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, News, Calendar, and Dividends.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
Not Nasdaq Data Link: Nasdaq.com is the investor portal; users looking for licensed datasets, APIs, or exchange feeds need Nasdaq Data Link or Nasdaq market-data products.
Free-plan limits: Nasdaq.com investor pages are freely accessible for basic quotes, calendars, watchlists, screeners, and news., Smart Portfolio @ Nasdaq is documented by TipRanks as the premium portfolio analytics layer., and Existing local pricing table lists Smart Portfolio Pro monthly equivalents at $24.95 quarterly, $21.25 yearly, or $18.95 on a two-year plan..

Shared coverage

PortfolioWatchlist

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Stock Rover matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and portfolio watchlists, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
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

PortfolioWatchlist

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Yahoo Finance

Hands-on Tested

Best free-tier fitWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Subscription

Why switch

Yahoo Finance best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Yahoo Finance matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Stock Ideas.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and portfolio watchlists, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
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

PortfolioWatchlist

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Zacks (Zacks.com)

Hands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Investors who specifically want Zacks Rank, earnings-estimate revisions, Style Scores, and earnings-surprise workflows.

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

Why switch

Zacks (Zacks.com) best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Zacks (Zacks.com) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, ETF Screeners, News, and Calendar.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and portfolio watchlists, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
Best features are premium-gated: The full #1 Rank list, Equity Research Reports, Focus List, Premium Screens, and Earnings ESP filter require paid plans.
Free-plan limits: Signup required, Free membership provides basic research access., and Premium lists, screens, reports, Focus List, and Earnings ESP are plan-gated..

Shared coverage

PortfolioWatchlist

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GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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 and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Other and Subscription

Why switch

GuruFocus best matches the base workflow on portfolio tracking and options and trading workflows.
GuruFocus matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, portfolio watchlists, and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
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

PortfolioWatchlist

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Other and Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking and options and trading workflows.
TradingView matches the base audience on Beginner, Intermediate, and Advanced.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, portfolio watchlists, and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
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

PortfolioWatchlist

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StockCharts

Best free-tier fitWorkflow overlap 50%

Bottom line: Technical traders and investors who want browser-based charting, ChartLists, scans, alerts, RRGs, PerfCharts, options chains, and saved layouts.

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

Why switch

StockCharts best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
StockCharts matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Data Visualizations, Alerts, and Calendar.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
Real-time data can cost extra: Free BATS real-time data is included, but official real-time U.S., Canada, and UK data plans are separate add-ons.
Free-plan limits: Pricing page lists Basic at $19.95/month, Extra at $29.95/month, and PRO at $49.95/month., Real-time data plans are billed separately and commonly listed from $9.95/month., and StockCharts says annual subscriptions include the 13th month free..

Shared coverage

PortfolioWatchlist

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ETF Action

Best free-tier fitWorkflow overlap 50%

Bottom line: Advisors and ETF professionals who need ETF classification, look-through holdings analytics, overlap, flows, 13F screening, model portfolios, reports, and enterprise data workflows.

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

Why switch

ETF Action best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
ETF Action matches the base audience on Beginner, Intermediate, and Advanced.
You gain ETF Analysis, ETF Factors, ETF Overlap, and Screeners.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
Paid tiers drive the product value: Free access is for general market awareness; look-through analytics, exports, 13F screening, and model building are paid-tier workflows.
Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access., and DIY is listed at $29/month and Advisor Pro at $99/month..

Shared coverage

PortfolioWatchlist

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Ziggma

Best free-tier fitWorkflow overlap 50%

Bottom line: Self-directed investors who want portfolio tracking, stock/ETF screens, stock scores, and impact analysis in one product.

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

Why switch

Ziggma best matches the base workflow on portfolio tracking, options and trading workflows, and advisor and client reporting.
Ziggma matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Financials.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
Advanced features moved to paid tiers: Account aggregation, trade simulator, stock scores, portfolio optimizer, model/guru portfolios, and more broker links are paid-tier features.
Free-plan limits: Signup required, Free tier includes core portfolio and research modules with limits., and Paid tiers have a 7-day trial..

Shared coverage

PortfolioWatchlist

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What This Shortlist Tells You

Koyfin is the closest drop-in replacement with overlapping coverage in Portfolio and Watchlist while adding Screeners and ETF Screeners coverage, Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app. and Multi-asset coverage spanning global equities, US ETFs, US/Canadian mutual funds, closed-end funds, fixed income/yield curves, FX, commodities, crypto, indices and global economics, with news and transcripts. features, and a free tier (workflow overlap ~50%).

Every pick keeps a free tier; start with Koyfin, TipRanks, and EPSMomentum to road-test Selfwealth workflows without paying up front.

Round out your stack with new coverage areas like Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.

Selfwealth still leads on Brokerage, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Watchlist×19Downloadable Tax Reports×1

New angles introduced

Categories the alternatives add beyond Selfwealth.

Screeners+18Alerts+14Calendar+14Data Visualizations+14News+14Stock Ideas+14Financials+13Dividends+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

16/20

16 matches support mobile alongside Selfwealth.

API availability

7/20

7 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

8 starred / 12 tested

8 tools are flagged as analyst picks; 12 have been hands-on tested.

Avg. coverage overlap

50%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Selfwealth?

Start with Koyfin, TipRanks, and EPSMomentum to replicate Selfwealth 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 Selfwealth workflows stay covered on the free plan?

Expect solid overlap across Portfolio, Watchlist, and Downloadable Tax Reports, so core Selfwealth workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Screeners, ETF Screeners, Data Visualizations, Custom Dashboards, Correlation, News, Alerts, Calendar, Financials, Analyst Forecasts, Analyst Ratings & Price Targets, Transcripts, AI Research, Short Interest, ETF Analysis, Fund Analysis, Yield Curves, Advisor Operations, Stock Ideas, Top Analysts, US Government Trades, Stock Comparison, ETF Comparison, Options, Risk Metrics, Performance Attribution, Insider Data, Institutional Ownership, Scores, Bulls Say Bear Say, AI Chat, News Sentiment, IPO, Dividends, Splits, Corporate Actions & Special Situations, Guidance / Pre-announcements, Macro Data, Options P&L, Compounding Calculator, Retirement Calculator, APIs & Data Feeds, Education, Money Flow, Backtesting, Market Sentiment, Dark Pool & Off-Exchange, Videos, Valuation Models, Blogs, Newsletters, Broker Connectors, ESG Ratings, Quant, Factor Exposure, Capital Gains Estimator, Dividend Tax / ADR Withholding, Wealth Management, Auto-Trading & Bots, Copy/Social Trading, Paper Trading, Courses & Certs, Official Sources, Monte Carlo, Flags, Notes & Highlights, Improved Filings, Sheets / Excel Add-ins, Forums, Stock Handbook, Webhooks, Order Book / Level II, ETF Factors, and ETF Overlap show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Selfwealth?

Brokerage, Downloadable Tax Reports, and Watchlist remain strengths for Selfwealth. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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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.