Free Alternatives to SMARTBROKER+

VOL. XCIV, NO. 247

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Free replacement verdicts

Free Alternatives to SMARTBROKER+

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

Switching from SMARTBROKER+ 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.

Visit SMARTBROKER+All alternatives Tool details

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 filings and transcript research.
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.

Details Compare

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.

Visit EPSMomentum

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Sharesight

Strong runner-up

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

Sharesight best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight

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GuruFocus

Strong runner-up

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

GuruFocus best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and Free account has limited platform access..

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

Start GuruFocus trial

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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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Koyfin best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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

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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Sharesight best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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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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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

GuruFocus best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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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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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Tickeron best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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 Bonds coverage, 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

Start Tickeron trial View details Compare

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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Seeking Alpha best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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 Bonds coverage, 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.
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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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: Free

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 Mutual Funds and Bonds coverage, 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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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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

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 Bonds coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and advisor and client reporting.
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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Stock Rover best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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 Bonds coverage, 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.
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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Yahoo Finance best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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 Bonds coverage, 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.
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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Zacks (Zacks.com) best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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 Bonds coverage, 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 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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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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, options and trading workflows, and macro and fund research.
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 Bonds coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, portfolio watchlists, and filings and transcript research.
Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and filings and transcript research.
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

Try Stock Analysis Pro View details Compare

FT Markets (Markets data - Financial Times)

Hands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Readers who already trust the Financial Times and want market data, watchlists, alerts, and screeners around the FT news workflow.

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

Why switch

FT Markets (Markets data - Financial Times) best matches the base workflow on portfolio tracking, portfolio watchlists, and filings and transcript research.
FT Markets (Markets data - Financial Times) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Alerts, Compounding Calculator, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, options and trading workflows, and advisor and client reporting, and less aligned with active traders and advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading, options and trading workflows, and advisor and client reporting.
Not a standalone pro terminal: Markets data is delayed and the workflow lacks broker sync, trading, advanced backtesting, portfolio attribution, and API access.
Free-plan limits: Signup required, Core markets pages are publicly reachable; portfolios, alerts, and saved tools require an FT account., and Some deeper features require an FT subscription rather than a separate Markets Data plan..

Shared coverage

PortfolioWatchlist

Explore FT Markets data View details Compare

Snowball Analytics

Best free-tier fitWorkflow overlap 50%

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

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

Why switch

Snowball Analytics best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Snowball Analytics matches the base audience on Beginner, Intermediate, and Advanced.
You gain Backtesting, Dividends, Dividend Tax / ADR Withholding, and Calendar.

Watch out

Major 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 active traders and advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..

Shared coverage

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, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Ziggma best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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 Bonds coverage, and missing Brokerage and Downloadable Tax Reports workflows.
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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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: Free

Why switch

TipRanks best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
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 Mutual Funds and Bonds coverage, 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

View TipRanks plans View details Compare

Portfolio Performance

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Cost-sensitive investors who want local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

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

Why switch

Portfolio Performance best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
Portfolio Performance matches the base audience on Intermediate, Advanced, and retail investors.
You gain Data Visualizations, Performance Attribution, Risk Metrics, and Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)..

Watch out

Material switch gaps: missing Web access, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and macro and fund research.
Avoid as a full replacement if you rely on brokerage trading and macro and fund research.
Desktop-first workflow: The core workflow is a desktop application; the mobile app is primarily a companion for viewing the portfolio file.
Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux., Mobile companion app is available separately; optional app subscriptions may vary by app store region., and Data is stored locally and can be exported as CSV or JSON..

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: Free

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 Mutual Funds and Bonds coverage, 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.
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

Compare MarketScreener plans View details Compare

Google Finance

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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

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

Why switch

Google Finance best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
Google Finance matches the base audience on Beginner, Intermediate, and retail investors.
You gain Screeners, Stock Comparison, Data Visualizations, and News.

Watch out

Material switch gaps: missing Mobile access, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and advisor and client reporting.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
AI can be wrong: Google states AI responses may include mistakes and content is informational only.
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..

Shared coverage

PortfolioWatchlist

Open Google Finance View details Compare

Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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

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

Why switch

Investing.com best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Investing.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Mutual Funds coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, portfolio watchlists, and advisor and client reporting.
Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..

Shared coverage

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, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

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

Watch out

Major switch gaps: missing Mutual Funds coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, portfolio watchlists, and advisor and client reporting.
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

Open TradingView View details Compare

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, Sharesight, and GuruFocus to road-test SMARTBROKER+ workflows without paying up front.

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

SMARTBROKER+ 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 SMARTBROKER+.

Screeners+17Alerts+15Calendar+15Financials+15News+15Data Visualizations+14Analyst Forecasts+12Analyst Ratings & Price Targets+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

18/20

18 matches support mobile alongside SMARTBROKER+.

API availability

5/20

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

Quality checks

9 starred / 14 tested

9 tools are flagged as analyst picks; 14 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 SMARTBROKER+?

Start with Koyfin, Sharesight, and GuruFocus to replicate SMARTBROKER+ 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 SMARTBROKER+ workflows stay covered on the free plan?

Expect solid overlap across Portfolio, Watchlist, and Downloadable Tax Reports, so core SMARTBROKER+ 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, Risk Metrics, Performance Attribution, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividends, Compounding Calculator, Wealth Management, Broker Connectors, APIs & Data Feeds, Stock Ideas, Top Analysts, Stock Comparison, ETF Comparison, Quant, Backtesting, Institutional Ownership, US Government Trades, Corporate Actions & Special Situations, IPO, Splits, Macro Data, Scores, Flags, Valuation Models, Improved Filings, Insider Data, Options, AI Chat, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Stock Handbook, Auto-Trading & Bots, Copy/Social Trading, Paper Trading, Courses & Certs, News Sentiment, Money Flow, Market Sentiment, Dark Pool & Off-Exchange, Official Sources, Monte Carlo, Notes & Highlights, ESG Ratings, Bulls Say Bear Say, Guidance / Pre-announcements, Options P&L, Retirement Calculator, CDS Spreads, Webhooks, and Order Book / Level II show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on SMARTBROKER+?

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

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

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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.