Free Alternatives to SMARTBROKER+

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Free replacement verdicts

SMARTBROKER+ logo

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.

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Koyfin logo

Koyfin

Closest replacement

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

  • 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.

EPSMomentum logo

EPSMomentum

Best workflow fit

Best for: Growth and momentum investors looking for 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.

Sharesight logo

Sharesight

Strong runner-up

Best for: DIY investors needing 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.

Google Finance logo

Google Finance

Strong runner-up

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

  • Google Finance best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
  • Google Finance adds a free starting point that the base tool does not show. Free access caveat: Core market pages are free..

Watch for: AI can be wrong: Google states AI responses may include mistakes and content is informational only.

Detailed Alternatives

I want to

Free tiers first, then the lowest starting price.

3
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

Gain

  • Stock Comparison
  • Data Visualizations
  • News
  • News Sentiment

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Google FinanceFree
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

9
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

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

10
TC2000 logo
Partial replacement

Bottom line: Active U.S. stock and options traders who need streaming charts, formula scans, alerts, paper trading, or connected brokerage trading.

Keep

  • Brokerage
  • Portfolio
  • Watchlist

Gain

  • Screeners
  • Options
  • News
  • Alerts

Lose

  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.
  • The separate Baader Bank interest account pays a variable 2.00% to €100,000 and 1.75% from €100,000 to €1 million as reviewed.

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, filings and transcript research, and advisor and client reporting.
  • Free-plan limits: The anonymous free version uses delayed streaming data and a limited layout, Pricing page lists Basic at $24.99/month, Premium at $49.99/month, and Premium+ at $99.99/month, and Annual pricing lowers the effective monthly rate to $20.82, $41.65, and $83.32 respectively.
  • Limited free access: The anonymous version includes limited charts, delayed streaming data, option chains, a watchlist, and paper-trading windows. Real-time scans and other core workflows require a paid plan.
Price
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
TC2000Free • From $24.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

4
Nasdaq.com logo
Nasdaq.comPartial replacement
4
Nasdaq.com logo
Partial replacement

Nasdaq.com

Tested by us

Bottom line: Retail investors looking for quotes, screeners, calendars, filings, options chains, watchlists, and portfolio tracking from Nasdaq's investor portal.

Keep

  • Portfolio
  • Watchlist

Gain

  • Screeners
  • News
  • Calendar
  • Dividends

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
  • 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 The current official Smart Portfolio FAQ describes free and Pro capabilities but does not publish a price.
  • 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.
Price
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Nasdaq.comFree • Paid plans available
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

7
Portfolio Performance logo
Portfolio PerformancePartial replacement
7
Portfolio Performance logo
Partial replacement

Portfolio Performance

Analyst pickTested by us

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

Keep

  • Portfolio
  • Watchlist

Gain

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and macro and fund research.
  • 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.
  • Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.
Price
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Portfolio PerformanceFree • Paid plans available
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

12
Delta by eToro logo
Delta by eToroPartial replacement
12
Delta by eToro logo
Partial replacement

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

Keep

  • Portfolio
  • Watchlist

Gain

  • Alerts
  • Calendar
  • News
  • Data Visualizations

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Delta by eToroFree • From $53.88/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

6
Snowball Analytics logo
Snowball AnalyticsPartial replacement
6
Snowball Analytics logo
Partial replacement

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

Keep

  • Portfolio
  • Watchlist

Gain

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

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

5
Yahoo Finance logo
Yahoo FinancePartial replacement
5
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

Gain

  • News
  • Alerts
  • Calendar
  • Stock Ideas

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Yahoo FinanceFree • From $95.40/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-20 via pricing.

19
Portseido logo
PortseidoPartial replacement
19
Portseido logo
Partial replacement

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

  • Portfolio

Gain

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Tax Lots / Lot Optimization

Lose

  • Brokerage
  • Watchlist
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading.
  • Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits, and Pro has a 14-day trial with no credit card required.
  • Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.
Price
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
PortseidoFree • From $8/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

13
EPSMomentum logo
EPSMomentumBest workflow fit
13
EPSMomentum logo
Best workflow fit

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

Keep

  • Portfolio
  • Watchlist

Gain

  • Screeners
  • Stock Ideas
  • Data Visualizations
  • Money Flow

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading.
  • 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.
  • US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
Price
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
EPSMomentumFree • From $9.99/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

11
TradingView logo
TradingViewPartial replacement
11
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

Gain

  • Data Visualizations
  • Quant
  • Screeners
  • ETF Screeners

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

20
MarketInOut logo
MarketInOutPartial replacement
20
MarketInOut logo
Partial replacement

Bottom line: Traders who need formula-driven screening, backtesting, historical screens, alerts, and multi-market filters.

Keep

  • Portfolio
  • Watchlist

Gain

  • Screeners
  • Backtesting
  • Correlation
  • Alerts

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
  • Free-plan limits: Signup required, Signup page lists 6-month membership at $159, 1-year at $259, and 2-year at $359; prices exclude VAT, and FAQ says monthly subscriptions are not supported and payments are non-recurring.
  • Free access is limited: The free tier shows partial screener results and limits the Backtester to the current year. A 7-day trial is available only by request.
Price
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
MarketInOutFree • From $359
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

16
Zacks (Zacks.com) logo
Zacks (Zacks.com)Partial replacement
16
Zacks (Zacks.com) logo
Partial replacement

Zacks (Zacks.com)

Tested by us

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

Keep

  • Portfolio
  • Watchlist

Gain

  • Screeners
  • ETF Screeners
  • News
  • Calendar

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
  • Free-plan limits: Signup required, Free membership provides basic research access, and Premium lists, screens, reports, Focus List, and Earnings ESP are plan-gated.
  • Best features are premium-gated: The full #1 Rank list, Equity Research Reports, Focus List, Premium Screens, and Earnings ESP filter require paid plans.
Price
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Zacks (Zacks.com)Free • From $20.75/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

Gain

  • News
  • News Sentiment
  • Alerts
  • Calendar

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Seeking AlphaFree • From $299/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

17
TipRanks logo
TipRanksPartial replacement
17
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

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and filings and transcript research.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

15
Stock Rover logo
Stock RoverPartial replacement
15
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

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

1
Koyfin logo
KoyfinClosest replacement
1
Koyfin logo
Closest 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

Gain

  • Screeners
  • ETF Screeners
  • Data Visualizations
  • Custom Dashboards

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

8
GuruFocus logo
GuruFocusPartial replacement
8
GuruFocus logo
Partial replacement

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

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and advisor and client reporting.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

2
Sharesight logo
SharesightPartial replacement
2
Sharesight logo
Partial replacement

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

Keep

  • Portfolio
  • Downloadable Tax Reports

Gain

  • Risk Metrics
  • Performance Attribution
  • Capital Gains Estimator
  • Dividend Tax / ADR Withholding

Lose

  • Brokerage
  • Watchlist
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
  • 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
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

18
FT Markets (Markets data - Financial Times) logo
FT Markets (Markets data - Financial Times)Partial replacement
18
FT Markets (Markets data - Financial Times) logo
Partial replacement

Bottom line: Financial Times readers who want market data, watchlists, alerts, and screeners beside FT coverage.

Keep

  • Portfolio
  • Watchlist

Gain

  • Alerts
  • Compounding Calculator
  • Screeners
  • ETF Screeners

Lose

  • Brokerage
  • Downloadable Tax Reports
  • gettex orders in eligible securities cost €0 from €500 or €1 below €500 under the published premium-partner conditions.
  • Savings-plan execution is €0 for eligible stocks, ETFs, ETCs, funds and crypto ETPs.
  • Residents of Germany, France, Italy, Spain, Austria, the Netherlands, Belgium, Ireland and Luxembourg can apply, subject to approval.

Watch out

  • Avoid as a full replacement if you rely on brokerage trading, options and trading workflows, and advisor and client reporting.
  • 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.
  • Not a standalone pro terminal: Markets data is delayed and the workflow lacks broker sync, trading, advanced backtesting, portfolio attribution, and API access.
Price
SMARTBROKER+Transaction-priced · Fees vary by offer and jurisdiction
FT Markets (Markets data - Financial Times)Free • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

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 and iOS and Android apps, with watchlists and portfolios synchronized across devices. and Coverage for global equities, US ETFs, US and Canadian mutual funds, closed-end funds, yield curves, currencies, commodities, crypto, indices, and economic data. features, and a free tier (workflow overlap ~50%).

Every pick keeps a free tier; start with Koyfin, Sharesight, and Google Finance 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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Watchlist×18Brokerage×1Downloadable Tax Reports×1

New angles introduced

Categories the alternatives add beyond SMARTBROKER+.

Alerts+15News+15Data Visualizations+14Screeners+14Calendar+13Financials+13Dividends+11AI Research+10

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 SMARTBROKER+.

API availability

4/20

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

Quality checks

8 starred / 13 tested

8 tools are flagged as analyst picks; 13 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 Google Finance 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, Downloadable Tax Reports, and Brokerage, 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 Comparison, News Sentiment, Improved Filings, Bulls Say Bear Say, AI Chat, Insider Data, US Government Trades, Splits, IPO, Institutional Ownership, Options, Official Sources, Stock Ideas, ESG Ratings, Backtesting, Scores, Top Analysts, ETF Comparison, Quant, Corporate Actions & Special Situations, Macro Data, Credit Ratings & Outlooks, Flags, Valuation Models, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Stock Handbook, Market Sentiment, CDS Spreads, Paper Trading, Advanced Order Types, Options P&L, Webhooks, Order Book / Level II, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Money Flow, Dark Pool & Off-Exchange, Monte Carlo, Notes & Highlights, Guidance / Pre-announcements, Retirement Calculator, and Tax Lots / Lot Optimization 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.

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.