Fiscal.ai is the closest drop-in replacement with overlapping coverage in Financials, Data Visualizations, and Transcripts while adding Screeners and Stock Comparison coverage and Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds. and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics. features (category overlap ~75%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, November 29, 2025
Free programmatic picks
Free Alternatives to Smartfin
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Smartfin before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Fiscal.ai, Trendlyne, and ChartMill to road-test Smartfin workflows without paying up front.
Need mobile access? Trendlyne, Seeking Alpha, and Stock Rover bring phone-ready workflows that Smartfin lacks.
Round out your stack with new coverage areas like Screeners, Stock Comparison, Portfolio, and Investor Holdings.
Smartfin still leads on Checklist, so keep it handy for those workflows.
Similarity score 1552Category overlap: 75%
Shared coverage
FinancialsData VisualizationsTranscriptsInsider DataAnalyst Price TargetsWatchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and Portfolio coverage beyond what Smartfin offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Checklist.
Adds coverage: Screeners, Stock Comparison, Portfolio, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1550Category overlap: 75%
Shared coverage
FinancialsScoresData VisualizationsTranscriptsInsider DataAnalyst Price Targets
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Screeners, Analyst Forecasts, and Analyst Recommendations coverage beyond what Smartfin offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Smartfin if you still need Stock Ideas, Checklist, and AI Business Summary.
Adds coverage: Screeners, Analyst Forecasts, Analyst Recommendations, and Options & Derivatives
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1538Category overlap: 75%
Shared coverage
Stock IdeasFinancialsScoresData VisualizationsInsider DataAnalyst Price Targets
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, News, and Analyst Recommendations coverage beyond what Smartfin offers.
- Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
- Pair it with Smartfin if you still need Transcripts, Checklist, and AI Business Summary.
Adds coverage: Screeners, News, Analyst Recommendations, and Analyst Forecasts
Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.
Similarity score 1421Category overlap: 67%
Shared coverage
FinancialsScoresData VisualizationsTranscriptsAnalyst Price TargetsWatchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Smartfin offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Smartfin if you still need Stock Ideas, Checklist, and Insider Data.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Portfolio
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1421Category overlap: 67%
Shared coverage
FinancialsScoresData VisualizationsTranscriptsAnalyst Price TargetsWatchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Smartfin offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Smartfin if you still need Stock Ideas, Checklist, and Insider Data.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1421Category overlap: 67%
Shared coverage
Stock IdeasFinancialsScoresInsider DataAnalyst Price TargetsWatchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, Screeners, and ETF Screeners coverage beyond what Smartfin offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Smartfin if you still need Data Visualizations, Transcripts, and Checklist.
Adds coverage: Top Analysts, Screeners, ETF Screeners, and Analyst Forecasts
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1277Category overlap: 58%
Shared coverage
Stock IdeasFinancialsScoresTranscriptsInsider DataAlerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Comparison, and Portfolio coverage beyond what Smartfin offers.
- Standout features include All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields., Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades., and Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals..
- Pair it with Smartfin if you still need Data Visualizations, Checklist, and Analyst Price Targets.
Adds coverage: Screeners, Stock Comparison, Portfolio, and Backtesting
Standout features: All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields., Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades., Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals., and Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
Similarity score 1277Category overlap: 58%
Shared coverage
FinancialsData VisualizationsTranscriptsAnalyst Price TargetsWatchlistAlerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Screeners, and ETF Screeners coverage beyond what Smartfin offers.
- Standout features include Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., and Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Checklist.
Adds coverage: Portfolio, Screeners, ETF Screeners, and Dividends
Standout features: Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²., and Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
Similarity score 1277Category overlap: 58%
Shared coverage
Stock IdeasFinancialsScoresInsider DataAnalyst Price TargetsWatchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Screeners, Portfolio, and Valuation Models coverage beyond what Smartfin offers.
- Standout features include Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
- Pair it with Smartfin if you still need Data Visualizations, Transcripts, and Checklist.
Adds coverage: Screeners, Portfolio, Valuation Models, and Analyst Forecasts
Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Similarity score 1263Category overlap: 58%
Shared coverage
FinancialsData VisualizationsInsider DataAnalyst Price TargetsWatchlistAlerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Screeners, and Paper Trading coverage beyond what Smartfin offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Transcripts.
Adds coverage: News, Screeners, Paper Trading, and Options
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1243Category overlap: 58%
Shared coverage
Stock IdeasFinancialsTranscriptsInsider DataAnalyst Price TargetsWatchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Valuation Models, and Analyst Recommendations coverage beyond what Smartfin offers.
- Standout features include Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns..
- Pair it with Smartfin if you still need Scores, Data Visualizations, and Checklist.
Adds coverage: Screeners, Valuation Models, Analyst Recommendations, and Analyst Forecasts
Standout features: Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., Earnings Calendar with dates, estimates and quick drilldowns., and Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
Similarity score 1243Category overlap: 58%
Shared coverage
FinancialsData VisualizationsInsider DataAnalyst Price TargetsWatchlistAlerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Options & Derivatives, and News coverage beyond what Smartfin offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Transcripts.
Adds coverage: Screeners, Options & Derivatives, News, and Dark Pool & Off-Exchange
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 1243Category overlap: 58%
Shared coverage
Stock IdeasScoresData VisualizationsTranscriptsInsider DataWatchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Quant, and Money Flow coverage beyond what Smartfin offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with Smartfin if you still need Financials, Checklist, and Analyst Price Targets.
Adds coverage: Screeners, Quant, Money Flow, and Backtesting
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Similarity score 1134Category overlap: 50%
Shared coverage
Stock IdeasFinancialsData VisualizationsAnalyst Price TargetsWatchlistCalendar
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Top Analysts coverage beyond what Smartfin offers.
- Standout features include Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., and IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters..
- Pair it with Smartfin if you still need Scores, Transcripts, and Checklist.
Adds coverage: Screeners, ETF Screeners, Top Analysts, and IPO
Standout features: Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters., and Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
Similarity score 1134Category overlap: 50%
Shared coverage
Stock IdeasFinancialsData VisualizationsWatchlistAlertsCalendar
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Options & Derivatives coverage beyond what Smartfin offers.
- Standout features include Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts., Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis., and Cross-asset screeners for stocks, ETFs, bonds, and crypto (including CEX/DEX pairs) with 400+ technical and fundamental filters, presets, multi-timeframe conditions, and Pine-powered custom columns..
- Pair it with Smartfin if you still need Scores, Transcripts, and Checklist.
Adds coverage: Screeners, ETF Screeners, Options & Derivatives, and Quant
Standout features: Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts., Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis., Cross-asset screeners for stocks, ETFs, bonds, and crypto (including CEX/DEX pairs) with 400+ technical and fundamental filters, presets, multi-timeframe conditions, and Pine-powered custom columns., and Rich fundamentals: full financial statements (income, balance sheet, cash flow), ratios (P/E, debt-to-equity, etc.), fundamental graphs, ETF screeners, and ETF pages with AUM, flows, NAV returns, and risk stats.
Similarity score 1120Category overlap: 50%
Shared coverage
FinancialsScoresInsider DataAnalyst Price TargetsWatchlistAlerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Tickertape adds mobile access for on-the-go monitoring.
- Expands into Screeners, Portfolio, and News coverage beyond what Smartfin offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Smartfin if you still need Stock Ideas, Data Visualizations, and Transcripts.
Adds coverage: Screeners, Portfolio, News, and Dividends
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 1120Category overlap: 50%
Shared coverage
FinancialsData VisualizationsAnalyst Price TargetsWatchlistAlertsCalendar
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Screeners, Portfolio, and News coverage beyond what Smartfin offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Transcripts.
Adds coverage: Screeners, Portfolio, News, and Analyst Recommendations
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 1120Category overlap: 50%
Shared coverage
ScoresTranscriptsAnalyst Price TargetsWatchlistAlertsCalendar
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Zacks (Zacks.com) adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Portfolio coverage beyond what Smartfin offers.
- Standout features include Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
- Pair it with Smartfin if you still need Stock Ideas, Financials, and Data Visualizations.
Adds coverage: Screeners, ETF Screeners, Portfolio, and News
Standout features: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., Stock, ETF, and mutual fund screeners with hundreds of filters., and Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Similarity score 1108Category overlap: 50%
Shared coverage
ScoresData VisualizationsInsider DataAnalyst Price TargetsWatchlistAlerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Overview coverage beyond what Smartfin offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with Smartfin if you still need Stock Ideas, Financials, and Transcripts.
Adds coverage: Screeners, Stock Comparison, ETF Overview, and ETF Holdings
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 1100Category overlap: 50%
Shared coverage
Stock IdeasFinancialsTranscriptsAnalyst Price TargetsWatchlistAlerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and Valuation Models coverage beyond what Smartfin offers.
- Standout features include Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts..
- Pair it with Smartfin if you still need Scores, Data Visualizations, and Checklist.
Adds coverage: Screeners, Stock Comparison, Valuation Models, and Analyst Forecasts
Standout features: Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., and Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Watchlist×19Alerts×17Analyst Price Targets×17Financials×17Calendar×16Data Visualizations×13Insider Data×12Scores×11
New angles introduced
Categories the alternatives add beyond Smartfin.
Screeners+20News+18Portfolio+15Analyst Forecasts+14ETF Overview+14Analyst Recommendations+13ETF Holdings+13ETF Performance+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
13/20
13 alternatives bring native mobile access.
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 16 tested
9 tools are flagged as analyst picks; 16 have been hands-on tested.
Avg. coverage overlap
59%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Smartfin?
Start with Fiscal.ai, Trendlyne, and ChartMill to replicate Smartfin 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 Smartfin workflows stay covered on the free plan?
Expect solid overlap across Financials, Data Visualizations, Transcripts, Insider Data, Analyst Price Targets, Watchlist, Alerts, Calendar, AI Business Summary, Scores, and Stock Ideas, so core Smartfin workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Screeners, Stock Comparison, Portfolio, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Dividends, Institutional Data, 13F, Improved Filings, Analyst Forecasts, Analyst Recommendations, News, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, Education, Options & Derivatives, Backtesting, Acquisitions, IPO, Sheets / Excel Add-ins, Broker Connectors, Position Sizing, ETF Screeners, Bulls Say Bear Say, ETF Factors, Options, Which ETF includes this Stock?, ETF Comparison, Correlation, Monte Carlo, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Videos, Top Analysts, Flags, App & Website Traffic, News Sentiment, US Government Trades, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, 13D/13G, ETF Overlap, Short Interest, Dividend, Paper Trading, Dark Pool & Off-Exchange, Quant, Money Flow, Research Templates, Shared Workspaces, Delisted, Spin-offs, Ticker Changes, Bankruptcy, Advanced Order Types, Copy/Social Trading, Market Sentiment, Order Book / Level II, and Forums show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Smartfin?
Stock Ideas, Scores, Checklist, AI Business Summary, Transcripts, Insider Data, Data Visualizations, Analyst Price Targets, Watchlist, Calendar, Alerts, and Financials remain strengths for Smartfin. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
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!
OR
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.