Free Alternatives to SS&C Black Diamond Wealth Solutions

Why investors switch

• Sharesight keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Rebalancing & Trading, and Model Portfolios & Sleeves.

Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator

Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.

Why investors switch

• GuruFocus keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts

Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.

Why investors switch

• Koyfin keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Rebalancing & Trading, and Fee Billing & Invoicing.

Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Correlation

Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).

Why investors switch

• Fiscal.ai keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations

Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.

Why investors switch

• Stock Analysis keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts

Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.

Why investors switch

• Visualping keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Alerts, Data APIs, and Education coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert., Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives., and Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Alerts, Data APIs, and Education

Standout features: Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert., Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives., Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements., and Multi‑channel notifications delivered to email and SMS by default, with optional Slack, Microsoft Teams, Google Chat, Discord, Google Sheets and more via Visualping for Business integrations.

Why investors switch

• Marketlog keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Watchlist, Investor Holdings, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Watchlist, Investor Holdings, Data Visualizations, and Risk Metrics

Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.

Why investors switch

• Stock Rover keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Stock Comparison

Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.

Why investors switch

• Portfolio123 keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Screeners, Data Visualizations, and Quant coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas

Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.

Why investors switch

• StockAlert Pro keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Alerts, Calendar, and Dividends coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., and AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Alerts, Calendar, Dividends, and Stock Ideas

Standout features: 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate., and Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.

Why investors switch

• Snowball Analytics keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Watchlist, Backtesting, and Dividend coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Watchlist, Backtesting, Dividend, and Dividends

Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.

Why investors switch

• TradingView keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Data Visualizations, Quant, and Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Data Visualizations, Quant, Screeners, and Stock Ideas

Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.

Why investors switch

• Simply Wall St keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Watchlist

Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.

Why investors switch

• ETF Insider keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure

Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.

Why investors switch

• Tickertape keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Screeners, Watchlist, and News coverage beyond what SS&C Black Diamond Wealth Solutions 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 SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Screeners, Watchlist, News, and Alerts

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.

Why investors switch

• Firefly III keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Standout features include Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Standout features: Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification., and Event webhooks for transaction create/update/delete, enabled through environment configuration.

Why investors switch

• SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into IPO, Secondary Offerings, and Insider Data coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: IPO, Secondary Offerings, Insider Data, and 13F

Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).

Why investors switch

• Delta by eToro keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Watchlist, Alerts, and Calendar coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Watchlist, Alerts, Calendar, and News

Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.

Why investors switch

• Investing.com keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations

Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.

Why investors switch

• FinancialData.Net keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Data APIs, Sheets / Excel Add-ins, and Quant coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include REST API for real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and other financial datasets., Coverage across US and international markets, including equities, indices, funds, derivatives, OTC securities, crypto, forex, and commodities., and Pricing dataset table advertises 252,000+ tickers across 20+ exchanges, with symbols for stocks, ETFs, commodities, OTC securities, indices, options, futures, crypto, forex, and mutual funds..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Data APIs, Sheets / Excel Add-ins, Quant, and News

Standout features: REST API for real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and other financial datasets., Coverage across US and international markets, including equities, indices, funds, derivatives, OTC securities, crypto, forex, and commodities., Pricing dataset table advertises 252,000+ tickers across 20+ exchanges, with symbols for stocks, ETFs, commodities, OTC securities, indices, options, futures, crypto, forex, and mutual funds., and Historical data coverage varies by endpoint: homepage messaging says over 20 years overall; the pricing table lists end-of-day prices since 2015, company/fundamentals since 2010, market news since 2006, ESG since 2020, and corporate actions since 1964.