VOL. XCIV, NO. 247
Free replacement verdicts
Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Statfolio before paying for another subscription.
Switching from Statfolio doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Dividends to News 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
Best for: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Watch for: No public API: Stock Analysis does not currently offer API access.
Best for: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.
Watch for: Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Best for: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.
Watch for: Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free tiers first, then the lowest starting price.
Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
No missing capabilities listed.
$6.58/moto go paid, billed yearly
$3.42/mo less than Statfolio
Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
No missing capabilities listed.
$18.95/moto go paid
$8.95/mo more than Statfolio
Bottom line: Investors who follow mergers, insider buying, spinoffs, buybacks, CVRs, tender offers and activists.
$100/moto go paid, billed yearly
$90/mo more than Statfolio
Bottom line: Self-directed traders and investors looking for technical and fundamental screening, watchlists, alerts, charts, and idea templates in one browser product.
Free • Paid plans available
Bottom line: Dividend investors who need forecasts, calendars, and dividend safety scores; Pro adds DRIP tracking.
$6/moto go paid, billed yearly
$4/mo less than Statfolio
Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.
$6.67/moto go paid, billed yearly
$3.33/mo less than Statfolio
Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.
No missing capabilities listed.
$6.67/moto go paid, billed yearly
$3.33/mo less than Statfolio
Bottom line: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.
$7.49/moto go paid, billed yearly
$2.51/mo less than Statfolio
Bottom line: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one product.
No missing capabilities listed.
$7.95/moto go paid, billed yearly
$2.05/mo less than Statfolio
Bottom line: Long-term investors looking for visual company reports and portfolio diagnostics.
$10.95/moto go paid, billed yearly
$0.95/mo more than Statfolio
Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.
$12.95/moto go paid
$2.95/mo more than Statfolio
Bottom line: Retail investors looking for news, contributor analysis, quant ratings, screeners, and portfolio alerts together.
$24.92/moto go paid, billed yearly
$14.92/mo more than Statfolio
Bottom line: Investors and traders looking for a fast U.S. stock screener with heat maps and snapshot views.
$24.96/moto go paid, billed yearly
$14.96/mo more than Statfolio
Bottom line: Individual investors looking for North American stock, ETF, and fund screening.
$34/moto go paid
$24/mo more than Statfolio
Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.
$39/moto go paid
$29/mo more than Statfolio
Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
No missing capabilities listed.
$45.75/moto go paid, billed yearly
$35.75/mo more than Statfolio
Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
No missing capabilities listed.
Free • Contact for pricing
Bottom line: Indian investors looking for one product for screeners, DVM scores, analyst forecasts, alerts, portfolios, broker sync, and options tools.
Free • Paid plans available
Bottom line: Indian retail investors looking for stock, mutual-fund, ETF, screeners, broker-linked portfolios, forecasts, alerts, and portfolio insights in one product.
Free • Paid plans available
Bottom line: Retail investors looking for an approachable stock research workspace with screeners, dashboards, watchlists, portfolios, transcripts, valuation templates, and AI summaries.
Free • Paid plans available
Stock Analysis is the closest drop-in replacement with overlapping coverage in Portfolio, Dividends, and Splits while adding Stock Ideas and Screeners coverage and Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies. and 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. features (workflow overlap ~100%).
Every pick keeps a free tier; start with Stock Analysis, Marketlog, and GuruFocus to road-test Statfolio workflows without paying up front.
Round out your stack with new coverage areas like Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Most shared categories across the top matches.
Categories the alternatives add beyond Statfolio.
Free to start
All 20
All 20 have a standing free tier, not a trial.
Paid plans from
$6/mo
Dividend Watch is the cheapest paid upgrade. Statfolio starts at $10/mo.
Mobile app
13 of 20
13 have a mobile app, like Statfolio.
API access
3 of 20
3 expose an API or data feed, usually on a paid plan.
Hands-on tested
16 of 20
16 tested hands-on. 10 are analyst picks.
Coverage overlap
90%
Average share of Statfolio categories each alternative covers.
Stock Analysis, Marketlog, and GuruFocus cover the most Statfolio workflows without a paid plan, in that order.
Yes. Every tool listed has a standing free tier, not a trial. Expect caps on exports, seats, or history once you use it heavily.
The free plans cover Portfolio, Dividends, Splits, News, Data Visualizations, and Financials. Core Statfolio workflows in those areas do not need a paid upgrade.
The free alternatives add Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Watchlist, Alerts, Calendar, IPO, Corporate Actions & Special Situations, Improved Filings, Transcripts, AI Research, Valuation Models, Risk Metrics, Analyst Forecasts, Analyst Ratings & Price Targets, ETF Analysis, Which ETF includes this Stock?, Fund Analysis, Compounding Calculator, Blogs, Newsletters, Education, Broker Connectors, Institutional Ownership, Monte Carlo, Macro Data, Options, Quant, Backtesting, Correlation, US Government Trades, APIs & Data Feeds, Yield Curves, Credit Ratings & Outlooks, Scores, Flags, Insider Data, Short Interest, AI Chat, Sheets / Excel Add-ins, Videos, Forums, Custom Dashboards, Stock Handbook, Performance Attribution, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Options P&L, Retirement Calculator, Market Sentiment, CDS Spreads, ESG Ratings, Webhooks, Management Performance, Management Compensation, Dividend Tax / ADR Withholding, Paper Trading, Order Book / Level II, Notes & Highlights, Position Sizing, Regulatory Filings Monitoring, and Playbooks & Case Studies, which Statfolio does not cover.
Splits, Data Visualizations, Financials, and Portfolio stay with Statfolio. Keep it for those tasks, or budget for a paid plan elsewhere if they matter.
Missing an alternative, or is a listing out of date? Tell me and I will look.
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.