Free Alternatives to Statfolio

Checking

Free replacement verdicts

Statfolio logo

Free Alternatives to Statfolio

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

Which Alternative Should You Use?

Stock Analysis logo

Stock Analysis

Closest replacement

Best for: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

  • Stock Analysis best matches the base workflow on portfolio tracking, dividend analysis, and charting and technical analysis.
  • Stock Analysis keeps the replacement test in the same free-access lane. Free access caveat: Free access is ad-supported..

Watch for: No public API: Stock Analysis does not currently offer API access.

Zenvesto logo

Zenvesto

Best workflow fit

Best for: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

  • Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Zenvesto keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan is available..

Watch for: Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.

Marketlog logo

Marketlog

Strong runner-up

Best for: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

  • Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Marketlog keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history..

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.

GuruFocus logo

GuruFocus

Strong runner-up

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

  • GuruFocus best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
  • GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and A free account has limited access..

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

Detailed Alternatives

I want to

Free tiers first, then the lowest starting price.

1
Stock Analysis logo
Closest replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Portfolio
  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
  • Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
  • Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Price
StatfolioFree • From $10/mo
Stock AnalysisFree • From $79/yr
Free tier
Free, no signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

4
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
  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Options

Lose

  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
  • Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • 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
StatfolioFree • From $10/mo
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

17
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
  • Dividends
  • Splits
  • News
  • Financials

Gain

  • Screeners
  • Watchlist
  • Calendar
  • IPO

Lose

  • Data Visualizations
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • 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
StatfolioFree • From $10/mo
Nasdaq.comFree • Paid plans available
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

19
ChartMill logo
ChartMillPartial replacement
19
ChartMill logo
Partial replacement

ChartMill

Tested by us

Bottom line: Self-directed traders and investors looking for technical and fundamental screening, watchlists, alerts, charts, and idea templates in one browser product.

Keep

  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Screeners
  • Stock Ideas
  • Stock Comparison
  • Scores

Lose

  • Portfolio
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • Free-plan limits: Free access includes screener and charts with data limits and Monthly subscription is $34.97/month after first-month promotion; annual plan is $299.97/year and includes a swing-trading course.
  • Delayed market data: Paid access unlocks tools, but market data remains delayed or end-of-day, so active traders needing real-time feeds need another platform.
Price
StatfolioFree • From $10/mo
ChartMillFree • Paid plans available
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

13
Dividend Watch logo
Dividend WatchDrop-in replacement
13
Dividend Watch logo
Drop-in replacement

Dividend Watch

Analyst pickTested by us

Bottom line: Dividend investors who need forecasts, calendars, DRIP tracking, and dividend safety scores.

Keep

  • Portfolio
  • Dividends
  • News
  • Data Visualizations
  • Financials

Gain

  • Watchlist
  • Calendar
  • Stock Ideas
  • Screeners

Lose

  • Splits
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and filings and transcript research.
  • Free-plan limits: Signup required, Free tier supports one portfolio and up to 10 holdings, and Premium and Pro include a 7-day trial.
  • Free tier is small: Free access tracks one portfolio with up to 10 holdings and limited statement history.
Price
StatfolioFree • From $10/mo
Dividend WatchFree • From $72/yr
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

9
Snowball Analytics logo
Snowball AnalyticsDrop-in replacement
9
Snowball Analytics logo
Drop-in replacement

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

Keep

  • Portfolio
  • Dividends
  • Splits
  • News
  • Financials

Gain

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

Lose

  • Data Visualizations
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and charting and technical analysis.
  • 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
StatfolioFree • From $10/mo
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

2
Marketlog logo
MarketlogDrop-in replacement
2
Marketlog logo
Drop-in replacement

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Watchlist
  • Institutional Ownership
  • Risk Metrics
  • Monte Carlo

Lose

  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
  • Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and filings and transcript research.
  • Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Price
StatfolioFree • From $10/mo
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via homepage.

6
Yahoo Finance logo
Yahoo FinancePartial replacement
6
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
  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Alerts
  • Calendar
  • Watchlist
  • Stock Ideas

Lose

  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
  • Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • 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
StatfolioFree • From $10/mo
Yahoo FinanceFree • From $95.40/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-20 via pricing.

12
Zenvesto logo
ZenvestoBest workflow fit
12
Zenvesto logo
Best workflow fit

Bottom line: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Keep

  • Portfolio
  • Dividends
  • News
  • Data Visualizations
  • Financials

Gain

  • Watchlist
  • Risk Metrics
  • Backtesting
  • Calendar

Lose

  • Splits
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Useful when you want to add market monitoring, screening and idea generation, and API and market data instead of mirroring the current workflow.
  • Free-plan limits: Signup required, Free plan is available, and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features.
  • Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Price
StatfolioFree • From $10/mo
ZenvestoFree • From $8.99/mo
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-04 via pricing.

7
Simply Wall St logo
Simply Wall StDrop-in replacement
7
Simply Wall St logo
Drop-in replacement

Simply Wall St

Analyst pickTested by us

Bottom line: Long-term investors looking for visual company reports and portfolio diagnostics.

Keep

  • Portfolio
  • Dividends
  • News
  • Data Visualizations
  • Financials

Gain

  • Stock Ideas
  • Screeners
  • Watchlist
  • Valuation Models

Lose

  • Splits
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and portfolio watchlists.
  • Free-plan limits: Signup required, 5 company reports per month on Free, and 1 portfolio with up to 10 holdings on Free.
  • Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Price
StatfolioFree • From $10/mo
Simply Wall StFree • From $120/yr
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

16
TradingView logo
TradingViewPartial replacement
16
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
  • Dividends
  • Splits
  • News
  • Data Visualizations

Gain

  • Quant
  • Screeners
  • ETF Screeners
  • Stock Ideas

Lose

  • Financials
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • 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
StatfolioFree • From $10/mo
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

15
Seeking Alpha logo
Seeking AlphaPartial replacement
15
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
  • Dividends
  • News
  • Data Visualizations
  • Financials

Gain

  • News Sentiment
  • Alerts
  • Calendar
  • Stock Ideas

Lose

  • Splits
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • 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
StatfolioFree • From $10/mo
Seeking AlphaFree • From $299/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

14
FINVIZ logo
FINVIZDrop-in replacement
14
FINVIZ logo
Drop-in replacement

FINVIZ

Analyst pickTested by us

Bottom line: Investors and traders looking for a fast U.S. stock screener with heat maps and snapshot views.

Keep

  • Portfolio
  • Dividends
  • News
  • Data Visualizations
  • Financials

Gain

  • Screeners
  • ETF Screeners
  • Stock Comparison
  • Correlation

Lose

  • Splits
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • Free-plan limits: Credit card required, Free stock quotes are delayed by one minute and futures by 20 minutes, and The 7-day Elite trial requires a card and automatically converts to the selected paid plan.
  • U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Price
StatfolioFree • From $10/mo
FINVIZFree • From $299.50/yr
Free tier
Free, card required
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via support.

5
TipRanks logo
TipRanksPartial replacement
5
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
  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
  • Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, long-term portfolio tracking, and portfolio watchlists.
  • 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
StatfolioFree • From $10/mo
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

11
Stock Rover logo
Stock RoverDrop-in replacement
11
Stock Rover logo
Drop-in replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Portfolio
  • Dividends
  • News
  • Data Visualizations
  • Financials

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Splits
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, long-term portfolio tracking, 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
StatfolioFree • From $10/mo
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

8
Fiscal.ai logo
Fiscal.aiPartial replacement
8
Fiscal.ai logo
Partial replacement

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

  • Portfolio
  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Watchlist

Lose

  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
  • Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Price
StatfolioFree • From $10/mo
Fiscal.aiFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

3
GuruFocus logo
GuruFocusPartial replacement
3
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
  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
  • Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • 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
StatfolioFree • From $10/mo
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

10
Trendlyne logo
TrendlynePartial replacement
10
Trendlyne logo
Partial replacement

Trendlyne

Tested by us

Bottom line: Indian investors looking for one product for screeners, DVM scores, analyst forecasts, alerts, portfolios, broker sync, and options tools.

Keep

  • Portfolio
  • Dividends
  • Splits
  • News
  • Data Visualizations
  • Financials

Gain

  • Screeners
  • Analyst Forecasts
  • Analyst Ratings & Price Targets
  • Options

Lose

  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
  • Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Free plan exists; paid monthly plans shown include GuruQ at INR 310/month, Pro Global at INR 1500/month, and Pro Plus Global at INR 2000/month, and Annual prices shown include GuruQ at INR 2,190, StratQ at INR 5,900, Pro Global at INR 7,500, and Pro Plus Global at INR 10,000.
  • Plan matrix is complex: India-only, global, SmartOptions, Excel Connect, alert frequency, backtest limits, and download limits vary materially by tier.
Price
StatfolioFree • From $10/mo
TrendlyneFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

18
Tickertape logo
TickertapePartial replacement
18
Tickertape logo
Partial replacement

Tickertape

Tested by us

Bottom line: Indian retail investors looking for stock, mutual-fund, ETF, screeners, broker-linked portfolios, forecasts, alerts, and portfolio insights in one product.

Keep

  • Portfolio
  • Dividends
  • Splits
  • News
  • Financials

Gain

  • Screeners
  • Watchlist
  • Alerts
  • Scores

Lose

  • Data Visualizations
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Pro is listed at INR399/month, and Three-month Pro is listed at INR899 and annual Pro at INR2,999.
  • India-first coverage: Tickertape focuses on Indian markets. Its U.S. investing account is for Indian residents, not a global institutional audience.
Price
StatfolioFree • From $10/mo
TickertapeFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

20
Tweenvest logo
TweenvestPartial replacement
20
Tweenvest logo
Partial replacement

Tweenvest

Tested by us

Bottom line: Retail investors looking for an approachable stock research workspace with screeners, dashboards, watchlists, portfolios, transcripts, valuation templates, and AI summaries.

Keep

  • Portfolio
  • Dividends
  • News
  • Data Visualizations
  • Financials

Gain

  • Screeners
  • Watchlist
  • Calendar
  • Alerts

Lose

  • Splits
  • Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
  • Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
  • Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
  • Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
  • Free-plan limits: Signup required, Basic is free and covers U.S. and Spain stocks, 5 years of history, 1 favorites list, limited screener access, and latest transcript access, and Pro is listed at EUR9.99/month, Pro+ at EUR14.99/month, and Unlimited at EUR19.99/month.
  • Best features are plan-gated: Global stocks, full history, analyst estimates, unlimited screener access, editable projections, and AI summaries require the Unlimited tier.
Price
StatfolioFree • From $10/mo
TweenvestFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

What This Shortlist Tells You

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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Dividends×20News×20Financials×19Portfolio×19Data Visualizations×17Splits×13

New angles introduced

Categories the alternatives add beyond Statfolio.

Watchlist+19Calendar+18Alerts+17Screeners+17Analyst Forecasts+13Analyst Ratings & Price Targets+13Stock Ideas+13Insider Data+12

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

14/20

14 matches support mobile alongside Statfolio.

API availability

4/20

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

Quality checks

10 starred / 17 tested

10 tools are flagged as analyst picks; 17 have been hands-on tested.

Avg. coverage overlap

90%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Statfolio?

Start with Stock Analysis, Marketlog, and GuruFocus to replicate Statfolio 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 Statfolio workflows stay covered on the free plan?

Expect solid overlap across Portfolio, Dividends, Splits, News, Data Visualizations, and Financials, so core Statfolio workflows can move over without a paid upgrade.

What extra coverage do 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, Market Sentiment, CDS Spreads, Performance Attribution, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Options P&L, Retirement Calculator, ESG Ratings, Management Performance, Management Compensation, Webhooks, Dividend Tax / ADR Withholding, Notes & Highlights, Paper Trading, Order Book / Level II, Official Sources, and Position Sizing show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Statfolio?

Splits, Data Visualizations, Financials, and Portfolio remain strengths for Statfolio. 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.