Free Alternatives to Statfolio

VOL. XCIV, NO. 247

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Free replacement verdicts

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.

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Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

TipRanks

Closest replacement

Best for: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
TipRanks keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..

Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

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Zenvesto

Best workflow fit

Best for: Retail investors who want a modern portfolio dashboard with performance, dividends, news, watchlists, AI insights, 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.

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Marketlog

Strong runner-up

Best for: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, 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 plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data..

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.

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GuruFocus

Strong runner-up

Best for: Value investors who want 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 Free account has limited platform 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.

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Detailed Alternatives

TipRanks

Analyst PickHands-on Tested

Closest replacementWorkflow overlap 100%

Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
TipRanks matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Minor switch gaps: does not clearly cover dividend analysis, long-term portfolio tracking, and portfolio watchlists.
Avoid as a full replacement if you rely on dividend analysis, long-term portfolio tracking, and portfolio watchlists.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..

Shared coverage

PortfolioDividendsSplitsNewsData VisualizationsFinancials

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Marketlog

Strong workflow fitWorkflow overlap 100%

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

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Marketlog matches the base audience on Beginner, Intermediate, and Advanced.
You gain Watchlist, Institutional Ownership, Risk Metrics, and Monte Carlo.

Watch out

Minor switch gaps: does not clearly cover portfolio watchlists and filings and transcript research and less aligned with fundamental investors.
Avoid as a full replacement if you rely on portfolio watchlists and filings and transcript research.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

PortfolioDividendsSplitsNewsData VisualizationsFinancials

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GuruFocus

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 100%

Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

GuruFocus best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
GuruFocus matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Material switch gaps: does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

PortfolioDividendsSplitsNewsData VisualizationsFinancials

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Investing.com

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 100%

Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Investing.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Options.

Watch out

Material switch gaps: does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
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..

Shared coverage

PortfolioDividendsSplitsNewsData VisualizationsFinancials

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Stock Analysis

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 100%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Stock Analysis best matches the base workflow on portfolio tracking, dividend analysis, and charting and technical analysis.
Stock Analysis matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Material switch gaps: does not clearly cover portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioDividendsSplitsNewsData VisualizationsFinancials

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Yahoo Finance

Hands-on Tested

Strong workflow fitWorkflow overlap 100%

Bottom line: Mainstream investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one familiar product.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Yahoo Finance best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Yahoo Finance matches the base audience on Beginner, Intermediate, and Advanced.
You gain Alerts, Calendar, Watchlist, and Stock Ideas.

Watch out

Material switch gaps: does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
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..

Shared coverage

PortfolioDividendsSplitsNewsData VisualizationsFinancials

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Simply Wall St

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Long-term investors who want visual company reports and portfolio diagnostics.

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Simply Wall St best matches the base workflow on portfolio tracking, dividend analysis, and long-term portfolio tracking.
Simply Wall St matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Watchlist, and Valuation Models.

Watch out

Minor switch gaps: missing Splits workflows and does not clearly cover portfolio analytics and portfolio watchlists.
Avoid as a full replacement if you rely on portfolio analytics and portfolio watchlists.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Free-plan limits: Signup required, 5 company reports per month on Free., and 1 portfolio with up to 10 holdings on Free..

Shared coverage

PortfolioDividendsNewsData VisualizationsFinancials

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Fiscal.ai

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 100%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Fiscal.ai best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Fiscal.ai matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Watchlist.

Watch out

Material switch gaps: missing Mobile access and does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..

Shared coverage

PortfolioDividendsSplitsNewsData VisualizationsFinancials

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Snowball Analytics

Strong workflow fitWorkflow overlap 83%

Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Snowball Analytics matches the base audience on Beginner, Intermediate, and Advanced.
You gain Watchlist, Backtesting, Dividend Tax / ADR Withholding, and Calendar.

Watch out

Material switch gaps: missing Data Visualizations workflows, does not clearly cover portfolio watchlists, and less aligned with fundamental investors and professional analysts.
Avoid as a full replacement if you rely on portfolio watchlists.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
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..

Shared coverage

PortfolioDividendsSplitsNewsFinancials

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Dividend Watch

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Dividend investors who want a modern tracker with forecasts, calendars, DRIP tracking, and dividend safety scores.

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Dividend Watch best matches the base workflow on portfolio tracking, dividend analysis, and portfolio watchlists.
Dividend Watch matches the base audience on Beginner, Intermediate, and Advanced.
You gain Watchlist, Calendar, Stock Ideas, and Screeners.

Watch out

Material switch gaps: missing Mobile access, missing Splits workflows, and does not clearly cover portfolio analytics and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
Free tier is small: Free access tracks one portfolio with up to 10 holdings and limited statement history.
Free-plan limits: Signup required, Free tier supports one portfolio and up to 10 holdings., and Premium and Pro include a 7-day trial..

Shared coverage

PortfolioDividendsNewsData VisualizationsFinancials

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Trendlyne

Hands-on Tested

Strong workflow fitWorkflow overlap 100%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Trendlyne best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Trendlyne matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Analyst Forecasts, Analyst Ratings & Price Targets, and Options.

Watch out

Material switch gaps: missing ETFs coverage and does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
Plan matrix is complex: India-only, global, SmartOptions, Excel Connect, alert frequency, backtest limits, and download limits vary materially by tier.
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 INR 2190/year, StratQ INR 5900/year, Pro Global INR 8900/year, and Pro Plus Global INR 11900/year..

Shared coverage

PortfolioDividendsSplitsNewsData VisualizationsFinancials

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Stock Rover

Hands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Stock Rover matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Material switch gaps: missing Splits workflows and does not clearly cover dividend analysis, long-term portfolio tracking, and portfolio watchlists.
Avoid as a full replacement if you rely on dividend analysis, long-term portfolio tracking, and portfolio watchlists.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
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..

Shared coverage

PortfolioDividendsNewsData VisualizationsFinancials

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Zenvesto

Strong workflow fitWorkflow overlap 83%

Bottom line: Retail investors who want a modern portfolio dashboard with performance, dividends, news, watchlists, AI insights, and historical simulations.

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner and Intermediate
Plans: Free and Subscription

Why switch

Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Zenvesto matches the base audience on Beginner, Intermediate, and retail investors.
You gain Watchlist, Risk Metrics, Backtesting, and Calendar.

Watch out

Minor switch gaps: missing Mobile access and missing Splits workflows.
Useful when you want to add market monitoring, screening and idea generation, and API and market data, not just mirror the current workflow.
Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Free-plan limits: Signup required, Free plan is available., and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features..

Shared coverage

PortfolioDividendsNewsData VisualizationsFinancials

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FINVIZ

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

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

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

FINVIZ best matches the base workflow on portfolio tracking, portfolio watchlists, and charting and technical analysis.
FINVIZ matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, ETF Screeners, Stock Comparison, and Correlation.

Watch out

Material switch gaps: missing Mobile access, missing Splits workflows, and does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Free-plan limits: Free data is delayed. and Elite-only features include real-time quotes, alerts, exports, APIs, advanced filters, and intraday charts..

Shared coverage

PortfolioDividendsNewsData VisualizationsFinancials

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Seeking Alpha

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Retail investors who want news, contributor analysis, quant ratings, screeners, and portfolio alerts together.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Seeking Alpha best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
Seeking Alpha matches the base audience on Beginner, Intermediate, and Advanced.
You gain News Sentiment, Alerts, Calendar, and Stock Ideas.

Watch out

Material switch gaps: missing Splits workflows and does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
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..

Shared coverage

PortfolioDividendsNewsData VisualizationsFinancials

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TradingView

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
TradingView matches the base audience on Beginner, Intermediate, and Advanced.
You gain Quant, Screeners, ETF Screeners, and Stock Ideas.

Watch out

Material switch gaps: missing Financials workflows and does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
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..

Shared coverage

PortfolioDividendsSplitsNewsData Visualizations

Open TradingView View details Compare

Nasdaq.com

Hands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Retail investors who want an official exchange-branded portal for quotes, screeners, calendars, filings, options chains, watchlists, and portfolio tracking.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Nasdaq.com best matches the base workflow on portfolio tracking, portfolio watchlists, and fundamental research.
Nasdaq.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Watchlist, Calendar, and IPO.

Watch out

Material switch gaps: missing Data Visualizations workflows, does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking, and less aligned with fundamental investors.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
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.
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 Existing local pricing table lists Smart Portfolio Pro monthly equivalents at $24.95 quarterly, $21.25 yearly, or $18.95 on a two-year plan..

Shared coverage

PortfolioDividendsSplitsNewsFinancials

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Tickertape

Hands-on Tested

Strong workflow fitWorkflow overlap 83%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Tickertape best matches the base workflow on portfolio tracking, fundamental research, and options and trading workflows.
Tickertape matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Watchlist, Alerts, and Scores.

Watch out

Material switch gaps: missing Data Visualizations workflows and does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
India-first coverage: Tickertape is strongest for Indian markets, with U.S. access positioned for Indian investors rather than as a global institutional terminal.
Free-plan limits: Signup required, Pro is listed at INR299/month., and Three-month Pro is listed at INR699 and annual Pro at INR2,399..

Shared coverage

PortfolioDividendsSplitsNewsFinancials

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ChartMill

Hands-on Tested

Strong workflow fitWorkflow overlap 83%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

ChartMill best matches the base workflow on portfolio tracking, charting and technical analysis, and fundamental research.
ChartMill matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Stock Ideas, Stock Comparison, and Scores.

Watch out

Material switch gaps: missing Mobile access, missing Portfolio workflows, and does not clearly cover portfolio analytics, dividend analysis, and long-term portfolio tracking.
Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
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.
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..

Shared coverage

DividendsSplitsNewsData VisualizationsFinancials

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Portseido

Best free-tier fitWorkflow overlap 67%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
Portseido matches the base audience on Beginner, Intermediate, and Advanced.
You gain Performance Attribution, Risk Metrics, Tax Lots / Lot Optimization, and Dividend Tax / ADR Withholding.

Watch out

Material switch gaps: missing News and Financials workflows, does not clearly cover fundamental research, and less aligned with fundamental investors and professional analysts.
Avoid as a full replacement if you rely on fundamental research.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..

Shared coverage

PortfolioDividendsSplitsData Visualizations

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What This Shortlist Tells You

TipRanks is the closest drop-in replacement with overlapping coverage in Portfolio, Dividends, and Splits while adding Stock Ideas and Top Analysts coverage and Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, corporate insiders and individual investors) to help investors evaluate who to trust. and Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals). features (workflow overlap ~100%).

Every pick keeps a free tier; start with TipRanks, Marketlog, and GuruFocus to road-test Statfolio workflows without paying up front.

Round out your stack with new coverage areas like Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Dividends×20News×19Portfolio×19Financials×18Data Visualizations×17Splits×14

New angles introduced

Categories the alternatives add beyond Statfolio.

Watchlist+18Calendar+17Screeners+16Alerts+15Analyst Ratings & Price Targets+13Stock Ideas+13Analyst Forecasts+12Insider 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

15/20

15 matches support mobile alongside Statfolio.

API availability

3/20

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

Quality checks

10 starred / 16 tested

10 tools are flagged as analyst picks; 16 have been hands-on tested.

Avg. coverage overlap

89%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Statfolio?

Start with TipRanks, 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, Top Analysts, Screeners, ETF Screeners, US Government Trades, Stock Comparison, ETF Comparison, Options, Watchlist, Risk Metrics, Performance Attribution, Insider Data, Institutional Ownership, Scores, Bulls Say Bear Say, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, News Sentiment, Alerts, Calendar, IPO, Corporate Actions & Special Situations, Guidance / Pre-announcements, Macro Data, Options P&L, Compounding Calculator, Retirement Calculator, APIs & Data Feeds, Education, Monte Carlo, Broker Connectors, Blogs, Quant, Backtesting, Correlation, Yield Curves, Credit Ratings & Outlooks, Flags, Valuation Models, Improved Filings, Transcripts, Short Interest, ETF Analysis, Fund Analysis, Sheets / Excel Add-ins, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Market Sentiment, CDS Spreads, ESG Ratings, Management Performance, Management Compensation, Webhooks, Dividend Tax / ADR Withholding, Notes & Highlights, Paper Trading, Order Book / Level II, Official Sources, Position Sizing, and Tax Lots / Lot Optimization show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Statfolio?

Splits, Data Visualizations, Financials, Portfolio, and News remain strengths for Statfolio. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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Information

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
Website: 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!

Got ideas for new features?

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Prefer email? Reach me at support@findmymoat.com

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.