GuruFocus is the closest drop-in replacement with overlapping coverage in Valuation Models, Financials, and Data Visualizations while adding Screeners and Stock Ideas coverage and Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. features (category overlap ~83%).
VOL. XCIV, NO. 247
Free Alternatives to Trefis
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Free Alternatives to Trefis
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Trefis before paying for another subscription.
Switching from Trefis doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Data Visualizations to Financials and beyond. Each pick below is ranked by how closely it matches Trefis's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap64%Category match
Mobile Ready8Native apps
Quick takeaways
Every pick keeps a free tier; start with GuruFocus, Fiscal.ai, and TIKR to road-test Trefis workflows without paying up front.
Need mobile access? GuruFocus, Simply Wall St, and Stock Analysis bring phone-ready workflows that Trefis lacks.
Round out your stack with new coverage areas like Screeners, Stock Ideas, Portfolio, and Investor Holdings.
Similarity score 1047Category overlap: 83%
Shared coverage
Valuation ModelsFinancialsData VisualizationsStock ComparisonBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Portfolio coverage beyond what Trefis offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Trefis if you still need Custom Dashboards.
Adds coverage: Screeners, Stock Ideas, Portfolio, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1035Category overlap: 83%
Shared coverage
Valuation ModelsFinancialsData VisualizationsStock ComparisonBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Portfolio coverage beyond what Trefis 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 Trefis if you still need Custom Dashboards.
Adds coverage: Stock Ideas, Screeners, Portfolio, and Watchlist
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.
Similarity score 1035Category overlap: 83%
Shared coverage
Valuation ModelsFinancialsData VisualizationsStock ComparisonBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and Portfolio coverage beyond what Trefis offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with Trefis if you still need Custom Dashboards.
Adds coverage: Screeners, Stock Ideas, Portfolio, and Watchlist
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 1013Category overlap: 83%
Shared coverage
Valuation ModelsFinancialsData VisualizationsStock ComparisonCustom Dashboards
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Backtesting coverage beyond what Trefis offers.
- Standout features include Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., and Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)..
- Pair it with Trefis if you still need Blogs.
Adds coverage: Stock Ideas, Screeners, Backtesting, and Watchlist
Standout features: Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)., and Stock charting for fundamental metrics with multi-company comparisons and multiple view modes; includes PNG export and “save to workspace”.
Similarity score 901Category overlap: 67%
Shared coverage
Valuation ModelsFinancialsData VisualizationsBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and Portfolio coverage beyond what Trefis 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 Trefis if you still need Stock Comparison and Custom Dashboards.
Adds coverage: Stock Ideas, Screeners, Portfolio, 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.
Similarity score 901Category overlap: 67%
Shared coverage
FinancialsData VisualizationsStock ComparisonBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Trefis offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Trefis if you still need Valuation Models and Custom Dashboards.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 901Category overlap: 67%
Shared coverage
Valuation ModelsFinancialsData VisualizationsStock Comparison
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and ETF Comparison coverage beyond what Trefis offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with Trefis if you still need Blogs and Custom Dashboards.
Adds coverage: Screeners, ETF Screeners, ETF Comparison, and Portfolio
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 889Category overlap: 67%
Shared coverage
FinancialsData VisualizationsStock ComparisonBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Watchlist, and Dividends coverage beyond what Trefis offers.
- Standout features include Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., and Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline..
- Pair it with Trefis if you still need Valuation Models and Custom Dashboards.
Adds coverage: Portfolio, Watchlist, Dividends, and Calendar
Standout features: Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline., and 12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely.
Similarity score 875Category overlap: 67%
Shared coverage
Valuation ModelsFinancialsData VisualizationsStock Comparison
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Watchlist coverage beyond what Trefis offers.
- Standout features include Stock screener with filters, columns, sorting, saved screens, and “import results to watchlist” workflow; exports are CSV and require Starter + Data Boost or Professional., Data Explorer with 1,000+ metrics plus metric definitions and example calculations., and Financials Explorer covering 10 years of normalized financials, valuation ratios, and forecasts..
- Pair it with Trefis if you still need Blogs and Custom Dashboards.
Adds coverage: Stock Ideas, Screeners, Watchlist, and Investor Holdings
Standout features: Stock screener with filters, columns, sorting, saved screens, and “import results to watchlist” workflow; exports are CSV and require Starter + Data Boost or Professional., Data Explorer with 1,000+ metrics plus metric definitions and example calculations., Financials Explorer covering 10 years of normalized financials, valuation ratios, and forecasts., and Fair value estimates driven by valuation models (e.g., DCF, comparable-company analysis, dividend discount models) with underlying models/assumptions available for review.
Similarity score 875Category overlap: 67%
Shared coverage
Valuation ModelsData VisualizationsStock ComparisonBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Overview, and ETF Holdings coverage beyond what Trefis offers.
- Standout features include Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only..
- Pair it with Trefis if you still need Financials and Custom Dashboards.
Adds coverage: Screeners, ETF Overview, ETF Holdings, and Portfolio
Standout features: Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only., and Custom watchlists with event notifications and alerts.
Similarity score 867Category overlap: 67%
Shared coverage
Valuation ModelsFinancialsData VisualizationsBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and News coverage beyond what Trefis offers.
- Standout features include Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., and Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting..
- Pair it with Trefis if you still need Stock Comparison and Custom Dashboards.
Adds coverage: Screeners, Stock Ideas, News, and Calendar
Standout features: Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting., and Company dashboards include an interactive stock chart with historical price data and comparison tools, plus multiple time ranges (e.g., 1M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, 20Y, Max) and valuation metrics.
Similarity score 827Category overlap: 67%
Shared coverage
Valuation ModelsFinancialsData VisualizationsStock Comparison
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Dividends, and Checklist coverage beyond what Trefis offers.
- Standout features include Stock screener for discovery and filtering., Per‑stock dashboards with fundamentals (TTM), valuation, earnings, dividend pages., and Cross‑stock comparison tools: Data Comparison chart and Bubble chart..
- Pair it with Trefis if you still need Blogs and Custom Dashboards.
Adds coverage: Screeners, Dividends, Checklist, and Education
Standout features: Stock screener for discovery and filtering., Per‑stock dashboards with fundamentals (TTM), valuation, earnings, dividend pages., Cross‑stock comparison tools: Data Comparison chart and Bubble chart., and Price vs. Fair Value chart with configurable fair P/E multiple (your custom or auto‑calculated).
Similarity score 809Category overlap: 67%
Shared coverage
Valuation ModelsFinancialsData VisualizationsBlogs
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Investor Holdings, Scores, and Dividends coverage beyond what Trefis offers.
- Standout features include Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios)., Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ))., and Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins)..
- Pair it with Trefis if you still need Stock Comparison and Custom Dashboards.
Adds coverage: Investor Holdings, Scores, Dividends, and Short Interest
Standout features: Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios)., Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ))., Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins)., and Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
Similarity score 754Category overlap: 50%
Shared coverage
FinancialsData VisualizationsCustom Dashboards
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Correlation coverage beyond what Trefis 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 Trefis if you still need Valuation Models, Stock Comparison, and Blogs.
Adds coverage: Screeners, ETF Screeners, Correlation, and Portfolio
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).
Similarity score 742Category overlap: 50%
Shared coverage
FinancialsData VisualizationsStock Comparison
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Portfolio coverage beyond what Trefis offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with Trefis if you still need Valuation Models, Blogs, and Custom Dashboards.
Adds coverage: Screeners, ETF Screeners, Portfolio, and Correlation
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 742Category overlap: 50%
Shared coverage
FinancialsData VisualizationsBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Quant, and Stock Ideas coverage beyond what Trefis 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 Trefis if you still need Valuation Models, Stock Comparison, and Custom Dashboards.
Adds coverage: Screeners, Quant, Stock Ideas, and Portfolio
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.
Similarity score 742Category overlap: 50%
Shared coverage
Valuation ModelsFinancialsData Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Backtesting, and Scores coverage beyond what Trefis offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with Trefis if you still need Stock Comparison, Blogs, and Custom Dashboards.
Adds coverage: Screeners, Backtesting, Scores, and Institutional Data
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 740Category overlap: 50%
Shared coverage
Valuation ModelsFinancialsData Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Trefis offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with Trefis if you still need Stock Comparison, Blogs, and Custom Dashboards.
Adds coverage: News, Alerts, Calendar, and Dividends
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 740Category overlap: 50%
Shared coverage
FinancialsData VisualizationsStock Comparison
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Trefis offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with Trefis if you still need Valuation Models, Blogs, and Custom Dashboards.
Adds coverage: News, Alerts, Calendar, and Portfolio
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 732Category overlap: 50%
Shared coverage
FinancialsData VisualizationsCustom Dashboards
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Money Flow coverage beyond what Trefis offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with Trefis if you still need Valuation Models, Stock Comparison, and Blogs.
Adds coverage: Screeners, Stock Ideas, Money Flow, and Portfolio
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×20Financials×19Valuation Models×13Stock Comparison×12Blogs×10Custom Dashboards×3
New angles introduced
Categories the alternatives add beyond Trefis.
Screeners+19Portfolio+15Watchlist+15Dividends+14News+14Alerts+12Calendar+12Stock Ideas+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
8/20
8 alternatives bring native mobile access.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
11 starred / 15 tested
11 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
64%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Trefis?
Start with GuruFocus, Fiscal.ai, and TIKR to replicate Trefis 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 Trefis workflows stay covered on the free plan?
Expect solid overlap across Valuation Models, Financials, Data Visualizations, Stock Comparison, Blogs, and Custom Dashboards, so core Trefis workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Screeners, Stock Ideas, Portfolio, Investor Holdings, US Government Trades, Backtesting, News, Alerts, Calendar, Data APIs, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Dividends, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Insider Data, Institutional Data, Short Interest, 13F, 13D/13G, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, AI, AI Chat, Education, Videos, Forums, Newsletters, Stock Handbook, Watchlist, ETF Performance, Splits, Improved Filings, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, APIs & SDKs, Webhooks, Earnings Calls Sentiment, Management Performance, Management Compensation, Broker Connectors, Dividend, ETF Screeners, Top Analysts, ETF Comparison, ETF Fundamentals, Fund Overview, Fund Performance, Fund Holdings, Correlation, Monte Carlo, Flags, Fund Rating, Sheets / Excel Add-ins, Checklist, ETF Valuation, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, Options, Quant, Consumer Sentiment, Housing & Construction, ESG Ratings, Money Flow, News Sentiment, Market Sentiment, and Dark Pool & Off-Exchange show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Trefis?
Custom Dashboards, Blogs, Stock Comparison, Valuation Models, and Financials remain strengths for Trefis. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Got ideas for new features?
Suggest on XStarred 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.