VOL. XCIV, NO. 247

Free Alternatives to Trefis

Checking

Free replacement verdicts

Free Alternatives to Trefis

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, 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 Financials to Stock Ideas and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Trefis All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

GuruFocus

Closest replacement

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

GuruFocus best matches the base workflow on valuation modeling, stock research, 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.

Start GuruFocus trial

Details Compare

The Ledger Terminal

Best workflow fit

Best for: Long-term stock pickers who want a low-cost, source-linked tearsheet instead of a broad multi-asset terminal.

The Ledger Terminal best matches the base workflow on valuation modeling, visual stock research, and stock research.
The Ledger Terminal keeps the replacement test in the same free-access lane. Free access caveat: Free accounts get six stock views per day, three alerts, and up to three stocks per watchlist. Anonymous visitors get one stock view per day..

Watch for: US-led coverage: Most coverage is US-listed stocks. UK companies have about five years of annual history and no quarterly data, while US stocks can have 15 years and quarterly detail.

Open stock tearsheets

Details Compare

Stock Analysis

Strong runner-up

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 stock research, fundamental research, 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.

Try Stock Analysis Pro

Details Compare

Fiscal.ai

Strong runner-up

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

Fiscal.ai best matches the base workflow on valuation modeling, fundamental research, and charting and technical analysis.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..

Watch for: 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.

Try Fiscal.ai

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial 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

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
Risk Metrics

Gain

Screeners
ETF Screeners
Top Analysts
ETF Comparison

Lose

Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.
The How Low Can It Go module compares losses, gains needed to break even, and recovery times across past market shocks.
Trade Ideas lists strategy-generated ideas from February 15, 2026 onward with forward returns and maximum drawdown since each idea date.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and research reports.
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: TrefisFree • From $19.95/mo
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

Best workflow fit

The Ledger Terminal

Bottom line: Long-term stock pickers who want a low-cost, source-linked tearsheet instead of a broad multi-asset terminal.

Keep

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
Risk Metrics

Gain

Screeners
Watchlist
Alerts
News

Lose

Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.
The How Low Can It Go module compares losses, gains needed to break even, and recovery times across past market shocks.
Trade Ideas lists strategy-generated ideas from February 15, 2026 onward with forward returns and maximum drawdown since each idea date.

Watch out

Avoid as a full replacement if you rely on research reports.
Free-plan limits: Free accounts get six stock views per day, three alerts, and up to three stocks per watchlist. Anonymous visitors get one stock view per day, Pro is $8.40 per month billed as $100.80 for the first year, then $144 per year, with a seven-day free trial, and Full 15-year history, comparison workflow, quality checklist, and exports require Pro.
US-led coverage: Most coverage is US-listed stocks. UK companies have about five years of annual history and no quarterly data, while US stocks can have 15 years and quarterly detail.

Price: TrefisFree • From $19.95/mo
The Ledger TerminalFree • From $100.80/yr
Free tier: Free, no signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Open stock tearsheets Compare

Full review and details

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

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
AI Research

Gain

Screeners
Options
Correlation
Portfolio

Lose

Risk Metrics
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.
The How Low Can It Go module compares losses, gains needed to break even, and recovery times across past market shocks.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and stock research.
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: TrefisFree • From $19.95/mo
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

ChartMillPartial replacementFree • Paid plans availableFree, no signup

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

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
Blogs

Gain

Screeners
Scores
Watchlist
Alerts

Lose

Risk Metrics
AI Research
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and research reports.
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: TrefisFree • From $19.95/mo
ChartMillFree • Paid plans available
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Screen stocks on ChartMill Compare

Full review and details

Dividend WatchPartial replacementFree • From $72/yrFree with signup

Partial replacement

Dividend Watch

Analyst pickTested by us

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

Keep

Financials
Data Visualizations
Stock Comparison
Stock Ideas
Blogs

Gain

Portfolio
Watchlist
Dividends
Calendar

Lose

Valuation Models
Risk Metrics
AI Research
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and research reports.
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: TrefisFree • From $19.95/mo
Dividend WatchFree • From $72/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Dividend Watch Compare

Full review and details

Yahoo FinancePartial replacementFree • From $95.40/yrFree with signup

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

Financials
Data Visualizations
Stock Comparison
Stock Ideas
AI Research

Gain

News
Alerts
Calendar
Portfolio

Lose

Valuation Models
Risk Metrics
Blogs
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and stock research.
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: TrefisFree • From $19.95/mo
Yahoo FinanceFree • From $95.40/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-20 via pricing.

Open Yahoo Finance Compare

Full review and details

EPSMomentumPartial replacementFree • From $9.99/moFree with signup

Partial replacement

EPSMomentum

Bottom line: Growth and momentum investors looking for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.

Keep

Financials
Data Visualizations
Stock Ideas
AI Research
Custom Dashboards

Gain

Screeners
Money Flow
Portfolio
Watchlist

Lose

Valuation Models
Stock Comparison
Risk Metrics
Blogs
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and stock research.
Free-plan limits: Signup required, Bronze is advertised at $0/month, and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.

Price: TrefisFree • From $19.95/mo
EPSMomentumFree • From $9.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Visit EPSMomentum Compare

Full review and details

Simply Wall StPartial replacementFree • From $120/yrFree with signup

Partial replacement

Simply Wall St

Analyst pickTested by us

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

Keep

Valuation Models
Financials
Data Visualizations
Stock Ideas
Blogs

Gain

Screeners
Portfolio
Watchlist
Dividends

Lose

Stock Comparison
Risk Metrics
AI Research
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.

Watch out

Avoid as a full replacement if you rely on valuation modeling, stock research, and research reports.
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: TrefisFree • From $19.95/mo
Simply Wall StFree • From $120/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Simply Wall St Compare

Full review and details

FinboxPartial replacementFree • From $120/yrFree with signup

Partial replacement

Finbox

Tested by us

Bottom line: Investors who want screening, company financials, valuation models, and watchlists in one web service.

Keep

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas

Gain

Screeners
Watchlist
Institutional Ownership
Dividends

Lose

Risk Metrics
AI Research
Blogs
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.

Watch out

Avoid as a full replacement if you rely on visual stock research, stock research, and research reports.
Free-plan limits: Signup required, Some research features require a paid plan, and Exports require Starter plus Data Boost or Professional.
Exports require paid add-ons or higher tiers: CSV exports require Starter plus Data Boost or Professional. Data Boost is priced per region and applies to all regions in the plan.

Price: TrefisFree • From $19.95/mo
FinboxFree • From $120/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Finbox pricing Compare

Full review and details

Alpha SpreadPartial replacementFree • From $144/yrFree with signup

Partial replacement

Alpha Spread

Bottom line: Value investors comparing DCF and relative-value estimates, analyst forecasts, screens, and valuation alerts.

Keep

Valuation Models
Financials
Stock Comparison
Stock Ideas
AI Research

Gain

Screeners
Watchlist
Alerts
Transcripts

Lose

Data Visualizations
Risk Metrics
Blogs
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.

Watch out

Avoid as a full replacement if you rely on visual stock research, stock research, and research reports.
Free-plan limits: Signup required, Free plan has weekly stock-report and AI prompt limits, and Stock comparison, higher watchlist limits, and unlimited reports require paid plans.
Free plan is metered weekly: Free access is limited to 3 stock reports per week, 3 AI prompts per week, and one 30-stock watchlist.

Price: TrefisFree • From $19.95/mo
Alpha SpreadFree • From $144/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Alpha Spread pricing Compare

Full review and details

StockoscopePartial replacementFree • From $150/yrFree with signup

Partial replacement

Stockoscope

Bottom line: Retail investors who want a guided workflow for business quality, peers, valuation, analyst sentiment, and ownership activity.

Keep

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas

Gain

Screeners
Watchlist
Scores
Dividends

Lose

Risk Metrics
AI Research
Blogs
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.

Watch out

Avoid as a full replacement if you rely on research reports.
Free-plan limits: Signup required, Every new account starts with a 28-day Pro trial without a credit card, then falls back to the permanent Free plan unless upgraded, and The public AAPL dashboard and one stock can be explored without an account.
U.S.-listed stock coverage: Coverage is limited to more than 3,000 U.S.-listed companies, including the S&P 1500 and the broader Russell 3000, rather than global equities or other asset classes.

Price: TrefisFree • From $19.95/mo
StockoscopeFree • From $150/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-29 via pricing.

Try Stockoscope Pro Compare

Full review and details

Value SensePartial replacementFree • From $15/moFree with signup

Partial replacement

Value Sense

Bottom line: Fundamental investors comparing intrinsic-value estimates, company fundamentals, earnings, insider transactions, and 13F holdings.

Keep

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
Custom Dashboards

Gain

Screeners
Backtesting
Watchlist
Scores

Lose

Risk Metrics
AI Research
Blogs
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.

Watch out

Avoid as a full replacement if you rely on visual stock research and research reports.
Free-plan limits: Signup required, Free includes two stock views per week, one watchlist, one dashboard, one saved screen, and three lifetime spreadsheet downloads, and Starter is $129 annually and Pro is $189 annually. The page also offers a monthly billing toggle.
Model outputs need independent review: Intrinsic-value estimates, summaries, scores, and signals depend on inputs and model choices. Users should review filings and test valuation assumptions.

Price: TrefisFree • From $19.95/mo
Value SenseFree • From $15/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Value Sense plans Compare

Full review and details

Seeking AlphaPartial replacementFree • From $299/yrFree with signup

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

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
AI Research

Gain

News
News Sentiment
Alerts
Calendar

Lose

Risk Metrics
Blogs
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and research reports.
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: TrefisFree • From $19.95/mo
Seeking AlphaFree • From $299/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Seeking Alpha plans Compare

Full review and details

TIKRPartial replacementFree • From $24.95/moFree with signup

Partial replacement

TIKR

Analyst pickTested by us

Bottom line: Long-term stock investors looking for global fundamentals, estimates, transcripts, and valuation tools.

Keep

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
Blogs

Gain

Screeners
Portfolio
Watchlist
Institutional Ownership

Lose

Risk Metrics
AI Research
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.

Watch out

Avoid as a full replacement if you rely on visual stock research, stock research, and research reports.
Free-plan limits: Signup required, Free tier is limited to U.S. equities, and Free tier has 5 years of annual history, 8 quarters of quarterly history, and 5 years of chart history.
Free plan is US-only: The Free tier is limited to U.S. equities with shorter financial and chart history than the paid plans.

Price: TrefisFree • From $19.95/mo
TIKRFree • From $24.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try TIKR Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

Valuation Models
Financials
Data Visualizations
Stock Ideas
AI Research
Blogs

Gain

Screeners
Quant
Scores
Portfolio

Lose

Stock Comparison
Risk Metrics
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and stock research.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.

Price: TrefisFree • From $19.95/mo
Portfolio123Free • From $25/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123 Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

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

Financials
Data Visualizations
Stock Comparison
Stock Ideas
Risk Metrics
AI Research

Gain

Top Analysts
Screeners
ETF Screeners
US Government Trades

Lose

Valuation Models
Blogs
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and research reports.
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: TrefisFree • From $19.95/mo
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

Partial replacement

Stock Rover

Tested by us

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

Keep

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
Risk Metrics

Gain

Screeners
ETF Screeners
ETF Comparison
Performance Attribution

Lose

AI Research
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.
The How Low Can It Go module compares losses, gains needed to break even, and recovery times across past market shocks.

Watch out

Avoid as a full replacement if you rely on valuation modeling, visual stock research, and stock research.
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: TrefisFree • From $19.95/mo
Stock RoverFree • From $34/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plans Compare

Full review and details

Fiscal.aiPartial replacementFree • From $39/moFree with signup

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

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
AI Research

Gain

Screeners
Portfolio
Watchlist
Institutional Ownership

Lose

Risk Metrics
Custom Dashboards
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.
The How Low Can It Go module compares losses, gains needed to break even, and recovery times across past market shocks.

Watch out

Avoid as a full replacement if you rely on visual stock research, stock research, and research reports.
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: TrefisFree • From $19.95/mo
Fiscal.aiFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.ai Compare

Full review and details

GuruFocusClosest replacementFree • From $549/yrFree with signup

Closest replacement

GuruFocus

Analyst pickTested by us

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

Keep

Valuation Models
Financials
Data Visualizations
Stock Comparison
Stock Ideas
AI Research

Gain

Screeners
ETF Screeners
Top Analysts
ETF Comparison

Lose

Risk Metrics
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.
The How Low Can It Go module compares losses, gains needed to break even, and recovery times across past market shocks.
Trade Ideas lists strategy-generated ideas from February 15, 2026 onward with forward returns and maximum drawdown since each idea date.

Watch out

Avoid as a full replacement if you rely on visual stock research and research reports.
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: TrefisFree • From $19.95/mo
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

TickerTrendsPartial replacementFree • From $998/yrFree with signup

Partial replacement

TickerTrends

Bottom line: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.

Keep

Financials
Data Visualizations
Stock Comparison
Stock Ideas
AI Research
Custom Dashboards

Gain

Screeners
Quant
Backtesting
APIs & Data Feeds

Lose

Valuation Models
Risk Metrics
Blogs
Public company pages include valuation ratios, historical and forward financial data, ETF exposure, peer returns, market correlations, drawdowns, key events, and AI analysis where available.
The return and risk section compares annual returns, monthly win rates, and maximum drawdowns with peers and the S&P 500.

Watch out

Avoid as a full replacement if you rely on valuation modeling and visual stock research.
Free-plan limits: Signup required, TickerTrends Core is $998 per year after a seven-day trial and carries a 30-day money-back guarantee, and KPI Tracking Suite is custom priced with a trial available by request.
Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance. Users need modeling discipline, validation, and company-specific KPI context.

Price: TrefisFree • From $19.95/mo
TickerTrendsFree • From $998/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

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Full review and details

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in Valuation Models, Financials, and Data Visualizations while adding Screeners and ETF Screeners coverage and Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features (workflow overlap ~89%).

Every pick keeps a free tier; start with GuruFocus, The Ledger Terminal, and Stock Analysis to road-test Trefis workflows without paying up front.

Need mobile access? GuruFocus, Stock Analysis, and Stock Rover bring phone-ready workflows that Trefis lacks.

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

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Financials×20Stock Ideas×20Data Visualizations×19Stock Comparison×17Valuation Models×15AI Research×12Blogs×11Custom Dashboards×4

New angles introduced

Categories the alternatives add beyond Trefis.

Screeners+20Watchlist+19Dividends+16News+16Alerts+15Analyst Forecasts+14Education+14Portfolio+13

Free Access & Pricing

Free options

All 20

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

Mobile ready

9/20

9 alternatives bring native mobile access.

API availability

7/20

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

Quality checks

10 starred / 14 tested

10 tools are flagged as analyst picks; 14 have been hands-on tested.

Avg. coverage overlap

68%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Trefis?

Start with GuruFocus, The Ledger Terminal, and Stock Analysis 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, Stock Ideas, AI Research, Blogs, Custom Dashboards, and Risk Metrics, so core Trefis workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Screeners, ETF Screeners, Top Analysts, ETF Comparison, Quant, Backtesting, Correlation, Portfolio, Watchlist, Institutional Ownership, US Government Trades, News, Alerts, Calendar, APIs & Data Feeds, Corporate Actions & Special Situations, IPO, Dividends, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Scores, Flags, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Chat, Sheets / Excel Add-ins, Broker Connectors, Education, Videos, Forums, Newsletters, Stock Handbook, Checklist, Which ETF includes this Stock?, Compounding Calculator, News Sentiment, Webhooks, Performance Attribution, Monte Carlo, Notes & Highlights, Market Sentiment, CDS Spreads, Reddit, Earnings Calls Sentiment, App & Website Traffic, Employee/Consumer Reviews, Bulls Say Bear Say, Guidance / Pre-announcements, Options P&L, Retirement Calculator, Factor Exposure, Position Sizing, Management Performance, Management Compensation, Money Flow, Dark Pool & Off-Exchange, and ESG Ratings 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?

Risk Metrics, Custom Dashboards, AI Research, Valuation Models, Blogs, Stock Comparison, and Data Visualizations remain strengths for Trefis. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Keep Exploring

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Live AnalyticsSee what users are clicking, searching, and voting for across the site.

Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

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.