Fiscal.ai is the closest drop-in replacement with overlapping coverage in Valuation Models, Financials, and Data Visualizations while adding Screeners and Portfolio coverage and Global market coverage for more than 100,000 stocks, ETFs, and funds. and Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier. features (category overlap ~67%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, November 20, 2025
Free programmatic picks
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.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Fiscal.ai, Stock Analysis, and Stock Rover to road-test Trefis workflows without paying up front.
Need mobile access? Fiscal.ai, Stock Analysis, and Stock Rover bring phone-ready workflows that Trefis lacks.
Round out your stack with new coverage areas like Screeners, Portfolio, Watchlist, and Alerts.
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
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Screeners, Portfolio, and Watchlist coverage beyond what Trefis offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Trefis if you still need Blogs and Custom Dashboards.
Adds coverage: Screeners, Portfolio, Watchlist, and Alerts
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
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 Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., and IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters..
- 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: Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters., and Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
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 Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Trefis if you still need Blogs and Custom Dashboards.
Adds coverage: Screeners, ETF Screeners, ETF Comparison, and Correlation
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
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 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- 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 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
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 754Category overlap: 50%
Shared coverage
Valuation ModelsFinancialsStock Comparison
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 All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Trefis if you still need Data Visualizations, Blogs, and Custom Dashboards.
Adds coverage: Screeners, Stock Ideas, Portfolio, and Backtesting
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 754Category overlap: 50%
Shared coverage
FinancialsData VisualizationsStock Comparison
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Portfolio coverage beyond what Trefis offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Trefis if you still need Valuation Models, Blogs, and Custom Dashboards.
Adds coverage: Screeners, ETF Screeners, Portfolio, and Watchlist
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 728Category 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 News, Institutional Data, and Options & Derivatives coverage beyond what Trefis offers.
- Standout features include Command palette/CLI with modules such as DES (company overview), FOCUS (live quote), TAS (time & sales), HDS (institutional holders), MOST (most active), N/TOP (news headlines), OPT (options)., Real‑time global news aggregation and search with filters (source, language, ticker, keywords, date); claims delivery <100 ms., and Real‑time charts (Nasdaq data), intraday minute data, historical multi‑security comparison (HMS), and ratio analysis (GR)..
- Pair it with Trefis if you still need Valuation Models, Blogs, and Custom Dashboards.
Adds coverage: News, Institutional Data, Options & Derivatives, and Screeners
Standout features: Command palette/CLI with modules such as DES (company overview), FOCUS (live quote), TAS (time & sales), HDS (institutional holders), MOST (most active), N/TOP (news headlines), OPT (options)., Real‑time global news aggregation and search with filters (source, language, ticker, keywords, date); claims delivery <100 ms., Real‑time charts (Nasdaq data), intraday minute data, historical multi‑security comparison (HMS), and ratio analysis (GR)., and Options chain with Greeks (Delta, Gamma, Theta, Vega, Rho, Lambda, Epsilon), expirations navigation via keyboard.
Similarity score 728Category 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, Watchlist, and Calendar coverage beyond what Trefis offers.
- Standout features include Visual dashboards and customizable curated charts for listed companies., Stock screener with simplified charting for fundamentals and performance., and KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes)..
- Pair it with Trefis if you still need Valuation Models, Blogs, and Custom Dashboards.
Adds coverage: Screeners, Watchlist, Calendar, and Transcripts
Standout features: Visual dashboards and customizable curated charts for listed companies., Stock screener with simplified charting for fundamentals and performance., KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes)., and Standardized financials sourced from Finnhub (with Financial Modeling Prep referenced in pricing materials). KPI data comes directly from SEC filings and company reports.
Similarity score 724Category overlap: 50%
Shared coverage
FinancialsData VisualizationsStock Comparison
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Watchlist, Portfolio, and News coverage beyond what Trefis offers.
- Standout features include Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols., Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency., and Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR)..
- Pair it with Trefis if you still need Valuation Models, Blogs, and Custom Dashboards.
Adds coverage: Watchlist, Portfolio, News, and ETF Overview
Standout features: Custom watchlists to follow securities and markets, with tailored news feeds for tracked symbols., Simple portfolio tools: add holdings with quantity, cost basis, and date; convert watchlists to portfolios; experiment with simulated “playground” portfolios; switch portfolio currency., Performance tracking with one-day and total returns, plus portfolio value charts. Comparisons are based on time-weighted rate of return (TWR)., and Interactive charts, quotes, and aggregated financial news across global markets.
Similarity score 720Category overlap: 50%
Shared coverage
Valuation ModelsFinancialsStock Comparison
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and Transcripts coverage beyond what Trefis offers.
- Standout features include Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts..
- Pair it with Trefis if you still need Data Visualizations, Blogs, and Custom Dashboards.
Adds coverage: Screeners, Stock Ideas, Transcripts, and Analyst Price Targets
Standout features: Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., and Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Similarity score 720Category 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, Scores, and Flags coverage beyond what Trefis offers.
- Standout features include Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., and Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)..
- Pair it with Trefis if you still need Valuation Models, Blogs, and Custom Dashboards.
Adds coverage: Screeners, Scores, Flags, and 13F
Standout features: Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)., and Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
Similarity score 720Category overlap: 50%
Shared coverage
Valuation ModelsFinancialsBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and Calendar coverage beyond what Trefis offers.
- Standout features include Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns..
- Pair it with Trefis if you still need Data Visualizations, Stock Comparison, and Custom Dashboards.
Adds coverage: Screeners, Stock Ideas, Calendar, and Transcripts
Standout features: Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., Earnings Calendar with dates, estimates and quick drilldowns., and Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
Similarity score 720Category overlap: 50%
Shared coverage
FinancialsData VisualizationsCustom Dashboards
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Data APIs coverage beyond what Trefis offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Trefis if you still need Valuation Models, Stock Comparison, and Blogs.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Data APIs, and News
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 720Category 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 Portfolio, Watchlist, and Dividends coverage beyond what Trefis offers.
- Standout features include Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., and Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support..
- Pair it with Trefis if you still need Stock Comparison, Blogs, and Custom Dashboards.
Adds coverage: Portfolio, Watchlist, Dividends, and Alerts
Standout features: Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support., and Dividend alerts cover declarations on the Free plan, with Premium extending to ex-dates, payment dates, and optional weekly recaps.
Similarity score 718Category overlap: 50%
Shared coverage
Valuation ModelsFinancialsBlogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Interest Rates, Education, and Videos coverage beyond what Trefis offers.
- Standout features include Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums., and Long-run U.S. return series since 1928, including equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold..
- Pair it with Trefis if you still need Data Visualizations, Stock Comparison, and Custom Dashboards.
Adds coverage: Interest Rates, Education, and Videos
Standout features: Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums., Long-run U.S. return series since 1928, including equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold., and Monthly updates for the U.S. implied equity risk premium, provided as a downloadable spreadsheet.
Similarity score 607Category overlap: 33%
Shared coverage
FinancialsData Visualizations
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 News coverage beyond what Trefis offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Trefis if you still need Valuation Models, Stock Comparison, and Blogs.
Adds coverage: Screeners, ETF Screeners, News, and Alerts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 607Category overlap: 33%
Shared coverage
FinancialsData Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Perplexity Finance adds mobile access for on-the-go monitoring.
- Expands into News, Watchlist, and Screeners coverage beyond what Trefis offers.
- Standout features include Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
- Pair it with Trefis if you still need Valuation Models, Stock Comparison, and Blogs.
Adds coverage: News, Watchlist, Screeners, and Transcripts
Standout features: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., AI-curated news feeds on instrument pages with linked sources., and Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Similarity score 607Category overlap: 33%
Shared coverage
Valuation ModelsFinancials
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 Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
- Pair it with Trefis if you still need Data Visualizations, Stock Comparison, and Blogs.
Adds coverage: Stock Ideas, Screeners, Portfolio, and Watchlist
Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Similarity score 607Category overlap: 33%
Shared coverage
FinancialsStock Comparison
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, Screeners, and ETF Screeners coverage beyond what Trefis offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Trefis if you still need Valuation Models, Data Visualizations, and Blogs.
Adds coverage: Top Analysts, Screeners, ETF Screeners, and Stock Ideas
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Financials×19Data Visualizations×14Stock Comparison×13Valuation Models×10Blogs×4Custom Dashboards×1
New angles introduced
Categories the alternatives add beyond Trefis.
Screeners+17Watchlist+15News+12Portfolio+12Analyst Forecasts+11Analyst Price Targets+11ETF Overview+11Alerts+10
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
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
11 starred / 14 tested
11 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
51%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Trefis?
Start with Fiscal.ai, Stock Analysis, and Stock Rover 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, Portfolio, Watchlist, Alerts, Calendar, Dividends, Splits, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Data APIs, Stock Ideas, ETF Screeners, Top Analysts, IPO, ETF Comparison, News, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, ETF Fundamentals, Correlation, Monte Carlo, Scores, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Education, Videos, AI, AI Report, Newsletters, Checklist, Backtesting, Investor Holdings, US Government Trades, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Bulls Say Bear Say, ETF Factors, Options, Which ETF includes this Stock?, AI Earnings Summary, Options & Derivatives, Flags, Dark Pool & Off-Exchange, Quant, Regulatory Filings Monitoring, AI Chat, Courses & Certs, ETF Overlap, ETF Valuation, Short Interest, Dividend, Broker Connectors, App & Website Traffic, and News Sentiment 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?
Blogs, Custom Dashboards, Valuation Models, Financials, Data Visualizations, and Stock Comparison 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!
OR
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.