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
Monday, October 6, 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 Rover, and Stock Unlock to road-test Trefis workflows without paying up front.
Need mobile access? Fiscal.ai, Stock Rover, and GuruFocus bring phone-ready workflows that Trefis lacks.
Round out your stack with new coverage areas like Screeners, Portfolio, Watchlist, and Alerts.
Similarity score 901
Category overlap: 67%Shared coverage
Valuation Models
Financials
Data Visualizations
Stock 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 901
Category overlap: 67%Shared coverage
Valuation Models
Financials
Data Visualizations
Stock 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 875
Category overlap: 67%Shared coverage
Valuation Models
Data Visualizations
Stock Comparison
Blogs
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 754
Category overlap: 50%Shared coverage
Valuation Models
Financials
Stock 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 754
Category overlap: 50%Shared coverage
Financials
Data Visualizations
Stock 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 728
Category overlap: 50%Shared coverage
Financials
Data Visualizations
Stock 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 724
Category overlap: 50%Shared coverage
Financials
Data Visualizations
Stock 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 720
Category overlap: 50%Shared coverage
Financials
Data Visualizations
Stock 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 720
Category overlap: 50%Shared coverage
Financials
Data Visualizations
Custom 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 720
Category overlap: 50%Shared coverage
Valuation Models
Financials
Data 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 718
Category overlap: 50%Shared coverage
Valuation Models
Financials
Blogs
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 607
Category overlap: 33%Shared coverage
Financials
Data 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 607
Category overlap: 33%Shared coverage
Financials
Data 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 607
Category overlap: 33%Shared coverage
Valuation Models
Financials
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 607
Category overlap: 33%Shared coverage
Financials
Stock Comparison
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 Screeners, ETF Screeners, and IPO coverage beyond what Trefis offers.
- Standout features include Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..
- Pair it with Trefis if you still need Valuation Models, Data Visualizations, and Blogs.
Adds coverage: Screeners, ETF Screeners, IPO, and Top Analysts
Standout features: Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)., and Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).
Similarity score 607
Category overlap: 33%Shared coverage
Financials
Stock 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.
Similarity score 607
Category overlap: 33%Shared coverage
Financials
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Ideas coverage beyond what Trefis offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Trefis if you still need Valuation Models, Stock Comparison, and Blogs.
Adds coverage: Screeners, ETF Screeners, Stock Ideas, and Options & Derivatives
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 595
Category overlap: 33%Shared coverage
Data Visualizations
Blogs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Trefis offers.
- Standout features include Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..
- Pair it with Trefis if you still need Valuation Models, Financials, and Stock Comparison.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Factors
Standout features: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., and ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Similarity score 595
Category overlap: 33%Shared coverage
Financials
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Portfolio, and Watchlist coverage beyond what Trefis offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Trefis if you still need Valuation Models, Stock Comparison, and Blogs.
Adds coverage: Screeners, Portfolio, Watchlist, and Backtesting
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 595
Category overlap: 33%Shared coverage
Valuation Models
Financials
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Watchlist, and Investor Holdings coverage beyond what Trefis offers.
- Standout features include Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., and Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ..
- Pair it with Trefis if you still need Data Visualizations, Stock Comparison, and Blogs.
Adds coverage: Screeners, Watchlist, Investor Holdings, and Analyst Forecasts
Standout features: Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ., and Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Financials×18
Data Visualizations×14
Stock Comparison×10
Valuation Models×8
Blogs×3
Custom Dashboards×1
New angles introduced
Categories the alternatives add beyond Trefis.
Screeners+16
Watchlist+15
ETF Overview+14
Portfolio+14
News+13
ETF Holdings+12
Alerts+11
Dividends+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
10/20
10 alternatives bring native mobile access.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
15 starred / 17 tested
15 tools are flagged as analyst picks; 17 have been hands-on tested.
Avg. coverage overlap
45%
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 Rover, and Stock Unlock 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, ETF Screeners, ETF Comparison, Correlation, Monte Carlo, News, Scores, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Education, Videos, AI, AI Report, Newsletters, Stock Ideas, 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 Fundamentals, ETF Factors, Options, Which ETF includes this Stock?, AI Earnings Summary, Flags, IPO, Dark Pool & Off-Exchange, Options & Derivatives, Quant, Regulatory Filings Monitoring, AI Chat, Courses & Certs, ETF Overlap, ETF Valuation, Short Interest, Dividend, Broker Connectors, Top Analysts, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, App & Website Traffic, News Sentiment, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, and Forums 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, Financials, Data Visualizations, Valuation Models, 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.