Free Alternatives to Wealthsimple

VOL. XCIV, NO. 247

Checking

Free replacement verdicts

Free Alternatives to Wealthsimple

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Wealthsimple before paying for another subscription.

Switching from Wealthsimple doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Watchlist to Portfolio and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Wealthsimple All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

TC2000

Closest replacement

Best for: Active U.S. stock and options traders who need streaming charts, formula scans, alerts, paper trading, or connected brokerage trading.

TC2000 best matches the base workflow on brokerage trading, options data, and portfolio tracking.
TC2000 adds a free starting point that the base tool does not show. Free access caveat: The anonymous free version uses delayed streaming data and a limited layout..

Watch for: Limited free access: The anonymous version includes limited charts, delayed streaming data, option chains, a watchlist, and paper-trading windows. Real-time scans and other core workflows require a paid plan.

Compare TC2000 plans

Details Compare

Nasdaq.com

Best workflow fit

Best for: Retail investors looking for quotes, screeners, calendars, filings, options chains, watchlists, and portfolio tracking from Nasdaq's investor portal.

Nasdaq.com best matches the base workflow on options data, portfolio tracking, and portfolio watchlists.
Nasdaq.com adds a free starting point that the base tool does not show. Free access caveat: Nasdaq.com investor pages are freely accessible for basic quotes, calendars, watchlists, screeners, and news..

Watch for: Not Nasdaq Data Link: Nasdaq.com is the investor portal. Users looking for licensed datasets, APIs, or exchange feeds need Nasdaq Data Link or Nasdaq market-data products.

Open Nasdaq tools

Details Compare

TipRanks

Best audience fit

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

TipRanks best matches the base workflow on portfolio tracking, options and trading workflows, and macro and fund research.
TipRanks adds a free starting point that the base tool does not show. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..

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

View TipRanks plans

Details Compare

Yahoo Finance

Quality-checked pick

Best for: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one product.

Yahoo Finance best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Yahoo Finance adds a free starting point that the base tool does not show. Free access caveat: signup required and Free account/sign-in may be required for some portfolio and watchlist features..

Watch for: Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.

Open Yahoo Finance

Details Compare

Detailed Alternatives

TC2000

Closest replacementWorkflow overlap 80%

Bottom line: Active U.S. stock and options traders who need streaming charts, formula scans, alerts, paper trading, or connected brokerage trading.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TC2000 best matches the base workflow on brokerage trading, options data, and portfolio tracking.
TC2000 matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, News, Alerts, and Paper Trading.

Watch out

Material switch gaps: missing Commodities coverage, missing Downloadable Tax Reports workflows, and does not clearly cover portfolio watchlists, filings and transcript research, and advisor and client reporting.
Avoid as a full replacement if you rely on portfolio watchlists, filings and transcript research, and advisor and client reporting.
Limited free access: The anonymous version includes limited charts, delayed streaming data, option chains, a watchlist, and paper-trading windows. Real-time scans and other core workflows require a paid plan.
Free-plan limits: The anonymous free version uses delayed streaming data and a limited layout., Pricing page lists Basic at $24.99/month, Premium at $49.99/month, and Premium+ at $99.99/month., and Annual pricing lowers the effective monthly rate to $20.82, $41.65, and $83.32 respectively..

Shared coverage

BrokeragePortfolioWatchlistOptions

Compare TC2000 plans View details Compare

Yahoo Finance

Hands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Yahoo Finance best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Yahoo Finance matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Stock Ideas.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, options data, and portfolio watchlists, and less aligned with active traders.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features., and Premium portfolio analytics, research, screeners, and longer downloadable history are paid..

Shared coverage

PortfolioWatchlistOptions

Open Yahoo Finance View details Compare

TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TipRanks best matches the base workflow on portfolio tracking, options and trading workflows, and macro and fund research.
TipRanks matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

Material switch gaps: missing Brokerage and Downloadable Tax Reports workflows and does not clearly cover brokerage trading, options data, and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 10 requests per minute and 50 requests per month..

Shared coverage

PortfolioWatchlistOptions

View TipRanks plans View details Compare

Nasdaq.com

Hands-on Tested

Best free-tier fitWorkflow overlap 60%

Bottom line: Retail investors looking for quotes, screeners, calendars, filings, options chains, watchlists, and portfolio tracking from Nasdaq's investor portal.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Nasdaq.com best matches the base workflow on options data, portfolio tracking, and portfolio watchlists.
Nasdaq.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, News, Calendar, and Dividends.

Watch out

Material switch gaps: missing Commodities coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and advisor and client reporting.
Avoid as a full replacement if you rely on brokerage trading and advisor and client reporting.
Not Nasdaq Data Link: Nasdaq.com is the investor portal. Users looking for licensed datasets, APIs, or exchange feeds need Nasdaq Data Link or Nasdaq market-data products.
Free-plan limits: Nasdaq.com investor pages are freely accessible for basic quotes, calendars, watchlists, screeners, and news., Smart Portfolio @ Nasdaq is documented by TipRanks as the premium portfolio analytics layer., and The current official Smart Portfolio FAQ describes free and Pro capabilities but does not publish a price..

Shared coverage

PortfolioWatchlistOptions

Open Nasdaq tools View details Compare

Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Investing.com best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Investing.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, options data, and portfolio watchlists, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
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.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month., and ProPicks, premium reports, and deeper datasets are plan-gated..

Shared coverage

PortfolioWatchlistOptions

View InvestingPro View details Compare

TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

TradingView best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
TradingView matches the base audience on Beginner, Intermediate, and Advanced.
You gain Data Visualizations, Quant, Screeners, and ETF Screeners.

Watch out

Major switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, options data, and portfolio watchlists, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

PortfolioWatchlistOptions

Open TradingView View details Compare

StockCharts

Best free-tier fitWorkflow overlap 60%

Bottom line: Technical traders who need browser-based charts, scans, alerts, RRGs, PerfCharts, or saved layouts.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

StockCharts best matches the base workflow on options data, portfolio tracking, and portfolio watchlists.
StockCharts matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Data Visualizations, Alerts, and Calendar.

Watch out

Major switch gaps: missing Brokerage and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, filings and transcript research, and macro and fund research, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading, filings and transcript research, and macro and fund research.
Real-time data can cost extra: Free BATS real-time data is included, but official real-time U.S., Canada, and UK data plans are separate add-ons.
Free-plan limits: Pricing page lists Basic at $19.95/month, Extra at $29.95/month, and PRO at $49.95/month., New trial accounts get the first month free at the Extra level. A payment card is required, and the selected service level is charged after the trial unless canceled., and Real-time data plans are billed separately and commonly listed from $9.95/month..

Shared coverage

PortfolioWatchlistOptions

Compare StockCharts plans View details Compare

Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Stock Rover best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Stock Rover matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

Major switch gaps: missing Commodities coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, options data, and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..

Shared coverage

PortfolioWatchlistOptions

View Stock Rover plans View details Compare

GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

GuruFocus best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
GuruFocus matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

Major switch gaps: missing Commodities coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, options data, and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, A free account has limited access., and Free members have limited portfolio capacity..

Shared coverage

PortfolioWatchlistOptions

Start GuruFocus trial View details Compare

MarketWatch

Hands-on Tested

Best free-tier fitWorkflow overlap 40%

Bottom line: Retail investors looking for mainstream market news, quote pages, watchlists, calendars, screeners, and BigCharts in one site.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

MarketWatch best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
MarketWatch matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Screeners.

Watch out

Major switch gaps: missing Brokerage, Portfolio, and Downloadable Tax Reports workflows, does not clearly cover brokerage trading, options data, and advisor and client reporting, and less aligned with advisors and wealth firms.
Avoid as a full replacement if you rely on brokerage trading, options data, and advisor and client reporting.
Subscription is mainly for journalism: The subscription covers news. Quote pages remain available without a subscription.
Free-plan limits: Premium articles and newsletters require subscription., Quote pages are still available at no additional cost., and Intro offers renew at higher standard rates..

Shared coverage

WatchlistOptions

View MarketWatch plans View details Compare

Marketlog

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Marketlog best matches the base workflow on portfolio tracking, options and trading workflows, and macro and fund research.
Marketlog matches the base audience on Beginner, Intermediate, and Advanced.
You gain Institutional Ownership, Data Visualizations, Risk Metrics, and Monte Carlo.

Watch out

Major switch gaps: missing Commodities coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, options data, and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history., and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly..

Shared coverage

PortfolioWatchlistOptions

Track portfolios with Marketlog View details Compare

Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 40%

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Koyfin best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Koyfin matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards.

Watch out

Major switch gaps: missing Options coverage, missing Brokerage, Options, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, options data, and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and New accounts receive a seven-day trial and then downgrade to Free without a charge..

Shared coverage

PortfolioWatchlist

View Koyfin pricing View details Compare

Perplexity Finance

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 40%

Bottom line: Users looking for cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Perplexity Finance best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Perplexity Finance matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Data Visualizations, News, and Calendar.

Watch out

Major switch gaps: missing Commodities coverage, missing Brokerage, Portfolio, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, options data, and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.
Free-plan limits: Free consumer plan includes limited Pro searches., Pro is listed locally at $20/month and Max at $200/month for consumer access., and Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately..

Shared coverage

WatchlistOptions

Open Perplexity Finance View details Compare

Stocknear

Best free-tier fitWorkflow overlap 40%

Bottom line: U.S. stock and options traders who want options flow, dark-pool activity, analyst data, congressional trades, 13F holdings, alerts, and AI chat in one web app.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Stocknear best matches the base workflow on options data, portfolio tracking, and options and trading workflows.
Stocknear matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Data Visualizations, News, and Alerts.

Watch out

Major switch gaps: missing Mobile access, missing Commodities coverage, and missing Brokerage, Portfolio, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on brokerage trading and portfolio watchlists.
U.S.-market focus: Stocknear is centered on U.S. stocks, ETFs, and options rather than global multi-asset coverage.
Free-plan limits: Signup required, Basic is listed at $0/month with 10 credits, one watchlist, one portfolio, and three alerts., and Plus is listed at $10/month and Pro at $20/month..

Shared coverage

WatchlistOptions

Compare Stocknear plans View details Compare

Trendlyne

Hands-on Tested

Best free-tier fitWorkflow overlap 60%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Trendlyne best matches the base workflow on options data, portfolio tracking, and options and trading workflows.
Trendlyne matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Analyst Forecasts, Analyst Ratings & Price Targets, and Data Visualizations.

Watch out

Major switch gaps: missing ETFs and Commodities coverage, missing Brokerage and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, portfolio watchlists, and macro and fund research.
Avoid as a full replacement if you rely on brokerage trading, portfolio watchlists, and macro and fund research.
Plan matrix is complex: India-only, global, SmartOptions, Excel Connect, alert frequency, backtest limits, and download limits vary materially by tier.
Free-plan limits: Signup required, Free plan exists; paid monthly plans shown include GuruQ at INR 310/month, Pro Global at INR 1500/month, and Pro Plus Global at INR 2000/month., and Annual prices shown include GuruQ at INR 2,190, StratQ at INR 5,900, Pro Global at INR 7,500, and Pro Plus Global at INR 10,000..

Shared coverage

PortfolioWatchlistOptions

Compare Trendlyne plans View details Compare

EPSMomentum

Best free-tier fitWorkflow overlap 40%

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.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

EPSMomentum best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
EPSMomentum matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Stock Ideas, Data Visualizations, and Money Flow.

Watch out

Major switch gaps: missing Options and Commodities coverage, missing Brokerage, Options, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and options data.
Avoid as a full replacement if you rely on brokerage trading and options data.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
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..

Shared coverage

PortfolioWatchlist

Visit EPSMomentum View details Compare

FINVIZ

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 40%

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

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

FINVIZ best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
FINVIZ matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, ETF Screeners, Stock Comparison, and Data Visualizations.

Watch out

Major switch gaps: missing Mobile access, missing Commodities coverage, and missing Brokerage, Watchlist, and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on brokerage trading, options data, and advisor and client reporting.
U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Free-plan limits: Credit card required, Free stock quotes are delayed by one minute and futures by 20 minutes., and The 7-day Elite trial requires a card and automatically converts to the selected paid plan..

Shared coverage

PortfolioOptions

Start FINVIZ Elite trial View details Compare

getquin

Best free-tier fitWorkflow overlap 40%

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Commodities
Experience: Beginner and Intermediate
Plans: Free and Subscription

Why switch

getquin best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
getquin matches the base audience on Beginner, Intermediate, and retail investors.
You gain Institutional Ownership, Stock Ideas, Market Sentiment, and Dividends.

Watch out

Major switch gaps: missing Options coverage, missing Brokerage, Options, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and options data.
Avoid as a full replacement if you rely on brokerage trading and options data.
Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Free-plan limits: Signup required, Core portfolio tracking is free to download/use., and Premium pricing varies by app store and region..

Shared coverage

PortfolioWatchlist

Open getquin View details Compare

MarketScreener

Best free-tier fitWorkflow overlap 40%

Bottom line: Retail investors looking for global market news, watchlists, screeners, analyst data, calendars, reports, and model portfolios in one broad web portal.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

MarketScreener best matches the base workflow on portfolio tracking, portfolio watchlists, and options and trading workflows.
MarketScreener matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Screeners.

Watch out

Major switch gaps: missing Options coverage, missing Brokerage, Options, and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, options data, and advisor and client reporting.
Avoid as a full replacement if you rely on brokerage trading, options data, and advisor and client reporting.
Several features require higher tiers: Advanced screeners, more reports, portfolios, and decision-support tools are gated behind Premium or Expert tiers.
Free-plan limits: Signup required, Free member access exists but some content and features remain locked., and Subscription page lists Access, Premium, and Expert paid tiers..

Shared coverage

PortfolioWatchlist

Compare MarketScreener plans View details Compare

Sharesight

Best free-tier fitWorkflow overlap 40%

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Replacement: Partial replacement
Pricing fit: Cheaper starting point
Free tier: Yes
Platforms: Web and Mobile
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Plans: Free and Subscription

Why switch

Sharesight best matches the base workflow on portfolio tracking, options and trading workflows, and filings and transcript research.
Sharesight matches the base audience on Beginner, Intermediate, and Advanced.
You gain Risk Metrics, Performance Attribution, Capital Gains Estimator, and Dividend Tax / ADR Withholding.

Watch out

Major switch gaps: missing Options and Commodities coverage, missing Brokerage, Watchlist, and Options workflows, and does not clearly cover brokerage trading, options data, and portfolio watchlists.
Avoid as a full replacement if you rely on brokerage trading, options data, and portfolio watchlists.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..

Shared coverage

PortfolioDownloadable Tax Reports

Try Sharesight View details Compare

What This Shortlist Tells You

TC2000 is the closest drop-in replacement with overlapping coverage in Brokerage, Portfolio, and Watchlist while adding Screeners and News coverage, Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts. and EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening. features, and a free tier (workflow overlap ~80%).

Every pick keeps a free tier; start with TC2000, Yahoo Finance, and TipRanks to road-test Wealthsimple workflows without paying up front.

Round out your stack with new coverage areas like Screeners, News, Alerts, and Paper Trading.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Watchlist×18Portfolio×17Options×15Brokerage×1Downloadable Tax Reports×1

New angles introduced

Categories the alternatives add beyond Wealthsimple.

News+18Alerts+17Screeners+17Calendar+16Data Visualizations+16Financials+15Dividends+13Insider Data+12

Free Access & Pricing

Free options

All 20

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

Mobile ready

18/20

18 matches support mobile alongside Wealthsimple.

API availability

6/20

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

Quality checks

7 starred / 12 tested

7 tools are flagged as analyst picks; 12 have been hands-on tested.

Avg. coverage overlap

52%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Wealthsimple?

Start with TC2000, Yahoo Finance, and TipRanks to replicate Wealthsimple 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 Wealthsimple workflows stay covered on the free plan?

Expect solid overlap across Brokerage, Portfolio, Watchlist, Options, and Downloadable Tax Reports, so core Wealthsimple workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

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

Where might I still rely on Wealthsimple?

Downloadable Tax Reports, Brokerage, Portfolio, Options, and Watchlist remain strengths for Wealthsimple. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Keep Exploring

Wide Moat StocksBrowse the current moat score ranking and company-level moat notes.

Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

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

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

Information

About Me

Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.

Find me here:

Twitter / X: @Jera_Value
Website: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

Starred Tools

These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.

Tested Tools

These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.