Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Downloadable Tax Reports, and APIs & SDKs while adding Portfolio and Risk Metrics coverage and Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view. and Public pricing page says 500,000+ investors track investments with Sharesight. features (category overlap ~100%).
VOL. XCIV, NO. 247
Free Alternatives to Wise (Interest & Stocks)
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Free Alternatives to Wise (Interest & Stocks)
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Wise (Interest & Stocks) before paying for another subscription.
Switching from Wise (Interest & Stocks) doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from APIs & SDKs to Downloadable Tax Reports and beyond. Each pick below is ranked by how closely it matches Wise (Interest & Stocks)'s category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap40%Category match
Mobile Ready7Native apps
Quick takeaways
Every pick keeps a free tier; start with Sharesight, Scalable Capital, and Alpha Vantage to road-test Wise (Interest & Stocks) workflows without paying up front.
Round out your stack with new coverage areas like Portfolio, Risk Metrics, Performance Attribution, and Capital Gains Estimator.
Similarity score 778Category overlap: 100%
Shared coverage
Wealth ManagementDownloadable Tax ReportsAPIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into Portfolio, Risk Metrics, and Performance Attribution coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
Adds coverage: Portfolio, Risk Metrics, Performance Attribution, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Similarity score 591Category overlap: 67%
Shared coverage
Wealth ManagementDownloadable Tax Reports
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Brokerage, Portfolio, and Watchlist coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2.5% annual interest on uninvested cash per current EU pricing pages; PRIME+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in money-market funds., and Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+..
- Pair it with Wise (Interest & Stocks) if you still need APIs & SDKs.
Adds coverage: Brokerage, Portfolio, and Watchlist
Standout features: Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2.5% annual interest on uninvested cash per current EU pricing pages; PRIME+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in money-market funds., Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+., and Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1.
Similarity score 523Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Other
Why investors switch
- Expands into Data APIs, News, and News Sentiment coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, News, News Sentiment, and Market Sentiment
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Similarity score 519Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Calendar, and News coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., and Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Calendar, News, and News Sentiment
Standout features: Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)., and Tick Data API (US equities): available in All‑In‑One, or “by request” as an additional package; dataset begins 2008‑01‑01; consumes 10 API calls/request.
Similarity score 519Category overlap: 67%
Shared coverage
Wealth ManagementDownloadable Tax Reports
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Brokerage, Portfolio, and Watchlist coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Current EEA stock/ETP/bond allowance: Standard and Plus 0 commission-free orders, Premium 5, Metal and Ultra 10; extra orders are 0.10% with no minimum fee., and Selected ETP investment-plan buys can be placed commission-free, separate from general order execution fees..
- Pair it with Wise (Interest & Stocks) if you still need APIs & SDKs.
Adds coverage: Brokerage, Portfolio, Watchlist, and Alerts
Standout features: Access to 4,000+ stocks and ETFs directly in-app, with investments starting from as little as $/€1., Current EEA stock/ETP/bond allowance: Standard and Plus 0 commission-free orders, Premium 5, Metal and Ultra 10; extra orders are 0.10% with no minimum fee., Selected ETP investment-plan buys can be placed commission-free, separate from general order execution fees., and Bonds available in the EEA-both government and corporate-with coupon payments and maturity details shown, minimum €2 per trade.
Similarity score 505Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Screeners, Data APIs, and News coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Data APIs, News, and Calendar
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 497Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Backtesting coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Portfolio, Watchlist, Backtesting, and Correlation
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 497Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, News, and Dividends coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include End-of-day (EOD) price API with proprietary error-checking and broad historical coverage., Coverage spans 65,000+ US stocks, ETFs, mutual funds, ADRs, plus Chinese equities with 50+ years of history., and Corporate actions API for dividends and splits, including both historical and announced events..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, News, Dividends, and Splits
Standout features: End-of-day (EOD) price API with proprietary error-checking and broad historical coverage., Coverage spans 65,000+ US stocks, ETFs, mutual funds, ADRs, plus Chinese equities with 50+ years of history., Corporate actions API for dividends and splits, including both historical and announced events., and IEX real-time equity feed with tick-level data via REST and WebSocket.
Similarity score 493Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into Screeners, Watchlist, and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Watchlist, Data Visualizations, and News
Standout features: Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news., and Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
Similarity score 493Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 489Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Other
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 479Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into GDP, Inflation Rates, and Unemployment Rates coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., and API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: GDP, Inflation Rates, Unemployment Rates, and Interest Rates
Standout features: Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header., and API limits: general limit of 1 request/second; historical endpoints capped at 10,000 rows and economic calendar endpoints capped at 1,000 rows per call.
Similarity score 477Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Other
Why investors switch
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 459Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 459Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Regulatory Filings Monitoring, and Insider Data coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN)., and Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Regulatory Filings Monitoring, Insider Data, and 13F
Standout features: Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN)., Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares., and Historical coverage back to 1993 with support for all 400+ EDGAR form types; new filings made available within ~300 ms of posting.
#16 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 459Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 459Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Improved Filings, Insider Data, and 13F coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Search Filings provides free public access to millions of EDGAR documents and search tools (e.g., Company Search, Full Text Search, Latest Filings, Mutual Fund Search)., EDGAR Full-Text Search covers electronic filings since 2001 (including exhibits/attachments) and supports queries by keyword, ticker, company name, CIK, and reporter; boolean/wildcards and advanced search are supported (natural-language search is not)., and Latest Filings provides a real-time listing of filings as they are submitted; SEC recommends Latest Filings + RSS for near-real-time access and notes EDGAR filing email alerts are not offered (RSS instead)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Improved Filings, Insider Data, 13F, and Alerts
Standout features: Search Filings provides free public access to millions of EDGAR documents and search tools (e.g., Company Search, Full Text Search, Latest Filings, Mutual Fund Search)., EDGAR Full-Text Search covers electronic filings since 2001 (including exhibits/attachments) and supports queries by keyword, ticker, company name, CIK, and reporter; boolean/wildcards and advanced search are supported (natural-language search is not)., Latest Filings provides a real-time listing of filings as they are submitted; SEC recommends Latest Filings + RSS for near-real-time access and notes EDGAR filing email alerts are not offered (RSS instead)., and Mutual Funds Search supports searching funds/ETFs by name, series/class or contract IDs, ticker, or CIK, and links to prospectuses and proxy voting records; users can subscribe via RSS.
Similarity score 457Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Data APIs, Sheets / Excel Add-ins, and Quant coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include REST API for real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and other financial datasets., Coverage across US and international markets, including equities, indices, funds, derivatives, OTC securities, crypto, forex, and commodities., and Pricing dataset table advertises 252,000+ tickers across 20+ exchanges, with symbols for stocks, ETFs, commodities, OTC securities, indices, options, futures, crypto, forex, and mutual funds..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Sheets / Excel Add-ins, Quant, and News
Standout features: REST API for real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and other financial datasets., Coverage across US and international markets, including equities, indices, funds, derivatives, OTC securities, crypto, forex, and commodities., Pricing dataset table advertises 252,000+ tickers across 20+ exchanges, with symbols for stocks, ETFs, commodities, OTC securities, indices, options, futures, crypto, forex, and mutual funds., and Historical data coverage varies by endpoint: homepage messaging says over 20 years overall; the pricing table lists end-of-day prices since 2015, company/fundamentals since 2010, market news since 2006, ESG since 2020, and corporate actions since 1964.
Similarity score 437Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Central Bank Watcher, Interest Rates, and Yield Curves coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Bank Rate hub with the current Bank Rate, explanation of the latest decision, and the next scheduled decision date., As of the April 2026 MPC materials, Bank Rate was maintained at 3.75% and the homepage listed the next scheduled decision as 18 June 2026., and MPC announcements calendar with upcoming meeting dates and links to MPC summaries/minutes and quarterly Monetary Policy Reports..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Central Bank Watcher, Interest Rates, Yield Curves, and Calendar
Standout features: Bank Rate hub with the current Bank Rate, explanation of the latest decision, and the next scheduled decision date., As of the April 2026 MPC materials, Bank Rate was maintained at 3.75% and the homepage listed the next scheduled decision as 18 June 2026., MPC announcements calendar with upcoming meeting dates and links to MPC summaries/minutes and quarterly Monetary Policy Reports., and Bank of England Database to browse, visualise and export Bank-published time-series (incl. interest & exchange rates and Bank Rate history).
Similarity score 437Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Central Bank Watcher, Calendar, and Alerts coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Home page “What’s New” feed includes an RSS link and publishes downloadable releases (commonly PDF and XLSX)., BOJ Time-Series Data Search enables searching, downloading, and graph drawing for ~200,000 long-term BOJ time-series data items., and BOJ launched an API service for BOJ Time-Series Data Search on February 18, 2026, with statistical time-series access in formats including JSON and CSV..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Central Bank Watcher, Calendar, Alerts, and Interest Rates
Standout features: Home page “What’s New” feed includes an RSS link and publishes downloadable releases (commonly PDF and XLSX)., BOJ Time-Series Data Search enables searching, downloading, and graph drawing for ~200,000 long-term BOJ time-series data items., BOJ launched an API service for BOJ Time-Series Data Search on February 18, 2026, with statistical time-series access in formats including JSON and CSV., and Time-Series Data Search supports finding series by statistics category, keyword/name of series, or exact series codes; selection can include up to 250 series; users can save the list of selected series codes.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×18Downloadable Tax Reports×3Wealth Management×3
New angles introduced
Categories the alternatives add beyond Wise (Interest & Stocks).
Data APIs+18News+12Calendar+11Insider Data+11Alerts+9Dividends+9IPO+9Splits+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
7/20
7 matches support mobile alongside Wise (Interest & Stocks).
API availability
18/20
18 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 12 tested
9 tools are flagged as analyst picks; 12 have been hands-on tested.
Avg. coverage overlap
40%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Wise (Interest & Stocks)?
Start with Sharesight, Scalable Capital, and Alpha Vantage to replicate Wise (Interest & Stocks) 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 Wise (Interest & Stocks) workflows stay covered on the free plan?
Expect solid overlap across Wealth Management, Downloadable Tax Reports, and APIs & SDKs, so core Wise (Interest & Stocks) workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Portfolio, Risk Metrics, Performance Attribution, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Client & Investor Reporting, Client Portal & Mobile App, Broker Connectors, Data APIs, Alerts, Brokerage, Watchlist, News, News Sentiment, Market Sentiment, Calendar, IPO, Dividends, Splits, Delisted, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Retail Sales, Yield Curves, Options & Derivatives, Options, ETF Overview, ETF Holdings, ETF Fundamentals, Financials, Insider Data, Transcripts, Sheets / Excel Add-ins, Education, Screeners, ESG Ratings, Commitment of Traders (COT), Scores, Valuation Models, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, 13F, Institutional Data, Backtesting, Correlation, Factor Exposure, Stock Comparison, ETF Comparison, ETF Screeners, Data Visualizations, Quant, Improved Filings, US Government Trades, Stock Ideas, Top Analysts, Bulls Say Bear Say, AI, AI Report, Buybacks & Authorizations, Options P&L, Retirement Calculator, Investor Holdings, Special Situations, Acquisitions, Spin-offs, Flags, Short Interest, 13D/13G, Fund Holdings, AI Chat, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Credit Ratings & Outlooks, ETF Performance, ETF Overlap, AI Business Summary, AI Filings Summary, AI Earnings Summary, Webhooks, Regulatory Filings Monitoring, Management Compensation, Secondary Offerings, Fund Overview, Fund Performance, and Central Bank Watcher show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Wise (Interest & Stocks)?
APIs & SDKs, Wealth Management, and Downloadable Tax Reports remain strengths for Wise (Interest & Stocks). 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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.