Free Alternatives to Wise (Interest & Stocks)

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Free replacement verdicts

Free Alternatives to Wise (Interest & Stocks)

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, 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 & Data Feeds to Downloadable Tax Reports and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Wise (Interest & Stocks)All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Sharesight

Closest replacement

Best for: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.

Sharesight best matches the base workflow on long-term portfolio tracking, portfolio tracking, and API and market data.
Sharesight keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

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Perplexity Finance

Quality-checked pick

Best for: Users who want cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Perplexity Finance best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
Perplexity Finance keeps the replacement test in the same free-access lane. Free access caveat: Free consumer plan includes limited Pro searches..

Watch for: AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.

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TipRanks

Strong runner-up

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

TipRanks best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
TipRanks keeps the replacement test in the same free-access lane. 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.

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Office of Financial Research (U.S. Treasury)

Strong runner-up

Best for: Macro, risk, and policy researchers who need free official U.S. financial-stability monitors and downloadable data.

Office of Financial Research (U.S. Treasury) best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
Office of Financial Research (U.S. Treasury) keeps the replacement test in the same free-access lane. Free access caveat: Free public U.S. Treasury source..

Watch for: Systemic-risk scope: OFR is excellent for financial-stability indicators but not a broad market-data, equity-research, or trading platform.

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Detailed Alternatives

Sharesight

Closest replacementWorkflow overlap 100%

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

Replacement: Drop-in replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Sharesight best matches the base workflow on long-term portfolio tracking, portfolio tracking, and API and market data.
Sharesight matches the base audience on Beginner, Intermediate, and Advanced.
You gain Portfolio, Risk Metrics, Performance Attribution, and Capital Gains Estimator.

Watch out

Minor switch gaps: missing Currencies coverage and does not clearly cover brokerage trading and market monitoring.
Avoid as a full replacement if you rely on brokerage trading and market monitoring.
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

Wealth ManagementDownloadable Tax ReportsAPIs & Data Feeds

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Perplexity Finance

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Perplexity Finance best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
Perplexity Finance matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Watchlist, Data Visualizations, and News.

Watch out

Material switch gaps: missing Currencies coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and long-term portfolio tracking.
Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
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

APIs & Data Feeds

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

TipRanks best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
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 Mutual Funds coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and market monitoring.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
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 5 requests per minute and 50 requests per month..

Shared coverage

APIs & Data Feeds

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Office of Financial Research (U.S. Treasury)

Best free-tier fitWorkflow overlap 33%

Bottom line: Macro, risk, and policy researchers who need free official U.S. financial-stability monitors and downloadable data.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Office of Financial Research (U.S. Treasury) best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
Office of Financial Research (U.S. Treasury) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Macro Data, Yield Curves, Data Visualizations, and Scores.

Watch out

Material switch gaps: missing Mobile access, missing Currencies coverage, and missing Wealth Management and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Systemic-risk scope: OFR is excellent for financial-stability indicators but not a broad market-data, equity-research, or trading platform.
Free-plan limits: Free public U.S. Treasury source., STFM and HFM APIs are public and do not require a paid key., and Data availability and lags vary by monitor..

Shared coverage

APIs & Data Feeds

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Groww - IPOs (Apply & Calendar)

Best free-tier fitWorkflow overlap 33%

Bottom line: Indian retail investors who want to browse IPOs, apply by UPI mandate, track allotment/listing, and use the same broker ecosystem for stocks, F&O, and other investments.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Groww - IPOs (Apply & Calendar) best matches the base workflow on brokerage trading, portfolio tracking, and market monitoring.
Groww - IPOs (Apply & Calendar) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Brokerage, IPO, Calendar, and News.

Watch out

Material switch gaps: missing Mutual Funds and Currencies coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover long-term portfolio tracking and macro and fund research.
Avoid as a full replacement if you rely on long-term portfolio tracking and macro and fund research.
India-only broker workflow: Groww IPO application is for Indian market IPOs and depends on Indian account, KYC, UPI, exchange, and broker eligibility.
Free-plan limits: Signup required, Groww IPO hub is publicly viewable, while applying requires a Groww account and Indian brokerage/KYC workflow., and Groww Trading API page lists API access at INR499 plus taxes per month..

Shared coverage

APIs & Data Feeds

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Trading Economics

Hands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Developers and analysts who need macro indicators, economic calendar data, markets data, forecasts, financials, Excel/Sheets integrations, and API/WebSocket delivery.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Trading Economics best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
Trading Economics matches the base audience on Beginner, Intermediate, and Advanced.
You gain Macro Data, Calendar, Alerts, and News.

Watch out

Major switch gaps: missing Mutual Funds coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Real API use is paid: Guest credentials are limited/sample access; Standard and Professional API plans are billed yearly.
Free-plan limits: API pricing page lists Standard at $149/month billed yearly., API pricing page lists Professional at $299/month billed yearly., and Enterprise is contact-sales/customized; guest credentials provide limited sample access..

Shared coverage

APIs & Data Feeds

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FinancialJuice

Best free-tier fitWorkflow overlap 33%

Bottom line: Day traders and macro-sensitive investors who need live voice squawk, real-time headlines, economic calendar context, event triggers, and news-desk chat.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

FinancialJuice best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
FinancialJuice matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, Alerts, Calendar, and Macro Data.

Watch out

Major switch gaps: missing Mutual Funds coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
News speed, not deep analytics: FinancialJuice is a squawk and news feed, not a valuation, portfolio analytics, or options-modeling platform.
Free-plan limits: Signup required, The current purchase flow lists Pro at a promotional $69/quarter and Elite at $99/quarter., and Both quarterly offers are described as three months for the price of one for the life of the subscription..

Shared coverage

APIs & Data Feeds

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MarketInOut

Best free-tier fitWorkflow overlap 33%

Bottom line: Traders who want formula-driven screening, backtesting, historical screening, alerts, and multi-market technical/fundamental filters.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

MarketInOut best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
MarketInOut matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Backtesting, Watchlist, and Portfolio.

Watch out

Major switch gaps: missing Mobile and API access, missing Mutual Funds coverage, and missing Wealth Management and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Free access is limited: Free/trial access lets users inspect the platform, but serious use of analytics, alerts, formula screening, and backtests needs paid membership.
Free-plan limits: Signup required, Signup page lists 6-month membership at $159, 1-year at $259, and 2-year at $359; prices exclude VAT., and FAQ says monthly subscriptions are not supported and payments are non-recurring..

Shared coverage

APIs & Data Feeds

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okama

Hands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Technical users who want a free open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

okama best matches the base workflow on portfolio tracking, API and market data, and macro and fund research.
okama matches the base audience on Beginner, Intermediate, and Advanced.
You gain Quant, Data Visualizations, Portfolio, and Correlation.

Watch out

Major switch gaps: missing Mobile access, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and market monitoring.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Developer-oriented workflow: okama is most valuable through Python, API, and widgets; non-technical investors may find it less approachable than hosted portfolio trackers.
Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. and Public documentation currently describes okama 2.2.1..

Shared coverage

APIs & Data Feeds

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Alpha Vantage

Hands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Developers and students who want a simple API key for market, fundamentals, macro, FX, crypto, commodity, and options data.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Alpha Vantage best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
Alpha Vantage matches the base audience on Beginner, Intermediate, and Advanced.
You gain News, News Sentiment, Market Sentiment, and Calendar.

Watch out

Major switch gaps: missing Mobile access, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and market monitoring.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Free quota is small: A standard free limit of 25 API requests per day.
Free-plan limits: Signup required, Free key is limited to 25 API requests per day., and Premium endpoints and higher throughput require paid membership..

Shared coverage

APIs & Data Feeds

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Financial Modeling Prep (FMP)

Hands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Developers and analysts who need REST/WebSocket market data, fundamentals, calendars, transcripts, ownership, ESG, and macro datasets.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Financial Modeling Prep (FMP) best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
Financial Modeling Prep (FMP) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, News, Calendar, and Dividends.

Watch out

Major switch gaps: missing Mobile access, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and market monitoring.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Free sandbox is limited: The Basic plan is capped at 250 API calls per day, end-of-day timeframe, and around 5 years of history.
Free-plan limits: Signup required, Basic plan is limited to 250 API calls per day., and Free tier has end-of-day timeframe, around 5 years of history, and limited bandwidth..

Shared coverage

APIs & Data Feeds

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SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Investors, analysts, and builders who need the primary U.S. source for company, fund, insider, ownership, prospectus, and XBRL filing data.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Regulatory Filings Monitoring, IPO, Corporate Actions & Special Situations, and Insider Data.

Watch out

Major switch gaps: missing Mobile access, missing Currencies coverage, and missing Wealth Management and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Fair-access limits apply: Automated access must use a descriptive User-Agent and stay within SEC fair-access guidance, currently 10 requests per second.
Free-plan limits: SEC developer resources say company submissions and extracted XBRL data are available via RESTful JSON APIs on data.sec.gov., SEC fair-access guidance limits automated requests to no more than 10 requests per second., and EDGAR search and company filings are publicly accessible without a paid subscription..

Shared coverage

APIs & Data Feeds

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SEC.gov (EDGAR)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Anyone who needs the official free source for U.S. public-company filings, fund filings, insider forms, 13F reports, XBRL company facts, and bulk EDGAR archives.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

SEC.gov (EDGAR) best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
SEC.gov (EDGAR) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Official Sources, Regulatory Filings Monitoring, Improved Filings, and Insider Data.

Watch out

Major switch gaps: missing Mobile access, missing Currencies coverage, and missing Wealth Management and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and options and trading workflows.
Fair-access limits: Automated users must declare a User-Agent and stay within the current 10 requests/second access limit.
Free-plan limits: SEC EDGAR APIs are free and require no API key for public investor/research endpoints., SEC fair-access guidance states a current maximum access rate of 10 requests/second., and A declared User-Agent is required for automated access..

Shared coverage

APIs & Data Feeds

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PortfoliosLab

Best free-tier fitWorkflow overlap 33%

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

PortfoliosLab best matches the base workflow on portfolio tracking, API and market data, and macro and fund research.
PortfoliosLab matches the base audience on Beginner, Intermediate, and Advanced.
You gain Portfolio, Watchlist, Backtesting, and Correlation.

Watch out

Major switch gaps: missing Mobile access, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and market monitoring.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history., and Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..

Shared coverage

APIs & Data Feeds

Analyze portfolios on PortfoliosLab View details Compare

MarineTraffic

Best free-tier fitWorkflow overlap 33%

Bottom line: Investors and operators using vessel movements, port calls, congestion, and AIS history as shipping, commodity, trade, or supply-chain alternative data.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

MarineTraffic best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
MarineTraffic matches the base audience on Beginner, Intermediate, and Advanced.
You gain Data Visualizations, Shipping & Trade, Alerts, and Live Map with advanced filters, including ship type, capacity, status, and custom smart filters..

Watch out

Major switch gaps: missing Mutual Funds and Currencies coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and long-term portfolio tracking.
Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
API is account-specific: MarineTraffic API services use API keys but are not automatically included with every online plan; access depends on contract/account entitlements.
Free-plan limits: Signup required, Online plans page lists Basic at $10/month billed monthly with a 7-day free trial., and Public support docs describe Basic, Essential, and Enterprise plans..

Shared coverage

APIs & Data Feeds

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Semrush

Best free-tier fitWorkflow overlap 33%

Bottom line: Investors and operators using SEO, paid search, web traffic, and AI visibility as alternative data for digital businesses.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Semrush best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
Semrush matches the base audience on Beginner, Intermediate, and Advanced.
You gain App & Website Traffic, Sheets / Excel Add-ins, Blogs, and Traffic Analytics tools to examine any website’s visitors, sources, engagement metrics, and competitive benchmarks..

Watch out

Major switch gaps: missing Mutual Funds and Currencies coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and long-term portfolio tracking.
Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Marketing platform, not investing software: Semrush does not provide portfolio tracking, valuation models, broker execution, or official company fundamentals.
Free-plan limits: Signup required, Credit card required, and Free account and paid-plan trials are limited..

Shared coverage

APIs & Data Feeds

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GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

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

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Assets: Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

GuruFocus best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
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 Currencies coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and market monitoring.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
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, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

APIs & Data Feeds

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Quiver Quantitative

Hands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Investors who want alternative data around Congress trades, insider activity, lobbying, government contracts, patents, app data, and institutional holdings.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

Quiver Quantitative best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
Quiver Quantitative matches the base audience on Beginner, Intermediate, and Advanced.
You gain Screeners, Watchlist, Backtesting, and US Government Trades.

Watch out

Major switch gaps: missing Mutual Funds and Currencies coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading, long-term portfolio tracking, and market monitoring.
Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
U.S.-centric alternative data: Most flagship datasets are tied to U.S. disclosures, politics, institutions, or companies.
Free-plan limits: Advanced screeners, alerts, dashboards, backtests, and exports require Premium., API access starts at a paid plan and has dataset tier restrictions., and Commercial API use requires a custom plan..

Shared coverage

APIs & Data Feeds

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ETF Action

Best free-tier fitWorkflow overlap 33%

Bottom line: Advisors and ETF professionals who need ETF classification, look-through holdings analytics, overlap, flows, 13F screening, model portfolios, reports, and enterprise data workflows.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web and API
Experience: Beginner, Intermediate, and Advanced
Plans: Free

Why switch

ETF Action best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
ETF Action matches the base audience on Beginner, Intermediate, and Advanced.
You gain ETF Analysis, ETF Factors, ETF Overlap, and Screeners.

Watch out

Major switch gaps: missing Mobile access, missing Mutual Funds and Currencies coverage, and missing Wealth Management and Downloadable Tax Reports workflows.
Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Paid tiers drive the product value: Free access is for general market awareness; look-through analytics, exports, 13F screening, and model building are paid-tier workflows.
Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access., and DIY is listed at $29/month and Advisor Pro at $99/month..

Shared coverage

APIs & Data Feeds

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Unusual Whales

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 33%

Bottom line: Options traders who want real-time options flow, dark pool/off-exchange activity, alerts, and screeners.

Replacement: Partial replacement
Pricing fit: Free-plan match
Free tier: Yes
Platforms: Web, Mobile, and API
Experience: Intermediate and Advanced
Plans: Free

Why switch

Unusual Whales best matches the base workflow on portfolio tracking, market monitoring, and API and market data.
Unusual Whales matches the base audience on Intermediate, Advanced, and retail investors.
You gain Options, Money Flow, Screeners, and Options P&L.

Watch out

Major switch gaps: missing Mutual Funds and Currencies coverage, missing Wealth Management and Downloadable Tax Reports workflows, and does not clearly cover brokerage trading and long-term portfolio tracking.
Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Free alerts are delayed and limited: Free users receive only free alerts with about a 5-12 minute delay.
Free-plan limits: Signup required, Free alerts are delayed and limited to free-access content., and Platform, API access, API trial, API Advanced, and enterprise products are separate plan surfaces..

Shared coverage

APIs & Data Feeds

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What This Shortlist Tells You

Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Downloadable Tax Reports, and APIs & Data Feeds 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 (workflow overlap ~100%).

Every pick keeps a free tier; start with Sharesight, Perplexity Finance, and TipRanks 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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

APIs & Data Feeds×20Downloadable Tax Reports×1Wealth Management×1

New angles introduced

Categories the alternatives add beyond Wise (Interest & Stocks).

Alerts+12News+11Calendar+9Insider Data+9Screeners+9Data Visualizations+8Institutional Ownership+8IPO+8

Free Access & Pricing

Free options

All 20

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

Mobile ready

11/20

11 matches support mobile alongside Wise (Interest & Stocks).

API availability

19/20

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

Quality checks

6 starred / 11 tested

6 tools are flagged as analyst picks; 11 have been hands-on tested.

Avg. coverage overlap

37%

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, Perplexity Finance, and TipRanks 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 & Data Feeds, 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, Dividends, Compounding Calculator, Advisor Operations, Broker Connectors, Alerts, Screeners, Watchlist, Data Visualizations, News, Calendar, Analyst Forecasts, Improved Filings, US Government Trades, Insider Data, Institutional Ownership, Options, Stock Ideas, Top Analysts, ETF Screeners, Stock Comparison, ETF Comparison, Financials, Scores, Bulls Say Bear Say, Analyst Ratings & Price Targets, AI Research, AI Chat, News Sentiment, IPO, Splits, Corporate Actions & Special Situations, Guidance / Pre-announcements, Macro Data, Options P&L, Retirement Calculator, Education, Yield Curves, Market Sentiment, Fund Analysis, Blogs, Official Sources, Brokerage, Credit Ratings & Outlooks, Sheets / Excel Add-ins, Backtesting, Correlation, Quant, Monte Carlo, ETF Analysis, Transcripts, ESG Ratings, Valuation Models, Regulatory Filings Monitoring, Factor Exposure, Shipping & Trade, App & Website Traffic, Flags, Short Interest, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Reddit, Which ETF includes this Stock?, Patents / USPTO, Dark Pool & Off-Exchange, ETF Factors, ETF Overlap, and Money Flow 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)?

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.

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

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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.