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 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. features (category overlap ~100%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Monday, January 5, 2026
Free programmatic picks
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.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Sharesight, Scalable Capital, and BizToc 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., 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..
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., 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., 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., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
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% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and 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% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and 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 525Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Mutual Funds and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and API
Pricing: Free
Why investors switch
- Expands into News, Reddit, and Data APIs coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., and ‘Imagery’ (NewsWall): latest business news in pictures..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: News, Reddit, and Data APIs
Standout features: ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., ‘Imagery’ (NewsWall): latest business news in pictures., and Customization: dark mode and configurable news grid; site‑wide search.
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, News, and News Sentiment coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., and Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, News, News Sentiment, and Analyst Forecasts
Standout features: End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries., and Real-time WebSocket streaming (<50 ms latency) for US equities, forex, and crypto, with up to 50 simultaneous tickers and pre/post-market support.
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., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., and Recurring ETF investment plans let users automate contributions commission-free (within plan limits)..
- 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., Commission-free monthly allowance by plan: Standard 1, Plus 3, Premium 5, Metal 10, Ultra 10. Extra trades cost 0.25% (0.12% for Ultra)., Recurring ETF investment plans let users automate contributions commission-free (within plan limits)., 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 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 465Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
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 Screeners, Stock Comparison, and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Portfolio
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
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.
#14 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 EDGAR documents and search tools (e.g., 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 EDGAR documents and search tools (e.g., 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 443Category overlap: 33%
Shared coverage
APIs & SDKs
Assets: Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Screeners, Data Visualizations, and Alerts coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Automated market scanner that detects chart patterns, Fibonacci setups, and key levels, with filters for quality, breakout type, and length., MetaTrader 4/5 plugin with an embedded market scanner and in-terminal risk calculator., and Risk Calculator helps with position sizing by combining stop-loss levels with user-defined risk percentages..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Data Visualizations, Alerts, and News Sentiment
Standout features: Automated market scanner that detects chart patterns, Fibonacci setups, and key levels, with filters for quality, breakout type, and length., MetaTrader 4/5 plugin with an embedded market scanner and in-terminal risk calculator., Risk Calculator helps with position sizing by combining stop-loss levels with user-defined risk percentages., and Volatility analysis forecasts expected trading ranges for the next 1h, 4h, and 24h across stocks, forex, crypto, and commodities.
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 Screeners, Stock Ideas, and Data Visualizations coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Screeners, Stock Ideas, Data Visualizations, and Index Rebalancing
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
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 Data APIs, Central Bank Watcher, and Inflation Rates coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Open SDMX 2.1 REST API with discovery & retrieval modes; single entry point at data-api.ecb.europa.eu/service/ and rich query parameters (e.g., startPeriod/endPeriod, updatedAfter, includeHistory, detail, firstNObservations/lastNObservations)., Format flexibility via content negotiation and the `format` query param: SDMX‑JSON, CSV, and SDMX‑ML (structure‑specific and generic)., and Interactive portal with export of data (CSV, XLS long/wide, SDMX) and export of visuals (PNG, PDF, PowerPoint)..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Central Bank Watcher, Inflation Rates, and Interest Rates
Standout features: Open SDMX 2.1 REST API with discovery & retrieval modes; single entry point at data-api.ecb.europa.eu/service/ and rich query parameters (e.g., startPeriod/endPeriod, updatedAfter, includeHistory, detail, firstNObservations/lastNObservations)., Format flexibility via content negotiation and the `format` query param: SDMX‑JSON, CSV, and SDMX‑ML (structure‑specific and generic)., Interactive portal with export of data (CSV, XLS long/wide, SDMX) and export of visuals (PNG, PDF, PowerPoint)., and Comprehensive euro‑area macro & markets coverage: HICP inflation, key & market interest rates, exchange rates (reference rates), GDP and labor indicators, plus euro‑area yield curves (spot/forward/par).
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 Data APIs, Central Bank Watcher, and Interest Rates coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics)., Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times., and SOFR Averages (30/90/180‑day) & SOFR Index (index = 1.00000000 on April 2, 2018) with methodology notes..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Central Bank Watcher, Interest Rates, and Yield Curves
Standout features: Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics)., Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times., SOFR Averages (30/90/180‑day) & SOFR Index (index = 1.00000000 on April 2, 2018) with methodology notes., and Primary Dealer Statistics: weekly time series (positions, transactions, financing, fails) back to Jan 28, 1998; updated Thursdays ~4:15 p.m. ET; exportable for automated use.
Similarity score 437Category 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, Interest Rates, and Yield Curves coverage beyond what Wise (Interest & Stocks) offers.
- Standout features include Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..
- Pair it with Wise (Interest & Stocks) if you still need Wealth Management and Downloadable Tax Reports.
Adds coverage: Data APIs, Interest Rates, Yield Curves, and Data Visualizations
Standout features: Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics., and OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
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+16News+10Data Visualizations+8Insider Data+8Alerts+7Calendar+7Dividends+7Financials+7
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
6/20
6 matches support mobile alongside Wise (Interest & Stocks).
API availability
16/20
16 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 10 tested
8 tools are flagged as analyst picks; 10 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 BizToc 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, Reddit, 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, Analyst Forecasts, Ticker Changes, Analyst Recommendations, Analyst Price Targets, Screeners, Commitment of Traders (COT), Scores, ESG Ratings, Valuation Models, 13F, Institutional Data, Backtesting, Correlation, Factor Exposure, Stock Comparison, ETF Comparison, ETF Screeners, Data Visualizations, Quant, ETF Performance, ETF Overlap, Blogs, Paper Trading, Advanced Order Types, Housing & Construction, On-chain Analytics, DEX / DeFi, Webhooks, Videos, Forums, Investor Holdings, ETF Valuation, Improved Filings, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Newsletters, Regulatory Filings Monitoring, 13D/13G, Management Compensation, Secondary Offerings, Stock Ideas, Index Rebalancing, Short Interest, Buybacks & Authorizations, Central Bank Watcher, Real Yields, and Fund Holdings 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
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!
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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.