VOL. XCIV, NO. 247

Free Alternatives to Wise (Interest & Stocks)

Checking

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 needing 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.

Try Sharesight

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Perplexity Finance

Quality-checked pick

Best for: Users looking for 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.

Open Perplexity Finance

Details Compare

TipRanks

Strong runner-up

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

TipRanks best matches the base workflow on portfolio tracking, 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.

View TipRanks plans

Details Compare

Quiver Quantitative

Strong runner-up

Best for: Investors looking for alternative data around Congress trades, insider activity, lobbying, government contracts, patents, app data, and institutional holdings.

Quiver Quantitative best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
Quiver Quantitative keeps the replacement test in the same free-access lane. Free access caveat: Advanced screeners, alerts, dashboards, backtests, and exports require Premium..

Watch for: U.S.-centric alternative data: Most flagship datasets are tied to U.S. disclosures, politics, institutions, or companies.

View Quiver API

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

Office of Financial Research (U.S. Treasury)

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

Keep

APIs & Data Feeds

Gain

Macro Data
Yield Curves
Data Visualizations
Scores

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
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.
Systemic-risk scope: OFR covers financial-stability indicators, not broad market data, equity research, or trading.

Price: Wise (Interest & Stocks)Free
Office of Financial Research (U.S. Treasury)Free
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open OFR monitors Compare

Full review and details

Partial replacement

okama

Tested by us

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.

Keep

APIs & Data Feeds

Gain

Quant
Data Visualizations
Portfolio
Correlation

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
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 2.3.0.
Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.

Price: Wise (Interest & Stocks)Free
okamaFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Explore okama documentation Compare

Full review and details

Partial replacement

SEC.gov (EDGAR)

Analyst pickTested by us

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

Keep

APIs & Data Feeds

Gain

Official Sources
Regulatory Filings Monitoring
Improved Filings
Insider Data

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and options and trading workflows.
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.
Fair-access limits: Automated users must declare a User-Agent and stay within the current 10 requests/second access limit.

Price: Wise (Interest & Stocks)Free
SEC.gov (EDGAR)Free
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open SEC EDGAR APIs Compare

Full review and details

Bank of Japan (BOJ)Partial replacementFreeFree, no signup

Partial replacement

Bank of Japan (BOJ)

Bottom line: Analysts and developers who need official Japanese monetary-policy releases, schedules, and BOJ time series.

Keep

APIs & Data Feeds

Gain

Macro Data
Calendar
Alerts
Data Visualizations

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: BOJ Time-Series Data Search and API are public and free, with JSON and CSV access and Email notifications are optional for newly uploaded website information.
Official data source, not an investor app: The BOJ provides statistics, releases, calendars, charts, and APIs, but no screener, portfolio analytics, broker connection, or investment recommendations.

Price: Wise (Interest & Stocks)Free
Bank of Japan (BOJ)Free
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Open BOJ data search Compare

Full review and details

European Central Bank (ECB) - Statistics & DataPartial replacementFreeFree, no signup

Partial replacement

European Central Bank (ECB) - Statistics & Data

Bottom line: Analysts and developers who need official euro-area macro, rate, foreign-exchange, and yield-curve data.

Keep

APIs & Data Feeds

Gain

Macro Data
Yield Curves
Calendar
Data Visualizations

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and options and trading workflows.
Free-plan limits: ECB Data Portal and SDMX REST web services provide free programmatic access to official ECB statistics and Optional free account enables favourites, dashboards, and email notifications.
Official data, not an investing app: The ECB provides statistics and APIs, but no screener, portfolio analytics, broker integration, alerts product, or investment recommendations.

Price: Wise (Interest & Stocks)Free
European Central Bank (ECB) - Statistics & DataFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open ECB Data Portal Compare

Full review and details

Federal Reserve Bank of New York - Data & StatisticsPartial replacementFreeFree, no signup

Partial replacement

Federal Reserve Bank of New York - Data & Statistics

Bottom line: Macro investors, economists, and data teams that need official New York Fed rates, operations, survey, and market datasets.

Keep

APIs & Data Feeds

Gain

Macro Data
Yield Curves
Calendar
Newsletters

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: Free official Federal Reserve Bank source, Markets Data APIs are public for external users and applications, and Publication times and formats vary by dataset.
Official data hub, not analytics suite: The New York Fed publishes datasets and dashboards. Users need separate analysis, alerting, and portfolio tools.

Price: Wise (Interest & Stocks)Free
Federal Reserve Bank of New York - Data & StatisticsFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open NY Fed data Compare

Full review and details

Perplexity FinanceQuality-checked pickFree • From $20/moFree, no signup

Quality-checked pick

Perplexity Finance

Analyst pickTested by us

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

Keep

APIs & Data Feeds

Gain

Screeners
Watchlist
Data Visualizations
News

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
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.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.

Price: Wise (Interest & Stocks)Free
Perplexity FinanceFree • From $20/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open Perplexity Finance Compare

Full review and details

Trading EconomicsPartial replacementFree • From $22/moFree, no signup

Partial replacement

Trading Economics

Tested by us

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

Keep

APIs & Data Feeds

Gain

Macro Data
Calendar
Alerts
News

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
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.
Real API use is paid: Guest credentials are limited/sample access. Standard and Professional API plans are billed yearly.

Price: Wise (Interest & Stocks)Free
Trading EconomicsFree • From $22/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Trading Economics API Compare

Full review and details

Quiver QuantitativePartial replacementFree • From $25/moFree, no signup

Partial replacement

Quiver Quantitative

Tested by us

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

Keep

APIs & Data Feeds

Gain

Screeners
Watchlist
Backtesting
US Government Trades

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
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.
U.S.-centric alternative data: Most flagship datasets are tied to U.S. disclosures, politics, institutions, or companies.

Price: Wise (Interest & Stocks)Free
Quiver QuantitativeFree • From $25/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Quiver API Compare

Full review and details

FintelPartial replacementFree • Paid plans availableFree, no signup

Partial replacement

Fintel

Bottom line: Investors looking for ownership, short interest, options sentiment, filings, dashboards, alerts, and quant-style scores in one research site.

Keep

APIs & Data Feeds

Gain

Short Interest
Insider Data
Institutional Ownership
Which ETF includes this Stock?

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: Free public access is available, Bronze, Silver, and Gold tiers gate paid research workflows, and Broker-linked retail ownership features require sign-in and supported U.S. brokerage access.
Many core workflows are paid: Advanced research tools, premium datasets, leaderboards, AI private research, portfolio tools, and advanced AI access are tier-gated.

Price: Wise (Interest & Stocks)Free
FintelFree • Paid plans available
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open Fintel Compare

Full review and details

PortfoliosLabPartial replacementFree • From $8.33/moFree with signup

Partial replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

APIs & Data Feeds

Gain

Portfolio
Watchlist
Backtesting
Correlation

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
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 Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
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.

Price: Wise (Interest & Stocks)Free
PortfoliosLabFree • From $8.33/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLab Compare

Full review and details

MarketInOutPartial replacementFree • From $359Free with signup

Partial replacement

MarketInOut

Bottom line: Traders who need formula-driven screening, backtesting, historical screens, alerts, and multi-market filters.

Keep

APIs & Data Feeds

Gain

Screeners
Backtesting
Watchlist
Portfolio

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
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.
Free access is limited: The free tier shows partial screener results and limits the Backtester to the current year. A 7-day trial is available only by request.

Price: Wise (Interest & Stocks)Free
MarketInOutFree • From $359
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare MarketInOut membership Compare

Full review and details

MacroMicroPartial replacementFree • From $20/moFree with signup

Partial replacement

MacroMicro

Bottom line: Macro-driven investors looking for global economic charts, cycle indicators, ETF tools, 13F/COT views, earnings summaries, and lightweight backtesting in a single visual workspace.

Keep

APIs & Data Feeds

Gain

Data Visualizations
ETF Screeners
ETF Comparison
Which ETF includes this Stock?

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and options and trading workflows.
Free-plan limits: Signup required, Individual monthly pricing is listed at $20/month for MM PRO, $25/month for MM Prime, and $28/month for MM Max, and API Essential is listed at $5,000/year with a 7-day free trial and 5,000 API calls or downloads per month.
Downloads and API are expensive: Data downloads are Business/API-oriented, and API Essential is listed at $5,000/year.

Price: Wise (Interest & Stocks)Free
MacroMicroFree • From $20/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare MacroMicro plans Compare

Full review and details

FinancialJuicePartial replacementFree • From $69/qtrFree with signup

Partial replacement

FinancialJuice

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

Keep

APIs & Data Feeds

Gain

News
Alerts
Calendar
Macro Data

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
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.
News speed, not deep analytics: FinancialJuice is a squawk and news feed, not a valuation, portfolio analytics, or options-modeling platform.

Price: Wise (Interest & Stocks)Free
FinancialJuiceFree • From $69/qtr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare FinancialJuice Pro Compare

Full review and details

ETF ActionPartial replacementFree • From $29/moFree with signup

Partial replacement

ETF Action

Bottom line: Advisers and ETF professionals who need ETF classification, holdings look-through, overlap, flows, 13F screening, model portfolios, and reports.

Keep

APIs & Data Feeds

Gain

ETF Analysis
ETF Factors
ETF Overlap
ETF Screeners

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
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.
Research features require paid plans: Free access covers basic fund data, classifications, dashboards, and sponsored marketplaces. Holdings look-through, exports, 13F screening, and model building require paid plans.

Price: Wise (Interest & Stocks)Free
ETF ActionFree • From $29/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare ETF Action plans Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

Partial replacement

TipRanks

Analyst pickTested by us

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

Keep

APIs & Data Feeds

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Price: Wise (Interest & Stocks)Free
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

ORTEXPartial replacementFree • From $39/moFree with signup

Partial replacement

ORTEX

Tested by us

Bottom line: Active traders and analysts tracking short interest, securities lending, options flow, insider trades, stock scores, and trading signals.

Keep

APIs & Data Feeds

Gain

Short Interest
Insider Data
Quant
Data Visualizations

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and advisor and client reporting.
Free-plan limits: Signup required, Free account has limited access, and The free account needs no credit card.
Best data is paid: Free accounts have limited access. Basic, Advanced, and API tiers unlock deeper datasets and workflow capacity.

Price: Wise (Interest & Stocks)Free
ORTEXFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View ORTEX pricing Compare

Full review and details

GuruFocusPartial replacementFree • From $549/yrFree with signup

Partial replacement

GuruFocus

Analyst pickTested by us

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

Keep

APIs & Data Feeds

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading, long-term portfolio tracking, and market monitoring.
Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Price: Wise (Interest & Stocks)Free
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

SemrushPartial replacementFree • From $139/moFree, card required

Partial replacement

Semrush

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

Keep

APIs & Data Feeds

Gain

App & Website Traffic
Sheets / Excel Add-ins
Blogs
Traffic Analytics examines website visitors, sources, engagement metrics, and competitive benchmarks.

Lose

Wealth Management
Downloadable Tax Reports
Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.

Watch out

Avoid as a full replacement if you rely on brokerage trading and long-term portfolio tracking.
Free-plan limits: Signup required, Credit card required, and Free account and paid-plan trials are limited.
Marketing platform, not investing software: Semrush does not provide portfolio tracking, valuation models, broker execution, or official company fundamentals.

Price: Wise (Interest & Stocks)Free
SemrushFree • From $139/mo
Free tier: Free, card required
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

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SharesightClosest replacementFree • Paid plans availableFree with signup

Closest replacement

Sharesight

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

Keep

Wealth Management
Downloadable Tax Reports
APIs & Data Feeds

Gain

Portfolio
Risk Metrics
Performance Attribution
Capital Gains Estimator

Lose

Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks uses iShares World Equity Index Fund in the UK and EEA, LionGlobal Infinity Global Stock Index Fund in Singapore, and iShares S&P 500 Index Fund in the United States.
Transparent Interest and Stocks service fees are published by region/currency and subject to change.
Stocks includes a Wise service fee and fund manager fee. Annual totals are 0.60% in the UK and EEA, 0.712% in Singapore, and 0.32% in the United States.
Availability, access speed (instant vs non-instant), and Balances vs Jars investing differ by country.

Watch out

Avoid as a full replacement if you rely on brokerage trading and market monitoring.
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.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Price: Wise (Interest & Stocks)Free
SharesightFree • Paid plans available
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

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Full review and details

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 Portfolio and dividend tracking for more than 700,000 stocks, ETFs, and funds across more than 60 markets, plus cash, crypto, property, and custom investments. and Sharesight reports more than 600,000 investors and 200 software, broker, and partner integrations. 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+12Calendar+11Data Visualizations+11Macro Data+10AI Research+8Institutional Ownership+8News+8Screeners+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

9/20

9 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

4 starred / 8 tested

4 tools are flagged as analyst picks; 8 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, Backtesting, Reddit, Which ETF includes this Stock?, ETF Analysis, Patents / USPTO, Dark Pool & Off-Exchange, Yield Curves, Market Sentiment, Fund Analysis, Blogs, Official Sources, Short Interest, Quant, Index Rebalancing, Money Flow, Credit Ratings & Outlooks, Sheets / Excel Add-ins, Correlation, Monte Carlo, Regulatory Filings Monitoring, Factor Exposure, App & Website Traffic, Flags, Valuation Models, Transcripts, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, ETF Factors, and ETF Overlap 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.

Keep Exploring

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

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

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

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

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

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

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.