Fiscal.ai is the closest drop-in replacement with overlapping coverage in Stock Ideas, Screeners, and Investor Holdings while adding Stock Comparison and Data Visualizations coverage and Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds. and Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier. features (category overlap ~100%).
VOL. XCIV, NO. 247
Free Alternatives to Yellowbrick Investing
PRICE: 0 CENTS
Free Alternatives to Yellowbrick Investing
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Yellowbrick Investing before paying for another subscription.
Switching from Yellowbrick Investing doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Alerts to Screeners and beyond. Each pick below is ranked by how closely it matches Yellowbrick Investing's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap72%Category match
Mobile Ready9Native apps
Quick takeaways
Every pick keeps a free tier; start with Fiscal.ai, GuruFocus, and TIKR to road-test Yellowbrick Investing workflows without paying up front.
Need mobile access? GuruFocus, Simply Wall St, and TipRanks bring phone-ready workflows that Yellowbrick Investing lacks.
Round out your stack with new coverage areas like Stock Comparison, Data Visualizations, Portfolio, and Watchlist.
Similarity score 1382Category overlap: 100%
Shared coverage
Stock IdeasScreenersInvestor Holdings13FInstitutional DataAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Data Visualizations, and Portfolio coverage beyond what Yellowbrick Investing offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
Adds coverage: Stock Comparison, Data Visualizations, Portfolio, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1372Category overlap: 100%
Shared coverage
Stock IdeasScreenersInvestor Holdings13FInstitutional DataAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Top Analysts, and Stock Comparison coverage beyond what Yellowbrick Investing offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
Adds coverage: ETF Screeners, Top Analysts, Stock Comparison, and ETF Comparison
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 1176Category overlap: 86%
Shared coverage
Stock IdeasScreenersInvestor Holdings13FInstitutional DataAlerts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Stock Comparison, and Portfolio coverage beyond what Yellowbrick Investing offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with Yellowbrick Investing if you still need Newsletters.
Adds coverage: Data Visualizations, Stock Comparison, Portfolio, and Watchlist
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 1154Category overlap: 86%
Shared coverage
Stock IdeasScreenersInvestor Holdings13FInstitutional DataAlerts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Data Visualizations, and Custom Dashboards coverage beyond what Yellowbrick Investing offers.
- Standout features include Global stock screener with 1,000+ filters across market data, fundamentals, forward estimates, valuation multiples and related metrics. Official pages vary on universe size: feature pages cite 33,000+ stocks across 40+ exchanges, while newer blog/comparison pages cite 85,000+ stocks across 153 exchanges and 95 countries including secondary listings., Stock reports include company snapshots, Wall Street estimates, valuation metrics, ownership data, dividends, key financials, 10 years of history, 3 years of forecasts, forward valuation charts, Gainify Rating, AI earnings-call summaries and transcript access., and Gainify Rating distills 100+ data points into a 1-100 stock score designed to help users assess quality and value quickly..
- Pair it with Yellowbrick Investing if you still need Newsletters.
Adds coverage: Stock Comparison, Data Visualizations, Custom Dashboards, and Portfolio
Standout features: Global stock screener with 1,000+ filters across market data, fundamentals, forward estimates, valuation multiples and related metrics. Official pages vary on universe size: feature pages cite 33,000+ stocks across 40+ exchanges, while newer blog/comparison pages cite 85,000+ stocks across 153 exchanges and 95 countries including secondary listings., Stock reports include company snapshots, Wall Street estimates, valuation metrics, ownership data, dividends, key financials, 10 years of history, 3 years of forecasts, forward valuation charts, Gainify Rating, AI earnings-call summaries and transcript access., Gainify Rating distills 100+ data points into a 1-100 stock score designed to help users assess quality and value quickly., and AI research assistant powered by S&P Global financial data, supporting conversational stock analysis, earnings-call summaries, company snapshots and side-by-side comparison of up to 10 tickers.
Similarity score 1103Category overlap: 71%
Shared coverage
Stock IdeasScreenersInstitutional DataAlertsNewsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Portfolio, and Watchlist coverage beyond what Yellowbrick Investing offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Yellowbrick Investing if you still need Investor Holdings and 13F.
Adds coverage: Data Visualizations, Portfolio, Watchlist, and Financials
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1103Category overlap: 71%
Shared coverage
Stock IdeasScreeners13FInstitutional DataAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, ETF Screeners, and Stock Comparison coverage beyond what Yellowbrick Investing offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Yellowbrick Investing if you still need Investor Holdings and Newsletters.
Adds coverage: Top Analysts, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 1089Category overlap: 71%
Shared coverage
ScreenersInvestor Holdings13FInstitutional DataAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Quiver Quantitative adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Backtesting, and US Government Trades coverage beyond what Yellowbrick Investing offers.
- Standout features include Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..
- Pair it with Yellowbrick Investing if you still need Stock Ideas and Newsletters.
Adds coverage: Watchlist, Backtesting, US Government Trades, and News
Standout features: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time., and Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
Similarity score 1081Category overlap: 71%
Shared coverage
Stock IdeasScreenersInvestor Holdings13FAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into Stock Comparison, Data Visualizations, and Options & Derivatives coverage beyond what Yellowbrick Investing offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with Yellowbrick Investing if you still need Institutional Data and Newsletters.
Adds coverage: Stock Comparison, Data Visualizations, Options & Derivatives, and Correlation
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.
Similarity score 1045Category overlap: 71%
Shared coverage
ScreenersInvestor Holdings13FInstitutional DataAlerts
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- CapEdge adds mobile access for on-the-go monitoring.
- Expands into Stock Comparison, Data Visualizations, and Financials coverage beyond what Yellowbrick Investing offers.
- Standout features include Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., and Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings..
- Pair it with Yellowbrick Investing if you still need Stock Ideas and Newsletters.
Adds coverage: Stock Comparison, Data Visualizations, Financials, and Improved Filings
Standout features: Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings., and Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
Similarity score 1039Category overlap: 71%
Shared coverage
Stock IdeasInvestor Holdings13FAlertsNewsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into News and Watchlist coverage beyond what Yellowbrick Investing offers.
- Standout features include Search by fund, CIO, ticker, keyword, theme; filter by quarter; columns include QTD/YTD perf where available., Per‑fund pages with letter history (table shows latest two; ‘View’ for more)., and Follow funds or tickers and get inbox updates when new letters drop..
- Pair it with Yellowbrick Investing if you still need Screeners and Institutional Data.
Adds coverage: News and Watchlist
Standout features: Search by fund, CIO, ticker, keyword, theme; filter by quarter; columns include QTD/YTD perf where available., Per‑fund pages with letter history (table shows latest two; ‘View’ for more)., Follow funds or tickers and get inbox updates when new letters drop., and BSD 13Fs: investor screener + reports (largest buys/sells, consensus holdings, GICS weights, bargains vs. prior buys, etc.).
Similarity score 1029Category overlap: 71%
Shared coverage
Stock IdeasScreeners13FInstitutional DataAlerts
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Quant, and Watchlist coverage beyond what Yellowbrick Investing offers.
- Standout features include AI-powered market-intelligence hub that combines market data, social sentiment, breaking-news clustering, and AI-powered analysis., Classical stock-data layer includes real-time and historical stock prices, OHLCV charts, company fundamentals/profiles, analyst ratings and price targets, earnings calendar, short interest, float, short volume, and financial metrics., and SentiSense Score blends news, Reddit, and X/Twitter signals into a per-ticker sentiment score for stock discovery and crowd-conviction monitoring..
- Pair it with Yellowbrick Investing if you still need Investor Holdings and Newsletters.
Adds coverage: Data Visualizations, Quant, Watchlist, and News
Standout features: AI-powered market-intelligence hub that combines market data, social sentiment, breaking-news clustering, and AI-powered analysis., Classical stock-data layer includes real-time and historical stock prices, OHLCV charts, company fundamentals/profiles, analyst ratings and price targets, earnings calendar, short interest, float, short volume, and financial metrics., SentiSense Score blends news, Reddit, and X/Twitter signals into a per-ticker sentiment score for stock discovery and crowd-conviction monitoring., and Documents & News API searches and retrieves sentiment metrics for news articles, social posts, and AI-curated stories across sources such as news publishers, Reddit, X/Twitter, and Substack.
Similarity score 1029Category overlap: 71%
Shared coverage
Stock IdeasScreenersInvestor Holdings13FAlerts
Assets: Stocks and ETFs
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Insider Data, US Government Trades, and ETF Screeners coverage beyond what Yellowbrick Investing offers.
- Standout features include Tracks "investment guru" holdings and transactions using SEC-reported data (Form 13F + insider Forms 3/4) and provides holdings lists + transaction history., Shows estimated purchase prices for guru transactions (based on average stock price in the reporting period)., and Email notifications: the Join page advertises email notifications for new reported transactions; Pro marketing positions "instant notifications" and says non-Pro users receive a monthly recap email..
- Pair it with Yellowbrick Investing if you still need Institutional Data and Newsletters.
Adds coverage: Insider Data, US Government Trades, ETF Screeners, and ETF Overview
Standout features: Tracks "investment guru" holdings and transactions using SEC-reported data (Form 13F + insider Forms 3/4) and provides holdings lists + transaction history., Shows estimated purchase prices for guru transactions (based on average stock price in the reporting period)., Email notifications: the Join page advertises email notifications for new reported transactions; Pro marketing positions "instant notifications" and says non-Pro users receive a monthly recap email., and Congress stock-trade tracker for House & Senate disclosures, with filters and "Follow" on politicians plus trade details (date, amount range, price at time of trade).
Similarity score 1009Category overlap: 71%
Shared coverage
ScreenersInvestor Holdings13FInstitutional DataAlerts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Insider Data, 13D/13G, and Watchlist coverage beyond what Yellowbrick Investing offers.
- Standout features include Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., and Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)..
- Pair it with Yellowbrick Investing if you still need Stock Ideas and Newsletters.
Adds coverage: Insider Data, 13D/13G, Watchlist, and Data Visualizations
Standout features: Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)., and Buy/sell ratio charts showing both number of filings and dollar flow. Available in Pro.
Similarity score 1009Category overlap: 71%
Shared coverage
Stock IdeasScreeners13FInstitutional DataAlerts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Backtesting, Stock Comparison, and Data Visualizations coverage beyond what Yellowbrick Investing offers.
- Standout features include Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., and Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)..
- Pair it with Yellowbrick Investing if you still need Investor Holdings and Newsletters.
Adds coverage: Backtesting, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)., and Stock charting for fundamental metrics with multi-company comparisons and multiple view modes; includes PNG export and “save to workspace”.
Similarity score 991Category overlap: 71%
Shared coverage
Stock IdeasScreeners13FInstitutional DataAlerts
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Improved Filings, Diff View, and Transcripts coverage beyond what Yellowbrick Investing offers.
- Standout features include Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., and All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches..
- Pair it with Yellowbrick Investing if you still need Investor Holdings and Newsletters.
Adds coverage: Improved Filings, Diff View, Transcripts, and Financials
Standout features: Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches., and Company-level Document Search shows every mention of a term across a single issuer’s filings and transcripts, with result categorization and an “intuitive workflow” for jumping straight from search hits to the underlying documents without manual Ctrl+F scans.
Similarity score 945Category overlap: 57%
Shared coverage
Screeners13FInstitutional DataAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Yellowbrick Investing offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with Yellowbrick Investing if you still need Stock Ideas, Investor Holdings, and Newsletters.
Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Portfolio
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 943Category overlap: 57%
Shared coverage
ScreenersInstitutional DataAlertsNewsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Unlock adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Stock Comparison, and ETF Overview coverage beyond what Yellowbrick Investing offers.
- Standout features include Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Native iOS and Android apps sync portfolios, Stock Scores, watchlists, and core features with the web account., and Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)..
- Pair it with Yellowbrick Investing if you still need Stock Ideas, Investor Holdings, and 13F.
Adds coverage: Data Visualizations, Stock Comparison, ETF Overview, and ETF Holdings
Standout features: Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Native iOS and Android apps sync portfolios, Stock Scores, watchlists, and core features with the web account., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Free accounts can connect one brokerage account for 15 days without a credit card; continued automatic broker syncing is paid after the trial connection period.
Similarity score 935Category overlap: 57%
Shared coverage
Stock IdeasScreenersAlertsNewsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketScreener adds mobile access for on-the-go monitoring.
- Expands into News, Calendar, and Data Visualizations coverage beyond what Yellowbrick Investing offers.
- Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; current subscription pages describe Premium Stock Screener as +300 filters and Expert Stock Screener as +600 filters..
- Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Institutional Data.
Adds coverage: News, Calendar, Data Visualizations, and Watchlist
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; current subscription pages describe Premium Stock Screener as +300 filters and Expert Stock Screener as +600 filters., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
Similarity score 935Category overlap: 57%
Shared coverage
Stock IdeasScreenersAlertsNewsletters
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Smartkarma adds mobile access for on-the-go monitoring.
- Expands into Watchlist, News, and Calendar coverage beyond what Yellowbrick Investing offers.
- Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors-Value, Dividend, Growth, Resilience, and Momentum-with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
- Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Institutional Data.
Adds coverage: Watchlist, News, Calendar, and AI
Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors-Value, Dividend, Growth, Resilience, and Momentum-with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Similarity score 931Category overlap: 57%
Shared coverage
Stock IdeasScreenersInstitutional DataAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Watchlist, and News coverage beyond what Yellowbrick Investing offers.
- Standout features include Free advanced stock screener with technical + fundamental filters (dividend, valuation, growth, profitability, health), custom expressions, saved screens, and customizable result views (tables/charts)., Trading Ideas library of pre-configured screens/strategies that can be run and adapted., and Charting with multi-chart layouts, multiple timeframes (including intraday), and save/load chart configurations; supports watchlist-based charting..
- Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Newsletters.
Adds coverage: Data Visualizations, Watchlist, News, and Calendar
Standout features: Free advanced stock screener with technical + fundamental filters (dividend, valuation, growth, profitability, health), custom expressions, saved screens, and customizable result views (tables/charts)., Trading Ideas library of pre-configured screens/strategies that can be run and adapted., Charting with multi-chart layouts, multiple timeframes (including intraday), and save/load chart configurations; supports watchlist-based charting., and Full-screen chart mode adds custom indicators (including fundamentals), event markers (earnings/dividends/splits), drawings/annotations, alerts, and a built-in position sizing tool.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Alerts×20Screeners×1913F×15Institutional Data×15Stock Ideas×15Investor Holdings×10Newsletters×7
New angles introduced
Categories the alternatives add beyond Yellowbrick Investing.
Insider Data+17Watchlist+17News+15Data Visualizations+14Financials+14Calendar+13Analyst Price Targets+11Analyst Recommendations+10
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 alternatives bring native mobile access.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 10 tested
7 tools are flagged as analyst picks; 10 have been hands-on tested.
Avg. coverage overlap
72%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Yellowbrick Investing?
Start with Fiscal.ai, GuruFocus, and TIKR to replicate Yellowbrick Investing 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 Yellowbrick Investing workflows stay covered on the free plan?
Expect solid overlap across Stock Ideas, Screeners, Investor Holdings, 13F, Institutional Data, Alerts, and Newsletters, so core Yellowbrick Investing workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Comparison, Data Visualizations, Portfolio, Watchlist, ETF Overview, ETF Performance, ETF Holdings, News, Calendar, Splits, Financials, Valuation Models, Dividends, Transcripts, Improved Filings, Insider Data, AI, AI Chat, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Data APIs, APIs & SDKs, Webhooks, Blogs, Education, ETF Screeners, Top Analysts, ETF Comparison, Quant, Backtesting, Correlation, US Government Trades, Special Situations, IPO, Delisted, Acquisitions, Spin-offs, Commitment of Traders (COT), Yield Curves, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Scores, Flags, Short Interest, 13D/13G, Options, Fund Holdings, Sheets / Excel Add-ins, Broker Connectors, Videos, Forums, Custom Dashboards, Stock Handbook, Dividend, Earnings Calls Sentiment, Management Performance, Management Compensation, Options & Derivatives, Bulls Say Bear Say, News Sentiment, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, Reddit, Which ETF includes this Stock?, Patents / USPTO, Dark Pool & Off-Exchange, Market Sentiment, Central Bank Watcher, PMI / ISM, Housing & Construction, Retail Sales, Consumer Sentiment, CDS Spreads, Diff View, Filing Sentiment, Secondary Offerings, Regulatory Filings Monitoring, Money Flow, Notes & Highlights, ETF Fundamentals, ESG Ratings, and Position Sizing show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Yellowbrick Investing?
Newsletters, Investor Holdings, 13F, Stock Ideas, Institutional Data, and Screeners remain strengths for Yellowbrick Investing. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.