Free Alternatives to Yellowbrick Investing

Why investors switch

• GuruFocus adds mobile access for on-the-go monitoring.
• Expands into Stock Comparison, Portfolio, and Backtesting coverage beyond what Yellowbrick Investing offers.
• Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
• Pair it with Yellowbrick Investing if you still need Institutional Data and Newsletters.

Adds coverage: Stock Comparison, Portfolio, Backtesting, and US Government Trades

Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.

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).

Why investors switch

• Fiscal.ai adds mobile access for on-the-go monitoring.
• Expands into Data Visualizations, Stock Comparison, and Portfolio coverage beyond what Yellowbrick Investing offers.
• Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
• Pair it with Yellowbrick Investing if you still need Stock Ideas, Investor Holdings, and Newsletters.

Adds coverage: Data Visualizations, Stock Comparison, Portfolio, and Watchlist

Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.

Why investors switch

• TipRanks adds mobile access for on-the-go monitoring.
• Expands into Top Analysts, ETF Screeners, and Analyst Forecasts coverage beyond what Yellowbrick Investing offers.
• Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
• Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Newsletters.

Adds coverage: Top Analysts, ETF Screeners, Analyst Forecasts, and Analyst Recommendations

Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.

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.

Why investors switch

• Expands into Data Visualizations, Stock Comparison, and ETF Overview coverage beyond what Yellowbrick Investing offers.
• Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
• 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 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.

Why investors switch

• Standout features include Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..
• Pair it with Yellowbrick Investing if you still need Screeners, Alerts, and Newsletters.

Standout features: Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., API and bulk downloads available for quantitative workflows and screening., and Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.

Why investors switch

• Simply Wall St adds mobile access for on-the-go monitoring.
• Expands into Portfolio, Watchlist, and Financials coverage beyond what Yellowbrick Investing offers.
• Standout features include Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
• Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Newsletters.

Adds coverage: Portfolio, Watchlist, Financials, and Valuation Models

Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.

Why investors switch

• Expands into Improved Filings, Diff View, and Transcripts coverage beyond what Yellowbrick Investing offers.
• Standout features include Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., and Redline comparison view highlights added or removed text and tables between filing versions directly in the browser..
• Pair it with Yellowbrick Investing if you still need Stock Ideas, Investor Holdings, and Newsletters.

Adds coverage: Improved Filings, Diff View, Transcripts, and Financials

Standout features: Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., Redline comparison view highlights added or removed text and tables between filing versions directly in the browser., and All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.

Why investors switch

• Trendlyne adds mobile access for on-the-go monitoring.
• Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what Yellowbrick Investing offers.
• Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
• Pair it with Yellowbrick Investing if you still need Stock Ideas, 13F, and Newsletters.

Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations

Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

Why investors switch

• TradingView adds mobile access for on-the-go monitoring.
• Expands into ETF Screeners, Data Visualizations, and Options & Derivatives coverage beyond what Yellowbrick Investing offers.
• Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
• Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Institutional Data.

Adds coverage: ETF Screeners, Data Visualizations, Options & Derivatives, and Portfolio

Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.

Why investors switch

• Unusual Whales adds mobile access for on-the-go monitoring.
• Expands into Options & Derivatives, Portfolio, and Paper Trading coverage beyond what Yellowbrick Investing offers.
• Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
• Pair it with Yellowbrick Investing if you still need Stock Ideas, Investor Holdings, and Institutional Data.

Adds coverage: Options & Derivatives, Portfolio, Paper Trading, and Dark Pool & Off-Exchange

Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.

Why investors switch

• Expands into Data Visualizations, Portfolio, and Watchlist coverage beyond what Yellowbrick Investing offers.
• Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
• Pair it with Yellowbrick Investing if you still need Stock Ideas, Investor Holdings, and Institutional Data.

Adds coverage: Data Visualizations, Portfolio, Watchlist, and Backtesting

Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.

Why investors switch

• MarketWatch 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 data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
• Pair it with Yellowbrick Investing if you still need Stock Ideas, Investor Holdings, and 13F.

Adds coverage: News, Calendar, Data Visualizations, and Watchlist

Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.

Why investors switch

• Benzinga adds mobile access for on-the-go monitoring.
• Expands into News, Watchlist, and Calendar coverage beyond what Yellowbrick Investing offers.
• Standout features include Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., and Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans..
• Pair it with Yellowbrick Investing if you still need Stock Ideas, Investor Holdings, and 13F.

Adds coverage: News, Watchlist, Calendar, and Data APIs

Standout features: Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans., and Equity Audio Squawk channel included in higher tiers, with optional High Beta Squawk add-on for $99/month.

Why investors switch

• Expands into Watchlist, News, and Calendar coverage beyond what Yellowbrick Investing offers.
• Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
• Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Institutional Data.

Adds coverage: Watchlist, News, Calendar, and Data Visualizations

Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.

Why investors switch

• Expands into Portfolio, Watchlist, and Scores coverage beyond what Yellowbrick Investing offers.
• Standout features include AI Score (1–10) estimates the probability of a stock or ETF outperforming the market over the next three months, based on daily analysis of ~10,000 features per stock across technical, fundamental, and sentiment data., Coverage includes U.S.-listed stocks and ETFs as well as STOXX 600 European stocks, with historical daily AI Scores available since 2017., and REST API with API key authentication and JSON output. Endpoints include rankings, filters (date, ticker, sector, industry, asset type), buy/sell track record filters, and sector/industry breakdowns..
• Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Institutional Data.

Adds coverage: Portfolio, Watchlist, Scores, and ETF Overview

Standout features: AI Score (1–10) estimates the probability of a stock or ETF outperforming the market over the next three months, based on daily analysis of ~10,000 features per stock across technical, fundamental, and sentiment data., Coverage includes U.S.-listed stocks and ETFs as well as STOXX 600 European stocks, with historical daily AI Scores available since 2017., REST API with API key authentication and JSON output. Endpoints include rankings, filters (date, ticker, sector, industry, asset type), buy/sell track record filters, and sector/industry breakdowns., and API plans (Basic, Expert, Elite) differ by monthly call quotas and rate limits — ranging from 1,000 to 50,000 calls per month.

Why investors switch

• Expands into Calendar, Dividends, and News coverage beyond what Yellowbrick Investing offers.
• Standout features include Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., and DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members..
• Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Institutional Data.

Adds coverage: Calendar, Dividends, News, and Watchlist

Standout features: Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members., and Dividend Watchlist with performance view and email alerts for tracked tickers.

Why investors switch

• Expands into Improved Filings, Diff View, and Filing Sentiment coverage beyond what Yellowbrick Investing offers.
• Standout features include Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV..
• Pair it with Yellowbrick Investing if you still need Stock Ideas, Screeners, and Investor Holdings.

Adds coverage: Improved Filings, Diff View, Filing Sentiment, and Transcripts

Standout features: Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., Earnings transcript catalog updated hourly, with results downloadable to CSV., and IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.

Why investors switch

• Expands into Calendar, News, and Market Sentiment coverage beyond what Yellowbrick Investing offers.
• Standout features include Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., and Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days..
• Pair it with Yellowbrick Investing if you still need Investor Holdings, 13F, and Institutional Data.

Adds coverage: Calendar, News, Market Sentiment, and Watchlist

Standout features: Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days., and Investor tools include an Earnings Screener, Guidance and Reaction pages, and a Short Report with a focus on short interest.