Best Free Tools for Financial Advisors

EPSMomentum

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EPSMomentum is a U.S. stock and ETF analytics platform for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, AI analysis, and market dashboards. It is useful when earnings acceleration and entry-timing discipline are central to your research process.

ETF Central

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ETF Central is a free ETF research and education site for screening, comparing, watching, and learning about U.S.-listed ETFs. It supports approachable ETF discovery, segment flows, portfolio building, news, and ETF education before moving to execution or deeper portfolio accounting elsewhere.

ETFdb ETF Screener

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ETFdb ETF Screener is a VettaFi ETF database and screener for U.S.-listed ETFs and ETPs, with filters for returns, flows, expenses, ESG, dividends, risk, holdings, taxes, technicals, and ratings. It is useful when ETF selection needs structured screening and exportable results.

Finbox

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Finbox is a web-based stock and ETF research platform for investors who want global screening, financial statements, fair-value estimates, valuation models, watchlists, investor portfolios, and spreadsheet exports in one workflow. It is strongest for valuation-led research: screens can lead into normalized financials, DCF and comparable-company models, dividend and earnings trackers, peer charts, and exportable model templates. It is not a public API product, and costs can rise with regions and Data Boost when exports or broader market coverage matter.

Investopedia

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Investopedia is a free finance education and market news publisher with a widely searched Stock Simulator for paper trading. It is best for beginners, students, educators, and self-directed investors who want definitions, explainers, market context, newsletters, calculators, and a virtual-money environment before using a real brokerage account. The simulator is useful for practice, but it uses delayed data, limited exchange coverage, and limited options functionality, so it should not be treated as live execution, professional trading infrastructure, or investment advice.

PortfoliosLab

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PortfoliosLab is a web-based portfolio analytics platform for backtesting, optimization, risk metrics, correlations, screeners, and AI-assisted portfolio workflows. It is useful for comparing stocks, ETFs, funds, crypto, and model portfolios, with more history, imports, exports, and MCP access gated by paid tiers.

ProjectionLab

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ProjectionLab is a web-based financial and retirement planning simulator for mapping income, spending, investments, major life events, financial independence, and estate outcomes over time. Users can compare what-if plans, run Monte Carlo simulations and historical backtests, and inspect annual cash-flow and estimated-tax results. The free Basic plan covers forecasting and core simulations; Premium adds deeper cash-flow, tax, withdrawal, reporting, and multi-plan tools, while Pro adds client management for advisors and coaches. It is a manual planning model, not a live account aggregator, brokerage, or substitute for professional advice.

Sharesight

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Sharesight is a global portfolio, dividend, performance, and tax-reporting tracker for DIY investors, accountants, advisers, and family offices. It is built for keeping investment records and reports across brokers and asset types, not for placing trades, running intraday trading dashboards, or replacing a tax professional in complex filings.

Stock Rover

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Stock Rover is a web-based stock, ETF, fund, and portfolio research platform for investors who want 800+ financial metrics, 20 years of historical fundamentals, deep portfolio analytics, dividend tracking, automated DCF-driven intrinsic value and Margin of Safety tools, printable research reports, stock ratings, broker-linked portfolios, and alerts. It is strongest for North American fundamental research and portfolio management, not for trade execution or full strategy backtesting.

Trackinsight

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Trackinsight is a global ETF research and data platform for screening, comparing, monitoring, and analyzing ETFs and ETF portfolios. It is strongest when the job is ETF due diligence, ESG/factor context, portfolio insight, or licensed ETF data delivery, not single-stock research, options analytics, broker execution, or an unrestricted public API.

Visualping

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Visualping is a website-change monitoring and alerting platform that investors, compliance teams, and analysts can use to watch regulator pages, investor-relations pages, pricing pages, competitor pages, and other web sources. It is best treated as a web-native monitoring layer, not a market-data feed, normalized financial database, broker, or guarantee that every page change is investment-relevant.

Winus

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Winus is an AI-assisted financial research workspace for stock, market, macro, and cross-asset analysis. It is best evaluated as a source-traceable research assistant for finance professionals, not as a broker, standalone data terminal, public API, or replacement for verifying investment work.