Best Free Tools for Long-term Investors

Quartr

Quartr provides earnings calls, live transcripts, filings, reports, decks, estimates, AI chat, and investor-relations data. The app is useful for free call and transcript access; Pro and API serve professional research, MCP, webhooks, and integrations.

Simply Wall St

Simply Wall St provides visual company reports, fair value estimates, dividend analysis, portfolio checks, broker imports, and global stock ideas. It suits long-term investors who prefer guided research to raw tables.

Stock Analysis

Stock Analysis combines screeners, financial statements, calendars, news, charts, forecasts, watchlists, and portfolios on web and mobile. Paid plans add longer history, higher limits, exports, ETF holdings, broker sync, and analyst filters. The service does not provide brokerage execution, advice, or programmatic data access.

TIKR

TIKR is a browser equity-research terminal for global fundamentals, statements, estimates, valuation, transcripts, filings, and screens. It suits long-term stock research; paid plans add history, coverage, exports, and higher workflow limits.

Uncle Stock

Uncle Stock screens more than 100,000 global stocks with financial metrics, valuation models, scores, historical tests, watchlists, and alerts. Gold adds CSV and JSON access, an MCP server, and limited portfolio tracking. It is not a broker or an intraday trading simulator.

Alpha Spread

Alpha Spread combines DCF and relative-value estimates, stock reports, screens, alerts, analyst forecasts, watchlists, and a company-question assistant. Free use is metered weekly.

Beanvest

Beanvest gives long-term investors a compact quality-investing framework. Its stock reports score moat, pricing power, predictability, financial strength, capital allocation, and management, then add fair-value labels and a quality screen. Coverage is selective, premium data is gated, and there is no free trial.

Börsdata

Börsdata gives investors long-history Nordic fundamentals, ratios, screens, ownership, insider and short-selling data, technical charts, reports, watchlists, calendars, and spreadsheet or API access. It is strongest for Nordic equities. Global data, holdings, Excel or Sheets workflows, and the REST API depend on the plan.

ChartMill

ChartMill is a browser screener and charting service for U.S., Canadian, and European stocks and some ETFs. It supports technical and fundamental screens, swing-trading ideas, watchlists, alerts, dashboards, ratings, and strategy templates. It is still a research tool, not a broker or full portfolio ledger.

DATAROMA

DATAROMA is a focused tracker for superinvestor 13F portfolios, portfolio changes, and insider buying. It is handy for finding managers and ideas to investigate. Verify the filing date, position size, and current fundamentals before drawing a conclusion.

Delta by eToro

Delta by eToro is a read-only tracker for stocks, ETFs, funds, crypto, NFTs, forex, commodities, indices, brokers, exchanges, and wallets. Use it to see several accounts in one place. It adds visibility, not another trading venue.

Dividend.com

Dividend.com helps income investors find and compare dividend-paying stocks, ETFs, funds, REITs, MLPs, and preferreds. It combines research, ratings, screens, watchlists, and ex-dividend dates. It is a research site, not a broker or portfolio accounting system.

DivTracker

DivTracker gives web and iOS users a view of dividend income, upcoming payouts, ex-dividend dates, alerts, and CSV exports, with optional U.S. brokerage linking. It handles cash-flow tracking, not trading, general research, or tax-lot accounting.

Earnings Whispers

Earnings Whispers focuses on the gap between reported results and market expectations. It provides whisper estimates, calendars, sentiment, grades, options context, and post-earnings drift signals. Use it to frame an earnings setup, not to predict a guaranteed move.

EPSMomentum

EPSMomentum focuses on earnings momentum and entry timing. It combines estimate revisions, post-earnings drift, timing signals, scanners, AI analysis, and market dashboards for U.S. stocks and ETFs.

EveryTicker

EveryTicker is a free research site for U.S. stocks, including companies with little analyst coverage. It has fundamental reports, a stock screener, watchlists, 13F holdings, financial data, and a weekly themes newsletter.

GeminIQ

GeminIQ organizes U.S. 10-K and 10-Q data into financial statements, calculated metrics, charts, tables, screens, watchlists, ownership views, and post-filing price analysis. Values retain XBRL tags and links to SEC filings, but new data arrives the next day rather than live.

getquin

getquin is a web and mobile tracker for portfolios and net worth. It connects brokers and banks, follows multiple assets and dividends, and adds AI analysis, retirement planning, budgeting, liabilities, insurance, and a social investing community. It is aimed at European retail investors who want one overview, with premium features and regional prices set in-app.

Ghostfolio

Ghostfolio is an open-source portfolio and wealth tracker with self-hosting, multiple accounts, net-worth dashboards, imports, charts, risk views, and a REST API. Technical users get control and transparency; managed cloud hosting and professional data providers sit in Premium. Self-hosting means handling deployment, security, backups, and updates yourself.

Macrotrends

Macrotrends provides long-run charts for stocks, fundamentals, dividends, indices, commodities, FX, rates, global metrics, and a simple screener. It is good for quick historical context without a terminal. Some charts and resources require Premium Access, and the current terms do not record monthly billing.

Marketlog

Marketlog tracks portfolios on web and mobile through manual or broker-connected holdings, dividends, goals, target allocation, benchmarks, forecasts, alerts, market pages, calendars, and portfolio sharing. It is useful for monitoring positions and behavior, not for brokerage, advice, execution, or a public market-data API.

MarketScreener

MarketScreener combines global quotes, news, watchlists, screens, charts, calendars, analyst data, financials, transcripts, ESG data, insider data, newsletters, and published portfolios. Several screens, reports, and portfolios require a paid plan.

MetricSide

MetricSide is a free fundamentals site for quarterly trends, valuation ratios, cash flow, margins, balance sheets, and a transparent 100-point health score. It is a quick first pass on listed stocks, with narrower coverage than a full database. Check important figures against filings.

MoatMap

MoatMap combines daily Quality, Value, and Momentum scores with AI reports, insider filings, portfolio analysis, macro regimes, Top Picks, and investor lenses. Premium actions consume one-time Feather credits. Its market data and AI output still need source checks.

OnlyDividends

OnlyDividends is a privacy-first dividend tracker with manual holdings, paydays, withholding-tax estimates, income charts, calendars, health scores, and mobile access. Free supports a small portfolio; Premium raises limits. It is not a broker, tax-lot system, rebalancer, API, or full ledger.

PortfoliosLab

PortfoliosLab offers portfolio backtesting, optimization, risk, correlations, screens, and AI-assisted workflows across stocks, ETFs, funds, crypto, and models. Paid plans add more history, imports, exports, and MCP access.

Portseido

Portseido tracks transactions, performance, dividends, allocations, risk, benchmarks, lots, currencies, and custom assets on web and mobile. Free and Plus suit smaller portfolios; Pro removes limits after a no-card trial. It is not a broker, live sync system, tax filer, public API, or adviser platform.

ProjectionLab

ProjectionLab models income, spending, investments, life events, financial independence, and estate outcomes. It supports what-if plans, Monte Carlo, historical tests, cash flow, and estimated tax. Basic is free; Premium adds deeper planning and Pro adds adviser tools. It is a manual model, not an account aggregator or broker.

Sharesight

Sharesight records portfolios, dividends, performance, and tax reports across brokers and asset types. It is built for DIY investors, accountants, advisers, and family offices. It does not place trades or replace a tax professional for complex filings.

Snowball Analytics

Snowball Analytics tracks portfolios, performance, dividends, and allocations through web and mobile applications. It supports broker and file imports, multiple currencies, benchmarks, fund look-through, and historical portfolio tests. It is not a broker, registered adviser, or tax-filing service.

Stock Rover

Stock Rover combines fundamental data, portfolio analytics, dividend tracking, valuation tools, reports, ratings, broker-linked portfolios, and alerts. Coverage centers on North American securities. It does not provide trade execution or full strategy backtesting.

Stockcircle

Stockcircle combines company data with institutional holdings, insider transactions, and U.S. Congress disclosures. It is a research site, not a broker, portfolio-accounting system, or professional data terminal.

Stockoscope

Stockoscope organizes U.S. stock research around quality, peers, valuation, analysts, and holdings. It adds scores, peer ranks, intrinsic-value models, estimates, ownership, screens, editable strategies, watchlists, and news. Coverage is U.S.-only and usually refreshes daily or after the close.

Testfol.io

Testfol.io is a portfolio backtesting site for allocations, cash flows, rebalancing, tactical signals, correlations, and historical risk and return. Free use remains available; paid tiers add analytics, uploads, downloads, alerts, and cloud features. Backtests use historical assumptions and are not execution or guarantees.

The Earnings Watcher

The Earnings Watcher is a lightweight earnings-alert service for U.S.-listed stocks. Pro adds broader 6 Signals history and trends. It keeps earnings events visible, but it is not a broker or complete options-risk system.

The Ledger Terminal

The Ledger Terminal is a web fundamental-research service with one-page U.S. stock sheets, valuation charts, quality checks, screens, comparisons, and SEC-linked history. It is built for long-term business analysis, not trading or portfolio accounting.

Trackinsight

Trackinsight is an ETF research and data service for screening, comparison, monitoring, portfolio analysis, ESG and factor context, and licensed delivery. It is for ETF due diligence, not single stocks, options, execution, or an unrestricted public API.

Tweenvest

Tweenvest is a stock research app with company dashboards, screens, watchlists, portfolios, transcripts, valuation tools, and AI analysis. It targets retail investors, with better coverage and AI features reserved for higher tiers.

Validea

Validea applies published guru and factor models to stocks through screens, reports, portfolios, and model strategies. It is for investors who want rules-based idea generation and backtests, not brokerage execution or a general market-data terminal.

Value Line

Value Line publishes analyst reports, proprietary ranks, screens, model portfolios, fund and ETF research, options research, and selection newsletters. Product coverage and online-tool limits depend on the subscription.