VOL. XCIV, NO. 247
THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD
Live community ranking · Top 8 free custom dashboards tools
Best Free Custom Dashboards Tools for Investors
The free custom dashboards platforms investors trust most, ranked by the people who actually use them.
Every tool here offers a genuine free tier, ranked by community votes and light editorial curation. We filtered 16 total custom dashboards tools inside a directory of more than 369 investing platforms down to 8 free custom dashboards platforms, so you can compare useful zero-cost options before moving into paid upgrades. Use this shortlist to compare pricing limits, platforms, and decision signals, then open any tool for the full breakdown.
Community-ranked · Free tiers only · Not financial advice
Top 8 Tools
- 1Top pick
Koyfin is a web and mobile research terminal with dashboards, charts, screens, portfolios, news, alerts, transcripts, and market data across equities, funds, macro, FX, commodities, crypto, and yield curves. Free access shows the workflow; paid and Advisor tiers add history, reports, alerts, integrations, and client portfolios. There is no public API.
Best forInvestment research workspaceStock screeningChartingPortfolio analyticsMarket monitoringWatch-outsNo public APISome downloads are vendor-restricted - 2
OpenBB combines an open-source data layer with Workspace dashboards, AI research, agents, and team tools. It connects your providers and internal data rather than supplying production market data. An August 2026 founder update announced a move to open-source releases, with timing and hosted-product terms still pending.
Best forAI research workspaceInvestment research workspaceFinancial data APIAI agent data accessChartingWatch-outsDoes not provide production market dataCommunity Copilot is rate-limited - 3
OpenMarket combines market charts, order-book heatmaps, footprints, watchlists, alerts, and custom kScript indicators in a web workspace. It covers crypto, stocks, futures, FX, metals, prediction markets, and economic data. Free charting and a separate Data API free tier are available; Plus adds higher limits and heavier order-flow tools.
Best forChartingTechnical analysisMarket monitoringPortfolio watchlistsAlertsWatch-outsFree chart limits are inconsistent across sourcesPlus gates deeper order-flow tools - 4
Trefis combines public company data, valuation models, risk and return comparisons, trade ideas, and model portfolios. Its software also converts Excel models into web dashboards. Current paid tiers and prices are not published on its signup page.
Best forValuation modelingVisual stock researchStock researchFundamental researchResearch reportsWatch-outsCurrent paid terms are unclearModel assumptions drive output - 5
Value Sense combines stock fundamentals, valuation models, screens, historical tests, earnings analysis, insider transactions, and 13F holdings. Plan limits determine history, downloads, AI usage, and saved workspaces.
Best forStock researchStock screeningFundamental researchValuation modelingEarnings transcript researchWatch-outsModel outputs need independent reviewPlan limits shape heavy usage - 6
Dune lets users query decoded blockchain data with SQL and turn it into dashboards, APIs, alerts, uploads, and agent workflows. Free access is view-only; executing queries needs a trial or paid plan.
Best forMarket data APIFinancial data APIAI agent data accessMarket monitoringHistorical market dataWatch-outsCredits control cost and scaleSQL/onchain skill required - 7
TickerTrends estimates public-company KPIs from search, web traffic, apps, social, reviews, news, transcripts, financial data, and consensus. It can add alternative evidence for investors and quants, but the signals are proxies and need validation.
Best forMarket monitoringFinancial data APIAI agent data accessResearch reportsStock researchWatch-outsAlternative data is noisySerious access is expensive or custom - 8
Wealthfolio is a local-first portfolio tracker for holdings, performance, dividends, net worth, and imports. It suits investors who want privacy and manual control, not brokerage execution, a market terminal, or a hosted tax service.
Best forPortfolio trackingPortfolio analyticsLong-term portfolio trackingWatch-outsNo native Android appBroker sync is paid, daily, and uneven
Want the complete picture?
Compare all 16 custom dashboards tools, including premium upgrades and advanced tiers, to see exactly what you gain beyond a free plan.
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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.