★ THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD ★
VOL. XCIV, NO. 247
Live community ranking · Top 5 free fred tools
Best Free Tools using FRED
The free tools powered by FRED that investors trust most, ranked by the people who actually use them.
Every tool here offers a genuine free tier and leans on FRED data. We filtered 5 total matching tools inside a directory of more than 361 investing platforms down to 5 free options, so you can compare useful zero-cost choices before moving into paid upgrades.
Community-ranked · Free tiers only · Not financial advice
Top 5 picks
5 picks- 1Top pick
GuruFocus is a value-investing research platform for investors who want global fundamentals, valuation tools, GF Score, GF Value, screeners, backtesting, guru and institutional holdings, insider trades, portfolio tracking, spreadsheet add-ins, and data/API access. It is strongest for fundamental and value-oriented research rather than brokerage execution.
Best forStock research · Stock screening · Valuation modeling · Investor holdings research · Strategy backtestingWatch-outsPaid access is region and tier dependentAdvanced API access is separate0Data partner votesFree with signupPricing Free • From $549/yrPlatforms - 2
Koyfin is a modern web and mobile financial terminal for investors, analysts, and advisors who want dashboards, charts, screeners, portfolios, news, alerts, transcripts, and market data without using a traditional desktop terminal. It is strongest for building custom research workspaces across equities, ETFs, funds, macro data, FX, commodities, crypto, yield curves, and advisor reporting. Free access is useful for trialing the workflow, while paid and Advisor tiers unlock more dashboards, screens, history, alerts, reporting, integrations, and client-portfolio features. It does not offer a public API.
Best forInvestment research workspace · Stock screening · Charting · Portfolio analytics · Market monitoringWatch-outsNo public APISome downloads are vendor-restricted0Data partner votesFree with signupPricing Free • From $39/moPlatforms - 3
Portfolio123 is a rules-based quant research and portfolio-management platform for investors who want stock and ETF screeners, ranking systems, factor research, realistic backtests, strategy simulations, portfolio tracking, broker connectivity, and API/DataMiner access. It is strongest for systematic investors who want point-in-time research workflows without building everything from code.
Best forQuant research · Factor screening · Strategy backtesting · Portfolio tracking · Financial data APIWatch-outsAdvanced research is paidAPI and DataMiner excluded from the Research trial0Data partner votesFree with signupPricing Free • From $25/moPlatforms - 4
Stockcircle is a web app for following disclosed investor portfolios, guru transactions, insider trades, U.S. Congress trades, ETF holdings, valuation pages, screeners, alerts, and Pro-only AI earnings-call summaries. It is strongest for retail investors who want idea generation from reported holdings and public transaction disclosures without manually combing through filings. Pro unlocks fuller history, full screener access, instant notifications, stock picks, ad-free use, and AI summaries. The data is useful but inherently incomplete because SEC reporting rules do not require every holding or smaller transaction to be disclosed.
Best forInvestor holdings research · Insider and institutional tracking · Stock screening · AI research workspace · Valuation modelingWatch-outsReported data is incomplete by designPro gates full value0Data partner votesFree with signupPricing Free • From $99/yrPlatforms - 5
Testfol.io is a freemium web-based portfolio backtesting and analysis toolkit for investors who want to test allocations, cashflows, rebalancing rules, tactical signals, leverage, correlations, and historical risk/return. It is strongest for portfolio-level experimentation rather than intraday monitoring or live account management. Anonymous and free-account use remain available, while Pro and Pro+ unlock advanced analytics, higher limits, uploads, downloads, alerts, and cloud workflows. Backtests depend on historical assumptions and end-of-day data, so they are not trade execution or forward-looking guarantees.
Best forStrategy backtesting · Portfolio analytics · Quant research · Portfolio trackingWatch-outsFree account unlocks important limitsBacktesting is not execution0Data partner votesFree, no signupPricing Free • From $15/moPlatforms
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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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred 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.