Sunday, October 5, 2025

1. 1

   

   Digrin

   Dividend-focused web portfolio tracker and screener. Includes IBKR sync (daily for all users, on-demand for Supporter tier), dividend and earnings calendars with iCal export, CSV transaction export, and support for splits and DRIPs. Plan limits apply on portfolios, transactions, and historical horizons.

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   Pricing: Free, SubscriptionPlatforms: Web
2. 2

   

   Fiscal.ai

   A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.

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   Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
3. 3

   

   GuruFocus

   A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.

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   Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
4. 4

   

   Koyfin

   Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.

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   Pricing: Free, SubscriptionPlatforms: Web, Mobile
5. 5

   

   Portseido

   Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.

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   Pricing: Free, SubscriptionPlatforms: Web, Mobile
6. 6

   

   Seeking Alpha

   One of the largest investor communities online, blending crowdsourced research with data tools. Premium unlocks Quant Ratings and Factor Grades, stock and ETF screeners, advanced comparison tools with Excel/PDF export, broker syncing (via Plaid and SnapTrade), and AI-driven “Virtual Analyst” reports. PRO goes further with curated Top Ideas, Short Ideas, and the PRO Quant Portfolio. Market quotes are a mix of real-time and 15-minute delayed, depending on the exchange.

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   Pricing: Free, SubscriptionPlatforms: Web, Mobile
7. 7

   

   Stock Analysis

   A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.

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   Pricing: Free, SubscriptionPlatforms: Web, Mobile
8. 8

   

   Stock Rover

   A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.

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   Pricing: Free, SubscriptionPlatforms: Web, Mobile
9. 9

   

   TradingView

   A global, multi-asset charting and trading platform with advanced analytics, strategy backtesting, and broker connectivity. Features include Pine Script® v6 for custom indicators, server-side alerts, options chains with strategy builder, and multi-asset screeners. Real-time data feeds are sold as add-ons, with availability and pricing varying by exchange and region.

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   Pricing: Free, SubscriptionPlatforms: Web, Mobile, Desktop
10. 10

    

    Tweenvest

    Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.

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    Pricing: Free, SubscriptionPlatforms: Web

11. 11

    

    ETF Insider

    ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.

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    Pricing: Free, SubscriptionPlatforms: Web, API
12. 12

    

    FINVIZ

    A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.

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    Pricing: Free, SubscriptionPlatforms: Web, API
13. 13

    

    Google Finance

    Free web portal for quotes, charts, news, watchlists, and simple portfolio tracking. Portfolios can include stocks, mutual funds, ETFs, and crypto, with returns shown using time-weighted calculations. Data freshness varies by source: some exchanges stream in real time, while others are delayed (e.g., 15 minutes for many equities, 10 minutes for CME futures, end-of-day for mutual funds). Currency and crypto quotes update every few minutes. Google Sheets supports the GOOGLEFINANCE() function for live data pulls, though no public REST API is offered.

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    Pricing: FreePlatforms: Web
14. 14

    

    Portfolio123

    Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

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    Pricing: Free, SubscriptionPlatforms: Web, Desktop, API
15. 15

    

    Simply Wall St

    Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
16. 16

    

    TipRanks

    TipRanks is a retail research platform built around analyst rankings, Smart Score ratings, and screening tools. It offers forecasts, portfolios, alerts, and alternative datasets like insider activity and website traffic. Free users get basic access, while Premium and Ultimate tiers add deeper analytics, longer history, Excel/CSV exports, and broker-connected trading via TradeStation.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
17. 17

    

    Investing.com

    A large multi-asset investing portal offering global quotes, news, calendars, watchlists, screeners, and portfolio tools. The premium tiers (InvestingPro and Pro+) unlock unlimited alerts, advanced screeners, ProNews, deeper financial metrics, export functions, and 10-year history of company financials. Quotes may be delayed depending on the exchange and region.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
18. 18

    

    Unusual Whales

    Real-time options flow and dark-pool analytics built for active traders. Free plans view delayed data; paid tiers stream live flow, with annual plans unlocking data downloads. The public API is sold separately, and “Periscope” (market-wide SPX exposure) is available as an add-on.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
19. 19

    

    Beanvest

    Portfolio tracking and valuation platform with both free and premium tiers. The free plan supports a single portfolio with up to 20 holdings. Premium unlocks benchmarks, DEGIRO broker sync, and other features, with most price data updated every 15 minutes (some assets end-of-day). Automatic dividend adjustment is marked as 'coming soon' for Premium.

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    Pricing: Free, SubscriptionPlatforms: Web
20. 20

    

    Cash App

    A U.S.-only brokerage (18+) offering $0-commission stock and ETF trading with fractional shares, plus integrated Bitcoin trading and Lightning transfers. Custom trigger-based orders are supported for both stocks and Bitcoin, though they are not traditional limit orders. Tax documents can be downloaded directly from the web Documents portal.

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    Pricing: FreePlatforms: Mobile, Web
21. 21

    

    Danelfin

    AI-driven scoring and ranking platform for U.S.-listed stocks, ETFs, and the STOXX 600 in Europe. Offers Free, Plus, and Pro web tiers alongside API-only plans. Historical daily AI Scores are available back to 2017 for Pro/API users. Scores refresh end-of-day, typically about 15 hours after the U.S. close. CSV export and JSON API access are plan-gated.

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    Pricing: Free, SubscriptionPlatforms: Web, API
22. 22

    

    Dividend.com

    Dividend.com provides tools and research for dividend-focused investors. The free tier includes a screener, news, and calendars, while Premium ($199/year) unlocks model portfolios, curated lists, CSV downloads, payout estimates, ad-free browsing, and detailed DARS™ breakdowns. Quotes are delayed by 24 hours, with financial data powered by Mergent.

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    Pricing: Free, SubscriptionPlatforms: Web
23. 23

    

    ETF Action

    Independent ETF analytics platform for advisors and asset managers. Offers global ETF classification, look‑through holdings analytics, overlap analysis, flows/volumes with T+1 flow timing, live quotes (FMV) via Polygon.io, model portfolio tools, 13F screening (Advisor Pro), and enterprise options including API access. DIY/Advisor Pro plans emphasize self‑service research and Excel/CSV downloads; Enterprise adds collaboration, custom dashboards, and API. A separate Model Builder plan enables model uploads and ‘Bridge’ trading integration. API details are not publicly documented—confirm endpoints and auth with vendor.

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    Pricing: Free, SubscriptionPlatforms: Web, API
24. 24

    

    ETF Research Center

    ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.

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    Pricing: Free, SubscriptionPlatforms: Web
25. 25

    

    ETF.com

    ETF.com is a web-based research suite for exchange-traded funds. A free account lets you save screeners and create up to five watchlists. Paid subscriptions unlock more: Content+ gives access to editorial content, while All Access provides unlimited use of tools, data, and saved screens.

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    Pricing: Free, SubscriptionPlatforms: Web
26. 26

    

    eToro

    A multi-asset broker combining traditional investing with social trading. Known for CopyTrader™, Smart Portfolios, and a $100K demo account. In the U.S., stock and ETF trading is commission-free, options trade at zero commission or contract fees, and crypto carries a 1% fee with state restrictions. CopyTrader is limited to crypto in the U.S., while Smart Portfolios require a $500 minimum investment. Copying other traders starts from $200.

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    Pricing: FreePlatforms: Web, Mobile
27. 27

    

    Fintel

    Platform for ownership, filings, short interest, and options sentiment with broad global coverage. Plans range from Free through Bronze, Silver, and Gold, with premium features like the Workbench, Portfolio Builder, and custom quant models reserved for higher tiers. Real-time options flow, unusual options activity, and Excel export are available on paid plans. Broker account linking is supported via Plaid (U.S. only).

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    Pricing: Free, SubscriptionPlatforms: Web, API
28. 28

    

    Firefly III

    An open-source, self-hosted personal finance manager licensed under AGPLv3. Offers full double-entry bookkeeping, REST APIs, and optional event webhooks. Exchange-rate conversion is available from v6.2 onward as an opt-in feature. Bank connections are handled separately through the Firefly Data Importer app.

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    Pricing: FreePlatforms: Web, API
29. 29

    

    FT Markets (Markets data — Financial Times)

    The Financial Times’ markets portal combines global market data with watchlists, portfolios, alerts, and screeners. Free registration unlocks basic tools, while an FT subscription is needed for deeper features like director dealings, detailed company financials and forecasts, and access to the Data Archive PDFs. Market data is delayed at least 15 minutes, with equity prices sourced from LSEG and fund data provided by Morningstar.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
30. 30

    

    Ghostfolio

    An open-source (AGPL-3.0) portfolio and net-worth tracker designed with privacy in mind. You can self-host it for free using Docker or opt for Ghostfolio Premium, a fully managed cloud version (~$40/year). There’s no broker OAuth; data comes in via manual entry, CSV uploads, or API. Runs as a PWA with mobile access and even allows anonymous sign-ups.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
31. 31

    

    justETF

    ETF-focused research and portfolio platform designed for European investors. The free plan supports one portfolio and one watchlist, while Premium tiers (5 or 25 portfolios) add advanced simulations, performance attribution, rebalancing, alerts, Excel export, and unlimited watchlists. Premium is billed quarterly or annually, with a 14-day money-back guarantee.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
32. 32

    

    MarketInOut

    Screener and backtesting platform with one-time memberships (6-month, 1-year, or 2-year). A limited free tier is available, but some results and features are gated. Supports near real-time data for U.S. equities, TSX, Forex, and Crypto; other exchanges are delayed by 15 minutes. Intraday periods are available for IEX, Forex, and Crypto only; extended-hours data is not supported. API access for screener data can be requested separately. Discounts are offered for crypto payments.

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    Pricing: Free, One-timePlatforms: Web
33. 33

    

    Morningstar Investor

    Morningstar’s flagship research and portfolio platform for individual investors. Free users get access to screeners and quotes, while subscribers unlock analyst reports, expanded data, and premium ratings. A 7-day trial is available. Canceling a subscription also removes access to saved portfolios, watchlists, and screens.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
34. 34

    

    Nasdaq.com

    Nasdaq’s official portal for quotes, news, filings, calendars, and investor tools. Free users can access watchlists, portfolios, and market data, while premium Smart Portfolio (powered by TipRanks) adds broker syncing and advanced analytics. U.S. quotes stream in real time via Nasdaq Basic/NLS, though extended-hours data is typically shown with a 15-minute delay.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
35. 35

    

    okama

    Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.

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    Pricing: FreePlatforms: Web, API
36. 36

    

    PortfoliosLab

    Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.

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    Pricing: Free, SubscriptionPlatforms: Web
37. 37

    

    Robinhood

    Robinhood is a US and UK brokerage offering commission-free trading in stocks, ETFs, and options, plus access to futures and crypto. Options carry per-contract fees. Robinhood Gold ($5/month after a 30-day trial) unlocks Nasdaq TotalView Level II, Morningstar research, larger instant deposits, and a 3% IRA match for eligible customers. The platform also offers 24-Hour Market trading on select symbols, real crypto wallets with deposits/withdrawals, and an accessible mobile-first design.

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    Pricing: Free, Subscription, OtherPlatforms: Web, Mobile
38. 38

    

    Scalable Capital

    Retail broker and robo-advisor for EU investors. Two main plans: FREE (trades €0.99 on gettex/EIE for orders ≥€250; free savings plans) and PRIME+ (€4.99/month flat for trades ≥€250; savings plans also free). Both offer variable 2% p.a. interest on cash balances, capped at €50k (FREE) or €500k (PRIME+). PRIME tiers unlock CSV export of all transactions. Annual tax certificates are provided as downloadable PDFs.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
39. 39

    

    Sharesight

    Global, tax‑aware portfolio tracker with EOD/delayed equity pricing (15–20 min on major markets), automated dividends & corporate actions, contribution analysis, and drawdown risk reporting. Imports from 200+ brokers via file/email and selected direct broker APIs; Xero accounting sync. Crypto & FX update intraday (~5‑min). Business plan for advisers offers per‑portfolio pricing.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
40. 40

    

    Statfolio

    Portfolio tracking and analytics platform with daily price and dividend updates. The Free plan supports 1 portfolio (50 orders, 10 holdings). Basic ($10/mo) expands to 3 portfolios, 500 orders, and a performance dashboard. Pro ($30/mo) offers 10 portfolios with unlimited orders and holdings. Dividends and splits are recorded automatically. Orders can be entered manually or imported.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
41. 41

    

    Stock Unlock

    Global stock and ETF research platform with screeners, valuation tools, customizable charts, and portfolio tracking. The free plan comes with meaningful but tight limits—such as two manual portfolios, one 10-ticker watchlist, and capped screener results—while paid tiers unlock the full feature set. Billing is monthly or yearly, with a 30-day money-back guarantee.

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    Pricing: Free, SubscriptionPlatforms: Web
42. 42

    

    StockCharts

    Charting, scanning, and alerting platform with tiered plans. Free BATS real-time quotes are included for US markets; official add-ons unlock real-time data for US, Canada, and the UK, otherwise data is delayed 15 minutes. Plan limits apply to ChartLists, scans, and alerts. PRO adds 5-second auto-refresh and CSV downloads of historical data. OptionsPlay integration provides options strategy tools, and trading from charts is supported through Tradier. Scans run on daily, weekly, or monthly bars (not intraday).

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
43. 43

    

    The Motley Fool

    A long-standing publisher and stock-picking service with both free content and premium memberships. The flagship Stock Advisor offers two new recommendations each month, backed by a 30-day money-back guarantee. Higher tiers add more scorecards, tools, live model portfolios, and exclusive research. Mobile apps deliver real-time alerts for new picks and portfolio updates.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
44. 44

    

    Tickertape

    India-focused research and portfolio platform for stocks, mutual funds, and ETFs. It offers end-of-day screening data, linked broker integration for unified portfolios and trading, and event-driven alerts. Free accounts provide core features, while Pro unlocks unlimited custom filters, CSV exports, advanced alerts, and access to historical Market Mood Index data and index constituents.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
45. 45

    

    Track Your Dividends (TYD)

    A dividend-focused portfolio tracker for US investors. Free users can link one brokerage account, create unlimited manual portfolios, and set up basic dividend alerts. Premium unlocks unlimited linked accounts, advanced alerts (ex-date and payment), the TYD Dividend Safety Score, screeners, watchlists, research tools, and an ad-free experience. Broker linking is handled through Plaid, with nightly account updates. Premium comes with a 7-day free trial and money-back guarantee.

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    Pricing: Free, SubscriptionPlatforms: Web
46. 46

    

    Trackinsight

    Global ETF research platform with a 12k+ ETF database and daily updates. Core workflows: screen by theme/ESG/exposure/benchmark; compare up to 5 ETFs side‑by‑side (Excel export); manage sharable ‘Lists’; and (Premium) Portfolio Insights with advanced analytics & Excel export. Data/API options include an enterprise ‘Data Services’ offering and Nasdaq Data Link databases (REST/CSV/JSON). Identifiers shown on fund pages include ISIN and CUSIP. Trackinsight became majority‑owned by Kepler Cheuvreux in Sep 2024.

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    Pricing: Free, SubscriptionPlatforms: Web, API
47. 47

    

    Tradervue

    A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.

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    Pricing: Free, SubscriptionPlatforms: Web
48. 48

    

    Trendlyne

    Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
49. 49

    

    Yahoo Finance

    One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
50. 50

    

    Zacks (Zacks.com)

    Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.

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    Pricing: Free, SubscriptionPlatforms: Web, Mobile
51. 51

    

    Revolut (Invest)

    Revolut offers commission-free stock and ETF trading within a monthly allowance that scales with your plan. Beyond that, fees are tiered (as low as 0.12% on Ultra). Web trading is available in the EEA with Trading Pro, while the app is the main entry point elsewhere. Bonds, commodities, and crypto round out the product set, alongside a robo-advisor in the US with a 0.25% annual fee. Precious metals are offered but not FCA-regulated.

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    Pricing: Free, SubscriptionPlatforms: Mobile, Web