VOL. XCIV, NO. 247
THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD
Live community ranking · Top 25 free risk metrics tools
Best Free Risk Metrics Tools for Investors
The free risk metrics 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 32 total risk metrics tools inside a directory of more than 369 investing platforms down to 25 free risk metrics 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 10 Tools
- 1Top pick
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.
Best forStock researchStock screeningPortfolio trackingChartingFundamental researchWatch-outsNo public APIFree access has ads and data limits - 2
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.
Best forDividend analysisPortfolio trackingPortfolio analyticsPortfolio alertsLong-term portfolio trackingWatch-outsManual holdings onlyFree and Premium stock caps - 3
Portfolio Performance is a free open-source desktop tracker for detailed performance accounting, TTWROR and IRR, currencies, rebalancing, imports, and privacy without broker credentials. It suits hands-on investors willing to maintain local transactions, with a mostly read-only mobile companion.
Best forPortfolio trackingPortfolio analyticsLong-term portfolio trackingPortfolio watchlistsWatch-outsDesktop-first workflowNo broker sync - 4
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.
Best forStock screeningETF screeningPortfolio analyticsFundamental researchResearch reportsWatch-outsNorth America-focused coverageFull strategy backtesting is not a formal feature - 5
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.
Best forPortfolio analyticsStrategy backtestingPortfolio trackingETF screeningStock screeningWatch-outsFree tier is smallNot brokerage accounting - 6
Portfolio Visualizer backtests allocations, runs Monte Carlo, optimizes portfolios, analyzes factors and correlations, and researches funds. It suits DIY investors, analysts, and advisers. Free is constrained; paid tiers add larger portfolios, saving, imports, exports, and commercial use. It is not a broker or live ledger.
Best forStrategy backtestingPortfolio analyticsQuant researchFactor screeningFund researchWatch-outsFree tier is constrainedAnnual billing - 7
ETF Insider analyzes stocks, ETFs, and mutual-fund portfolios for holdings overlap, concentration, correlations, exposure, and efficient-frontier tradeoffs. Full holdings and Excel export require Pro; API and white-label access require Enterprise.
Best forETF screeningPortfolio analyticsPortfolio trackingFund researchFactor screeningWatch-outsNon-US coverage unclearFull holdings depth is paid - 8
FX Replay lets traders replay forex, futures, stocks, crypto, and commodity markets in a browser. It supports multi-chart sessions, multi-asset tests, journaling, checklists, risk simulation, CSV import, and an economic calendar. It does not automate strategies or place live broker orders.
Best forStrategy backtestingPaper tradingTechnical analysisMarket monitoringWatch-outsManual replay, not automated strategy engineSeconds, futures, and stocks require Pro - 9
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.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio alertsStrategy backtestingWatch-outsFree plan is intentionally limitedBroker sync requires paid tier - 10
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.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio alertsMarket monitoringWatch-outsFree tier is asset-cappedPricing varies by market
- 11
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.
Best forPortfolio trackingPortfolio analyticsDividend analysisAdvisor client reportingPortfolio alertsWatch-outsFree plan is capped at 10 holdingsAdvanced reports require paid tiers - 12
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.
Best forStrategy backtestingPortfolio analyticsQuant researchPortfolio trackingWatch-outsFree account unlocks important limitsBacktesting is not execution - 13
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 - 14
Zenvesto is a portfolio and market-monitoring app for stocks and crypto with watchlists, gainers, losers, alerts, and basic research views. It is a lightweight tracking tool, not a full terminal, broker, or tax-accounting system.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio watchlistsMarket monitoringWatch-outsCoverage claims need careAdvanced workflows are plan-gated or pending - 15
TipRanks combines analyst ratings, targets, expert rankings, Smart Score, AI analysis, news sentiment, insider signals, hedge-fund activity, and portfolios. It is useful for comparing market views quickly, with Premium and Ultimate adding deeper expert, portfolio, export, and AI tools.
Best forAnalyst ratingsQuant ratingsStock researchPortfolio analyticsFinancial data APIWatch-outsBest tools are paidFree API and MCP quotas are small - 16
Portseido tracks transactions, performance, dividends, allocations, risk, benchmarks, lots, currencies, and custom assets on web and mobile. Free allows 100 transactions; Plus removes that cap, and Pro supports multiple portfolios. Current pricing advertises broker syncing. It is not a broker, tax filer, public API, or adviser platform.
Best forPortfolio trackingPortfolio analyticsDividend analysisLong-term portfolio trackingPortfolio watchlistsWatch-outsFree tier has a transaction capBroker sync details need confirmation - 17
Free historical portfolio analysis for European index-fund and ETF investors, with allocation comparisons and shareable portfolios.
Best forStrategy backtestingPortfolio analyticsFund researchWatch-outsIndex simulationHistory and currency - 18
ETFdb is a VettaFi database and screener for U.S.-listed ETFs and ETPs. Filter by returns, flows, expenses, ESG, dividends, risk, holdings, taxes, technicals, and ratings, then use the results for structured fund selection.
Best forETF screeningFund researchPortfolio watchlistsMarket monitoringResearch reportsWatch-outsU.S.-listed ETF scopeDownloads require Pro - 19
FactorsToday publishes factor returns and stock exposures through web tools, downloads, and an open REST API. Its portfolio analysis, attribution, optimizer, factor builder, and hedge builder are research models, not brokerage or accounting systems.
Best forQuant researchPortfolio analyticsStrategy backtestingFinancial data APIAI agent data accessWatch-outsPricing not publishedAdvanced quant workflow - 20
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.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio alertsLong-term portfolio trackingWatch-outsNot a broker or adviserFree plan is manual - 21
okama is an open-source portfolio analytics toolkit with web widgets, a REST API, and Python for efficient frontiers, risk, Monte Carlo, cash flows, and historical market or macro data. It suits technical users who want reproducible analysis.
Best forPortfolio analyticsStrategy backtestingQuant researchMarket data APIPortfolio trackingWatch-outsDeveloper-oriented workflowNot account tracking - 22
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.
Best forStock researchFundamental researchValuation modelingStock screeningVisual stock researchWatch-outsUS-led coverageNo trading or portfolio accounting - 23
Total Real Returns charts nominal and inflation-adjusted total returns with dividends reinvested. It provides tables, drawdowns, normalization, and multi-symbol comparisons with end-of-day updates. It is deliberately narrow, not a screener, broker, API, or portfolio tracker.
Best forVisual stock researchStock researchHistorical market dataPortfolio analyticsWatch-outsFocused charting toolData and calculations are not guaranteed - 24
Tradervue is a trading journal for imports, charts, performance, sharing, mentoring, MFE/MAE, R-based risk reports, exports, and a REST API across stocks, ETFs, futures, forex, and options. Free is limited to 30 grouped trades monthly; Silver and Gold add more reports.
Best forPortfolio trackingPortfolio analyticsBroker-connected tradingResearch reportsMarket monitoringWatch-outsFree plan is cappedJournal, not broker - 25
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 32 risk metrics 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.