VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 17, 2025

Matchup hub

Compare Charles Schwab

Every head-to-head showdown featuring Charles Schwab. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

TradingView overlaps on Portfolio, Watchlist, and Options & Derivatives and pushes into ETF Screeners and Stock Ideas with Charles Schwab and is the quickest matchup to review first.

TradingView, eToro, and Smartkarma keep freemium tiers so you can benchmark Charles Schwab without committing budget.

Charles Schwab rivals most often add coverage in Financials, Analyst Price Targets, and Dividends, so focus there when evaluating upgrades.

24

Matchups catalogued

19

Include free tiers

22

Offer mobile access

58%

Avg category overlap

Category heatmap

How Charles Schwab stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

  • Watchlist
    23
  • News
    22
  • Portfolio
    21
  • Alerts
    18
  • Screeners
    18
  • Calendar
    17

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Charles Schwab.

  • Financials
    13
  • Analyst Price Targets
    12
  • Dividends
    11
  • ETF Overview
    10
  • Analyst Forecasts
    9
  • Analyst Recommendations
    9

Where Charles Schwab stands alone

Categories that remain exclusive to Charles Schwab across these matchups.

  • Videos
    21
  • Smart/Direct Routing
    20
  • Blogs
    19
  • Order Book / Level II
    19
  • Brokerage
    18
  • Newsletters
    18

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Charles Schwab into new workflows.

TradingView logo

TradingView

73% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Portfolio, Watchlist, and Options & Derivatives, adds ETF Screeners, Stock Ideas, and Data Visualizations coverage while matching Charles Schwab.

TradingView adds

  • ETF Screeners
  • Stock Ideas
  • Data Visualizations
  • Backtesting

Charles Schwab keeps to itself

  • Brokerage
  • Videos
  • Blogs
  • Newsletters

Shared platforms

Web
Mobile
Desktop
TC2000 logo

TC2000

82% overlap

TC2000 overlaps on Brokerage, Portfolio, and Watchlist, adds Options P&L and Financials coverage while matching Charles Schwab.

TC2000 adds

  • Options P&L
  • Financials

Charles Schwab keeps to itself

  • Smart/Direct Routing
  • Calendar
  • Order Book / Level II
  • Videos

Shared platforms

Web
Mobile
Desktop
Fidelity (Fidelity Brokerage Services LLC) logo

Fidelity (Fidelity Brokerage Services LLC)

89% overlap

Fidelity (Fidelity Brokerage Services LLC) overlaps on Brokerage, Portfolio, and Watchlist, adds Financials coverage while matching Charles Schwab.

Fidelity (Fidelity Brokerage Services LLC) adds

  • Financials

Charles Schwab keeps to itself

  • Paper Trading
  • Alerts
  • Calendar
  • Videos

Shared platforms

Web
Mobile
Desktop

Shared pricing

Other
Interactive Brokers logo

Interactive Brokers

62% overlap

Editor’s pick

Hands-on review

Interactive Brokers overlaps on Brokerage, Portfolio, and Watchlist, adds APIs & SDKs, Data APIs, and Risk Metrics (VaR/ES/Drawdown) coverage while matching Charles Schwab.

Interactive Brokers adds

  • APIs & SDKs
  • Data APIs
  • Risk Metrics (VaR/ES/Drawdown)
  • Scenario & Stress Tests

Charles Schwab keeps to itself

  • News
  • Alerts
  • Calendar
  • Videos

Shared platforms

Web
Mobile
Desktop

Shared pricing

Other
eToro logo

eToro

53% overlap

eToro overlaps on Brokerage, Portfolio, and Watchlist, adds Copy/Social Trading, Dividends, and IPO coverage while matching Charles Schwab.

eToro adds

  • Copy/Social Trading
  • Dividends
  • IPO
  • Data Visualizations

Charles Schwab keeps to itself

  • Options & Derivatives
  • Smart/Direct Routing
  • Order Book / Level II
  • Videos

Shared platforms

Web
Mobile
Smartkarma logo

Smartkarma

80% overlap

Smartkarma overlaps on Watchlist, News, and Alerts, adds Stock Ideas and AI coverage while matching Charles Schwab.

Smartkarma adds

  • Stock Ideas
  • AI

Charles Schwab keeps to itself

  • Brokerage
  • Portfolio
  • Options & Derivatives
  • Paper Trading

Shared platforms

Web
Mobile
Stockopedia logo

Stockopedia

53% overlap

Editor’s pick

Hands-on review

Stockopedia overlaps on Portfolio, Watchlist, and News, adds Stock Ideas, Financials, and Scores coverage while matching Charles Schwab.

Stockopedia adds

  • Stock Ideas
  • Financials
  • Scores
  • Checklist

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
Robinhood logo

Robinhood

88% overlap

Robinhood overlaps on Brokerage, Portfolio, and Watchlist, adds Downloadable Tax Reports coverage while matching Charles Schwab.

Robinhood adds

  • Downloadable Tax Reports

Charles Schwab keeps to itself

  • Paper Trading
  • Smart/Direct Routing
  • Alerts
  • Calendar

Shared platforms

Web
Mobile

Shared pricing

Other
MarketWatch logo

MarketWatch

47% overlap

Hands-on review

MarketWatch overlaps on Watchlist, Paper Trading, and News, adds Data Visualizations, Financials, and Options coverage while matching Charles Schwab.

MarketWatch adds

  • Data Visualizations
  • Financials
  • Options
  • ETF Overview

Charles Schwab keeps to itself

  • Brokerage
  • Portfolio
  • Options & Derivatives
  • Advanced Order Types

Shared platforms

Web
Mobile
Stock Rover logo

Stock Rover

47% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Portfolio, Watchlist, and News, adds ETF Screeners, Stock Comparison, and ETF Comparison coverage while matching Charles Schwab.

Stock Rover adds

  • ETF Screeners
  • Stock Comparison
  • ETF Comparison
  • Data Visualizations

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
Trendlyne logo

Trendlyne

47% overlap

Hands-on review

Trendlyne overlaps on Portfolio, Watchlist, and Options & Derivatives, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage while matching Charles Schwab.

Trendlyne adds

  • Analyst Forecasts
  • Analyst Price Targets
  • Analyst Recommendations
  • Data Visualizations

Charles Schwab keeps to itself

  • Brokerage
  • Paper Trading
  • Advanced Order Types
  • Smart/Direct Routing

Shared platforms

Web
Mobile
Unusual Whales logo

Unusual Whales

47% overlap

Editor’s pick

Hands-on review

Unusual Whales overlaps on Portfolio, Options & Derivatives, and Paper Trading, adds Dark Pool & Off-Exchange, US Government Trades, and Insider Data coverage while matching Charles Schwab.

Unusual Whales adds

  • Dark Pool & Off-Exchange
  • US Government Trades
  • Insider Data
  • 13F

Charles Schwab keeps to itself

  • Brokerage
  • Watchlist
  • Advanced Order Types
  • Smart/Direct Routing

Shared platforms

Web
Mobile
Dividend.com logo

Dividend.com

58% overlap

Hands-on review

Dividend.com overlaps on Portfolio, Watchlist, and News, adds Dividends, Scores, and Stock Ideas coverage while matching Charles Schwab.

Dividend.com adds

  • Dividends
  • Scores
  • Stock Ideas
  • Compounding Calculator

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
DEGIRO logo

DEGIRO

100% overlap

Editor’s pick

Hands-on review

DEGIRO overlaps on Brokerage, Portfolio, and Watchlist while matching Charles Schwab.

Charles Schwab keeps to itself

  • Options & Derivatives
  • Paper Trading
  • News
  • Alerts

Shared platforms

Web
Mobile

Shared pricing

Other
Benzinga logo

Benzinga

75% overlap

Benzinga overlaps on Watchlist, News, and Alerts, adds Data APIs and Transcripts coverage while matching Charles Schwab.

Benzinga adds

  • Data APIs
  • Transcripts

Charles Schwab keeps to itself

  • Brokerage
  • Portfolio
  • Options & Derivatives
  • Paper Trading

Shared platforms

Web
Mobile
Fey logo

Fey

40% overlap

Fey overlaps on Portfolio, Watchlist, and News, adds News Sentiment, Improved Filings, and Transcripts coverage while matching Charles Schwab.

Fey adds

  • News Sentiment
  • Improved Filings
  • Transcripts
  • Analyst Forecasts

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Desktop
Investing.com logo

Investing.com

40% overlap

Hands-on review

Investing.com overlaps on Portfolio, Watchlist, and News, adds ETF Screeners, Dividends, and Splits coverage while matching Charles Schwab.

Investing.com adds

  • ETF Screeners
  • Dividends
  • Splits
  • IPO

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
Koyfin logo

Koyfin

40% overlap

Editor’s pick

Hands-on review

Koyfin overlaps on Portfolio, Watchlist, and News, adds ETF Screeners, Data Visualizations, and Financials coverage while matching Charles Schwab.

Koyfin adds

  • ETF Screeners
  • Data Visualizations
  • Financials
  • Transcripts

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
Seeking Alpha logo

Seeking Alpha

40% overlap

Editor’s pick

Hands-on review

Seeking Alpha overlaps on Portfolio, Watchlist, and News, adds ETF Screeners, Stock Comparison, and Data Visualizations coverage while matching Charles Schwab.

Seeking Alpha adds

  • ETF Screeners
  • Stock Comparison
  • Data Visualizations
  • Dividends

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
The Motley Fool logo

The Motley Fool

75% overlap

The Motley Fool overlaps on Portfolio, Watchlist, and News, adds Stock Ideas and Education coverage while matching Charles Schwab.

The Motley Fool adds

  • Stock Ideas
  • Education

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
Tickertape logo

Tickertape

40% overlap

Hands-on review

Tickertape overlaps on Portfolio, Watchlist, and News, adds Dividends, Splits, and Financials coverage while matching Charles Schwab.

Tickertape adds

  • Dividends
  • Splits
  • Financials
  • Scores

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
TipRanks logo

TipRanks

40% overlap

Editor’s pick

Hands-on review

TipRanks overlaps on Portfolio, Watchlist, and News, adds Top Analysts, ETF Screeners, and Stock Ideas coverage while matching Charles Schwab.

TipRanks adds

  • Top Analysts
  • ETF Screeners
  • Stock Ideas
  • Analyst Forecasts

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
Yahoo Finance logo

Yahoo Finance

40% overlap

Hands-on review

Yahoo Finance overlaps on Portfolio, Watchlist, and News, adds Data Visualizations, Financials, and Analyst Recommendations coverage while matching Charles Schwab.

Yahoo Finance adds

  • Data Visualizations
  • Financials
  • Analyst Recommendations
  • Analyst Price Targets

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile
Zacks (Zacks.com) logo

Zacks (Zacks.com)

43% overlap

Hands-on review

Zacks (Zacks.com) overlaps on Portfolio, Watchlist, and News, adds ETF Screeners, Scores, and Analyst Forecasts coverage while matching Charles Schwab.

Zacks (Zacks.com) adds

  • ETF Screeners
  • Scores
  • Analyst Forecasts
  • Analyst Price Targets

Charles Schwab keeps to itself

  • Brokerage
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Shared platforms

Web
Mobile

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.