Interactive Brokers (IBKR) overlaps on Brokerage, Portfolio, and Watchlist and pushes into Risk Metrics and Performance Attribution with Charles Schwab and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Sunday, January 18, 2026
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
InsideArbitrage, GuruFocus, and TradingView keep freemium tiers so you can benchmark Charles Schwab without committing budget.
Charles Schwab rivals most often add coverage in Data Visualizations, Financials, and Analyst Price Targets, so focus there when evaluating upgrades.
24
Matchups catalogued
19
Include free tiers
19
Offer mobile access
60%
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.
- News23
- Watchlist23
- Portfolio20
- Alerts19
- Calendar19
- Screeners19
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Charles Schwab.
- Data Visualizations13
- Financials13
- Analyst Price Targets12
- Dividends12
- Stock Ideas11
- Analyst Forecasts10
Where Charles Schwab stands alone
Categories that remain exclusive to Charles Schwab across these matchups.
- Smart/Direct Routing21
- Order Book / Level II20
- Advanced Order Types19
- Brokerage19
- Options & Derivatives19
- Paper Trading18
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Charles Schwab into new workflows.
Interactive Brokers (IBKR)
71% overlapEditor’s pick
Hands-on review
Interactive Brokers (IBKR) overlaps on Brokerage, Portfolio, and Watchlist, adds Risk Metrics, Performance Attribution, and APIs & SDKs coverage while matching Charles Schwab.
Interactive Brokers (IBKR) adds
- Risk Metrics
- Performance Attribution
- APIs & SDKs
- Data APIs
Charles Schwab keeps to itself
- Alerts
- Calendar
- Videos
- Blogs
Shared platforms
WebMobileDesktop
Shared pricing
Other
TC2000
82% overlapTC2000 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
WebMobileDesktop
InsideArbitrage
60% overlapInsideArbitrage overlaps on Portfolio, Watchlist, and News, adds Special Situations, Acquisitions, and Spin-offs coverage while matching Charles Schwab.
InsideArbitrage adds
- Special Situations
- Acquisitions
- Spin-offs
- Buybacks & Authorizations
Charles Schwab keeps to itself
- Brokerage
- Options & Derivatives
- Paper Trading
- Advanced Order Types
Shared platforms
Web
Fidelity (Fidelity Brokerage Services LLC)
89% overlapFidelity (Fidelity Brokerage Services LLC) overlaps on Brokerage, Portfolio, and Watchlist, adds Financials coverage while matching Charles Schwab.
Shared categories
Fidelity (Fidelity Brokerage Services LLC) adds
- Financials
Charles Schwab keeps to itself
- Paper Trading
- Alerts
- Calendar
- Videos
Shared platforms
WebMobileDesktop
Shared pricing
Other
GuruFocus
53% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Portfolio, News, and Alerts, adds Stock Ideas, Stock Comparison, and Data Visualizations coverage while matching Charles Schwab.
GuruFocus adds
- Stock Ideas
- Stock Comparison
- Data Visualizations
- Investor Holdings
Charles Schwab keeps to itself
- Brokerage
- Watchlist
- Options & Derivatives
- Paper Trading
Shared platforms
WebMobileDesktop
TradingView
53% overlapEditor’s pick
Hands-on review
TradingView overlaps on Portfolio, Watchlist, and Paper Trading, adds Data Visualizations, Quant, and Stock Ideas coverage while matching Charles Schwab.
TradingView adds
- Data Visualizations
- Quant
- Stock Ideas
- Backtesting
Charles Schwab keeps to itself
- Brokerage
- Options & Derivatives
- Advanced Order Types
- Smart/Direct Routing
Shared platforms
WebMobileDesktop
eToro
53% overlapeToro overlaps on Brokerage, Portfolio, and Watchlist, adds Copy/Social Trading, Dividends, and IPO coverage while matching Charles Schwab.
Shared categories
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
WebMobile
MarketScreener
53% overlapMarketScreener overlaps on Portfolio, Watchlist, and News, adds Stock Ideas, Data Visualizations, and Financials coverage while matching Charles Schwab.
MarketScreener adds
- Stock Ideas
- Data Visualizations
- Financials
- ESG Ratings
Charles Schwab keeps to itself
- Brokerage
- Options & Derivatives
- Paper Trading
- Advanced Order Types
Shared platforms
WebMobile
Simply Wall St
53% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Portfolio, Watchlist, and News, adds Stock Ideas, Data Visualizations, and Financials coverage while matching Charles Schwab.
Simply Wall St adds
- Stock Ideas
- Data Visualizations
- Financials
- Valuation Models
Charles Schwab keeps to itself
- Brokerage
- Options & Derivatives
- Paper Trading
- Advanced Order Types
Shared platforms
WebMobile
Smartkarma
80% overlapSmartkarma 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
WebMobile
Stockopedia
53% overlapEditor’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
WebMobile
Tickeron
53% overlapTickeron overlaps on Portfolio, Watchlist, and Paper Trading, adds Stock Ideas, Stock Comparison, and Auto-Trading & Bots coverage while matching Charles Schwab.
Tickeron adds
- Stock Ideas
- Stock Comparison
- Auto-Trading & Bots
- Copy/Social Trading
Charles Schwab keeps to itself
- Brokerage
- Options & Derivatives
- Advanced Order Types
- Smart/Direct Routing
Shared platforms
WebMobile
Fiscal.ai
53% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Portfolio, Watchlist, and News, adds Stock Comparison, Data Visualizations, and Investor Holdings coverage while matching Charles Schwab.
Fiscal.ai adds
- Stock Comparison
- Data Visualizations
- Investor Holdings
- ETF Overview
Charles Schwab keeps to itself
- Brokerage
- Options & Derivatives
- Paper Trading
- Advanced Order Types
Shared platforms
Web
Stock Analysis
47% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Portfolio, Watchlist, and News, adds Stock Ideas, ETF Screeners, and Top Analysts coverage while matching Charles Schwab.
Stock Analysis adds
- Stock Ideas
- ETF Screeners
- Top Analysts
- Stock Comparison
Charles Schwab keeps to itself
- Brokerage
- Options & Derivatives
- Paper Trading
- Advanced Order Types
Shared platforms
WebMobileDesktop
DEGIRO
88% overlapEditor’s pick
Hands-on review
DEGIRO overlaps on Brokerage, Portfolio, and Watchlist, adds Downloadable Tax Reports coverage while matching Charles Schwab.
DEGIRO adds
- Downloadable Tax Reports
Charles Schwab keeps to itself
- Options & Derivatives
- Paper Trading
- Alerts
- Order Book / Level II
Shared platforms
WebMobile
Shared pricing
Other
MarketWatch
47% overlapHands-on review
MarketWatch overlaps on Watchlist, Paper Trading, and News, adds Data Visualizations, Financials, and Options coverage while matching Charles Schwab.
Shared categories
MarketWatch adds
- Data Visualizations
- Financials
- Options
- ETF Overview
Charles Schwab keeps to itself
- Brokerage
- Portfolio
- Options & Derivatives
- Advanced Order Types
Shared platforms
WebMobile
Stock Rover
47% overlapEditor’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
WebMobile
TipRanks
47% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Portfolio, Watchlist, and Options & Derivatives, adds Stock Ideas, Top Analysts, and ETF Screeners coverage while matching Charles Schwab.
TipRanks adds
- Stock Ideas
- Top Analysts
- ETF Screeners
- Stock Comparison
Charles Schwab keeps to itself
- Brokerage
- Paper Trading
- Advanced Order Types
- Smart/Direct Routing
Shared platforms
WebMobile
Trendlyne
47% overlapHands-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
WebMobile
Dividend.com
58% overlapHands-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
TIKR
47% overlapEditor’s pick
Hands-on review
TIKR overlaps on Portfolio, Watchlist, and News, adds Stock Ideas, Data Visualizations, and Stock Comparison coverage while matching Charles Schwab.
TIKR adds
- Stock Ideas
- Data Visualizations
- Stock Comparison
- Investor Holdings
Charles Schwab keeps to itself
- Brokerage
- Options & Derivatives
- Paper Trading
- Advanced Order Types
Shared platforms
Web
Bloomberg (Europe)
100% overlapBloomberg (Europe) overlaps on Watchlist, News, and Alerts while matching Charles Schwab.
Charles Schwab keeps to itself
- Brokerage
- Portfolio
- Options & Derivatives
- Paper Trading
Shared platforms
WebMobile
CEO.CA
75% overlapCEO.CA overlaps on Watchlist, News, and Alerts, adds Insider Data and Forums coverage while matching Charles Schwab.
CEO.CA adds
- Insider Data
- Forums
Charles Schwab keeps to itself
- Brokerage
- Portfolio
- Options & Derivatives
- Paper Trading
Shared platforms
WebMobile
Fey
40% overlapEditor’s pick
Hands-on review
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
WebDesktop
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.