VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Sunday, January 18, 2026

Matchup hub

Compare Finimize

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

Quick takeaways

GuruFocus overlaps on Stock Ideas, News, and Education and pushes into Screeners and Stock Comparison with Finimize and is the quickest matchup to review first.

GuruFocus, Simply Wall St, and Stock Analysis keep freemium tiers so you can benchmark Finimize without committing budget.

Finimize rivals most often add coverage in Watchlist, Screeners, and Portfolio, so focus there when evaluating upgrades.

24

Matchups catalogued

21

Include free tiers

15

Offer mobile access

76%

Avg category overlap

Category heatmap

How Finimize 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.

  • News20
  • Blogs18
  • Education18
  • Newsletters18
  • Stock Ideas17

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Finimize.

  • Watchlist20
  • Screeners18
  • Portfolio16
  • Calendar15
  • Alerts14
  • Data Visualizations14

Where Finimize stands alone

Categories that remain exclusive to Finimize across these matchups.

  • Stock Ideas7
  • Blogs6
  • Education6
  • Newsletters6
  • News4

Matchups

Dive into the full comparison roster

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

GuruFocus logo

GuruFocus

100% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Stock Ideas, News, and Education, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Finimize.

GuruFocus adds

  • Screeners
  • Stock Comparison
  • Data Visualizations
  • Portfolio

Shared platforms

WebMobile

Shared pricing

FreeSubscription
Simply Wall St logo

Simply Wall St

100% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Stock Ideas, News, and Education, adds Screeners, Data Visualizations, and Portfolio coverage, keeps a free plan on the table while matching Finimize.

Simply Wall St adds

  • Screeners
  • Data Visualizations
  • Portfolio
  • Watchlist

Shared platforms

WebMobile

Shared pricing

FreeSubscription
Stock Analysis logo

Stock Analysis

100% overlap

Editor’s pick

Hands-on review

Stock Analysis overlaps on Stock Ideas, News, and Education, adds Screeners, ETF Screeners, and Top Analysts coverage, keeps a free plan on the table while matching Finimize.

Stock Analysis adds

  • Screeners
  • ETF Screeners
  • Top Analysts
  • Stock Comparison

Shared platforms

WebMobile

Shared pricing

FreeSubscription
The Motley Fool logo

The Motley Fool

100% overlap

The Motley Fool overlaps on Stock Ideas, News, and Education, adds Portfolio, Watchlist, and Videos coverage, keeps a free plan on the table while matching Finimize.

The Motley Fool adds

  • Portfolio
  • Watchlist
  • Videos

Shared platforms

WebMobile

Shared pricing

FreeSubscription
Stockopedia logo

Stockopedia

100% overlap

Editor’s pick

Hands-on review

Stockopedia overlaps on Stock Ideas, News, and Education, adds Screeners, Financials, and Scores coverage while matching Finimize.

Stockopedia adds

  • Screeners
  • Financials
  • Scores
  • Checklist

Shared platforms

WebMobile

Shared pricing

Subscription
MarketScreener logo

MarketScreener

80% overlap

MarketScreener overlaps on Stock Ideas, News, and Blogs, adds Alerts, Calendar, and Screeners coverage, keeps a free plan on the table while matching Finimize.

MarketScreener adds

  • Alerts
  • Calendar
  • Screeners
  • Data Visualizations

Finimize keeps to itself

  • Education

Shared platforms

WebMobile

Shared pricing

FreeSubscription
Smartkarma logo

Smartkarma

80% overlap

Smartkarma overlaps on Stock Ideas, News, and Blogs, adds Screeners, Watchlist, and Alerts coverage, keeps a free plan on the table while matching Finimize.

Smartkarma adds

  • Screeners
  • Watchlist
  • Alerts
  • Calendar

Finimize keeps to itself

  • Education

Shared platforms

WebMobile

Shared pricing

FreeSubscription
Dividend.com logo

Dividend.com

80% overlap

Hands-on review

Dividend.com overlaps on Stock Ideas, News, and Blogs, adds Screeners, Calendar, and Dividends coverage, keeps a free plan on the table while matching Finimize.

Dividend.com adds

  • Screeners
  • Calendar
  • Dividends
  • Watchlist

Finimize keeps to itself

  • Education

Shared platforms

Web

Shared pricing

FreeSubscription
Dividend Watch logo

Dividend Watch

80% overlap

Editor’s pick

Hands-on review

Dividend Watch overlaps on Stock Ideas, News, and Education, adds Portfolio, Watchlist, and Dividends coverage, keeps a free plan on the table while matching Finimize.

Dividend Watch adds

  • Portfolio
  • Watchlist
  • Dividends
  • Calendar

Finimize keeps to itself

  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
Fiscal.ai logo

Fiscal.ai

80% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on News, Education, and Blogs, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Finimize.

Fiscal.ai adds

  • Screeners
  • Stock Comparison
  • Data Visualizations
  • Portfolio

Finimize keeps to itself

  • Stock Ideas

Shared platforms

Web

Shared pricing

FreeSubscription
TIKR logo

TIKR

80% overlap

Editor’s pick

Hands-on review

TIKR overlaps on Stock Ideas, News, and Education, adds Screeners, Data Visualizations, and Stock Comparison coverage, keeps a free plan on the table while matching Finimize.

TIKR adds

  • Screeners
  • Data Visualizations
  • Stock Comparison
  • Portfolio

Finimize keeps to itself

  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
BeyondSPX logo

BeyondSPX

80% overlap

Hands-on review

BeyondSPX overlaps on Stock Ideas, News, and Education, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Finimize.

BeyondSPX adds

  • Screeners
  • Stock Comparison
  • Data Visualizations
  • Watchlist

Finimize keeps to itself

  • Blogs

Shared platforms

Web

Shared pricing

Free
Investopedia logo

Investopedia

80% overlap

Hands-on review

Investopedia overlaps on News, Education, and Blogs, adds Paper Trading, Portfolio, and Screeners coverage, keeps a free plan on the table while matching Finimize.

Investopedia adds

  • Paper Trading
  • Portfolio
  • Screeners

Finimize keeps to itself

  • Stock Ideas

Shared platforms

Web

Shared pricing

Free
Prospero.ai logo

Prospero.ai

80% overlap

Prospero.ai overlaps on Stock Ideas, Education, and Blogs, adds Screeners, ETF Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Finimize.

Prospero.ai adds

  • Screeners
  • ETF Screeners
  • Data Visualizations
  • Options & Derivatives

Finimize keeps to itself

  • News

Shared platforms

Mobile

Shared pricing

Free
EPSMomentum logo

EPSMomentum

60% overlap

EPSMomentum overlaps on Stock Ideas, News, and Education, adds Screeners, Data Visualizations, and Money Flow coverage, keeps a free plan on the table while matching Finimize.

Shared categories

EPSMomentum adds

  • Screeners
  • Data Visualizations
  • Money Flow
  • Portfolio

Finimize keeps to itself

  • Blogs
  • Newsletters

Shared platforms

WebMobile

Shared pricing

FreeSubscription
FinancialJuice logo

FinancialJuice

60% overlap

FinancialJuice overlaps on News, Education, and Blogs, adds Alerts, Calendar, and Inflation Rates coverage, keeps a free plan on the table while matching Finimize.

Shared categories

FinancialJuice adds

  • Alerts
  • Calendar
  • Inflation Rates
  • Unemployment Rates

Finimize keeps to itself

  • Stock Ideas
  • Newsletters

Shared platforms

WebMobile

Shared pricing

FreeSubscription
Quartr logo

Quartr

60% overlap

Editor’s pick

Hands-on review

Quartr overlaps on Education, Blogs, and Newsletters, adds Financials, Transcripts, and Analyst Forecasts coverage, keeps a free plan on the table while matching Finimize.

Shared categories

Quartr adds

  • Financials
  • Transcripts
  • Analyst Forecasts
  • Calendar

Finimize keeps to itself

  • Stock Ideas
  • News

Shared platforms

WebMobile

Shared pricing

FreeSubscription
Tickeron logo

Tickeron

60% overlap

Tickeron overlaps on Stock Ideas, Education, and Blogs, adds Screeners, Stock Comparison, and Auto-Trading & Bots coverage, keeps a free plan on the table while matching Finimize.

Shared categories

Tickeron adds

  • Screeners
  • Stock Comparison
  • Auto-Trading & Bots
  • Copy/Social Trading

Finimize keeps to itself

  • News
  • Newsletters

Shared platforms

WebMobile

Shared pricing

FreeSubscription
getquin logo

getquin

60% overlap

getquin overlaps on Stock Ideas, News, and Education, adds Portfolio, Watchlist, and Investor Holdings coverage, keeps a free plan on the table while matching Finimize.

Shared categories

getquin adds

  • Portfolio
  • Watchlist
  • Investor Holdings
  • Market Sentiment

Finimize keeps to itself

  • Blogs
  • Newsletters

Shared platforms

WebMobile

Shared pricing

FreeSubscription
Barron's logo

Barron's

60% overlap

Barron's overlaps on Stock Ideas, News, and Newsletters, adds Alerts, Data Visualizations, and Screeners coverage while matching Finimize.

Barron's adds

  • Alerts
  • Data Visualizations
  • Screeners
  • ETF Screeners

Finimize keeps to itself

  • Education
  • Blogs

Shared platforms

WebMobile

Shared pricing

Subscription
Earnings Whispers logo

Earnings Whispers

60% overlap

Earnings Whispers overlaps on Stock Ideas, News, and Newsletters, adds Calendar, Market Sentiment, and Screeners coverage, keeps a free plan on the table while matching Finimize.

Earnings Whispers adds

  • Calendar
  • Market Sentiment
  • Screeners
  • Watchlist

Finimize keeps to itself

  • Education
  • Blogs

Shared platforms

Web

Shared pricing

FreeSubscription
ETF.com logo

ETF.com

60% overlap

ETF.com overlaps on News, Education, and Newsletters, adds ETF Screeners, ETF Comparison, and ETF Overview coverage, keeps a free plan on the table while matching Finimize.

Shared categories

ETF.com adds

  • ETF Screeners
  • ETF Comparison
  • ETF Overview
  • ETF Performance

Finimize keeps to itself

  • Stock Ideas
  • Blogs

Shared platforms

Web

Shared pricing

FreeSubscription
InsideArbitrage logo

InsideArbitrage

60% overlap

InsideArbitrage overlaps on News, Blogs, and Newsletters, adds Alerts, Calendar, and Special Situations coverage, keeps a free plan on the table while matching Finimize.

Shared categories

InsideArbitrage adds

  • Alerts
  • Calendar
  • Special Situations
  • Acquisitions

Finimize keeps to itself

  • Stock Ideas
  • Education

Shared platforms

Web

Shared pricing

FreeSubscription
Orion Advisor Tech logo

Orion Advisor Tech

60% overlap

Orion Advisor Tech overlaps on Education, Blogs, and Newsletters, adds Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting coverage while matching Finimize.

Shared categories

Orion Advisor Tech adds

  • Portfolio Accounting / Book of Record
  • Client & Investor Reporting
  • GIPS Composite Reporting
  • Rebalancing & Trading

Finimize keeps to itself

  • Stock Ideas
  • News

Shared platforms

WebMobile

Shared pricing

Subscription

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.