SS&C Black Diamond Wealth Solutions overlaps on Portfolio, APIs & SDKs, and Webhooks and pushes into Portfolio Accounting / Book of Record and Client & Investor Reporting with Firefly III and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Sunday, January 18, 2026
Matchup hub
Compare Firefly III
Every head-to-head showdown featuring Firefly III. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Fiscal.ai, Visualping, and Benzinga keep freemium tiers so you can benchmark Firefly III without committing budget.
Firefly III rivals most often add coverage in Data APIs, Alerts, and Data Visualizations, so focus there when evaluating upgrades.
24
Matchups catalogued
19
Include free tiers
12
Offer mobile access
56%
Avg category overlap
Category heatmap
How Firefly III 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.
- APIs & SDKs24
- Portfolio14
- Webhooks10
- Other5
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Firefly III.
- Data APIs19
- Alerts12
- Data Visualizations11
- Screeners10
- Blogs9
- Watchlist9
Where Firefly III stands alone
Categories that remain exclusive to Firefly III across these matchups.
- Other19
- Webhooks14
- Portfolio10
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Firefly III into new workflows.
SS&C Black Diamond Wealth Solutions
100% overlapSS&C Black Diamond Wealth Solutions overlaps on Portfolio, APIs & SDKs, and Webhooks, adds Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading coverage while matching Firefly III.
Shared categories
SS&C Black Diamond Wealth Solutions adds
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Fiscal.ai
75% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Portfolio, APIs & SDKs, and Webhooks, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Data Visualizations
- Watchlist
Firefly III keeps to itself
- Other
Shared platforms
WebAPI
Shared pricing
Free
Envestnet Wealth Management Platform
75% overlapEnvestnet Wealth Management Platform overlaps on Portfolio, APIs & SDKs, and Webhooks, adds Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage while matching Firefly III.
Shared categories
Envestnet Wealth Management Platform adds
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Firefly III keeps to itself
- Other
Shared platforms
WebAPI
Visualping
75% overlapVisualping overlaps on APIs & SDKs, Webhooks, and Other, adds Alerts, Data APIs, and Regulatory Filings Monitoring coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Visualping adds
- Alerts
- Data APIs
- Regulatory Filings Monitoring
- Blogs
Firefly III keeps to itself
- Portfolio
Shared platforms
Web
Shared pricing
Free
Benzinga
50% overlapBenzinga overlaps on APIs & SDKs and Webhooks, adds News, Alerts, and News Sentiment coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Benzinga adds
- News
- Alerts
- News Sentiment
- Calendar
Firefly III keeps to itself
- Portfolio
- Other
Shared platforms
WebAPI
Shared pricing
Free
Dune
50% overlapDune overlaps on APIs & SDKs and Webhooks, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Dune adds
- On-chain Analytics
- DEX / DeFi
- Wallet / Address Monitoring
- NFT Markets
Firefly III keeps to itself
- Portfolio
- Other
Shared platforms
WebAPI
Shared pricing
Free
ETF Insider
50% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Portfolio and APIs & SDKs, adds ETF Screeners, Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Data Visualizations
- Factor Exposure
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
Shared pricing
Free
Ghostfolio
67% overlapGhostfolio overlaps on Portfolio and APIs & SDKs, adds Data Visualizations coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Ghostfolio adds
- Data Visualizations
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
Shared pricing
Free
Hunter
50% overlapHunter overlaps on APIs & SDKs and Webhooks, adds Zapier / Make and Sheets / Excel Add-ins coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Hunter adds
- Zapier / Make
- Sheets / Excel Add-ins
Firefly III keeps to itself
- Portfolio
- Other
Shared platforms
WebAPI
Shared pricing
Free
Listen Notes
50% overlapListen Notes overlaps on APIs & SDKs and Other, adds Data APIs, Alerts, and Education coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Listen Notes adds
- Data APIs
- Alerts
- Education
Firefly III keeps to itself
- Portfolio
- Webhooks
Shared platforms
WebAPI
Shared pricing
Free
Portfolio123
50% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Portfolio and APIs & SDKs, adds Screeners, Data Visualizations, and Quant coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Portfolio123 adds
- Screeners
- Data Visualizations
- Quant
- Stock Ideas
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
Shared pricing
Free
PortfoliosLab
50% overlapPortfoliosLab overlaps on Portfolio and APIs & SDKs, adds Watchlist, Backtesting, and Correlation coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
PortfoliosLab adds
- Watchlist
- Backtesting
- Correlation
- Risk Metrics
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
Shared pricing
Free
Quartr
50% overlapEditor’s pick
Hands-on review
Quartr overlaps on APIs & SDKs and Webhooks, adds Financials, Transcripts, and Analyst Forecasts coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Quartr adds
- Financials
- Transcripts
- Analyst Forecasts
- Calendar
Firefly III keeps to itself
- Portfolio
- Other
Shared platforms
WebAPI
Shared pricing
Free
Sharesight
50% overlapSharesight overlaps on Portfolio and APIs & SDKs, adds Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Sharesight adds
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
Shared pricing
Free
StockAlert Pro
50% overlapStockAlert Pro overlaps on APIs & SDKs and Webhooks, adds Alerts, Calendar, and Dividends coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
StockAlert Pro adds
- Alerts
- Calendar
- Dividends
- Stock Ideas
Firefly III keeps to itself
- Portfolio
- Other
Shared platforms
WebAPI
Shared pricing
Free
TipRanks
50% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Portfolio and APIs & SDKs, adds Stock Ideas, Top Analysts, and Screeners coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
TipRanks adds
- Stock Ideas
- Top Analysts
- Screeners
- ETF Screeners
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
Shared pricing
Free
Trackly
50% overlapTrackly overlaps on APIs & SDKs and Webhooks, adds Alerts and Regulatory Filings Monitoring coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Trackly adds
- Alerts
- Regulatory Filings Monitoring
Firefly III keeps to itself
- Portfolio
- Other
Shared platforms
WebAPI
Shared pricing
Free
Uncle Stock
50% overlapEditor’s pick
Hands-on review
Uncle Stock overlaps on Portfolio and APIs & SDKs, adds Screeners, Backtesting, and Data Visualizations coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Uncle Stock adds
- Screeners
- Backtesting
- Data Visualizations
- Financials
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
Shared pricing
Free
USAspending
50% overlapUSAspending overlaps on APIs & SDKs and Other, adds Data APIs, Data Visualizations, and Videos coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
USAspending adds
- Data APIs
- Data Visualizations
- Videos
Firefly III keeps to itself
- Portfolio
- Webhooks
Shared platforms
WebAPI
Shared pricing
Free
Wayback Machine (Internet Archive)
50% overlapWayback Machine (Internet Archive) overlaps on APIs & SDKs and Other, adds Data APIs and Citations & Source Pinning coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
Wayback Machine (Internet Archive) adds
- Data APIs
- Citations & Source Pinning
Firefly III keeps to itself
- Portfolio
- Webhooks
Shared platforms
WebAPI
Shared pricing
Free
Interactive Brokers (IBKR)
50% overlapEditor’s pick
Hands-on review
Interactive Brokers (IBKR) overlaps on Portfolio and APIs & SDKs, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching Firefly III.
Shared categories
Interactive Brokers (IBKR) adds
- Brokerage
- Advanced Order Types
- Smart/Direct Routing
- Paper Trading
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
Addepar
50% overlapAddepar overlaps on Portfolio and APIs & SDKs, adds Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage while matching Firefly III.
Shared categories
Addepar adds
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
FINVIZ
50% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Portfolio and APIs & SDKs, adds Screeners, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching Firefly III.
Shared categories
FINVIZ adds
- Screeners
- ETF Screeners
- Stock Comparison
- Data Visualizations
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
Web
Shared pricing
Free
Kubera
50% overlapKubera overlaps on Portfolio and APIs & SDKs, adds Broker Connectors, Data APIs, and Client Portal & Mobile App coverage while matching Firefly III.
Shared categories
Kubera adds
- Broker Connectors
- Data APIs
- Client Portal & Mobile App
- Custom Dashboards
Firefly III keeps to itself
- Webhooks
- Other
Shared platforms
WebAPI
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.