VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 17, 2025

Matchup hub

Compare QuantConnect

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

Quick takeaways

QuantRocket overlaps on Quant, Backtesting, and Paper Trading and pushes into Screeners and Advanced Order Types with QuantConnect and is the quickest matchup to review first.

QuantRocket, Portfolio123, and OpenBB keep freemium tiers so you can benchmark QuantConnect without committing budget.

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

24

Matchups catalogued

17

Include free tiers

10

Offer mobile access

41%

Avg category overlap

Category heatmap

How QuantConnect 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.

  • Backtesting
    15
  • APIs & SDKs
    12
  • Quant
    11
  • Options & Derivatives
    10
  • Paper Trading
    7
  • Auto-Trading & Bots
    2

Where rivals add depth

Common coverage areas that comparison partners introduce beyond QuantConnect.

  • Screeners
    15
  • Portfolio
    14
  • News
    12
  • Data APIs
    11
  • Data Visualizations
    10
  • Calendar
    9

Where QuantConnect stands alone

Categories that remain exclusive to QuantConnect across these matchups.

  • Auto-Trading & Bots
    22
  • Paper Trading
    17
  • Options & Derivatives
    14
  • Quant
    13
  • APIs & SDKs
    12
  • Backtesting
    9

Matchups

Dive into the full comparison roster

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

QuantRocket logo

QuantRocket

67% overlap

QuantRocket overlaps on Quant, Backtesting, and Paper Trading, adds Screeners, Advanced Order Types, and Data APIs coverage, keeps a free plan on the table while matching QuantConnect.

QuantRocket adds

  • Screeners
  • Advanced Order Types
  • Data APIs
  • Broker Connectors

QuantConnect keeps to itself

  • Options & Derivatives
  • APIs & SDKs

Shared platforms

Web
API

Shared pricing

Free
Subscription
AmiBroker logo

AmiBroker

67% overlap

AmiBroker overlaps on Quant, Backtesting, and Auto-Trading & Bots, adds Data Visualizations, Screeners, and Monte Carlo coverage while matching QuantConnect.

AmiBroker adds

  • Data Visualizations
  • Screeners
  • Monte Carlo
  • Risk Metrics (VaR/ES/Drawdown)

QuantConnect keeps to itself

  • Paper Trading
  • Options & Derivatives

Shared platforms

Desktop
Portfolio123 logo

Portfolio123

50% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Quant, Backtesting, and APIs & SDKs, adds Screeners, Portfolio, and Correlation coverage, keeps a free plan on the table while matching QuantConnect.

Portfolio123 adds

  • Screeners
  • Portfolio
  • Correlation
  • Calendar

QuantConnect keeps to itself

  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives

Shared platforms

Web
Desktop
API

Shared pricing

Free
Subscription
OpenBB logo

OpenBB

50% overlap

OpenBB overlaps on Quant, Options & Derivatives, and APIs & SDKs, adds Sheets / Excel Add-ins, Custom Dashboards, and Data APIs coverage, keeps a free plan on the table while matching QuantConnect.

OpenBB adds

  • Sheets / Excel Add-ins
  • Custom Dashboards
  • Data APIs
  • News

QuantConnect keeps to itself

  • Backtesting
  • Paper Trading
  • Auto-Trading & Bots

Shared platforms

Web
API

Shared pricing

Free
Subscription
TradingView logo

TradingView

50% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Backtesting, Paper Trading, and Options & Derivatives, adds Screeners, ETF Screeners, and Stock Ideas coverage, keeps a free plan on the table while matching QuantConnect.

TradingView adds

  • Screeners
  • ETF Screeners
  • Stock Ideas
  • Data Visualizations

QuantConnect keeps to itself

  • Quant
  • Auto-Trading & Bots
  • APIs & SDKs

Shared platforms

Web
Desktop

Shared pricing

Free
Subscription
Unusual Whales logo

Unusual Whales

50% overlap

Editor’s pick

Hands-on review

Unusual Whales overlaps on Paper Trading, Options & Derivatives, and APIs & SDKs, adds Screeners, Portfolio, and Dark Pool & Off-Exchange coverage, keeps a free plan on the table while matching QuantConnect.

Unusual Whales adds

  • Screeners
  • Portfolio
  • Dark Pool & Off-Exchange
  • Alerts

QuantConnect keeps to itself

  • Quant
  • Backtesting
  • Auto-Trading & Bots

Shared platforms

Web
API

Shared pricing

Free
Subscription
Interactive Brokers logo

Interactive Brokers

50% overlap

Editor’s pick

Hands-on review

Interactive Brokers overlaps on Paper Trading, Options & Derivatives, and APIs & SDKs, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching QuantConnect.

Interactive Brokers adds

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Order Book / Level II

QuantConnect keeps to itself

  • Quant
  • Backtesting
  • Auto-Trading & Bots

Shared platforms

Web
Desktop
API
PortfoliosLab logo

PortfoliosLab

50% overlap

PortfoliosLab overlaps on Quant, Backtesting, and APIs & SDKs, adds Screeners, ETF Screeners, and Portfolio coverage, keeps a free plan on the table while matching QuantConnect.

PortfoliosLab adds

  • Screeners
  • ETF Screeners
  • Portfolio
  • Watchlist

QuantConnect keeps to itself

  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives

Shared platforms

Web

Shared pricing

Free
Subscription
Reflexivity logo

Reflexivity

50% overlap

Reflexivity overlaps on Quant, Backtesting, and APIs & SDKs, adds Screeners, Performance Attribution, and Scenario & Stress Tests coverage while matching QuantConnect.

Reflexivity adds

  • Screeners
  • Performance Attribution
  • Scenario & Stress Tests
  • Portfolio

QuantConnect keeps to itself

  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives

Shared platforms

Web
API

Shared pricing

Subscription
Alpha Vantage logo

Alpha Vantage

33% overlap

Hands-on review

Alpha Vantage overlaps on Options & Derivatives and APIs & SDKs, adds Data APIs, News, and News Sentiment coverage, keeps a free plan on the table while matching QuantConnect.

Alpha Vantage adds

  • Data APIs
  • News
  • News Sentiment
  • Calendar

QuantConnect keeps to itself

  • Quant
  • Backtesting
  • Paper Trading
  • Auto-Trading & Bots

Shared platforms

Web
API

Shared pricing

Free
Subscription
GuruFocus logo

GuruFocus

33% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Backtesting and APIs & SDKs, adds Screeners, Stock Ideas, and Stock Comparison coverage, keeps a free plan on the table while matching QuantConnect.

Shared categories

GuruFocus adds

  • Screeners
  • Stock Ideas
  • Stock Comparison
  • Portfolio

QuantConnect keeps to itself

  • Quant
  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives

Shared platforms

Web
API

Shared pricing

Free
Subscription
ORTEX logo

ORTEX

33% overlap

Hands-on review

ORTEX overlaps on Quant and Options & Derivatives, adds Short Interest, Insider Data, and Data Visualizations coverage, keeps a free plan on the table while matching QuantConnect.

ORTEX adds

  • Short Interest
  • Insider Data
  • Data Visualizations
  • Index Rebalancing

QuantConnect keeps to itself

  • Backtesting
  • Paper Trading
  • Auto-Trading & Bots
  • APIs & SDKs

Shared platforms

Web
API

Shared pricing

Free
Subscription
okama logo

okama

33% overlap

Hands-on review

okama overlaps on Quant and Backtesting, adds Data Visualizations, Portfolio, and Correlation coverage, keeps a free plan on the table while matching QuantConnect.

Shared categories

okama adds

  • Data Visualizations
  • Portfolio
  • Correlation
  • Risk Metrics (VaR/ES/Drawdown)

QuantConnect keeps to itself

  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives
  • APIs & SDKs

Shared platforms

Web
API

Shared pricing

Free
TC2000 logo

TC2000

33% overlap

TC2000 overlaps on Paper Trading and Options & Derivatives, adds Screeners, Watchlist, and Portfolio coverage while matching QuantConnect.

TC2000 adds

  • Screeners
  • Watchlist
  • Portfolio
  • News

QuantConnect keeps to itself

  • Quant
  • Backtesting
  • Auto-Trading & Bots
  • APIs & SDKs

Shared platforms

Web
Desktop

Shared pricing

Subscription
FX Replay logo

FX Replay

33% overlap

FX Replay overlaps on Backtesting and Paper Trading, adds Data Visualizations, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo coverage, keeps a free plan on the table while matching QuantConnect.

Shared categories

FX Replay adds

  • Data Visualizations
  • Risk Metrics (VaR/ES/Drawdown)
  • Monte Carlo
  • Calendar

QuantConnect keeps to itself

  • Quant
  • Auto-Trading & Bots
  • Options & Derivatives
  • APIs & SDKs

Shared platforms

Web

Shared pricing

Free
Subscription
Options Profit Calculator logo

Options Profit Calculator

67% overlap

Options Profit Calculator overlaps on Backtesting and Options & Derivatives, adds Options P&L coverage, keeps a free plan on the table while matching QuantConnect.

Options Profit Calculator adds

  • Options P&L

QuantConnect keeps to itself

  • Quant
  • Paper Trading
  • Auto-Trading & Bots
  • APIs & SDKs

Shared platforms

Web

Shared pricing

Free
Subscription
Portfolio Visualizer logo

Portfolio Visualizer

33% overlap

Hands-on review

Portfolio Visualizer overlaps on Quant and Backtesting, adds Data Visualizations, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown) coverage, keeps a free plan on the table while matching QuantConnect.

Shared categories

Portfolio Visualizer adds

  • Data Visualizations
  • Factor Exposure
  • Risk Metrics (VaR/ES/Drawdown)
  • Monte Carlo

QuantConnect keeps to itself

  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives
  • APIs & SDKs

Shared platforms

Web

Shared pricing

Free
Subscription
Trendlyne logo

Trendlyne

33% overlap

Hands-on review

Trendlyne overlaps on Backtesting and Options & Derivatives, adds Screeners, Analyst Forecasts, and Analyst Price Targets coverage, keeps a free plan on the table while matching QuantConnect.

Trendlyne adds

  • Screeners
  • Analyst Forecasts
  • Analyst Price Targets
  • Analyst Recommendations

QuantConnect keeps to itself

  • Quant
  • Paper Trading
  • Auto-Trading & Bots
  • APIs & SDKs

Shared platforms

Web

Shared pricing

Free
Subscription
Charles Schwab logo

Charles Schwab

33% overlap

Charles Schwab overlaps on Paper Trading and Options & Derivatives, adds Brokerage, Portfolio, and Watchlist coverage while matching QuantConnect.

Charles Schwab adds

  • Brokerage
  • Portfolio
  • Watchlist
  • Advanced Order Types

QuantConnect keeps to itself

  • Quant
  • Backtesting
  • Auto-Trading & Bots
  • APIs & SDKs

Shared platforms

Web
Desktop
DeepVest (formerly Benjamin AI) logo

DeepVest (formerly Benjamin AI)

33% overlap

DeepVest (formerly Benjamin AI) overlaps on Quant and Backtesting, adds Financials, Screeners, and News coverage while matching QuantConnect.

Shared categories

DeepVest (formerly Benjamin AI) adds

  • Financials
  • Screeners
  • News
  • Regulatory Filings Monitoring

QuantConnect keeps to itself

  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives
  • APIs & SDKs

Shared platforms

Web

Shared pricing

Subscription
MarketInOut logo

MarketInOut

33% overlap

MarketInOut overlaps on Backtesting and APIs & SDKs, adds Screeners, Watchlist, and Portfolio coverage, keeps a free plan on the table while matching QuantConnect.

Shared categories

MarketInOut adds

  • Screeners
  • Watchlist
  • Portfolio
  • Correlation

QuantConnect keeps to itself

  • Quant
  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives

Shared platforms

Web

Shared pricing

Free
Qfinr logo

Qfinr

33% overlap

Qfinr overlaps on Quant and Backtesting, adds Portfolio, Watchlist, and Scenario & Stress Tests coverage while matching QuantConnect.

Shared categories

Qfinr adds

  • Portfolio
  • Watchlist
  • Scenario & Stress Tests
  • Screeners

QuantConnect keeps to itself

  • Paper Trading
  • Auto-Trading & Bots
  • Options & Derivatives
  • APIs & SDKs

Shared platforms

Web

Shared pricing

Subscription
BizToc logo

BizToc

25% overlap

BizToc overlaps on APIs & SDKs, adds News, Reddit, and Data APIs coverage, keeps a free plan on the table while matching QuantConnect.

Shared categories

BizToc adds

  • News
  • Reddit
  • Data APIs

QuantConnect keeps to itself

  • Quant
  • Backtesting
  • Paper Trading
  • Auto-Trading & Bots

Shared platforms

Web
Desktop
API

Shared pricing

Free
Subscription
Calcbench logo

Calcbench

17% overlap

Calcbench overlaps on APIs & SDKs, adds Financials, Improved Filings, and Flags coverage, keeps a free plan on the table while matching QuantConnect.

Shared categories

Calcbench adds

  • Financials
  • Improved Filings
  • Flags
  • Management Compensation

QuantConnect keeps to itself

  • Quant
  • Backtesting
  • Paper Trading
  • Auto-Trading & Bots

Shared platforms

Web
Desktop
API

Shared pricing

Free
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.