Portfolio123 overlaps on Screeners, Quant, and Backtesting and pushes into Portfolio and Correlation with QuantRocket and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Friday, October 17, 2025
Matchup hub
Compare QuantRocket
Every head-to-head showdown featuring QuantRocket. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Portfolio123, QuantConnect, and TradingView keep freemium tiers so you can benchmark QuantRocket without committing budget.
QuantRocket rivals most often add coverage in Portfolio, Watchlist, and News, so focus there when evaluating upgrades.
24
Matchups catalogued
16
Include free tiers
11
Offer mobile access
40%
Avg category overlap
Category heatmap
How QuantRocket 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.
- Screeners21
- Backtesting15
- Data APIs14
- Quant9
- Paper Trading6
- Advanced Order Types4
Where rivals add depth
Common coverage areas that comparison partners introduce beyond QuantRocket.
- Portfolio18
- Watchlist15
- News13
- Alerts12
- Data Visualizations11
- Financials10
Where QuantRocket stands alone
Categories that remain exclusive to QuantRocket across these matchups.
- Auto-Trading & Bots22
- Advanced Order Types20
- Broker Connectors20
- Paper Trading18
- Quant15
- Data APIs10
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push QuantRocket into new workflows.
Portfolio123
63% overlap
Editor’s pick
Hands-on review
Portfolio123 overlaps on Screeners, Quant, and Backtesting, adds Portfolio, Correlation, and Calendar coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
Portfolio123 adds
- Portfolio
- Correlation
- Calendar
- APIs & SDKs
QuantRocket keeps to itself
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
API
Shared pricing
Free
Subscription
QuantConnect
67% overlap
QuantConnect overlaps on Quant, Backtesting, and Auto-Trading & Bots, adds Options & Derivatives and APIs & SDKs coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
QuantConnect adds
- Options & Derivatives
- APIs & SDKs
QuantRocket keeps to itself
- Screeners
- Advanced Order Types
- Data APIs
- Broker Connectors
Shared platforms
Web
API
Shared pricing
Free
Subscription
Reflexivity
50% overlap
Reflexivity overlaps on Screeners, Quant, and Backtesting, adds Performance Attribution, Scenario & Stress Tests, and Portfolio coverage while matching QuantRocket.
Shared categories
Reflexivity adds
- Performance Attribution
- Scenario & Stress Tests
- Portfolio
- Alerts
QuantRocket keeps to itself
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
- Broker Connectors
Shared platforms
Web
API
Shared pricing
Subscription
TradingView
50% overlap
Editor’s pick
Hands-on review
TradingView overlaps on Screeners, Backtesting, and Advanced Order Types, adds ETF Screeners, Stock Ideas, and Data Visualizations coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
TradingView adds
- ETF Screeners
- Stock Ideas
- Data Visualizations
- Options & Derivatives
QuantRocket keeps to itself
- Quant
- Auto-Trading & Bots
- Data APIs
- Broker Connectors
Shared platforms
Web
Shared pricing
Free
Subscription
AmiBroker
50% overlap
AmiBroker overlaps on Screeners, Quant, and Backtesting, adds Data Visualizations, Monte Carlo, and Risk Metrics (VaR/ES/Drawdown) coverage while matching QuantRocket.
Shared categories
AmiBroker adds
- Data Visualizations
- Monte Carlo
- Risk Metrics (VaR/ES/Drawdown)
- Correlation
QuantRocket keeps to itself
- Advanced Order Types
- Paper Trading
- Data APIs
- Broker Connectors
ETF Action
38% overlap
ETF Action overlaps on Screeners, Backtesting, and Data APIs, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
ETF Action adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Fundamentals
QuantRocket keeps to itself
- Quant
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
API
Shared pricing
Free
Subscription
FINVIZ
38% overlap
Editor’s pick
Hands-on review
FINVIZ overlaps on Screeners, Backtesting, and Data APIs, adds Data Visualizations, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
FINVIZ adds
- Data Visualizations
- Portfolio
- Watchlist
- News
QuantRocket keeps to itself
- Quant
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
API
Shared pricing
Free
Subscription
ORTEX
38% overlap
Hands-on review
ORTEX overlaps on Screeners, Quant, and Data APIs, adds Short Interest, Insider Data, and Data Visualizations coverage, keeps a free plan on the table while matching QuantRocket.
ORTEX adds
- Short Interest
- Insider Data
- Data Visualizations
- Index Rebalancing
QuantRocket keeps to itself
- Backtesting
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
API
Shared pricing
Free
Subscription
Quiver Quantitative
38% overlap
Hands-on review
Quiver Quantitative overlaps on Screeners, Backtesting, and Data APIs, adds Watchlist, US Government Trades, and Investor Holdings coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
Quiver Quantitative adds
- Watchlist
- US Government Trades
- Investor Holdings
- News
QuantRocket keeps to itself
- Quant
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
API
Shared pricing
Free
Subscription
Unusual Whales
38% overlap
Editor’s pick
Hands-on review
Unusual Whales overlaps on Screeners, Paper Trading, and Data APIs, adds Options & Derivatives, Portfolio, and Dark Pool & Off-Exchange coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
Unusual Whales adds
- Options & Derivatives
- Portfolio
- Dark Pool & Off-Exchange
- Alerts
QuantRocket keeps to itself
- Quant
- Backtesting
- Auto-Trading & Bots
- Advanced Order Types
Shared platforms
Web
API
Shared pricing
Free
Subscription
Uncle Stock
38% overlap
Uncle Stock overlaps on Screeners, Backtesting, and Data APIs, adds Watchlist, Portfolio, and Financials coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
Uncle Stock adds
- Watchlist
- Portfolio
- Financials
- Valuation Models
QuantRocket keeps to itself
- Quant
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
API
Shared pricing
Free
Subscription
okama
38% overlap
Hands-on review
okama overlaps on Quant, Backtesting, and Data APIs, adds Data Visualizations, Portfolio, and Correlation coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
okama adds
- Data Visualizations
- Portfolio
- Correlation
- Risk Metrics (VaR/ES/Drawdown)
QuantRocket keeps to itself
- Screeners
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
API
Shared pricing
Free
YCharts
38% overlap
Hands-on review
YCharts overlaps on Screeners, Data APIs, and Broker Connectors, adds Stock Comparison, ETF Comparison, and Data Visualizations coverage while matching QuantRocket.
Shared categories
YCharts adds
- Stock Comparison
- ETF Comparison
- Data Visualizations
- Portfolio
QuantRocket keeps to itself
- Quant
- Backtesting
- Auto-Trading & Bots
- Advanced Order Types
Shared platforms
Web
API
Shared pricing
Subscription
PortfoliosLab
38% overlap
PortfoliosLab overlaps on Screeners, Quant, and Backtesting, adds ETF Screeners, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
PortfoliosLab adds
- ETF Screeners
- Portfolio
- Watchlist
- Correlation
QuantRocket keeps to itself
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
- Data APIs
Shared platforms
Web
Shared pricing
Free
Subscription
Snowball Analytics
38% overlap
Snowball Analytics overlaps on Screeners, Backtesting, and Broker Connectors, adds Portfolio, Watchlist, and Dividend coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
Snowball Analytics adds
- Portfolio
- Watchlist
- Dividend
- Dividends
QuantRocket keeps to itself
- Quant
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
Shared pricing
Free
Subscription
Trendlyne
38% overlap
Hands-on review
Trendlyne overlaps on Screeners, Backtesting, and Broker Connectors, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage, keeps a free plan on the table while matching QuantRocket.
Shared categories
Trendlyne adds
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
- Data Visualizations
QuantRocket keeps to itself
- Quant
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Shared platforms
Web
Shared pricing
Free
Subscription
Interactive Brokers
38% overlap
Editor’s pick
Hands-on review
Interactive Brokers overlaps on Advanced Order Types, Paper Trading, and Data APIs, adds Brokerage, Smart/Direct Routing, and Order Book / Level II coverage while matching QuantRocket.
Shared categories
Interactive Brokers adds
- Brokerage
- Smart/Direct Routing
- Order Book / Level II
- APIs & SDKs
QuantRocket keeps to itself
- Screeners
- Quant
- Backtesting
- Auto-Trading & Bots
Shared platforms
Web
API
DeepVest (formerly Benjamin AI)
38% overlap
DeepVest (formerly Benjamin AI) overlaps on Screeners, Quant, and Backtesting, adds Financials, News, and Regulatory Filings Monitoring coverage while matching QuantRocket.
Shared categories
DeepVest (formerly Benjamin AI) adds
- Financials
- News
- Regulatory Filings Monitoring
- Data Visualizations
QuantRocket keeps to itself
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
- Data APIs
Shared platforms
Web
Shared pricing
Subscription
Qfinr
38% overlap
Qfinr overlaps on Screeners, Quant, and Backtesting, adds Portfolio, Watchlist, and Scenario & Stress Tests coverage while matching QuantRocket.
Shared categories
Qfinr adds
- Portfolio
- Watchlist
- Scenario & Stress Tests
- ETF Screeners
QuantRocket keeps to itself
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
- Data APIs
Shared platforms
Web
Shared pricing
Subscription
TC2000
38% overlap
TC2000 overlaps on Screeners, Advanced Order Types, and Paper Trading, adds Watchlist, Portfolio, and Options & Derivatives coverage while matching QuantRocket.
Shared categories
TC2000 adds
- Watchlist
- Portfolio
- Options & Derivatives
- News
QuantRocket keeps to itself
- Quant
- Backtesting
- Auto-Trading & Bots
- Data APIs
Shared platforms
Web
Shared pricing
Subscription
Charles Schwab
38% overlap
Charles Schwab overlaps on Screeners, Advanced Order Types, and Paper Trading, adds Brokerage, Portfolio, and Watchlist coverage while matching QuantRocket.
Shared categories
Charles Schwab adds
- Brokerage
- Portfolio
- Watchlist
- Options & Derivatives
QuantRocket keeps to itself
- Quant
- Backtesting
- Auto-Trading & Bots
- Data APIs
Shared platforms
Web
Benzinga
25% overlap
Benzinga overlaps on Screeners and Data APIs, adds News, Alerts, and Newsletters coverage, keeps a free plan on the table while matching QuantRocket.
Benzinga adds
- News
- Alerts
- Newsletters
- Watchlist
QuantRocket keeps to itself
- Quant
- Backtesting
- Auto-Trading & Bots
- Advanced Order Types
Shared platforms
Web
API
Shared pricing
Free
Subscription
Business Quant
25% overlap
Business Quant overlaps on Screeners and Data APIs, adds Stock Comparison, Data Visualizations, and Financials coverage, keeps a free plan on the table while matching QuantRocket.
Business Quant adds
- Stock Comparison
- Data Visualizations
- Financials
- Scores
QuantRocket keeps to itself
- Quant
- Backtesting
- Auto-Trading & Bots
- Advanced Order Types
Shared platforms
Web
API
Shared pricing
Free
Subscription
Danelfin
25% overlap
Hands-on review
Danelfin overlaps on Screeners and Data APIs, adds Stock Ideas, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching QuantRocket.
Danelfin adds
- Stock Ideas
- Portfolio
- Watchlist
- Alerts
QuantRocket keeps to itself
- Quant
- Backtesting
- Auto-Trading & Bots
- Advanced Order Types
Shared platforms
Web
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.