Which platforms should you compare to QuantRocket first?

Portfolio123, TradingView, AmiBroker align closest with QuantRocket across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. Portfolio123, TradingView, PortfoliosLab, and others keep freemium access, so you can benchmark QuantRocket without a paid commitment.

Which comparisons highlight mobile access?

QuantRocket goes head-to-head with TradingView, Tickeron, Interactive Brokers (IBKR) for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Sunday, January 18, 2026

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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 overlaps on Screeners, Quant, and Backtesting and pushes into Data Visualizations and Stock Ideas with QuantRocket and is the quickest matchup to review first.

Portfolio123, TradingView, and PortfoliosLab keep freemium tiers so you can benchmark QuantRocket without committing budget.

QuantRocket rivals most often add coverage in Portfolio, Watchlist, and Data Visualizations, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

41%

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.

Screeners22
Backtesting16
Data APIs14
Quant10
Paper Trading6
Broker Connectors4

Where rivals add depth

Common coverage areas that comparison partners introduce beyond QuantRocket.

Portfolio16
Watchlist16
Data Visualizations14
Alerts13
News12
APIs & SDKs9

Where QuantRocket stands alone

Categories that remain exclusive to QuantRocket across these matchups.

Advanced Order Types21
Auto-Trading & Bots21
Broker Connectors20
Paper Trading18
Quant14
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 Data Visualizations, Stock Ideas, and Portfolio coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Quant Backtesting Data APIs Broker Connectors

Portfolio123 adds

Data Visualizations
Stock Ideas
Portfolio
Watchlist

QuantRocket keeps to itself

Auto-Trading & Bots
Advanced Order Types
Paper Trading

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Portfolio123 profile

TradingView

63% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Screeners, Quant, and Backtesting, adds Data Visualizations, Stock Ideas, and Watchlist coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Quant Backtesting Paper Trading Broker Connectors

TradingView adds

Data Visualizations
Stock Ideas
Watchlist
Portfolio

QuantRocket keeps to itself

Auto-Trading & Bots
Advanced Order Types
Data APIs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View TradingView profile

AmiBroker

63% overlap

AmiBroker overlaps on Screeners, Quant, and Backtesting, adds Data Visualizations, Monte Carlo, and Risk Metrics coverage while matching QuantRocket.

Shared categories

Screeners Quant Backtesting Auto-Trading & Bots Broker Connectors

AmiBroker adds

Data Visualizations
Monte Carlo
Risk Metrics
Correlation

QuantRocket keeps to itself

Advanced Order Types
Paper Trading
Data APIs

Open full comparison View AmiBroker profile

PortfoliosLab

50% overlap

PortfoliosLab overlaps on Screeners, Quant, and Backtesting, adds Portfolio, Watchlist, and Correlation coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Quant Backtesting Data APIs

PortfoliosLab adds

Portfolio
Watchlist
Correlation
Risk Metrics

QuantRocket keeps to itself

Auto-Trading & Bots
Advanced Order Types
Paper Trading
Broker Connectors

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View PortfoliosLab profile

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

Quant Backtesting Auto-Trading & Bots Paper Trading

QuantConnect adds

Options & Derivatives
APIs & SDKs

QuantRocket keeps to itself

Screeners
Advanced Order Types
Data APIs
Broker Connectors

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View QuantConnect profile

Tickeron

50% overlap

Tickeron overlaps on Screeners, Backtesting, and Auto-Trading & Bots, adds Stock Ideas, Stock Comparison, and Copy/Social Trading coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Backtesting Auto-Trading & Bots Paper Trading

Tickeron adds

Stock Ideas
Stock Comparison
Copy/Social Trading
Portfolio

QuantRocket keeps to itself

Quant
Advanced Order Types
Data APIs
Broker Connectors

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Tickeron profile

Interactive Brokers (IBKR)

50% overlap

Editor’s pick

Hands-on review

Interactive Brokers (IBKR) overlaps on Screeners, Advanced Order Types, and Paper Trading, adds Brokerage, Smart/Direct Routing, and Options & Derivatives coverage while matching QuantRocket.

Shared categories

Screeners Advanced Order Types Paper Trading Data APIs

Interactive Brokers (IBKR) adds

Brokerage
Smart/Direct Routing
Options & Derivatives
Portfolio

QuantRocket keeps to itself

Quant
Backtesting
Auto-Trading & Bots
Broker Connectors

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Interactive Brokers (IBKR) profile

Reflexivity

50% overlap

Reflexivity overlaps on Screeners, Quant, and Backtesting, adds Performance Attribution, Scenario & Stress Tests, and Portfolio coverage while matching QuantRocket.

Shared categories

Screeners Quant Backtesting Data APIs

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

WebAPI

Shared pricing

Subscription

Open full comparison View Reflexivity profile

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

Screeners Backtesting Data APIs

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

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ETF Action profile

GuruFocus

38% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Screeners, Backtesting, and Data APIs, adds Stock Ideas, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Backtesting Data APIs

GuruFocus adds

Stock Ideas
Stock Comparison
Data Visualizations
Portfolio

QuantRocket keeps to itself

Quant
Auto-Trading & Bots
Advanced Order Types
Paper Trading

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View GuruFocus profile

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.

Shared categories

Screeners Quant Data APIs

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

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ORTEX profile

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

Screeners Backtesting Data APIs

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

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Quiver Quantitative profile

Uncle Stock

38% overlap

Editor’s pick

Hands-on review

Uncle Stock overlaps on Screeners, Backtesting, and Data APIs, adds Data Visualizations, Financials, and Valuation Models coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Backtesting Data APIs

Uncle Stock adds

Data Visualizations
Financials
Valuation Models
Scores

QuantRocket keeps to itself

Quant
Auto-Trading & Bots
Advanced Order Types
Paper Trading

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Uncle Stock profile

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

Quant Backtesting Data APIs

okama adds

Data Visualizations
Portfolio
Correlation
Risk Metrics

QuantRocket keeps to itself

Screeners
Auto-Trading & Bots
Advanced Order Types
Paper Trading

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View okama profile

Portfolio Visualizer

38% overlap

Hands-on review

Portfolio Visualizer overlaps on Screeners, Quant, and Backtesting, adds Monte Carlo, Correlation, and Risk Metrics coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Quant Backtesting

Portfolio Visualizer adds

Monte Carlo
Correlation
Risk Metrics
Factor Exposure

QuantRocket keeps to itself

Auto-Trading & Bots
Advanced Order Types
Paper Trading
Data APIs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Portfolio Visualizer profile

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

Screeners Backtesting Broker Connectors

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

FreeSubscription

Open full comparison View Trendlyne profile

Qfinr

38% overlap

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

Shared categories

Screeners Quant Backtesting

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

Open full comparison View Qfinr profile

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

Screeners Advanced Order Types Paper Trading

TC2000 adds

Watchlist
Portfolio
Options & Derivatives
News

QuantRocket keeps to itself

Quant
Backtesting
Auto-Trading & Bots
Data APIs

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View TC2000 profile

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

Screeners Advanced Order Types Paper Trading

Charles Schwab adds

Brokerage
Portfolio
Watchlist
Options & Derivatives

QuantRocket keeps to itself

Quant
Backtesting
Auto-Trading & Bots
Data APIs

Shared platforms

Web

Open full comparison View Charles Schwab profile

Börsdata

25% overlap

Börsdata overlaps on Screeners and Data APIs, adds Stock Ideas, Data Visualizations, and Index Rebalancing coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Data APIs

Börsdata adds

Stock Ideas
Data Visualizations
Index Rebalancing
Watchlist

QuantRocket keeps to itself

Quant
Backtesting
Auto-Trading & Bots
Advanced Order Types

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Börsdata profile

Benzinga

25% overlap

Benzinga overlaps on Screeners and Data APIs, adds News, Alerts, and News Sentiment coverage, keeps a free plan on the table while matching QuantRocket.

Shared categories

Screeners Data APIs

Benzinga adds

News
Alerts
News Sentiment
Calendar

QuantRocket keeps to itself

Quant
Backtesting
Auto-Trading & Bots
Advanced Order Types

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Benzinga profile

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.

Shared categories

Screeners Data APIs

Business Quant adds

Stock Comparison
Data Visualizations
Financials
Scores

QuantRocket keeps to itself

Quant
Backtesting
Auto-Trading & Bots
Advanced Order Types

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Business Quant profile

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.

Shared categories

Screeners Data APIs

Danelfin adds

Stock Ideas
Portfolio
Watchlist
Alerts

QuantRocket keeps to itself

Quant
Backtesting
Auto-Trading & Bots
Advanced Order Types

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Danelfin profile

EPSMomentum

25% overlap

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

Shared categories

Screeners Backtesting

EPSMomentum adds

Stock Ideas
Data Visualizations
Money Flow
Portfolio

QuantRocket keeps to itself

Quant
Auto-Trading & Bots
Advanced Order Types
Paper Trading

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View EPSMomentum profile

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.