VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, December 3, 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

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

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

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

24

Matchups catalogued

16

Include free tiers

12

Offer mobile access

42%

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
  • Backtesting17
  • Data APIs13
  • Quant11
  • Paper Trading6
  • Broker Connectors5

Where rivals add depth

Common coverage areas that comparison partners introduce beyond QuantRocket.

  • Portfolio18
  • News15
  • Watchlist15
  • Alerts12
  • Data Visualizations11
  • APIs & SDKs10

Where QuantRocket stands alone

Categories that remain exclusive to QuantRocket across these matchups.

  • Auto-Trading & Bots22
  • Advanced Order Types20
  • Broker Connectors19
  • Paper Trading18
  • Quant13
  • Data APIs11

Matchups

Dive into the full comparison roster

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

TradingView logo

TradingView

75% overlap

Editor’s pick

Hands-on review

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

TradingView adds

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

QuantRocket keeps to itself

  • Auto-Trading & Bots
  • Data APIs

Shared platforms

Web

Shared pricing

FreeSubscription
Portfolio123 logo

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.

Portfolio123 adds

  • Portfolio
  • Correlation
  • Calendar
  • APIs & SDKs

QuantRocket keeps to itself

  • Auto-Trading & Bots
  • Advanced Order Types
  • Paper Trading

Shared platforms

WebAPI

Shared pricing

FreeSubscription
QuantConnect logo

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.

QuantConnect adds

  • Options & Derivatives
  • APIs & SDKs

QuantRocket keeps to itself

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

Shared platforms

WebAPI

Shared pricing

FreeSubscription
Reflexivity logo

Reflexivity

50% overlap

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

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
AmiBroker logo

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.

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 logo

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.

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
FINVIZ logo

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.

FINVIZ adds

  • Data Visualizations
  • Portfolio
  • Watchlist
  • News

QuantRocket keeps to itself

  • Quant
  • Auto-Trading & Bots
  • Advanced Order Types
  • Paper Trading

Shared platforms

WebAPI

Shared pricing

FreeSubscription
GuruFocus logo

GuruFocus

38% overlap

Editor’s pick

Hands-on review

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

GuruFocus adds

  • Stock Ideas
  • Stock Comparison
  • Portfolio
  • Investor Holdings

QuantRocket keeps to itself

  • Quant
  • Auto-Trading & Bots
  • Advanced Order Types
  • Paper Trading

Shared platforms

WebAPI

Shared pricing

FreeSubscription
ORTEX logo

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

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
Quiver Quantitative logo

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.

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
Unusual Whales logo

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.

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

WebAPI

Shared pricing

FreeSubscription
Uncle Stock logo

Uncle Stock

38% overlap

Hands-on review

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.

Uncle Stock adds

  • Watchlist
  • Portfolio
  • Financials
  • Valuation Models

QuantRocket keeps to itself

  • Quant
  • Auto-Trading & Bots
  • Advanced Order Types
  • Paper Trading

Shared platforms

WebAPI

Shared pricing

FreeSubscription
okama logo

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

WebAPI

Shared pricing

Free
YCharts logo

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.

YCharts adds

  • Stock Comparison
  • ETF Comparison
  • Data Visualizations
  • Portfolio

QuantRocket keeps to itself

  • Quant
  • Backtesting
  • Auto-Trading & Bots
  • Advanced Order Types

Shared platforms

WebAPI

Shared pricing

Subscription
PortfoliosLab logo

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

FreeSubscription
Snowball Analytics logo

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.

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

FreeSubscription
Trendlyne logo

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.

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
ValueSense logo

ValueSense

38% overlap

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

Shared categories

ValueSense adds

  • Stock Ideas
  • Data Visualizations
  • Money Flow
  • Watchlist

QuantRocket keeps to itself

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

Shared platforms

Web

Shared pricing

FreeSubscription
Interactive Brokers logo

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.

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

WebAPI
DeepVest (formerly Benjamin AI) logo

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 logo

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 logo

TC2000

38% overlap

TC2000 overlaps on Screeners, Advanced Order Types, and Paper Trading, adds Watchlist, Portfolio, and Options & Derivatives coverage while matching QuantRocket.

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 logo

Charles Schwab

38% overlap

Charles Schwab overlaps on Screeners, Advanced Order Types, and Paper Trading, adds Brokerage, Portfolio, and Watchlist coverage while matching QuantRocket.

Charles Schwab adds

  • Brokerage
  • Portfolio
  • Watchlist
  • Options & Derivatives

QuantRocket keeps to itself

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

Shared platforms

Web
Benzinga logo

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.

Shared categories

Benzinga adds

  • News
  • Alerts
  • Newsletters
  • Watchlist

QuantRocket keeps to itself

  • Quant
  • Backtesting
  • Auto-Trading & Bots
  • Advanced Order Types

Shared platforms

WebAPI

Shared pricing

FreeSubscription

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.