VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Matchup hub

Compare Quicken (Simplifi & Classic)

Every head-to-head showdown featuring Quicken (Simplifi & Classic). Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

TradingView overlaps on Portfolio, Watchlist, and News and pushes into Screeners and ETF Screeners with Quicken (Simplifi & Classic) and is the quickest matchup to review first.

TradingView, Simply Wall St, and Tickertape keep freemium tiers so you can benchmark Quicken (Simplifi & Classic) without committing budget.

Quicken (Simplifi & Classic) rivals most often add coverage in Screeners, Dividends, and Calendar, so focus there when evaluating upgrades.

24

Matchups catalogued

21

Include free tiers

17

Offer mobile access

58%

Avg category overlap

Category heatmap

How Quicken (Simplifi & Classic) 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.

  • Portfolio24
  • Watchlist23
  • Alerts22
  • News22
  • Financials21
  • Broker Connectors10

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Quicken (Simplifi & Classic).

  • Screeners20
  • Dividends15
  • Calendar13
  • Data Visualizations13
  • ETF Overview13
  • Analyst Price Targets12

Where Quicken (Simplifi & Classic) stands alone

Categories that remain exclusive to Quicken (Simplifi & Classic) across these matchups.

  • Tax Lots / Lot Optimization24
  • Capital Gains Estimator23
  • Downloadable Tax Reports22
  • Broker Connectors14
  • Financials3
  • Alerts2

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Quicken (Simplifi & Classic) into new workflows.

TradingView logo

TradingView

67% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Portfolio, Watchlist, and News, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching Quicken (Simplifi & Classic).

TradingView adds

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

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports

Shared platforms

DesktopWebMobile

Shared pricing

Subscription
Simply Wall St logo

Simply Wall St

67% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Portfolio, Watchlist, and News, adds Stock Ideas, Screeners, and Data Visualizations coverage while matching Quicken (Simplifi & Classic).

Simply Wall St adds

  • Stock Ideas
  • Screeners
  • Data Visualizations
  • Valuation Models

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports

Shared platforms

WebMobile

Shared pricing

Subscription
Tickertape logo

Tickertape

67% overlap

Hands-on review

Tickertape overlaps on Portfolio, Watchlist, and News, adds Screeners, Dividends, and Splits coverage while matching Quicken (Simplifi & Classic).

Tickertape adds

  • Screeners
  • Dividends
  • Splits
  • Scores

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports

Shared platforms

WebMobile

Shared pricing

Subscription
Trendlyne logo

Trendlyne

67% overlap

Hands-on review

Trendlyne overlaps on Portfolio, Watchlist, and News, adds Screeners, Analyst Forecasts, and Analyst Price Targets coverage while matching Quicken (Simplifi & Classic).

Trendlyne adds

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

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports

Shared platforms

WebMobile

Shared pricing

Subscription
YCharts logo

YCharts

67% overlap

Hands-on review

YCharts overlaps on Portfolio, Watchlist, and News, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Quicken (Simplifi & Classic).

YCharts adds

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Data Visualizations

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports

Shared platforms

Web

Shared pricing

Subscription
TC2000 logo

TC2000

56% overlap

TC2000 overlaps on Portfolio, Watchlist, and News, adds Screeners, Options & Derivatives, and Paper Trading coverage while matching Quicken (Simplifi & Classic).

TC2000 adds

  • Screeners
  • Options & Derivatives
  • Paper Trading
  • Advanced Order Types

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

DesktopWebMobile

Shared pricing

Subscription
getquin logo

getquin

56% overlap

getquin overlaps on Portfolio, Watchlist, and News, adds Investor Holdings, Stock Ideas, and Market Sentiment coverage while matching Quicken (Simplifi & Classic).

getquin adds

  • Investor Holdings
  • Stock Ideas
  • Market Sentiment
  • Dividends

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Financials

Shared platforms

WebMobile

Shared pricing

Subscription
Investing.com logo

Investing.com

56% overlap

Hands-on review

Investing.com overlaps on Portfolio, Watchlist, and News, adds Screeners, ETF Screeners, and Calendar coverage while matching Quicken (Simplifi & Classic).

Investing.com adds

  • Screeners
  • ETF Screeners
  • Calendar
  • Dividends

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
Koyfin logo

Koyfin

56% overlap

Editor’s pick

Hands-on review

Koyfin overlaps on Portfolio, Watchlist, and News, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching Quicken (Simplifi & Classic).

Koyfin adds

  • Screeners
  • ETF Screeners
  • Data Visualizations
  • Stock Comparison

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
Morningstar Investor logo

Morningstar Investor

56% overlap

Hands-on review

Morningstar Investor overlaps on Portfolio, Watchlist, and News, adds Screeners, ETF Overview, and ETF Holdings coverage while matching Quicken (Simplifi & Classic).

Morningstar Investor adds

  • Screeners
  • ETF Overview
  • ETF Holdings
  • Fund Overview

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
Revolut (Invest) logo

Revolut (Invest)

56% overlap

Editor’s pick

Hands-on review

Revolut (Invest) overlaps on Portfolio, Watchlist, and Downloadable Tax Reports, adds Brokerage, ETF Overview, and Wealth Management coverage while matching Quicken (Simplifi & Classic).

Revolut (Invest) adds

  • Brokerage
  • ETF Overview
  • Wealth Management
  • Education

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Financials
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
Seeking Alpha logo

Seeking Alpha

56% overlap

Editor’s pick

Hands-on review

Seeking Alpha overlaps on Portfolio, Watchlist, and News, adds Screeners, ETF Screeners, and Stock Comparison coverage while matching Quicken (Simplifi & Classic).

Seeking Alpha adds

  • Screeners
  • ETF Screeners
  • Stock Comparison
  • Data Visualizations

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
Sharesight logo

Sharesight

56% overlap

Sharesight overlaps on Portfolio, Capital Gains Estimator, and Downloadable Tax Reports, adds Risk Metrics, Performance Attribution, and Dividend Tax / ADR Withholding coverage while matching Quicken (Simplifi & Classic).

Sharesight adds

  • Risk Metrics
  • Performance Attribution
  • Dividend Tax / ADR Withholding
  • Dividend

Quicken (Simplifi & Classic) keeps to itself

  • Watchlist
  • Tax Lots / Lot Optimization
  • News
  • Financials

Shared platforms

WebMobile

Shared pricing

Subscription
Snowball Analytics logo

Snowball Analytics

56% overlap

Snowball Analytics overlaps on Portfolio, Watchlist, and News, adds Backtesting, Dividend, and Dividends coverage while matching Quicken (Simplifi & Classic).

Snowball Analytics adds

  • Backtesting
  • Dividend
  • Dividends
  • Dividend Tax / ADR Withholding

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Alerts

Shared platforms

WebMobile

Shared pricing

Subscription
Stock Rover logo

Stock Rover

56% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Portfolio, Watchlist, and News, adds Screeners, ETF Screeners, and Stock Comparison coverage while matching Quicken (Simplifi & Classic).

Stock Rover adds

  • Screeners
  • ETF Screeners
  • Stock Comparison
  • ETF Comparison

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
Stockopedia logo

Stockopedia

56% overlap

Editor’s pick

Hands-on review

Stockopedia overlaps on Portfolio, Watchlist, and News, adds Screeners, Stock Ideas, and Scores coverage while matching Quicken (Simplifi & Classic).

Stockopedia adds

  • Screeners
  • Stock Ideas
  • Scores
  • Checklist

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
TipRanks logo

TipRanks

56% overlap

Editor’s pick

Hands-on review

TipRanks overlaps on Portfolio, Watchlist, and News, adds Top Analysts, Screeners, and ETF Screeners coverage while matching Quicken (Simplifi & Classic).

TipRanks adds

  • Top Analysts
  • Screeners
  • ETF Screeners
  • Stock Ideas

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
Yahoo Finance logo

Yahoo Finance

56% overlap

Hands-on review

Yahoo Finance overlaps on Portfolio, Watchlist, and News, adds Screeners, Calendar, and Data Visualizations coverage while matching Quicken (Simplifi & Classic).

Yahoo Finance adds

  • Screeners
  • Calendar
  • Data Visualizations
  • Analyst Recommendations

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

WebMobile

Shared pricing

Subscription
Alpha Spread logo

Alpha Spread

56% overlap

Alpha Spread overlaps on Portfolio, Watchlist, and News, adds Screeners, Stock Comparison, and Stock Ideas coverage while matching Quicken (Simplifi & Classic).

Alpha Spread adds

  • Screeners
  • Stock Comparison
  • Stock Ideas
  • Valuation Models

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

Web

Shared pricing

Subscription
Dividend Watch logo

Dividend Watch

56% overlap

Editor’s pick

Hands-on review

Dividend Watch overlaps on Portfolio, Watchlist, and News, adds Dividends, Calendar, and Dividend coverage while matching Quicken (Simplifi & Classic).

Dividend Watch adds

  • Dividends
  • Calendar
  • Dividend
  • Stock Ideas

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Alerts

Shared platforms

Web

Shared pricing

Subscription
FINVIZ logo

FINVIZ

56% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Portfolio, Watchlist, and News, adds Screeners, Data Visualizations, and Backtesting coverage while matching Quicken (Simplifi & Classic).

FINVIZ adds

  • Screeners
  • Data Visualizations
  • Backtesting
  • Data APIs

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

Web

Shared pricing

Subscription
Fiscal.ai logo

Fiscal.ai

56% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Portfolio, Watchlist, and News, adds Screeners, Stock Comparison, and Data Visualizations coverage while matching Quicken (Simplifi & Classic).

Fiscal.ai adds

  • Screeners
  • Stock Comparison
  • Data Visualizations
  • Investor Holdings

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

Web

Shared pricing

Subscription
TIKR logo

TIKR

56% overlap

Editor’s pick

Hands-on review

TIKR overlaps on Portfolio, Watchlist, and News, adds Screeners, Stock Ideas, and Data Visualizations coverage while matching Quicken (Simplifi & Classic).

TIKR adds

  • Screeners
  • Stock Ideas
  • Data Visualizations
  • Stock Comparison

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Broker Connectors

Shared platforms

Web

Shared pricing

Subscription
Ziggma logo

Ziggma

56% overlap

Ziggma overlaps on Portfolio, Watchlist, and Alerts, adds Stock Ideas, Screeners, and ETF Screeners coverage while matching Quicken (Simplifi & Classic).

Ziggma adds

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Risk Metrics

Quicken (Simplifi & Classic) keeps to itself

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • News

Shared platforms

Web

Shared pricing

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.