okama overlaps on Backtesting, Correlation, and Risk Metrics and pushes into Data Visualizations and Portfolio with Testfol.io and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Thursday, January 8, 2026
Matchup hub
Compare Testfol.io
Every head-to-head showdown featuring Testfol.io. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
okama, Portfolio Visualizer, and PortfoliosLab keep freemium tiers so you can benchmark Testfol.io without committing budget.
Testfol.io rivals most often add coverage in Portfolio, Screeners, and Data Visualizations, so focus there when evaluating upgrades.
24
Matchups catalogued
17
Include free tiers
4
Offer mobile access
49%
Avg category overlap
Category heatmap
How Testfol.io 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.
- Backtesting19
- Correlation12
- Quant12
- Risk Metrics12
- Compounding Calculator4
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Testfol.io.
- Portfolio16
- Screeners16
- Data Visualizations15
- Watchlist12
- APIs & SDKs10
- Data APIs9
Where Testfol.io stands alone
Categories that remain exclusive to Testfol.io across these matchups.
- Compounding Calculator20
- Correlation12
- Quant12
- Risk Metrics12
- Backtesting5
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Testfol.io into new workflows.
okama
80% overlapHands-on review
okama overlaps on Backtesting, Correlation, and Risk Metrics, adds Data Visualizations, Portfolio, and Monte Carlo coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
okama adds
- Data Visualizations
- Portfolio
- Monte Carlo
- Data APIs
Testfol.io keeps to itself
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
Portfolio Visualizer
80% overlapHands-on review
Portfolio Visualizer overlaps on Backtesting, Correlation, and Risk Metrics, adds Data Visualizations, Factor Exposure, and Monte Carlo coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
Portfolio Visualizer adds
- Data Visualizations
- Factor Exposure
- Monte Carlo
Testfol.io keeps to itself
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
PortfoliosLab
80% overlapPortfoliosLab overlaps on Backtesting, Correlation, and Risk Metrics, adds Portfolio, Watchlist, and Factor Exposure coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
PortfoliosLab adds
- Portfolio
- Watchlist
- Factor Exposure
- Stock Comparison
Testfol.io keeps to itself
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
DeepVest (formerly Benjamin AI)
80% overlapDeepVest (formerly Benjamin AI) overlaps on Backtesting, Correlation, and Risk Metrics, adds Financials, Screeners, and News coverage while matching Testfol.io.
Shared categories
DeepVest (formerly Benjamin AI) adds
- Financials
- Screeners
- News
- Regulatory Filings Monitoring
Testfol.io keeps to itself
- Compounding Calculator
Shared platforms
Web
AmiBroker
80% overlapAmiBroker overlaps on Backtesting, Correlation, and Risk Metrics, adds Data Visualizations, Screeners, and Monte Carlo coverage while matching Testfol.io.
Shared categories
AmiBroker adds
- Data Visualizations
- Screeners
- Monte Carlo
- Alerts
Testfol.io keeps to itself
- Compounding Calculator
Portfolio123
60% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Backtesting, Correlation, and Quant, adds Screeners, Data Visualizations, and Stock Ideas coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
Portfolio123 adds
- Screeners
- Data Visualizations
- Stock Ideas
- Portfolio
Testfol.io keeps to itself
- Risk Metrics
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
Snowball Analytics
60% overlapSnowball Analytics overlaps on Backtesting, Risk Metrics, and Compounding Calculator, adds Portfolio, Watchlist, and Dividend coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
Snowball Analytics adds
- Portfolio
- Watchlist
- Dividend
- Dividends
Testfol.io keeps to itself
- Correlation
- Quant
Shared platforms
Web
Shared pricing
Free
ETF Insider
40% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Correlation and Risk Metrics, adds ETF Screeners, Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Data Visualizations
- Factor Exposure
Testfol.io keeps to itself
- Backtesting
- Quant
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
FINVIZ
40% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Backtesting and Correlation, adds Screeners, Data Visualizations, and News coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
FINVIZ adds
- Screeners
- Data Visualizations
- News
- Alerts
Testfol.io keeps to itself
- Risk Metrics
- Quant
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
FX Replay
40% overlapFX Replay overlaps on Backtesting and Risk Metrics, adds Paper Trading, Data Visualizations, and Monte Carlo coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
FX Replay adds
- Paper Trading
- Data Visualizations
- Monte Carlo
- Calendar
Testfol.io keeps to itself
- Correlation
- Quant
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
LuxAlgo
40% overlapLuxAlgo overlaps on Backtesting and Compounding Calculator, adds Screeners, Data Visualizations, and Alerts coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
LuxAlgo adds
- Screeners
- Data Visualizations
- Alerts
- Money Flow
Testfol.io keeps to itself
- Correlation
- Risk Metrics
- Quant
Shared platforms
Web
Shared pricing
Free
MacroMicro
40% overlapMacroMicro overlaps on Backtesting and Correlation, adds Data Visualizations, ETF Screeners, and ETF Comparison coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
MacroMicro adds
- Data Visualizations
- ETF Screeners
- ETF Comparison
- Which ETF includes this Stock?
Testfol.io keeps to itself
- Risk Metrics
- Quant
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
MarketInOut
40% overlapMarketInOut overlaps on Backtesting and Correlation, adds Screeners, Watchlist, and Portfolio coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
MarketInOut adds
- Screeners
- Watchlist
- Portfolio
- Alerts
Testfol.io keeps to itself
- Risk Metrics
- Quant
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
QuantConnect
40% overlapQuantConnect overlaps on Backtesting and Quant, adds Paper Trading, Auto-Trading & Bots, and Options & Derivatives coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
QuantConnect adds
- Paper Trading
- Auto-Trading & Bots
- Options & Derivatives
- APIs & SDKs
Testfol.io keeps to itself
- Correlation
- Risk Metrics
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
QuantRocket
40% overlapQuantRocket overlaps on Backtesting and Quant, adds Screeners, Auto-Trading & Bots, and Advanced Order Types coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
QuantRocket adds
- Screeners
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Testfol.io keeps to itself
- Correlation
- Risk Metrics
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
Sharesight
40% overlapSharesight overlaps on Risk Metrics and Compounding Calculator, adds Portfolio, Performance Attribution, and Downloadable Tax Reports coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
Sharesight adds
- Portfolio
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Testfol.io keeps to itself
- Backtesting
- Correlation
- Quant
Shared platforms
Web
Shared pricing
Free
TradingView
40% overlapEditor’s pick
Hands-on review
TradingView overlaps on Backtesting and Quant, adds Screeners, ETF Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
TradingView adds
- Screeners
- ETF Screeners
- Data Visualizations
- Options & Derivatives
Testfol.io keeps to itself
- Correlation
- Risk Metrics
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
ValueSense
40% overlapValueSense overlaps on Backtesting and Quant, adds Stock Ideas, Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
ValueSense adds
- Stock Ideas
- Screeners
- Data Visualizations
- Money Flow
Testfol.io keeps to itself
- Correlation
- Risk Metrics
- Compounding Calculator
Shared platforms
Web
Shared pricing
Free
MarketXLS
40% overlapMarketXLS overlaps on Correlation and Risk Metrics, adds Sheets / Excel Add-ins, Broker Connectors, and Screeners coverage while matching Testfol.io.
Shared categories
MarketXLS adds
- Sheets / Excel Add-ins
- Broker Connectors
- Screeners
- Options & Derivatives
Testfol.io keeps to itself
- Backtesting
- Quant
- Compounding Calculator
Shared platforms
Web
Qfinr
40% overlapQfinr overlaps on Backtesting and Quant, adds Portfolio, Watchlist, and Scenario & Stress Tests coverage while matching Testfol.io.
Shared categories
Qfinr adds
- Portfolio
- Watchlist
- Scenario & Stress Tests
- Screeners
Testfol.io keeps to itself
- Correlation
- Risk Metrics
- Compounding Calculator
Shared platforms
Web
Reflexivity
40% overlapReflexivity overlaps on Backtesting and Quant, adds Screeners, Performance Attribution, and Scenario & Stress Tests coverage while matching Testfol.io.
Shared categories
Reflexivity adds
- Screeners
- Performance Attribution
- Scenario & Stress Tests
- Portfolio
Testfol.io keeps to itself
- Correlation
- Risk Metrics
- Compounding Calculator
Shared platforms
Web
TradeZella
40% overlapTradeZella overlaps on Backtesting and Risk Metrics, adds Portfolio, Data Visualizations, and Custom Dashboards coverage while matching Testfol.io.
Shared categories
TradeZella adds
- Portfolio
- Data Visualizations
- Custom Dashboards
- Education
Testfol.io keeps to itself
- Correlation
- Quant
- Compounding Calculator
Shared platforms
Web
YCharts
40% overlapHands-on review
YCharts overlaps on Correlation and Risk Metrics, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Testfol.io.
Shared categories
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Data Visualizations
Testfol.io keeps to itself
- Backtesting
- Quant
- Compounding Calculator
Shared platforms
Web
Dividend.com
20% overlapHands-on review
Dividend.com overlaps on Compounding Calculator, adds Screeners, Calendar, and Dividends coverage, keeps a free plan on the table while matching Testfol.io.
Shared categories
Dividend.com adds
- Screeners
- Calendar
- Dividends
- News
Testfol.io keeps to itself
- Backtesting
- Correlation
- Risk Metrics
- Quant
Shared platforms
Web
Shared pricing
Free
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.