Which platforms should you compare to Tradervue first?

ETF Insider, Portfolio123, PortfoliosLab align closest with Tradervue across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. ETF Insider, Portfolio123, PortfoliosLab, and others keep freemium access, so you can benchmark Tradervue without a paid commitment.

Which comparisons highlight mobile access?

Tradervue goes head-to-head with Sharesight, Addepar, Ghostfolio 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 Tradervue

Every head-to-head showdown featuring Tradervue. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

ETF Insider overlaps on Portfolio, Risk Metrics, and Data Visualizations and pushes into ETF Screeners and Screeners with Tradervue and is the quickest matchup to review first.

ETF Insider, Portfolio123, and PortfoliosLab keep freemium tiers so you can benchmark Tradervue without committing budget.

Tradervue rivals most often add coverage in Screeners, Watchlist, and Alerts, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

70%

Avg category overlap

Category heatmap

How Tradervue 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.

Portfolio23
Data Visualizations19
Broker Connectors14
Risk Metrics12
APIs & SDKs11

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Tradervue.

Screeners17
Watchlist14
Alerts12
Financials11
Backtesting10
Correlation10

Where Tradervue stands alone

Categories that remain exclusive to Tradervue across these matchups.

APIs & SDKs13
Risk Metrics12
Broker Connectors10
Data Visualizations5
Portfolio1

Matchups

Dive into the full comparison roster

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

ETF Insider

80% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Portfolio, Risk Metrics, and Data Visualizations, adds ETF Screeners, Screeners, and Factor Exposure coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Risk Metrics Data Visualizations APIs & SDKs

ETF Insider adds

ETF Screeners
Screeners
Factor Exposure
Correlation

Tradervue keeps to itself

Broker Connectors

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ETF Insider profile

Portfolio123

80% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Portfolio, Data Visualizations, and APIs & SDKs, adds Screeners, Quant, and Stock Ideas coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations APIs & SDKs Broker Connectors

Portfolio123 adds

Screeners
Quant
Stock Ideas
Watchlist

Tradervue keeps to itself

Risk Metrics

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Portfolio123 profile

PortfoliosLab

80% overlap

PortfoliosLab overlaps on Portfolio, Risk Metrics, and Data Visualizations, adds Watchlist, Backtesting, and Correlation coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Risk Metrics Data Visualizations APIs & SDKs

PortfoliosLab adds

Watchlist
Backtesting
Correlation
Factor Exposure

Tradervue keeps to itself

Broker Connectors

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View PortfoliosLab profile

Sharesight

80% overlap

Sharesight overlaps on Portfolio, Risk Metrics, and APIs & SDKs, adds Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Risk Metrics APIs & SDKs Broker Connectors

Sharesight adds

Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator
Dividend Tax / ADR Withholding

Tradervue keeps to itself

Data Visualizations

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Sharesight profile

Addepar

80% overlap

Addepar overlaps on Portfolio, Data Visualizations, and APIs & SDKs, adds Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage while matching Tradervue.

Shared categories

Portfolio Data Visualizations APIs & SDKs Broker Connectors

Addepar adds

Wealth Management
Portfolio Accounting / Book of Record
Client & Investor Reporting
Alternatives / Capital Calls & Distributions

Tradervue keeps to itself

Risk Metrics

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Addepar profile

YCharts

80% overlap

Hands-on review

YCharts overlaps on Portfolio, Risk Metrics, and Data Visualizations, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Tradervue.

Shared categories

Portfolio Risk Metrics Data Visualizations Broker Connectors

YCharts adds

Screeners
Stock Comparison
ETF Comparison
Watchlist

Tradervue keeps to itself

APIs & SDKs

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View YCharts profile

AmiBroker

80% overlap

AmiBroker overlaps on Risk Metrics, Data Visualizations, and APIs & SDKs, adds Screeners, Backtesting, and Quant coverage while matching Tradervue.

Shared categories

Risk Metrics Data Visualizations APIs & SDKs Broker Connectors

AmiBroker adds

Screeners
Backtesting
Quant
Monte Carlo

Tradervue keeps to itself

Portfolio

Open full comparison View AmiBroker profile

Dividend Watch

60% overlap

Editor’s pick

Hands-on review

Dividend Watch overlaps on Portfolio, Data Visualizations, and Broker Connectors, adds Watchlist, Dividends, and Calendar coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations Broker Connectors

Dividend Watch adds

Watchlist
Dividends
Calendar
Dividend

Tradervue keeps to itself

Risk Metrics
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Dividend Watch profile

FINVIZ

60% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Portfolio, Data Visualizations, and APIs & SDKs, adds Screeners, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations APIs & SDKs

FINVIZ adds

Screeners
ETF Screeners
Stock Comparison
Correlation

Tradervue keeps to itself

Risk Metrics
Broker Connectors

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View FINVIZ profile

Fiscal.ai

60% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Portfolio, Data Visualizations, and APIs & SDKs, adds Screeners, Stock Comparison, and Watchlist coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations APIs & SDKs

Fiscal.ai adds

Screeners
Stock Comparison
Watchlist
Investor Holdings

Tradervue keeps to itself

Risk Metrics
Broker Connectors

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Fiscal.ai profile

Ghostfolio

100% overlap

Ghostfolio overlaps on Portfolio, Data Visualizations, and APIs & SDKs, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations APIs & SDKs

Tradervue keeps to itself

Risk Metrics
Broker Connectors

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Ghostfolio profile

Portseido

75% overlap

Editor’s pick

Hands-on review

Portseido overlaps on Portfolio, Risk Metrics, and Data Visualizations, adds Dividend coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Risk Metrics Data Visualizations

Portseido adds

Dividend

Tradervue keeps to itself

APIs & SDKs
Broker Connectors

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Portseido profile

Simply Wall St

60% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Portfolio, Data Visualizations, and Broker Connectors, adds Stock Ideas, Screeners, and Watchlist coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations Broker Connectors

Simply Wall St adds

Stock Ideas
Screeners
Watchlist
Financials

Tradervue keeps to itself

Risk Metrics
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Simply Wall St profile

Snowball Analytics

60% overlap

Snowball Analytics overlaps on Portfolio, Risk Metrics, and Broker Connectors, adds Watchlist, Backtesting, and Dividend coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Risk Metrics Broker Connectors

Snowball Analytics adds

Watchlist
Backtesting
Dividend
Dividends

Tradervue keeps to itself

Data Visualizations
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Snowball Analytics profile

StockCharts

60% overlap

StockCharts overlaps on Portfolio, Data Visualizations, and Broker Connectors, adds Screeners, Alerts, and Watchlist coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations Broker Connectors

StockCharts adds

Screeners
Alerts
Watchlist
Calendar

Tradervue keeps to itself

Risk Metrics
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View StockCharts profile

TradingView

60% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Portfolio, Data Visualizations, and Broker Connectors, adds Quant, Screeners, and Stock Ideas coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations Broker Connectors

TradingView adds

Quant
Screeners
Stock Ideas
Watchlist

Tradervue keeps to itself

Risk Metrics
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View TradingView profile

Trendlyne

60% overlap

Hands-on review

Trendlyne overlaps on Portfolio, Data Visualizations, and Broker Connectors, adds Screeners, Analyst Forecasts, and Analyst Price Targets coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations Broker Connectors

Trendlyne adds

Screeners
Analyst Forecasts
Analyst Price Targets
Analyst Recommendations

Tradervue keeps to itself

Risk Metrics
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Trendlyne profile

Uncle Stock

60% overlap

Editor’s pick

Hands-on review

Uncle Stock overlaps on Portfolio, Data Visualizations, and APIs & SDKs, adds Screeners, Backtesting, and Financials coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations APIs & SDKs

Uncle Stock adds

Screeners
Backtesting
Financials
Valuation Models

Tradervue keeps to itself

Risk Metrics
Broker Connectors

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Uncle Stock profile

Ziggma

60% overlap

Ziggma overlaps on Portfolio, Risk Metrics, and Broker Connectors, adds Watchlist, Stock Ideas, and Screeners coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Risk Metrics Broker Connectors

Ziggma adds

Watchlist
Stock Ideas
Screeners
ETF Screeners

Tradervue keeps to itself

Data Visualizations
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Ziggma profile

DeepVest

60% overlap

DeepVest overlaps on Portfolio, Risk Metrics, and Data Visualizations, adds Wealth Management, AI, and AI Chat coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Risk Metrics Data Visualizations

DeepVest adds

Wealth Management
AI
AI Chat
Screeners

Tradervue keeps to itself

APIs & SDKs
Broker Connectors

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View DeepVest profile

Interactive Brokers (IBKR)

60% overlap

Editor’s pick

Hands-on review

Interactive Brokers (IBKR) overlaps on Portfolio, Risk Metrics, and APIs & SDKs, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching Tradervue.

Shared categories

Portfolio Risk Metrics APIs & SDKs

Interactive Brokers (IBKR) adds

Brokerage
Advanced Order Types
Smart/Direct Routing
Paper Trading

Tradervue keeps to itself

Data Visualizations
Broker Connectors

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Interactive Brokers (IBKR) profile

MarketXLS

60% overlap

MarketXLS overlaps on Portfolio, Risk Metrics, and Broker Connectors, adds Sheets / Excel Add-ins, Screeners, and Options & Derivatives coverage while matching Tradervue.

Shared categories

Portfolio Risk Metrics Broker Connectors

MarketXLS adds

Sheets / Excel Add-ins
Screeners
Options & Derivatives
Options

Tradervue keeps to itself

Data Visualizations
APIs & SDKs

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View MarketXLS profile

okama

60% overlap

Hands-on review

okama overlaps on Portfolio, Risk Metrics, and Data Visualizations, adds Quant, Correlation, and Backtesting coverage, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Risk Metrics Data Visualizations

okama adds

Quant
Correlation
Backtesting
Monte Carlo

Tradervue keeps to itself

APIs & SDKs
Broker Connectors

Shared platforms

Web

Shared pricing

Free

Open full comparison View okama profile

TradeBB

100% overlap

TradeBB overlaps on Portfolio, Data Visualizations, and Broker Connectors, keeps a free plan on the table while matching Tradervue.

Shared categories

Portfolio Data Visualizations Broker Connectors

Tradervue keeps to itself

Risk Metrics
APIs & SDKs

Shared platforms

Web

Shared pricing

Free

Open full comparison View TradeBB 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.