Thursday, September 25, 2025

1. 1

   

   Portfolio123

   Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

   Pricing: Free, SubscriptionPlatforms: Web, Desktop, API

   Categories: Screeners • Quant • Backtesting • Portfolio • Correlation • Calendar • APIs & SDKs • Data APIs • Broker Connectors • Data Visualizations

2. 2

   

   Asset Allocation Interactive (AAI) — Research Affiliates

   A free interactive platform that publishes Research Affiliates’ capital market expectations each month. You can explore expected returns, correlations, and efficient frontiers across a wide set of asset classes and geographies. Excel downloads are available (though without full time-series) and charts can be exported. All results are model-based, hypothetical, and provided for informational purposes only.

   Pricing: FreePlatforms: Web

   Categories: Data Visualizations • Correlation • Valuation Models

3. 3

   

   Stock Rover

   A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.

   Pricing: Free, SubscriptionPlatforms: Web, Mobile

   Categories: Screeners • ETF Screeners • Stock Comparison • ETF Comparison • Data Visualizations • Correlation • Monte Carlo • Portfolio • Watchlist • News • Alerts • Calendar • Dividends • Financials • Scores • Valuation Models • Transcripts • ETF Overview • ETF Holdings • Fund Overview • Fund Performance • Fund Holdings • Fund Rating • Analyst Recommendations • Analyst Price Targets • Education • Videos

4. 4

   

   YCharts

   Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

   Pricing: SubscriptionPlatforms: Web, API

   Categories: Screeners • Stock Comparison • ETF Comparison • Data Visualizations • Portfolio • Watchlist • Correlation • Risk Metrics (VaR/ES/Drawdown) • Performance Attribution • Scenario & Stress Tests • News • Alerts • Data APIs • Financials • Scores • ETF Overview • ETF Performance • ETF Holdings • ETF Fundamentals • ETF Overlap • Analyst Forecasts • Short Interest • Insider Data • Inflation Rates • Unemployment Rates • GDP • Interest Rates • Yield Curves • APIs & SDKs • Sheets / Excel Add-ins • Broker Connectors

5. 5

   

   ETF Insider

   ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.

   Pricing: Free, SubscriptionPlatforms: Web, API

   Categories: ETF Overview • ETF Performance • ETF Holdings • ETF Factors • ETF Overlap • ETF Screeners • Data Visualizations • Portfolio • Correlation • APIs & SDKs • Blogs

6. 6

   

   MacroMicro

   Global macro and market analytics platform with data visualizations, ETF tools, backtesting, and AI-powered earnings summaries. Data downloads are gated to Business plans, while API access is offered as a separate annual plan (API Essential). Annual subscribers also get calendar sync and watermark-free chart exports for commercial use.

   Pricing: Free, SubscriptionPlatforms: Web, API

   Categories: Data Visualizations • ETF Screeners • ETF Comparison • Which ETF includes this Stock? • Calendar • GDP • Inflation Rates • Interest Rates • PMI / ISM • Consumer Sentiment • Commitment of Traders (COT) • 13F • Watchlist • Backtesting • Correlation • Data APIs • Transcripts • AI Chat • AI Earnings Summary

7. 7

   

   MarketInOut

   Screener and backtesting platform with one-time memberships (6-month, 1-year, or 2-year). A limited free tier is available, but some results and features are gated. Supports near real-time data for U.S. equities, TSX, Forex, and Crypto; other exchanges are delayed by 15 minutes. Intraday periods are available for IEX, Forex, and Crypto only; extended-hours data is not supported. API access for screener data can be requested separately. Discounts are offered for crypto payments.

   Pricing: Free, One-timePlatforms: Web

   Categories: Screeners • Backtesting • Watchlist • Portfolio • Correlation • Alerts • APIs & SDKs

8. 8

   

   MarketXLS

   Excel‑first market data & analytics add‑in with 1,000+ functions. Default data is 15‑min delayed (QuoteMedia); real‑time streams and intraday history available with data add‑ons. Web screener, ETF database/overlap tools, options chains & Greeks, and portfolio templates (incl. Efficient Frontier). Direct order‑ticket functions for Thinkorswim, Tradier, Orion, plus IBKR integration via TWS API. No public data API for redistribution; personal use license.

   Pricing: SubscriptionPlatforms: Desktop, Web

   Categories: Sheets / Excel Add-ins • Broker Connectors • Screeners • Options & Derivatives • Options • Options P&L • Monte Carlo • Risk Metrics (VaR/ES/Drawdown) • Portfolio • Watchlist • Correlation • Financials • ETF Overview • ETF Holdings • ETF Fundamentals • Which ETF includes this Stock? • Interest Rates • Unemployment Rates • Inflation Rates • GDP • Blogs

9. 9

   

   okama

   Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.

   Pricing: FreePlatforms: Web, API

   Categories: Quant • Data Visualizations • Portfolio • Correlation • Backtesting • Risk Metrics (VaR/ES/Drawdown) • Monte Carlo • Data APIs • ETF Performance • Inflation Rates • Interest Rates

10. 10

    

    Portfolio Visualizer

    Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.

    Pricing: Free, SubscriptionPlatforms: Web

    Categories: Data Visualizations • Quant • Factor Exposure • Risk Metrics (VaR/ES/Drawdown) • Monte Carlo • Backtesting • Correlation