VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Qfinr and QuantRocket will find that Both Qfinr and QuantRocket concentrate on Backtesting, Screeners, and Quant workflows, making them natural alternatives for similar investment research jobs. Qfinr leans into Portfolio, Watchlist, and Scenario & Stress Tests, which can be decisive for teams that need depth over breadth. QuantRocket stands out with Auto-Trading & Bots, Advanced Order Types, and Paper Trading that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Qfinr vs QuantRocket
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Qfinr adds Portfolio, Watchlist, Scenario & Stress Tests, ETF Screeners, and Stock Ideas coverage that QuantRocket skips.
- QuantRocket includes Auto-Trading & Bots, Advanced Order Types, Paper Trading, Data APIs, and Broker Connectors categories that Qfinr omits.
- Qfinr highlights: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
- QuantRocket is known for: Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets..
- QuantRocket keeps a free entry point that Qfinr lacks.
- Qfinr ships a mobile app. QuantRocket is web/desktop only.
Qfinr
qfinr.com
Subscription-based portfolio analytics platform with support for multiple asset classes. Portfolios can be imported via CSV templates or broker/custodian statements. No direct broker sync is advertised. A developer API is linked from the site, though not publicly documented. Pricing is subscription-only and not published on the site.
Categories
Platforms
Pricing
Quick highlights
- Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
- Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
- Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
- Backtested stock ideas with the ability to generate customized strategies and view results.
QuantRocket
quantrocket.com
A Docker-based research, backtesting, and live-trading platform built around Jupyter. The free tier is limited to research, while paid plans unlock live and paper trading along with bundled US minute-bar data. Broader global datasets are available via third-party providers. Its tight IBKR integration brings advanced order types, while real-time market data can be streamed from IBKR, Polygon, or Alpaca.
Categories
Platforms
Pricing
Quick highlights
- Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
- Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
- Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
- Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
- Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Qfinr
Distinct strengths include:
- Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
- Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
- Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
QuantRocket
Distinct strengths include:
- Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
- Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
- Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
- Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
Feature-by-feature breakdown
| Attribute | Qfinr | QuantRocket |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Backtesting, Screeners, Quant Unique: Portfolio, Watchlist, Scenario & Stress Tests, ETF Screeners, Stock Ideas | Shared: Backtesting, Screeners, Quant Unique: Auto-Trading & Bots, Advanced Order Types, Paper Trading, Data APIs, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Bonds, Commodities, Other | Stocks, ETFs, Futures, Currencies, Options |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web, API |
Pricing High-level pricing models | Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Qfinr and QuantRocket both support?
Both platforms cover Backtesting, Screeners, and Quant workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
QuantRocket offers a free entry point, while Qfinr requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Qfinr ships a dedicated mobile experience, while QuantRocket focuses on web or desktop access.
What unique strengths set the two platforms apart?
Qfinr differentiates itself with Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities., whereas QuantRocket stands out for Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets..
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.