Insightfolio Alternatives: what you keep, gain and lose
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Insightfolio is a portfolio manager known for portfolio risk checks. These alternatives are matched on the features Insightfolio actually has, so each one shows what you keep, what you gain and what you give up if you switch.
6 of these 10 alternatives are free to start, the cheapest paid plan is $4.17/mo, and on average they cover 78% of what Insightfolio does.
Best Insightfolio alternatives
1. Helm Terminal (Close replacement, covers 100% of Insightfolio)
Read-only portfolio monitor that checks your reasons for owning each stock against filings and news.
You keep: Fundamentals, Portfolio tracking, Broker connection, Alerts. You gain: AI chat assistant. You lose: nothing you rely on.
Watch out: Brokerage links are read only, so it cannot place trades.
Price: Free, paid from $12.42/mo. Insightfolio vs Helm Terminal
2. Tykr (Close replacement, covers 100% of Insightfolio)
A stock-screening and analysis tool that scores companies as on-sale, watch, or overpriced for value investors.
You keep: Fundamentals, Portfolio tracking, Broker connection, Alerts. You gain: AI chat assistant, Crypto. You lose: nothing you rely on.
Watch out: Prices vary by country and the free trial leads to a paid plan.
Price: From $8.33/mo. Insightfolio vs Tykr
3. PinkLion (Close replacement, covers 75% of Insightfolio)
Portfolio tracker with dividend tracking, stress tests, AI scenario simulations and one-year asset forecasts.
You keep: Fundamentals, Portfolio tracking, Broker connection. You gain: Backtesting, Price forecasts. You lose: Alerts.
Watch out: No free trial on paid plans.
Price: Free plan. Insightfolio vs PinkLion
4. PortfolioPilot (Close replacement, covers 75% of Insightfolio)
AI portfolio advisor that links your accounts, scores your allocation and suggests tax and rebalancing moves.
You keep: Fundamentals, Portfolio tracking, Broker connection. You gain: AI chat assistant, Managed portfolios. You lose: Alerts.
Watch out: Cheapest plan with real recommendations needs annual billing.
Price: Free, paid from $20/mo. Insightfolio vs PortfolioPilot
5. Astor (Partial overlap, covers 50% of Insightfolio)
SEC-registered AI investment advisor you text or call, with advice based on the holdings in your linked accounts.
You keep: Portfolio tracking, Broker connection. You gain: AI chat assistant, News and sentiment. You lose: Fundamentals, Alerts.
Watch out: Pro limits voice calls to 10 minutes a day.
Price: From $9.99/mo. Insightfolio vs Astor
6. Stock Events (Close replacement, covers 75% of Insightfolio)
Dividend and portfolio tracker app with earnings calendar and income projections
You keep: Portfolio tracking, Broker connection, Alerts. You gain: AI chat assistant, API access, Crypto. You lose: Fundamentals.
Watch out: Automatic broker sync costs extra with the Connect add-on.
Price: Free, paid from $4.17/mo. Insightfolio vs Stock Events
7. QuantCrawler (Close replacement, covers 75% of Insightfolio)
Futures automation platform: AI chart analysis, webhook-to-broker execution, a trade copier and prop account tracking.
You keep: Portfolio tracking, Broker connection, Alerts. You gain: AI trade signals, Automated trading, Strategy builder. You lose: Fundamentals.
Watch out: Trial length and lifetime price were not stated on the page.
Price: From $9.99/mo. Insightfolio vs QuantCrawler
8. Simply Wall St (Close replacement, covers 100% of Insightfolio)
Visual stock analysis platform transforming financial data into intuitive AI-scored snowflakes.
You keep: Fundamentals, Portfolio tracking, Broker connection, Alerts. You gain: AI chat assistant, Stock screener, Global markets. You lose: nothing you rely on.
Watch out: Free plan caps reports at 5 a month and 10 holdings in one portfolio.
Price: Free plan. Insightfolio vs Simply Wall St
9. Rallies.ai (Close replacement, covers 75% of Insightfolio)
AI stock research app that links your brokerages, answers questions in plain English and runs monitoring agents.
You keep: Portfolio tracking, Broker connection, Alerts. You gain: AI chat assistant, Stock screener, News and sentiment, MCP / AI connector. You lose: Fundamentals.
Watch out: Everything is free today, so the business model and future pricing could change.
Price: Free plan. Insightfolio vs Rallies.ai
10. TradeZella (Partial overlap, covers 50% of Insightfolio)
Trading journal with automated broker imports, backtesting and AI trade insights
You keep: Portfolio tracking, Broker connection. You gain: AI chat assistant, Backtesting. You lose: Fundamentals, Alerts.
Watch out: Entry plan connects just one trading account.
Price: From $26/mo. Insightfolio vs TradeZella
Questions people ask
What is the best alternative to Insightfolio?
Helm Terminal is the closest replacement, covering 100% of Insightfolio's core features. Rallies.ai has the highest Directory Rank of the group if you want an all-round upgrade.
Is there a free alternative to Insightfolio?
Yes. Helm Terminal has a free plan and keeps 4 of Insightfolio's 4 core features. 6 alternatives on this page are free to start.
What is the cheapest alternative to Insightfolio?
Stock Events starts at $4.17/mo, compared with $6.99/mo for Insightfolio. Prices were checked in Oct 2026.
Why do traders switch from Insightfolio?
The free plan is just one report, so ongoing tracking needs Pulse. Holdings must be pasted in by hand