Qualtrim Alternatives: what you keep, gain and lose
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Qualtrim is an AI research and analysis tool known for long term fundamental investors. These alternatives are matched on the features Qualtrim actually has, so each one shows what you keep, what you gain and what you give up if you switch.
7 of these 10 alternatives are free to start, the cheapest paid plan is $10/mo, and on average they cover 80% of what Qualtrim does.
Best Qualtrim alternatives
1. Peakwise AI (Close replacement, covers 100% of Qualtrim)
AI stock research terminal with a chat assistant, a daily 0 to 100 stock score and portfolio analysis.
You keep: AI chat assistant, Charting, Fundamentals, News and sentiment, Portfolio tracking. You gain: AI trade signals. You lose: nothing you rely on.
Watch out: Basic caps you at 100 AI tokens a month.
Price: Free, paid from $21.59/mo. Qualtrim vs Peakwise AI
2. YCharts (Close replacement, covers 100% of Qualtrim)
Premium investment research platform enhanced with AI tools for advisors and wealth managers.
You keep: AI chat assistant, Charting, Fundamentals, News and sentiment, Portfolio tracking. You gain: Stock screener, MCP / AI connector. You lose: nothing you rely on.
Watch out: Pricing is quote based and aimed at advisors, so our listed $300 a month is unconfirmed.
Price: $300/mo. Qualtrim vs YCharts
3. Perplexity Finance (Close replacement, covers 80% of Qualtrim)
Perplexity's free finance hub: cited AI answers, earnings transcripts, SEC filings and plain-English screens.
You keep: AI chat assistant, Fundamentals, News and sentiment, Portfolio tracking. You gain: Stock screener, Insider and Congress trades, Crypto. You lose: Charting.
Watch out: Finance tools sit inside a general AI subscription, so the paid tiers are priced for general AI use.
Price: Free, paid from $17/mo. Qualtrim vs Perplexity Finance
4. KnockoutStocks (Close replacement, covers 100% of Qualtrim)
An AI stock tool scoring equities 0-100 across profitability, balance sheet, growth, momentum, and sentiment.
You keep: AI chat assistant, Charting, Fundamentals, News and sentiment, Portfolio tracking. You gain: Stock screener, Alerts. You lose: nothing you rely on.
Watch out: Listed prices are yearly billing equivalents and the free plan limits watchlists to 5 stocks.
Price: Free, paid from $19.99/mo. Qualtrim vs KnockoutStocks
5. Edge Hound (Partial overlap, covers 60% of Qualtrim)
Multi-agent AI research app that writes trade ideas with entry, stop, target and the reasoning behind them.
You keep: AI chat assistant, Fundamentals, News and sentiment. You gain: AI trade signals, Alerts. You lose: Charting, Portfolio tracking.
Watch out: Free plan gives only 10 trade ideas a month and one week of history.
Price: Free, paid from $29.99/mo. Qualtrim vs Edge Hound
6. FN2 (Close replacement, covers 80% of Qualtrim)
Scheduled AI research agents that read filings and earnings calls and send cited briefings each morning.
You keep: AI chat assistant, Charting, Fundamentals, News and sentiment. You gain: Earnings calls, Alerts. You lose: Portfolio tracking.
Watch out: Paid tiers differ mainly by how many agent slots you can run.
Price: Free, paid from $29/mo. Qualtrim vs FN2
7. BeeBee (Partial overlap, covers 60% of Qualtrim)
AI breaks every US earnings call into risks, key numbers, sentiment and strategy you can scan fast.
You keep: AI chat assistant, Fundamentals, News and sentiment. You gain: Earnings calls. You lose: Charting, Portfolio tracking.
Watch out: Paid tier pricing is not published, so you cannot see what the free version leaves out.
Price: Free plan. Qualtrim vs BeeBee
8. Reflexivity (Close replacement, covers 80% of Qualtrim)
An institutional-grade AI research platform using knowledge graphs for analytics, simulations, and portfolio insights.
You keep: AI chat assistant, Fundamentals, News and sentiment, Portfolio tracking. You gain: Stock screener, Earnings calls. You lose: Charting.
Watch out: Built for institutions with demo-only access and no public price.
Price: Contact for pricing. Qualtrim vs Reflexivity
9. Barebone AI (Close replacement, covers 80% of Qualtrim)
Mobile AI research terminal that answers stock questions using fundamentals, filings, insider and Congress trades.
You keep: AI chat assistant, Fundamentals, News and sentiment, Portfolio tracking. You gain: AI trade signals, Insider and Congress trades, Earnings calls, Broker connection. You lose: Charting.
Watch out: Price of the paid tier is not shown on the site and brokerage sync is read only.
Price: Not published. Qualtrim vs Barebone AI
10. Chartloom (Partial overlap, covers 60% of Qualtrim)
Visual stock research tool that charts decades of US company financials and summarizes 10-K and 10-Q filings with AI.
You keep: AI chat assistant, Charting, Fundamentals. You gain: nothing new. You lose: News and sentiment, Portfolio tracking.
Watch out: Covers US stocks only, and the full plan table was not readable beyond the page description.
Price: Free, paid from $10/mo. Qualtrim vs Chartloom
Questions people ask
What is the best alternative to Qualtrim?
Peakwise AI is the closest replacement, covering 100% of Qualtrim's core features. Perplexity Finance has the highest Directory Rank of the group if you want an all-round upgrade.
Is there a free alternative to Qualtrim?
Yes. Peakwise AI has a free plan and keeps 5 of Qualtrim's 5 core features. 7 alternatives on this page are free to start.
What is the cheapest alternative to Qualtrim?
Chartloom starts at $10/mo, compared with $8.25/mo for Qualtrim. Prices were checked in Oct 2026.
Why do traders switch from Qualtrim?
Only one feature set exists, so there is no cheaper limited tier. No screener or technical analysis tools