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Fund Research / Portfolio Analysis Alternatives

Professional-grade replacements for Fund Research / Portfolio Analysis software. Verified for features, security, and zero cost.

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Free or Open Source

Database Updated Dec 2025

Hand-Picked Comparisons

Save $17,000+ per user/yr

Morningstar Direct

The dominant platform for mutual fund data, ETF research, and asset allocation modeling. Known for its 'Style Box' and proprietary ratings. However, for users who just need to backtest a portfolio or screen for ETFs, the cost is prohibitive.

Top Recommended Replacement

YChartsPRO CHOICE

The modern replacement for Morningstar; beautiful, client-ready PDF reports; excellent fundamental charting; deep fund/ETF data; widely used by RIAs who find Morningstar's interface clunky.

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Mastering Fund Research / Portfolio Analysis for Free

Our mission at Best Free Alternatives is to democratize access to high-end digital tools. The software listed above provides professional-grade results without the burden of monthly subscriptions. Whether you are a student, freelancer, or small business owner, these Fund Research / Portfolio Analysis alternatives are production-ready.