
SigVest alternatives
Tools that do what SigVest does, found by what they say they do rather than by shelf. Among the equally alike, the most used come first. Each line says how it differs from SigVest.
Read 2026-10-26
With a free plan or free to use: Rallies, RockFlow, Ecomerate, Richify, Lattice Finance, Quantic, Corvo.
- #1

RalliesFinance
Connects brokerage and bank accounts to chat about portfolio holdings, receive market alerts, and research stocks with live data.
Free planAlso: Chat assistant, Analytics
122ActiveFree - #2

PulseFinance
Aggregates financial accounts and provides daily insights on net worth, portfolio, and progress toward goals.
Also: AnalyticsMore widely used
26Active - #3

LongbridgeFinanceMCP · sign-in
Brokerage app for trading US and Hong Kong stocks, ETFs and options, with live quotes, news, research and a portfolio assistant.
Also: Chat assistantMore widely used
193kActive2019 - #4

RockFlowFinance
AI assistant that executes trades, manages portfolios, and analyzes market data for retail investors.
Free planAlso: Chat assistant
66kActiveFree2021 - #5

EcomerateFinance
Watches your brokerage positions and reads SEC filings, then texts you in iMessage when something in your portfolio changes.
Free planAlso: Analytics
5ActiveFrom $11.99/mo - #6

RichifyFinance
AI agent team that tracks assets, liabilities, and provides personalized financial education and planning.
Free planAlso: Chat assistant
13.5kActiveFrom $9.99/mo2025 - #7

Creditcards.bestFinanceMCP · open
Serves verified credit card data, rewards estimates and eligibility checks to AI assistants through an MCP connector.
Also: SearchOwn MCP server
876Active - #8

Lattice FinanceFinance
Monitors SEC filings, insider trades, and market signals to surface portfolio-relevant alerts and insights.
Free planAlso: Analytics
87ActiveFrom $12.50/mo - #9

QuanticFinanceMCP · open
Tracks dividend portfolios by importing broker exports, forecasting monthly payouts, and alerting on target prices.
Free planAlso: Analytics
3ActiveFrom ≈ $2.24/mo - #10

CorvoFinance
Calculates volatility, drawdown and Sharpe ratio for your holdings, runs Monte Carlo return projections, and sends price alerts.
Free planAlso: Analytics
1ActiveFrom $9/mo2026
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How this list is made: the words SigVest is described with (what it does, for whom, what it is used for) are matched against every tool in the Atlas. A tool on the same shelf, or doing the same kind of work, counts for a little more. Nothing here is paid for.
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