>_ alternatives to SigVest
6 ai agents tools that do a similar job to SigVest, with the facts side-by-side.
See full data, pricing and features on the SigVest profile page.
the tool you're replacing
SigVest— Provides specialized AI agents that monitor portfolios 24/7 for drift, risk alerts, earnings, and tax opportunities, plus an MCP server exposing 14 portfolio-aware finance tools to Claude, Cursor, and Windsurf.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| SigVest (this tool) | 24/7 AI agent monitoring with drift detection and unified feed alerts | FREE-$$ free tier | — | — |
| Alphid | telegram-based alerts with conversational follow-up | FREE-$$$ free tier | — | — |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking 24/7 ai-powered guidance on their existing portfolios without hiring a traditional advisor. | FREE-$$ free tier | Free $0 · Pro Monthly $9.99/mo (was $14.99) · Pro Annual $119.99/yr · Max $39.99/mo | Retail |
| Stock Alarm | alerts open a full market terminal with chart, filing, screener, and macro context | FREE free tier | — | — |
| RoboPortfolio | automatic drift flags when any position exceeds 2% off target allocation | FREE free tier | — | — |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly) | Retail |
| Viewfolio | long-term investors tracking assets and following institutional research mapped to their holdings | $$ | paid $49–$99 | Retail |
free alternatives to SigVest
- Alphid — telegram-based alerts with conversational follow-up
- Astor — busy professionals (tech workers, consultants, bankers, founders) seeking 24/7 ai-powered guidance on their existing portfolios without hiring a traditional advisor. · Free $0 · Pro Monthly $9.99/mo (was $14.99) · Pro Annual $119.99/yr · Max $39.99/mo
- Stock Alarm — alerts open a full market terminal with chart, filing, screener, and macro context
- RoboPortfolio — automatic drift flags when any position exceeds 2% off target allocation
- Alphid— Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
- Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chatMulti-assetAI AgentsFREE-$$· SEC-registered AI advisor you can call or text 24/7 about your actual holdings
- Stock Alarm— Monitors holdings for price moves, filings, earnings, analyst actions, news, insider clusters, trend breaks, and unusual volume with real-time alertsMulti-assetPortfolio TrackingFREE· alerts open a full market terminal with chart, filing, screener, and macro context
- RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocationsMulti-assetPortfolio ManagementFREE· automatic drift flags when any position exceeds 2% off target allocation
- Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alertsMulti-assetPortfolio Tracking$$· ETF look-through analysis reveals duplicate holdings hidden inside funds
- Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.Multi-assetPortfolio Tracking$$· maps institutional research and news directly to portfolio holdings