Stock Rover is the closest drop-in replacement with overlapping coverage in Screeners, Stock Comparison, and ETF Comparison while adding Stock Ideas and ETF Screeners coverage, Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration. and North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK. features, and a free tier (category overlap ~68%).
VOL. XCIV, NO. 247
YCharts Alternatives & Competitors
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Alternatives to YCharts
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test YCharts against peers before committing to a long-term plan.
Looking for a YCharts replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options18With free tiers
Avg. Overlap50%Category match
Mobile Ready11Native apps
Quick takeaways
Budget-conscious? Try Stock Rover, GuruFocus, Koyfin, Stock Analysis, Investing.com, Fiscal.ai, Delta by eToro, DeepVest, FINVIZ, Stocknear, Stock Unlock, Marketlog, PortfoliosLab, TipRanks, Gainify, Sharesight, TradingView, and Dividend Watch to get started without a paid plan.
Need mobile access? Stock Rover, GuruFocus, and Koyfin bring phone-ready workflows that YCharts lacks.
Round out your stack with new coverage areas like Stock Ideas, ETF Screeners, News, and Calendar.
Similarity score 2571Category overlap: 68%
Shared coverage
ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlist
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, ETF Screeners, and News coverage beyond what YCharts offers.
- Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics..
- Pair it with YCharts if you still need Scenario & Stress Tests, Client & Investor Reporting, and Model Portfolios & Sleeves.
Adds coverage: Stock Ideas, ETF Screeners, News, and Calendar
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
Similarity score 2429Category overlap: 64%
Shared coverage
ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlist
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate YCharts workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what YCharts offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with YCharts if you still need Risk Metrics, Scenario & Stress Tests, and Monte Carlo.
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and Quant
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 2146Category overlap: 50%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistAlertsCorrelation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Custom Dashboards, and News coverage beyond what YCharts offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Risk Metrics.
Adds coverage: ETF Screeners, Custom Dashboards, News, and Calendar
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 2026Category overlap: 50%
Shared coverage
ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlist
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what YCharts offers.
- Standout features include Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- Pair it with YCharts if you still need Alerts, Correlation, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and News
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Similarity score 2004Category overlap: 50%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistAlerts
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Options & Derivatives, and Investor Holdings coverage beyond what YCharts offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with YCharts if you still need ETF Comparison, Risk Metrics, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Options & Derivatives, Investor Holdings, and News
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.
Similarity score 1954Category overlap: 50%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Stock Ideas, Investor Holdings, and ETF Overview coverage beyond what YCharts offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with YCharts if you still need ETF Comparison, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Investor Holdings, ETF Overview, and News
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1893Category overlap: 53%
Shared coverage
Data VisualizationsPortfolioWatchlistAlertsRisk MetricsETF Performance
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- Delta by eToro keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Delta by eToro adds mobile access for on-the-go monitoring.
- Expands into Calendar, News, and ETF Overview coverage beyond what YCharts offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with YCharts if you still need Screeners, Stock Comparison, and ETF Comparison.
Adds coverage: Calendar, News, ETF Overview, and Fund Overview
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
#8 Alternative
Similarity score 1849Category overlap: 48%
Shared coverage
ScreenersPortfolioWatchlistCorrelationRisk MetricsMonte Carlo
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- Expands into Options & Derivatives, Options, and Options P&L coverage beyond what YCharts offers.
- Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes on Advanced/Business for covered U.S./Canadian stocks, ETFs, and options; Standard defaults to 15‑minute delayed stock/ETF/crypto data and EOD options/mutual-fund/economic data., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Data Visualizations.
Adds coverage: Options & Derivatives, Options, Options P&L, and ETF Overview
Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes on Advanced/Business for covered U.S./Canadian stocks, ETFs, and options; Standard defaults to 15‑minute delayed stock/ETF/crypto data and EOD options/mutual-fund/economic data., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
Similarity score 1784Category overlap: 60%
Shared coverage
ScreenersData VisualizationsPortfolioAlertsCorrelationRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- DeepVest keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Wealth Management, Backtesting, and Options coverage beyond what YCharts offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Watchlist.
Adds coverage: Wealth Management, Backtesting, Options, and Transcripts
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
#10 Alternative
Similarity score 1672Category overlap: 69%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioCorrelationRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Expands into Quant, Factor Exposure, and Backtesting coverage beyond what YCharts offers.
- Standout features include Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export., and Stock Lookup to search tickers/names and analyze factor exposures (and compare models)..
- Pair it with YCharts if you still need ETF Comparison, Watchlist, and Alerts.
Adds coverage: Quant, Factor Exposure, Backtesting, and Data APIs
Standout features: Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export., Stock Lookup to search tickers/names and analyze factor exposures (and compare models)., and Portfolio Factor Analysis: upload holdings (CSV), choose factor model granularity (Base -> All Factors), compare to a benchmark, and run a what-if scenario analyzer.
Similarity score 1611Category overlap: 43%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioAlertsCorrelation
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into ETF Screeners, Backtesting, and News coverage beyond what YCharts offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with YCharts if you still need ETF Comparison, Watchlist, and Risk Metrics.
Adds coverage: ETF Screeners, Backtesting, News, and Calendar
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 1589Category overlap: 43%
Shared coverage
ScreenersData VisualizationsWatchlistAlertsFinancialsETF Performance
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stocknear keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Options & Derivatives, News, and Calendar coverage beyond what YCharts offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Portfolio.
Adds coverage: Options & Derivatives, News, Calendar, and Dark Pool & Off-Exchange
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 1587Category overlap: 38%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Unlock keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Stock Unlock adds mobile access for on-the-go monitoring.
- Expands into ETF Overview, Dividends, and Insider Data coverage beyond what YCharts offers.
- Standout features include Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Native iOS and Android apps sync portfolios, Stock Scores, watchlists, and core features with the web account., and Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)..
- Pair it with YCharts if you still need ETF Comparison, Correlation, and Risk Metrics.
Adds coverage: ETF Overview, Dividends, Insider Data, and Institutional Data
Standout features: Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Native iOS and Android apps sync portfolios, Stock Scores, watchlists, and core features with the web account., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Free accounts can connect one brokerage account for 15 days without a credit card; continued automatic broker syncing is paid after the trial connection period.
Similarity score 1579Category overlap: 38%
Shared coverage
Data VisualizationsPortfolioWatchlistAlertsRisk MetricsMonte Carlo
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Marketlog keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Marketlog adds mobile access for on-the-go monitoring.
- Expands into Investor Holdings, Compounding Calculator, and News coverage beyond what YCharts offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with YCharts if you still need Screeners, Stock Comparison, and ETF Comparison.
Adds coverage: Investor Holdings, Compounding Calculator, News, and Calendar
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 1575Category overlap: 57%
Shared coverage
ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlist
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Backtesting, Factor Exposure, and ETF Screeners coverage beyond what YCharts offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with YCharts if you still need Alerts, Scenario & Stress Tests, and Monte Carlo.
Adds coverage: Backtesting, Factor Exposure, ETF Screeners, and Quant
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1541Category overlap: 36%
Shared coverage
ScreenersStock ComparisonETF ComparisonPortfolioWatchlistAlerts
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate YCharts workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what YCharts offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with YCharts if you still need Data Visualizations, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and Options & Derivatives
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 1528Category overlap: 41%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistAlerts
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Gainify keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Stock Ideas, Custom Dashboards, and Investor Holdings coverage beyond what YCharts offers.
- Standout features include Global stock screener with 1,000+ filters across market data, fundamentals, forward estimates, valuation multiples and related metrics. Official pages vary on universe size: feature pages cite 33,000+ stocks across 40+ exchanges, while newer blog/comparison pages cite 85,000+ stocks across 153 exchanges and 95 countries including secondary listings., Stock reports include company snapshots, Wall Street estimates, valuation metrics, ownership data, dividends, key financials, 10 years of history, 3 years of forecasts, forward valuation charts, Gainify Rating, AI earnings-call summaries and transcript access., and Gainify Rating distills 100+ data points into a 1-100 stock score designed to help users assess quality and value quickly..
- Pair it with YCharts if you still need ETF Comparison, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Custom Dashboards, Investor Holdings, and US Government Trades
Standout features: Global stock screener with 1,000+ filters across market data, fundamentals, forward estimates, valuation multiples and related metrics. Official pages vary on universe size: feature pages cite 33,000+ stocks across 40+ exchanges, while newer blog/comparison pages cite 85,000+ stocks across 153 exchanges and 95 countries including secondary listings., Stock reports include company snapshots, Wall Street estimates, valuation metrics, ownership data, dividends, key financials, 10 years of history, 3 years of forecasts, forward valuation charts, Gainify Rating, AI earnings-call summaries and transcript access., Gainify Rating distills 100+ data points into a 1-100 stock score designed to help users assess quality and value quickly., and AI research assistant powered by S&P Global financial data, supporting conversational stock analysis, earnings-call summaries, company snapshots and side-by-side comparison of up to 10 tickers.
Similarity score 1503Category overlap: 47%
Shared coverage
PortfolioAlertsRisk MetricsPerformance AttributionClient & Investor ReportingCapital Gains Estimator
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Sharesight keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Sharesight adds mobile access for on-the-go monitoring.
- Expands into Downloadable Tax Reports, Dividend Tax / ADR Withholding, and Dividend coverage beyond what YCharts offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
- Pair it with YCharts if you still need Screeners, Stock Comparison, and ETF Comparison.
Adds coverage: Downloadable Tax Reports, Dividend Tax / ADR Withholding, Dividend, and Compounding Calculator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Similarity score 1490Category overlap: 39%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistAlertsCorrelation
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate YCharts workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Quant, Stock Ideas, and Backtesting coverage beyond what YCharts offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Risk Metrics.
Adds coverage: Quant, Stock Ideas, Backtesting, and News
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1474Category overlap: 50%
Shared coverage
ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlist
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Dividend Watch keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Dividends, Calendar, and Dividend coverage beyond what YCharts offers.
- Standout features include Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., and Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline..
- Pair it with YCharts if you still need Alerts, Correlation, and Risk Metrics.
Adds coverage: Dividends, Calendar, Dividend, and Stock Ideas
Standout features: Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline., and 12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×19Data Visualizations×17Screeners×17Watchlist×16Alerts×15Financials×13Stock Comparison×12AI×10
New angles introduced
Categories the alternatives add beyond YCharts.
Calendar+15News+13Dividends+12ETF Overview+11Analyst Forecasts+10Analyst Price Targets+10Analyst Recommendations+10Blogs+10
Access & Pricing
Free options
18/20
18 picks introduce a free tier you can start with.
Mobile ready
11/20
11 alternatives bring native mobile access.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 9 tested
7 tools are flagged as analyst picks; 9 have been hands-on tested.
Avg. coverage overlap
50%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to YCharts?
YCharts users most often consider Stock Rover, GuruFocus, and Koyfin as their go-to alternatives.
Which alternatives keep a free tier?
Stock Rover, GuruFocus, Koyfin, Stock Analysis, Investing.com, Fiscal.ai, Delta by eToro, DeepVest, FINVIZ, Stocknear, Stock Unlock, Marketlog, PortfoliosLab, TipRanks, Gainify, Sharesight, TradingView, and Dividend Watch offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top YCharts alternatives cover?
Expect deep coverage across AI, AI Chat, Alerts, Broker Connectors, Capital Gains Estimator, Client & Investor Reporting, Correlation, Data Visualizations, ETF Comparison, ETF Holdings, ETF Performance, Financials, Model Portfolios & Sleeves, Monte Carlo, Performance Attribution, Portfolio, Risk Metrics, Scenario & Stress Tests, Screeners, Sheets / Excel Add-ins, Stock Comparison, and Watchlist, so you can port most YCharts workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.