Koyfin is the closest drop-in replacement with overlapping coverage in Screeners, Data Visualizations, and Portfolio while adding ETF Screeners and Custom Dashboards coverage, Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app. and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts. features, and a free tier (category overlap ~50%).
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 Options19With free tiers
Avg. Overlap44%Category match
Mobile Ready11Native apps
Quick takeaways
Budget-conscious? Try Koyfin, Stock Rover, Fiscal.ai, DeepVest, Stock Analysis, GuruFocus, FINVIZ, Stocknear, Investing.com, PortfoliosLab, Stock Unlock, TipRanks, Sharesight, TradingView, Dividend Watch, Trendlyne, Seeking Alpha, Yahoo Finance, and Portfolio123 to get started without a paid plan.
Need mobile access? Koyfin, Stock Rover, and Stock Analysis bring phone-ready workflows that YCharts lacks.
Round out your stack with new coverage areas like ETF Screeners, Custom Dashboards, News, and Calendar.
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 1966Category 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 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 ETF Screeners, News, and Calendar coverage beyond what YCharts offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with YCharts if you still need Risk Metrics, Scenario & Stress Tests, and Performance Attribution.
Adds coverage: ETF Screeners, News, Calendar, and Dividends
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
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.
#4 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 (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., 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 (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., 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 1776Category 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.
Similarity score 1770Category overlap: 41%
Shared coverage
ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlist
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Desktop
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 Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with YCharts if you still need Alerts, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and News
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 1710Category overlap: 41%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Desktop
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, Investor Holdings, and US Government Trades coverage beyond what YCharts offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with YCharts if you still need ETF Comparison, Watchlist, and Correlation.
Adds coverage: Stock Ideas, Investor Holdings, US Government Trades, and Backtesting
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
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 1588Category overlap: 40%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistAlertsFinancials
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 News, Calendar, and Dividends coverage beyond what YCharts offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Correlation.
Adds coverage: News, Calendar, Dividends, and Splits
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
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 1575Category 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.
- 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., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only..
- 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., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only., and Custom watchlists with event notifications and alerts.
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 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., 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..
- 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., 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., 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., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
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., 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., 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.
Similarity score 1467Category overlap: 36%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistAlertsFinancials
Assets: Stocks and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Trendlyne keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what YCharts offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Correlation.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Options & Derivatives
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1461Category overlap: 37%
Shared coverage
ScreenersStock ComparisonETF ComparisonPortfolioWatchlistAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into News, Calendar, and Stock Ideas coverage beyond what YCharts offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with YCharts if you still need Data Visualizations, Correlation, and Risk Metrics.
Adds coverage: News, Calendar, Stock Ideas, and Top Analysts
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
Similarity score 1448Category overlap: 39%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into News, Calendar, and ESG Ratings coverage beyond what YCharts offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with YCharts if you still need ETF Comparison, Correlation, and Risk Metrics.
Adds coverage: News, Calendar, ESG Ratings, and Institutional Data
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 1416Category overlap: 35%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistCorrelationFinancials
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Quant, Stock Ideas, and Backtesting coverage beyond what YCharts offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Alerts.
Adds coverage: Quant, Stock Ideas, Backtesting, and GDP
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×19Screeners×19Data Visualizations×16Watchlist×16Alerts×15Financials×15Stock Comparison×11ETF Holdings×9
New angles introduced
Categories the alternatives add beyond YCharts.
Calendar+15News+14Analyst Price Targets+12Analyst Recommendations+12Dividends+12Analyst Forecasts+11ETF Overview+9Stock Ideas+9
Access & Pricing
Free options
19/20
19 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
11 starred / 15 tested
11 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
44%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to YCharts?
YCharts users most often consider Koyfin, Stock Rover, and Fiscal.ai as their go-to alternatives.
Which alternatives keep a free tier?
Koyfin, Stock Rover, Fiscal.ai, DeepVest, Stock Analysis, GuruFocus, FINVIZ, Stocknear, Investing.com, PortfoliosLab, Stock Unlock, TipRanks, Sharesight, TradingView, Dividend Watch, Trendlyne, Seeking Alpha, Yahoo Finance, and Portfolio123 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
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.