GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners, Stock Comparison, and Data Visualizations while adding Stock Ideas and Investor Holdings coverage, 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. and 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. features, and a free tier (category overlap ~61%).
VOL. XCIV, NO. 247
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Monday, January 5, 2026
Free programmatic picks
Free Alternatives to YCharts
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test YCharts before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with GuruFocus, Koyfin, and Fiscal.ai to road-test YCharts workflows without paying up front.
Need mobile access? GuruFocus, Koyfin, and Seeking Alpha bring phone-ready workflows that YCharts lacks.
Round out your stack with new coverage areas like Stock Ideas, Investor Holdings, US Government Trades, and Backtesting.
YCharts still leads on Performance Attribution and Scenario & Stress Tests, so keep it handy for those workflows.
Similarity score 3159Category overlap: 61%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioNewsAlerts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
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 3049Category overlap: 58%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistNews
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, 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, Money Flow, and Backtesting coverage beyond what YCharts offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with YCharts if you still need ETF Comparison, Correlation, and Risk Metrics.
Adds coverage: ETF Screeners, Money Flow, Backtesting, and Calendar
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 2723Category overlap: 52%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistNews
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Investor Holdings, ETF Valuation, and Valuation Models coverage beyond what YCharts offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with YCharts if you still need ETF Comparison, Correlation, and Risk Metrics.
Adds coverage: Investor Holdings, ETF Valuation, Valuation Models, and Dividends
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 2711Category overlap: 57%
Shared coverage
ScreenersNewsData APIsFinancialsScoresETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Financial Modeling Prep (FMP) keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Calendar, Dividends, and Splits coverage beyond what YCharts offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Data Visualizations.
Adds coverage: Calendar, Dividends, Splits, and IPO
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 2488Category overlap: 54%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistNews
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, 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 ETF Screeners, Calendar, and Dividends coverage beyond what YCharts offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with YCharts if you still need ETF Comparison, Correlation, and Risk Metrics.
Adds coverage: ETF Screeners, Calendar, Dividends, and Bulls Say Bear Say
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 2430Category overlap: 54%
Shared coverage
NewsData APIsFinancialsETF OverviewETF HoldingsETF Fundamentals
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Alpha Vantage keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into News Sentiment, Market Sentiment, and Calendar coverage beyond what YCharts offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with YCharts if you still need Screeners, Stock Comparison, and ETF Comparison.
Adds coverage: News Sentiment, Market Sentiment, Calendar, and IPO
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Similarity score 2368Category overlap: 56%
Shared coverage
ScreenersStock ComparisonETF ComparisonPortfolioWatchlistNews
Assets: Stocks and ETFs
Experience: Beginner, 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 Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what YCharts offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with YCharts if you still need Data Visualizations, Correlation, and Risk Metrics.
Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Analyst Recommendations
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 2364Category overlap: 45%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistNewsAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
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 ETF Screeners, Options & Derivatives, and Quant coverage beyond what YCharts offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Correlation.
Adds coverage: ETF Screeners, Options & Derivatives, Quant, and Backtesting
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 2361Category overlap: 52%
Shared coverage
Data VisualizationsNewsData APIsFinancialsETF OverviewETF Performance
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Custom Dashboards, IPO, and Dividends coverage beyond what YCharts offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with YCharts if you still need Screeners, Stock Comparison, and ETF Comparison.
Adds coverage: Custom Dashboards, IPO, Dividends, and Splits
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 2345Category overlap: 46%
Shared coverage
ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlist
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, 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 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 Correlation, Risk Metrics, and Performance Attribution.
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and Calendar
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 2285Category overlap: 46%
Shared coverage
ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlist
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, 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, Monte Carlo, 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, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: ETF Screeners, Monte Carlo, 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 2166Category overlap: 60%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistCorrelationData APIs
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
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 Risk Metrics.
Adds coverage: Quant, Stock Ideas, Backtesting, and Consumer Sentiment
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.
Similarity score 2139Category overlap: 67%
Shared coverage
ScreenersData VisualizationsWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- MarketWatch keeps a free tier, so you can replicate YCharts workflows without upgrading.
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into Calendar, Paper Trading, and Options coverage beyond what YCharts offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Portfolio.
Adds coverage: Calendar, Paper Trading, Options, and Analyst Price Targets
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 2139Category overlap: 67%
Shared coverage
ScreenersPortfolioWatchlistNewsAlertsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tickertape keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Tickertape adds mobile access for on-the-go monitoring.
- Expands into Dividends, Splits, and Analyst Recommendations coverage beyond what YCharts offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Data Visualizations.
Adds coverage: Dividends, Splits, Analyst Recommendations, and Analyst Price Targets
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 2072Category overlap: 50%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistNewsAlerts
Assets: Stocks and Mutual Funds
Experience: Beginner, 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 Price Targets, Analyst Recommendations, and Options & Derivatives 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 Price Targets, Analyst Recommendations, Options & Derivatives, and Backtesting
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 2031Category overlap: 73%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistCorrelationNews
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into Calendar, Backtesting, and Institutional Data coverage beyond what YCharts offers.
- Standout features include Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., and Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Risk Metrics.
Adds coverage: Calendar, Backtesting, Institutional Data, and Options
Standout features: Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically., and ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.
Similarity score 2027Category overlap: 79%
Shared coverage
ScreenersData VisualizationsPortfolioCorrelationRisk MetricsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- ETF Insider keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into ETF Screeners, Factor Exposure, and Blogs coverage beyond what YCharts offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Watchlist.
Adds coverage: ETF Screeners, Factor Exposure, and Blogs
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 1946Category overlap: 65%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistAlertsData APIs
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- ETF Action keeps a free tier, so you can replicate YCharts workflows without upgrading.
- Expands into ETF Valuation, ETF Factors, and Backtesting coverage beyond what YCharts offers.
- Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
- Pair it with YCharts if you still need Stock Comparison, ETF Comparison, and Correlation.
Adds coverage: ETF Valuation, ETF Factors, Backtesting, and 13F
Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Similarity score 1921Category overlap: 52%
Shared coverage
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistAlerts
Assets: Stocks and ETFs
Experience: Beginner, 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 Dividends, Institutional Data, and Valuation Models coverage beyond what YCharts offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with YCharts if you still need ETF Comparison, Correlation, and Risk Metrics.
Adds coverage: Dividends, Institutional Data, Valuation Models, and Analyst Recommendations
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 1913Category overlap: 52%
Shared coverage
ScreenersData VisualizationsWatchlistNewsAlertsFinancials
Assets: Stocks and ETFs
Experience: Beginner, 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, Calendar, and Dark Pool & Off-Exchange 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, Calendar, Dark Pool & Off-Exchange, and Analyst Price Targets
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.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×18ETF Overview×17Financials×17Data Visualizations×16ETF Holdings×16News×16Portfolio×15Watchlist×15
New angles introduced
Categories the alternatives add beyond YCharts.
Analyst Price Targets+14Calendar+14Dividends+13Analyst Recommendations+12Blogs+10Education+9Transcripts+9Splits+8
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
9/20
9 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
11 starred / 17 tested
11 tools are flagged as analyst picks; 17 have been hands-on tested.
Avg. coverage overlap
57%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to YCharts?
Start with GuruFocus, Koyfin, and Fiscal.ai to replicate YCharts workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which YCharts workflows stay covered on the free plan?
Expect solid overlap across Screeners, Stock Comparison, Data Visualizations, Portfolio, News, Alerts, Data APIs, Financials, Scores, ETF Overview, ETF Holdings, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, Watchlist, ETF Performance, ETF Fundamentals, APIs & SDKs, Sheets / Excel Add-ins, ETF Comparison, Broker Connectors, Correlation, Risk Metrics, and ETF Overlap, so core YCharts workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, Investor Holdings, US Government Trades, Backtesting, Calendar, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Dividends, Commitment of Traders (COT), Valuation Models, Institutional Data, 13F, 13D/13G, Analyst Price Targets, Analyst Recommendations, Transcripts, AI, AI Chat, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook, ETF Screeners, Money Flow, Splits, ETF Valuation, Custom Dashboards, Improved Filings, Webhooks, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, ESG Ratings, Bulls Say Bear Say, ETF Factors, Options, Which ETF includes this Stock?, News Sentiment, Market Sentiment, Retail Sales, Options & Derivatives, Top Analysts, Flags, App & Website Traffic, Quant, Paper Trading, Advanced Order Types, Housing & Construction, On-chain Analytics, DEX / DeFi, Dark Pool & Off-Exchange, Regulatory Filings Monitoring, Fund Overview, Fund Performance, Fund Holdings, Monte Carlo, Fund Rating, Consumer Sentiment, Factor Exposure, and Dividend show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on YCharts?
ETF Comparison, Watchlist, Correlation, Risk Metrics, Performance Attribution, Scenario & Stress Tests, ETF Performance, ETF Fundamentals, ETF Overlap, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors, Data APIs, Scores, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, Stock Comparison, Data Visualizations, Portfolio, Alerts, Screeners, Analyst Forecasts, ETF Holdings, News, ETF Overview, and Financials remain strengths for YCharts. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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.