Fiscal.ai overlaps on Screeners, Stock Comparison, and Data Visualizations and pushes into Investor Holdings and ETF Overview with YCharts and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Sunday, January 18, 2026
Matchup hub
Compare YCharts
Every head-to-head showdown featuring YCharts. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Fiscal.ai, Koyfin, and Stock Rover keep freemium tiers so you can benchmark YCharts without committing budget.
YCharts rivals most often add coverage in News, Calendar, and Dividends, so focus there when evaluating upgrades.
24
Matchups catalogued
22
Include free tiers
13
Offer mobile access
46%
Avg category overlap
Category heatmap
How YCharts stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- Screeners24
- Portfolio21
- Data Visualizations20
- Watchlist20
- Financials19
- Alerts18
Where rivals add depth
Common coverage areas that comparison partners introduce beyond YCharts.
- News18
- Calendar15
- Dividends14
- Analyst Price Targets13
- Analyst Recommendations13
- Analyst Forecasts12
Where YCharts stands alone
Categories that remain exclusive to YCharts across these matchups.
- Capital Gains Estimator24
- Performance Attribution24
- Client & Investor Reporting23
- Model Portfolios & Sleeves23
- Scenario & Stress Tests23
- Monte Carlo22
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push YCharts into new workflows.
Fiscal.ai
50% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Screeners, Stock Comparison, and Data Visualizations, adds Investor Holdings, ETF Overview, and ETF Fundamentals coverage while matching YCharts.
Shared categories
Fiscal.ai adds
- Investor Holdings
- ETF Overview
- ETF Fundamentals
- ETF Valuation
YCharts keeps to itself
- ETF Comparison
- Correlation
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
Web
Shared pricing
Subscription
Koyfin
50% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Screeners, Data Visualizations, and Portfolio, adds ETF Screeners, Custom Dashboards, and News coverage while matching YCharts.
Shared categories
Koyfin adds
- ETF Screeners
- Custom Dashboards
- News
- Calendar
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
Web
Shared pricing
Subscription
Stock Rover
50% overlapEditor’s pick
Hands-on review
Stock Rover overlaps on Screeners, Stock Comparison, and ETF Comparison, adds ETF Screeners, News, and Calendar coverage while matching YCharts.
Stock Rover adds
- ETF Screeners
- News
- Calendar
- Dividends
YCharts keeps to itself
- Risk Metrics
- Scenario & Stress Tests
- Performance Attribution
- ETF Performance
Shared platforms
Web
Shared pricing
Subscription
MarketXLS
48% overlapMarketXLS overlaps on Screeners, Portfolio, and Watchlist, adds Options & Derivatives, Options, and Options P&L coverage while matching YCharts.
Shared categories
MarketXLS adds
- Options & Derivatives
- Options
- Options P&L
- ETF Overview
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Data Visualizations
- Alerts
Shared platforms
WebDesktop
Shared pricing
Subscription
GuruFocus
41% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Screeners, Stock Comparison, and Data Visualizations, adds Stock Ideas, Investor Holdings, and US Government Trades coverage while matching YCharts.
GuruFocus adds
- Stock Ideas
- Investor Holdings
- US Government Trades
- Backtesting
YCharts keeps to itself
- ETF Comparison
- Watchlist
- Correlation
- Risk Metrics
Shared platforms
WebDesktop
Shared pricing
Subscription
Stock Analysis
41% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Screeners, Stock Comparison, and ETF Comparison, adds Stock Ideas, ETF Screeners, and Top Analysts coverage while matching YCharts.
Stock Analysis adds
- Stock Ideas
- ETF Screeners
- Top Analysts
- News
YCharts keeps to itself
- Alerts
- Correlation
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
WebDesktop
Shared pricing
Subscription
FINVIZ
43% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Screeners, Stock Comparison, and Data Visualizations, adds ETF Screeners, Backtesting, and News coverage while matching YCharts.
FINVIZ adds
- ETF Screeners
- Backtesting
- News
- Calendar
YCharts keeps to itself
- ETF Comparison
- Watchlist
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
Web
Shared pricing
Subscription
DeepVest
60% overlapDeepVest overlaps on Screeners, Data Visualizations, and Portfolio, adds Wealth Management, Backtesting, and Options coverage while matching YCharts.
Shared categories
DeepVest adds
- Wealth Management
- Backtesting
- Options
- Transcripts
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Watchlist
- Monte Carlo
Shared platforms
Web
Shared pricing
Subscription
Stocknear
43% overlapStocknear overlaps on Screeners, Data Visualizations, and Watchlist, adds Options & Derivatives, News, and Calendar coverage while matching YCharts.
Shared categories
Stocknear adds
- Options & Derivatives
- News
- Calendar
- Dark Pool & Off-Exchange
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Portfolio
- Correlation
Shared platforms
Web
Shared pricing
Subscription
Dividend Watch
50% overlapEditor’s pick
Hands-on review
Dividend Watch overlaps on Screeners, Stock Comparison, and ETF Comparison, adds Dividends, Calendar, and Dividend coverage while matching YCharts.
Dividend Watch adds
- Dividends
- Calendar
- Dividend
- Stock Ideas
YCharts keeps to itself
- Alerts
- Correlation
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
Web
Shared pricing
Subscription
Investing.com
40% overlapHands-on review
Investing.com overlaps on Screeners, Data Visualizations, and Portfolio, adds News, Calendar, and Dividends coverage while matching YCharts.
Shared categories
Investing.com adds
- News
- Calendar
- Dividends
- Splits
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Correlation
- Risk Metrics
Shared platforms
Web
Shared pricing
Subscription
Stock Unlock
38% overlapHands-on review
Stock Unlock overlaps on Screeners, Stock Comparison, and Data Visualizations, adds ETF Overview, Dividends, and Insider Data coverage while matching YCharts.
Shared categories
Stock Unlock adds
- ETF Overview
- Dividends
- Insider Data
- Institutional Data
YCharts keeps to itself
- ETF Comparison
- Correlation
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
Web
Shared pricing
Subscription
TipRanks
36% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Screeners, Stock Comparison, and ETF Comparison, adds Stock Ideas, Top Analysts, and ETF Screeners coverage while matching YCharts.
Shared categories
TipRanks adds
- Stock Ideas
- Top Analysts
- ETF Screeners
- Options & Derivatives
YCharts keeps to itself
- Data Visualizations
- Correlation
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
Web
Shared pricing
Subscription
Trendlyne
36% overlapHands-on review
Trendlyne overlaps on Screeners, Data Visualizations, and Portfolio, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage while matching YCharts.
Shared categories
Trendlyne adds
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
- Options & Derivatives
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Correlation
- Risk Metrics
Shared platforms
Web
Shared pricing
Subscription
AlphaSense
67% overlapAlphaSense overlaps on Screeners, Data Visualizations, and Watchlist, adds News, Transcripts, and AI Report coverage while matching YCharts.
AlphaSense adds
- News
- Transcripts
- AI Report
- APIs & SDKs
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Portfolio
- Correlation
Shared platforms
Web
Shared pricing
Subscription
PortfoliosLab
57% overlapPortfoliosLab overlaps on Screeners, Stock Comparison, and ETF Comparison, adds Backtesting, Factor Exposure, and ETF Screeners coverage while matching YCharts.
PortfoliosLab adds
- Backtesting
- Factor Exposure
- ETF Screeners
- Quant
YCharts keeps to itself
- Alerts
- Scenario & Stress Tests
- Monte Carlo
- Performance Attribution
Shared platforms
Web
Shared pricing
Subscription
Portfolio123
35% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Screeners, Data Visualizations, and Portfolio, adds Quant, Stock Ideas, and Backtesting coverage while matching YCharts.
Shared categories
Portfolio123 adds
- Quant
- Stock Ideas
- Backtesting
- GDP
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Alerts
- Risk Metrics
Shared platforms
WebDesktop
Shared pricing
Subscription
TradingView
39% overlapEditor’s pick
Hands-on review
TradingView overlaps on Screeners, Data Visualizations, and Portfolio, adds Quant, Stock Ideas, and Backtesting coverage while matching YCharts.
Shared categories
TradingView adds
- Quant
- Stock Ideas
- Backtesting
- News
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
WebDesktop
Shared pricing
Subscription
ETF Insider
50% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Screeners, Data Visualizations, and Portfolio, adds ETF Screeners, Factor Exposure, and ETF Overview coverage while matching YCharts.
ETF Insider adds
- ETF Screeners
- Factor Exposure
- ETF Overview
- ETF Overlap
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Watchlist
- Alerts
Shared platforms
Web
Shared pricing
Subscription
Screener.in
78% overlapHands-on review
Screener.in overlaps on Screeners, Data Visualizations, and Watchlist, adds Institutional Data and News coverage while matching YCharts.
Shared categories
Screener.in adds
- Institutional Data
- News
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Portfolio
- Correlation
Shared platforms
Web
Shared pricing
Subscription
Seeking Alpha
37% overlapEditor’s pick
Hands-on review
Seeking Alpha overlaps on Screeners, Stock Comparison, and ETF Comparison, adds News, Calendar, and Stock Ideas coverage while matching YCharts.
Shared categories
Seeking Alpha adds
- News
- Calendar
- Stock Ideas
- Top Analysts
YCharts keeps to itself
- Data Visualizations
- Correlation
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
Web
Shared pricing
Subscription
Simply Wall St
35% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Screeners, Data Visualizations, and Portfolio, adds Stock Ideas, Valuation Models, and Dividends coverage while matching YCharts.
Shared categories
Simply Wall St adds
- Stock Ideas
- Valuation Models
- Dividends
- Insider Data
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Correlation
- Risk Metrics
Shared platforms
Web
Shared pricing
Subscription
Tickertape
39% overlapHands-on review
Tickertape overlaps on Screeners, Portfolio, and Watchlist, adds News, Dividends, and Splits coverage while matching YCharts.
Shared categories
Tickertape adds
- News
- Dividends
- Splits
- Scores
YCharts keeps to itself
- Stock Comparison
- ETF Comparison
- Data Visualizations
- Correlation
Shared platforms
Web
Shared pricing
Subscription
TIKR
32% overlapEditor’s pick
Hands-on review
TIKR overlaps on Screeners, Stock Comparison, and Data Visualizations, adds Stock Ideas, Investor Holdings, and News coverage while matching YCharts.
Shared categories
TIKR adds
- Stock Ideas
- Investor Holdings
- News
- Calendar
YCharts keeps to itself
- ETF Comparison
- Correlation
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
Web
Shared pricing
Subscription
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.