Tool Comparison
AlphaSense vs YCharts
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want news, transcripts, and APIs & data feeds.
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want stock comparison, ETF comparison, and portfolio.
Pick AlphaSense if
AlphaSense
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want news, transcripts, and APIs & data feeds.
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want stock comparison, ETF comparison, and portfolio.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
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Our take
The bottom line
AlphaSense and YCharts cover a lot of the same ground (8 shared categories, including alerts, screeners, and financials), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to AlphaSense's 11, including stock comparison, ETF comparison, and portfolio. AlphaSense counters by keeping things simpler.
What readers say
AlphaSense
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YCharts
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Key differences at a glance
- Mobile app
- AlphaSense
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 11 categories
- Desktop app
- YCharts
- API access
- AlphaSense
- Asset coverage
- YChartsAdds ETFs and mutual funds
What AlphaSense does best
- Ask Generative Search a research question and get an answer linked to cited source documents.
- Use Deep Research for multi-step searches that can cite more than 100 sources and take 10 to 30 minutes.
- Search broker and independent research, expert transcripts, SEC filings, news, and regulatory content.
- Monitor companies, topics, markets, and research themes with dashboards, alerts, watchlists, and a mobile app.
- Screen companies, compare peers, review M&A and funding activity, and inspect valuation data where beta access is available.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | From $3000/yr |
Free tier | No | No |
Free trial | — | 7 days |
Plan limits | — | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | — | Yes |
Integrations | Google Drive, Microsoft SharePoint +6 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors, Analysts +2 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 11 | 20 |
Regions | — | — |
| Data & capabilities | ||
Data partners | Tegus and Canalyst | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | 5 signals: SOC2, ISO27001 +3 more | 4 signals: SOC2, Status page +2 more |
| Try it | Visit AlphaSense | Visit YCharts |
Standout features
The best features of AlphaSense and YCharts.ShowHide
Standout features
What AlphaSense does best
- Ask Generative Search a research question and get an answer linked to cited source documents.
- Use Deep Research for multi-step searches that can cite more than 100 sources and take 10 to 30 minutes.
- Search broker and independent research, expert transcripts, SEC filings, news, and regulatory content.
- Monitor companies, topics, markets, and research themes with dashboards, alerts, watchlists, and a mobile app.
- Screen companies, compare peers, review M&A and funding activity, and inspect valuation data where beta access is available.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
All details
Every attribute we track for AlphaSense and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsAsset ManagersHedge Funds | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker and CUSIP |
| Data | ||
Data partners | TegusCanalyst | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | GraphQLREST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2SDKs: TS and PythonDocs | Not specified |
Import methods | Not specified | CSVCustodianManual |
Integrations | Google DriveMicrosoft SharePointDropboxBoxEgnyteMicrosoft ExcelMicrosoft PowerPointMCP | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | Not specified | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Encryption at restEncryption in transitRole-based access | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | AlphaSense Inc.Founded 2011Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Entry paid plan | — | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | Contact sales“Market Intelligence” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between AlphaSense and YCharts?
AlphaSense leans toward news, alerts, and screeners, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do AlphaSense and YCharts cost?
Neither has a free plan, but YCharts offers a free trial. Compare the paid tiers against your required data coverage before committing.
Can I use AlphaSense or YCharts on my phone?
AlphaSense lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Does AlphaSense or YCharts have an API?
AlphaSense has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose AlphaSense or YCharts?
It depends on what you're after. Pick AlphaSense if news and transcripts matter to you; go with YCharts if you'd rather have stock comparison and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do AlphaSense and YCharts cover?
Both cover stocks. YCharts adds ETFs, mutual funds, and closed-end funds on top.
Can I export data from AlphaSense and YCharts?
YCharts exports to CSV and Excel. AlphaSense is stingier about getting data out.
Which has a better stock screener: AlphaSense or YCharts?
Both AlphaSense and YCharts include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with AlphaSense or YCharts?
YCharts handles portfolio tracking. AlphaSense is really a research tool; you'd track your portfolio elsewhere.
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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.