VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Wednesday, December 10, 2025

Tool Comparison

Börsdata vs YCharts comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Börsdata adds Stock Ideas, Index Rebalancing, Investor Holdings, Buybacks & Authorizations, Valuation Models, Dividends, Improved Filings, and Calendar coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Inflation Rates, Unemployment Rates, GDP, Yield Curves, and Broker Connectors categories that Börsdata omits.

Börsdata has a free tier, while YCharts requires a paid plan.

In depth comparison

Börsdata

borsdata.se

Nordic‑first equity analytics and data platform with 20‑year fundamentals, advanced screener, TradingView technical analysis, ownership data and a REST API. Global companies and instruments are included on higher tiers. New REST JSON API access (including global data) is gated to Pro+ from Feb 2025; Excel and Google Sheets add‑ins reuse the same end‑of‑day data. Retail tiers are for private, non‑professional use only; professional users are directed to Enterprise.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in.
Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers.
Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI.
Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
Holdings and Owner Flow modules showing top-20 shareholders, insider transactions, short selling and buybacks for Nordic companies; API exposes Holdings Insider/Shorts/Buyback endpoints for Pro+ users.

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YCharts

ycharts.com

Hands-on review

Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

Platforms

WebAPI

Pricing

Subscription

Quick highlights

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.

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Where they differ

Börsdata

Distinct strengths include:

Stock Ideas Index Rebalancing Investor Holdings Buybacks & Authorizations Valuation Models Dividends Improved Filings Calendar

Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in.
Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers.
Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI.
Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.

YCharts

Distinct strengths include:

Stock Comparison ETF Comparison Portfolio Correlation Risk Metrics (VaR/ES/Drawdown)Performance Attribution Scenario & Stress Tests Alerts

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

Feature-by-feature breakdown

Attribute	Börsdata	YCharts
Categories Which research workflows each platform targets	Shared: Screeners, Data Visualizations, Watchlist, Insider Data, Short Interest, Financials, News, Interest Rates, Data APIs, APIs & SDKs, Sheets / Excel Add-ins Unique: Stock Ideas, Index Rebalancing, Investor Holdings, Buybacks & Authorizations, Valuation Models, Dividends, Improved Filings, Calendar	Shared: Screeners, Data Visualizations, Watchlist, Insider Data, Short Interest, Financials, News, Interest Rates, Data APIs, APIs & SDKs, Sheets / Excel Add-ins Unique: Stock Comparison, ETF Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Inflation Rates, Unemployment Rates, GDP, Yield Curves, Broker Connectors
Asset types Supported asset classes and universes	Stocks, Commodities, Currencies, Cryptos, Other	Stocks, ETFs, Mutual Funds, Closed-End Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in. Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers. Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI. Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation. Holdings and Owner Flow modules showing top-20 shareholders, insider transactions, short selling and buybacks for Nordic companies; API exposes Holdings Insider/Shorts/Buyback endpoints for Pro+ users. Real-time MFN press releases for Nordic companies, report and dividend calendars, and optional weekly watchlist summary emails.	Unique Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators. Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds). Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images. Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Börsdata and YCharts both support?

Both platforms cover Screeners, Data Visualizations, Watchlist, Insider Data, Short Interest, Financials, News, Interest Rates, Data APIs, APIs & SDKs, and Sheets / Excel Add-ins workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Börsdata offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Börsdata and YCharts?

Both Börsdata and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Börsdata differentiates itself with Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

Keep exploring

Stay on top of related tools

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