VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View BIS Data Portal (Bank for International Settlements)View YCharts Back to Home

Head-to-head

BIS Data Portal (Bank for International Settlements) vs YCharts comparison

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

Quick takeaways

BIS Data Portal (Bank for International Settlements) adds Calendar, Central Bank Watcher, and Housing & Construction coverage that YCharts skips.

YCharts includes Screeners, Stock Comparison, ETF Comparison, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Unemployment Rates, GDP, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that BIS Data Portal (Bank for International Settlements) omits.

BIS Data Portal (Bank for International Settlements) highlights: SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided., Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps., and Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available..

YCharts is known 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..

BIS Data Portal (Bank for International Settlements) has a free tier, while YCharts requires a paid plan.

BIS Data Portal (Bank for International Settlements)

data.bis.org

Official BIS portal for global monetary/financial statistics with an SDMX REST API and bulk downloads. Covers international banking (locational/consolidated), debt securities, credit to the non‑financial sector, global liquidity, exchange‑traded & OTC derivatives, Triennial FX/IR derivatives turnover, property prices, consumer prices, effective/bilateral exchange rates, and central bank statistics (policy rates, total assets). Features include a release calendar (with RSS), shareable query links, bookmarks, custom charts/tables, and export to Excel/CSV/PDF. API adheres to the SDMX REST v2.1 spec; formats include JSON, XML, and CSV.

Platforms

Web

API

Pricing

Free

Quick highlights

SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided.
Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps.
Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available.
Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.
Code snippets generator (Python/R/Matlab) to fetch selected series via the SDMX API; shareable URLs preserve filters/settings.

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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

Web

API

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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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Data APIs, Data Visualizations, and Inflation Rates plus 1 more area.

Where they differ

BIS Data Portal (Bank for International Settlements)

Distinct strengths include:

Calendar

Central Bank Watcher

Housing & Construction

SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided.
Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps.
Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available.
Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.

YCharts

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

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	BIS Data Portal (Bank for International Settlements)	YCharts
Categories Which research workflows each platform targets	Shared: Data APIs, Data Visualizations, Inflation Rates, Interest Rates Unique: Calendar, Central Bank Watcher, Housing & Construction	Shared: Data APIs, Data Visualizations, Inflation Rates, Interest Rates Unique: Screeners, Stock Comparison, ETF Comparison, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Unemployment Rates, GDP, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Bonds, Currencies, Options, Futures, Commodities, Real Estate, 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
Key features Core capabilities called out by each vendor	Unique SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided. Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps. Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available. Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF. Code snippets generator (Python/R/Matlab) to fetch selected series via the SDMX API; shareable URLs preserve filters/settings. Interactive exploration: search by keyword or series key (supports wildcards), custom tables, multi‑series charts, and break markers on series.	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 BIS Data Portal (Bank for International Settlements) and YCharts both support?

Both platforms cover Data APIs, Data Visualizations, Inflation Rates, and Interest Rates workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

BIS Data Portal (Bank for International Settlements) 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 BIS Data Portal (Bank for International Settlements) and YCharts?

Both BIS Data Portal (Bank for International Settlements) 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?

BIS Data Portal (Bank for International Settlements) differentiates itself with SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided., Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps., and Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available., 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..

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