Tool Comparison
Cbonds vs YCharts
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- Paid from
- $3000/yr, billed annually
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want stock comparison, ETF comparison, and data visualizations.
Pick Cbonds if
Cbonds
Free • Contact for pricing · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Pick YCharts if
YCharts
From $3000/yr, billed annually · Web · Desktop
- You want stock comparison, ETF comparison, and data visualizations.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Cbonds and YCharts cover a lot of the same ground (4 shared categories, including screeners, portfolio, and watchlist), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Cbonds's 8, including stock comparison, ETF comparison, and data visualizations. Cbonds counters by letting you start free.
What readers say
Cbonds
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YCharts
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Key differences at a glance
- Free plan
- Cbonds
- Broader coverage
- YCharts20 vs 8 categories
- Mobile app
- Cbonds
- Desktop app
- YCharts
- API access
- Cbonds
- Asset coverage
- YChartsAdds closed-end funds and cryptos
What Cbonds does best
- Global bond screening with reference terms, yields, quotes, ratings, and issue data.
- New-issue, coupon, redemption, corporate-action, and other fixed-income calendars.
- Coverage beyond bonds for stocks, ETFs, mutual funds, indices, and yield curves.
- Watchlist, portfolio, mobile, Excel export, and Professional-tier Excel add-in workflows.
- Company data delivery through HTTP endpoints, SOAP or JSON web services, and CSV, XML, XLSX, or XLS files.
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 | Free • Contact for pricing | From $3000/yr, billed annually |
Free tier | Yes | No |
Free trial | 7 days | 7 days |
Plan limits | Private Investor 1-Week Paid Trial: trial length: 1 week | 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 | Cbonds Excel Add-In | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Analysts, Institutional Investors +3 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 8 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | Latency: End of Day | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | Yield curves and Credit ratings | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Cbonds | Visit YCharts |
Standout features
The best features of Cbonds and YCharts.ShowHide
Standout features
What Cbonds does best
- Global bond screening with reference terms, yields, quotes, ratings, and issue data.
- New-issue, coupon, redemption, corporate-action, and other fixed-income calendars.
- Coverage beyond bonds for stocks, ETFs, mutual funds, indices, and yield curves.
- Watchlist, portfolio, mobile, Excel export, and Professional-tier Excel add-in workflows.
- Company data delivery through HTTP endpoints, SOAP or JSON web services, and CSV, XML, XLSX, or XLS files.
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 Cbonds and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | BondsStocksETFsMutual Funds | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | AnalystsInstitutional InvestorsAsset ManagersFinancial AdvisorsPro Retail | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: ISIN, CUSIP, and Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyDocs | Not specified |
Import methods | Not specified | CSVCustodianManual |
Integrations | Cbonds Excel Add-In | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSVExcelJSONXML | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Yield curvesCredit ratings | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | CbondsSupport: Email and Phone | 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 | ||
|---|---|---|
| Free plan | Free“Basic Website Functions” | — |
| Entry paid plan | — | $3000/yrBilled annually≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yrBilled annually≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | SubscriptionBilled annually“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | Contact sales“Corporate Subscription and API” | Contact sales“Enterprise” |
| Free trial | 7 days | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Cbonds and YCharts?
Cbonds leans toward screeners, yield curves, and credit ratings & outlooks, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Cbonds or YCharts free to use?
Cbonds has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Cbonds and see how far it takes you before opening your wallet.
Can I use Cbonds or YCharts on my phone?
Cbonds 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 Cbonds or YCharts have an API?
Cbonds has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose Cbonds or YCharts?
It depends on what you're after. Pick Cbonds if yield curves and credit ratings & outlooks 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 Cbonds and YCharts cover?
Both cover bonds, stocks, ETFs, and mutual funds. YCharts adds closed-end funds and cryptos on top.
Can I export data from Cbonds and YCharts?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Cbonds or YCharts?
Both Cbonds 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 Cbonds or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.