VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 17, 2026
Tool Comparison
DeepVest vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
YCharts
ycharts.com
At a glance
| DeepVest | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | $50/mo | $25/mo |
| Enterprise option | ||
| Available plans | Free, Self Directed Pro, Advisor Premium, Enterprise | Analyst, Presenter, Professional, SMA Data (add-on), Enhanced Fund Data (Morningstar) (add-on), Bond Data (add-on), Bond Ratings Data (add-on), Alternatives Data (add-on), CapGainsValet (add-on) |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | DeepVest | YCharts |
|---|---|---|
Asset types | StocksETFsOptionsBondsMutual FundsCryptosCurrencies | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPAC | Not specified |
Data freshness | Real-time | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by DeepVest only.
Frequently Asked Questions
What's the difference between DeepVest and YCharts?
DeepVest focuses on Wealth Management, AI, and AI Chat while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 9 categories, so choose based on your preferred workflow and pricing.
Is DeepVest or YCharts free to use?
DeepVest offers a free tier that lets you get started without paying, while YCharts requires a subscription. If budget is a concern, start with DeepVest and upgrade later if you need more advanced features.
Should I choose DeepVest or YCharts?
Choose DeepVest if you need Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., and Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting).. Go with YCharts if Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). better fits how you invest.
What asset classes do DeepVest and YCharts cover?
Both cover Stocks, ETFs, Bonds, Mutual Funds, and Cryptos. DeepVest also includes Options, and Currencies. YCharts adds coverage for Closed-End Funds.
Does DeepVest or YCharts have real-time data?
DeepVest offers real-time data feeds, which is essential for active traders. YCharts uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from DeepVest and YCharts?
YCharts supports data exports to CSV, Excel, and PDF. DeepVest has more limited export options.
Which has a better stock screener—DeepVest or YCharts?
Both DeepVest and YCharts include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with DeepVest or YCharts?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.