VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Digrin View YCharts Back to Home

Head-to-head

Digrin vs YCharts comparison

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

Quick takeaways

Digrin adds Dividends, Splits, Calendar, and Dividend Tax / ADR Withholding coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Alerts, Data APIs, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, and Sheets / Excel Add-ins categories that Digrin omits.

Digrin highlights: Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists., Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps., and Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history..

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..

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

Digrin

digrin.com

Editor’s pick Hands-on review

Dividend-focused web portfolio tracker and screener. Includes IBKR sync (daily for all users, on-demand for Supporter tier), dividend and earnings calendars with iCal export, CSV transaction export, and support for splits and DRIPs. Plan limits apply on portfolios, transactions, and historical horizons.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.
Automatic handling of stock splits; DRIP settings configurable per dividend. Spin-offs and ticker changes must be managed manually.

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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

5 overlaps

Mutual strengths include Portfolio, Watchlist, and Screeners plus 2 more areas.

Where they differ

Digrin

Distinct strengths include:

Dividends

Splits

Calendar

Dividend Tax / ADR Withholding

Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.

YCharts

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

Scenario & Stress Tests

News

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	Digrin	YCharts
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, Screeners, Financials, Broker Connectors Unique: Dividends, Splits, Calendar, Dividend Tax / ADR Withholding	Shared: Portfolio, Watchlist, Screeners, Financials, Broker Connectors Unique: Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Alerts, Data APIs, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins
Asset types Supported asset classes and universes	Stocks, ETFs, Closed-End Funds	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	Web, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists. Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps. Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history. Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching. Automatic handling of stock splits; DRIP settings configurable per dividend. Spin-offs and ticker changes must be managed manually. Performance metrics include XIRR, simple gain, and realized/unrealized gain.	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	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Digrin and YCharts both support?

Both platforms cover Portfolio, Watchlist, Screeners, Financials, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Digrin 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 Digrin and YCharts?

Both Digrin 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?

Digrin differentiates itself with Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists., Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps., and Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history., 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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