EODHD (EOD Historical Data) adds News Sentiment, Dividends, Splits, Delisted, Ticker Changes, Options, Analyst Recommendations, and Analyst Price Targets coverage that YCharts skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
EODHD (EOD Historical Data) vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
YCharts includes Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, and Broker Connectors categories that EODHD (EOD Historical Data) omits.
EODHD (EOD Historical Data) highlights: End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., and Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries..
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..
EODHD (EOD Historical Data) has a free tier, while YCharts requires a paid plan.
EODHD (EOD Historical Data)
eodhd.com
Global market-data API provider offering both REST and WebSocket access. The free tier includes delayed quotes (15–20 minutes), while premium plans unlock real-time streaming for US equities, forex, and crypto (up to 50 tickers). Intraday, tick-level, and certain specialized datasets are available as add-ons. Rate limits scale up to 1,000 requests per minute, with daily caps depending on plan tier.
Categories
Platforms
Pricing
Quick highlights
- End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported.
- Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals.
- Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries.
- Real-time WebSocket streaming (<50 ms latency) for US equities, forex, and crypto, with up to 50 simultaneous tickers and pre/post-market support.
- Fundamentals data for stocks, ETFs, mutual funds, and indices, with identifiers including ISIN, CUSIP, CIK, and OpenFIGI.
Community votes (overall)
YCharts
ycharts.com
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).
Categories
Platforms
Pricing
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.
Community votes (overall)
Shared focus areas
7 overlapsMutual strengths include Data APIs, News, and Analyst Forecasts plus 4 more areas.
Where they differ
EODHD (EOD Historical Data)
Distinct strengths include:
- End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported.
- Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals.
- Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries.
- Real-time WebSocket streaming (<50 ms latency) for US equities, forex, and crypto, with up to 50 simultaneous tickers and pre/post-market support.
YCharts
Distinct strengths include:
- 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 | EODHD (EOD Historical Data) | YCharts |
---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, News, Analyst Forecasts, Financials, Insider Data, APIs & SDKs, Sheets / Excel Add-ins Unique: News Sentiment, Dividends, Splits, Delisted, Ticker Changes, Options, Analyst Recommendations, Analyst Price Targets | Shared: Data APIs, News, Analyst Forecasts, Financials, Insider Data, APIs & SDKs, Sheets / Excel Add-ins Unique: Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Options, Currencies, Cryptos, Bonds | 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
| Unique
|
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 EODHD (EOD Historical Data) and YCharts both support?
Both platforms cover Data APIs, News, Analyst Forecasts, Financials, Insider Data, 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?
EODHD (EOD Historical Data) 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 EODHD (EOD Historical Data) and YCharts?
Both EODHD (EOD Historical Data) 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?
EODHD (EOD Historical Data) differentiates itself with End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., and Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries., 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
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Data Visualizations.
ScreenersStock ComparisonData Visualizations - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Stock Comparison.
ScreenersData VisualizationsStock Comparison - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Portfolio.
ScreenersStock ComparisonPortfolio - TipRanksEditor's pickHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Recommendations.
ScreenersAnalyst ForecastsAnalyst Recommendations - OpenBB
Overlap: APIs & SDKs, Sheets / Excel Add-ins, and Data APIs.
APIs & SDKsSheets / Excel Add-insData APIs - Financial Modeling Prep (FMP)Editor's pickHands-on review
Overlap: Data APIs, Financials, and ETF Holdings.
Data APIsFinancialsETF Holdings
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.