★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
ETF Insider vs YCharts
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $14/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You care about stock comparison, ETF comparison, and watchlist, things ETF Insider doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
ETF Insider and YCharts cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and risk metrics), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to ETF Insider's 11, including stock comparison, ETF comparison, and watchlist. ETF Insider counters by letting you start free.
What readers say
ETF Insider
Vote once to reveal the community verdict.
YCharts
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- ETF Insider
- Cheaper paid plan
- ETF Insider$14/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 11 categories
- Desktop app
- YCharts
- API access
- ETF Insider
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $14/mo | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | 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 | No | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | — | Addepar, Advyzon +12 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 11 | 20 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Data partners | SEC EDGAR and Issuer Websites | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | Status page |
| Try it | Visit ETF Insider | Visit YCharts |
Where each one shines
What ETF Insider and YCharts each do best.ShowHide
Where each one shines
What ETF Insider and YCharts each do best.What ETF Insider does best
- Visualizations for ETF, mutual fund, and stock portfolios through a network-style look-through view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Comparison tools for portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe-ratio views, and efficient-frontier style charts.
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.
- Tools for creating 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.
Every detail we compared
Every tracked attribute for ETF Insider and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Insider and YCharts, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | SEC EDGARIssuer Websites | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | CSVManual | CSVCustodianManual |
Integrations | Not specified | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
Export formats | ImagePDFExcel | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | — |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between ETF Insider and YCharts?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is ETF Insider or YCharts free to use?
ETF Insider has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with ETF Insider and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Insider or YCharts?
ETF Insider is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does ETF Insider or YCharts have an API?
ETF Insider has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose ETF Insider or YCharts?
It depends on what you're after. Pick ETF Insider if ETF screeners and factor exposure 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 ETF Insider and YCharts cover?
Both cover ETFs, mutual funds, and stocks. YCharts adds closed-end funds, bonds, and cryptos on top.
Does ETF Insider or YCharts have real-time data?
ETF Insider offers real-time data, which matters if you trade actively. YCharts runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from ETF Insider and YCharts?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can ETF Insider or YCharts connect to my broker?
YCharts syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Insider or YCharts?
Both ETF Insider 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 ETF Insider or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.