Tool Comparison
FactorsToday vs YCharts
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want ETF comparison, watchlist, and alerts.
Pick FactorsToday if
FactorsToday
Free · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want ETF comparison, watchlist, and alerts.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
FactorsToday and YCharts cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and stock comparison), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to FactorsToday's 13, including ETF comparison, watchlist, and alerts. FactorsToday counters by being completely free.
What readers say
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Key differences at a glance
- Free plan
- FactorsToday
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 13 categories
- Desktop app
- YCharts
- API access
- FactorsToday
- Real-time data
- FactorsToday
What FactorsToday does best
- Factor dashboards report intraday and multi-period returns, z-scores, pair relationships, correlations, seasonality, and valuations.
- Stock pages use ElasticNet regression with cross-validation to estimate exposures across four nested models.
- Portfolio analysis accepts holdings, compares exposures with a benchmark, and applies user-defined factor-return scenarios.
- Performance attribution applies rolling ordinary-least-squares regressions to uploaded or pasted returns and exports results to Excel.
- The factor builder searches for stocks matching target exposures and displays simulated historical results.
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 | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | Current public access: api: 10 requests/second/IP and Current public access: access policy: No long-term free-access commitment published | 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 +15 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Analysts and Quants/Developers | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 13 | 20 |
Regions | — | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: EOD and Minute +1 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 7 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +5 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit FactorsToday | Visit YCharts |
Standout features
The best features of FactorsToday and YCharts.ShowHide
Standout features
What FactorsToday does best
- Factor dashboards report intraday and multi-period returns, z-scores, pair relationships, correlations, seasonality, and valuations.
- Stock pages use ElasticNet regression with cross-validation to estimate exposures across four nested models.
- Portfolio analysis accepts holdings, compares exposures with a benchmark, and applies user-defined factor-return scenarios.
- Performance attribution applies rolling ordinary-least-squares regressions to uploaded or pasted returns and exports results to Excel.
- The factor builder searches for stocks matching target exposures and displays simulated historical results.
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 FactorsToday and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End Funds | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | AnalystsQuants/Developers | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EODMinute | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: None600 req/minDocs | Not specified |
Import methods | CSVManual | CSVCustodianManual |
Integrations | Not specified | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSVExcelJSON | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposureCorrelation | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | FactorsToday (operated by Lukasz R. Tomicki)Country: USSupport: Email | 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“Current public access”api: 10 requests/second/IP · access policy: No long-term free-access commitment published | — |
| Entry paid plan | — | $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” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between FactorsToday and YCharts?
FactorsToday leans toward screeners, quant, and data visualizations, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
Is FactorsToday or YCharts free to use?
FactorsToday has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with FactorsToday and see how far it takes you before opening your wallet.
Does FactorsToday or YCharts have an API?
FactorsToday has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose FactorsToday or YCharts?
It depends on what you're after. Pick FactorsToday if quant and factor exposure matter to you; go with YCharts if you'd rather have ETF comparison and watchlist. And if you only need the basics both share, let price decide.
What asset classes do FactorsToday and YCharts cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. YCharts adds bonds and cryptos on top.
Does FactorsToday or YCharts have real-time data?
FactorsToday 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 FactorsToday and YCharts?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Can FactorsToday or YCharts connect to my broker?
YCharts syncs with brokers automatically. With FactorsToday, you're entering holdings by hand or importing files.
Which has a better stock screener: FactorsToday or YCharts?
Both FactorsToday 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 FactorsToday or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.