VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Federal Reserve Board (FRB.gov) vs YCharts comparison

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

Quick takeaways

Federal Reserve Board (FRB.gov) adds Calendar, and Central Bank Watcher coverage that YCharts skips.

YCharts includes Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that Federal Reserve Board (FRB.gov) omits.

Federal Reserve Board (FRB.gov) highlights: Data Download Program (DDP) with custom or preformatted packages, available in Excel, CSV, or XML., H.15 Selected Interest Rates, including daily Treasury constant-maturity yields., and H.4.1 Factors Affecting Reserve Balances (the Fed balance sheet), updated weekly every Thursday at 4:30 p.m..

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..

Federal Reserve Board (FRB.gov) has a free tier, while YCharts requires a paid plan.

Federal Reserve Board (FRB.gov) logo

Federal Reserve Board (FRB.gov)

federalreserve.gov

Hands-on review

The official website of the U.S. central bank. Through its Data Download Program (DDP), the Fed offers public access to many of its most important statistical releases in Excel, CSV, or XML formats. Key datasets include interest rates, the Fed balance sheet, commercial bank assets, foreign exchange rates, industrial production, and financial accounts. The site also hosts FOMC calendars, meeting minutes, press releases, speeches, and other policy materials.

Platforms

Web
API

Pricing

Free

Quick highlights

  • Data Download Program (DDP) with custom or preformatted packages, available in Excel, CSV, or XML.
  • H.15 Selected Interest Rates, including daily Treasury constant-maturity yields.
  • H.4.1 Factors Affecting Reserve Balances (the Fed balance sheet), updated weekly every Thursday at 4:30 p.m.
  • H.8 Assets & Liabilities of Commercial Banks, with detailed weekly data and customizable downloads.
  • Foreign exchange reference rates (H.10 weekly and G.5 monthly), with scheduled update times and public downloads.

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YCharts logo

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

4 overlaps

Mutual strengths include Data APIs, News, and Interest Rates plus 1 more area.

Where they differ

Federal Reserve Board (FRB.gov)

Distinct strengths include:

  • Data Download Program (DDP) with custom or preformatted packages, available in Excel, CSV, or XML.
  • H.15 Selected Interest Rates, including daily Treasury constant-maturity yields.
  • H.4.1 Factors Affecting Reserve Balances (the Fed balance sheet), updated weekly every Thursday at 4:30 p.m.
  • H.8 Assets & Liabilities of Commercial Banks, with detailed weekly data and customizable downloads.

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

AttributeFederal Reserve Board (FRB.gov)YCharts
Categories

Which research workflows each platform targets

Shared: Data APIs, News, Interest Rates, Yield Curves

Unique: Calendar, Central Bank Watcher

Shared: Data APIs, News, Interest Rates, Yield Curves

Unique: Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors

Asset types

Supported asset classes and universes

Bonds, Currencies, Other

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

Key features

Core capabilities called out by each vendor

Unique

  • Data Download Program (DDP) with custom or preformatted packages, available in Excel, CSV, or XML.
  • H.15 Selected Interest Rates, including daily Treasury constant-maturity yields.
  • H.4.1 Factors Affecting Reserve Balances (the Fed balance sheet), updated weekly every Thursday at 4:30 p.m.
  • H.8 Assets & Liabilities of Commercial Banks, with detailed weekly data and customizable downloads.
  • Foreign exchange reference rates (H.10 weekly and G.5 monthly), with scheduled update times and public downloads.
  • G.17 Industrial Production & Capacity Utilization, published monthly with full release schedules and data formats.

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

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Federal Reserve Board (FRB.gov) and YCharts both support?

Both platforms cover Data APIs, News, Interest Rates, and Yield Curves workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Federal Reserve Board (FRB.gov) 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 Federal Reserve Board (FRB.gov) and YCharts?

Both Federal Reserve Board (FRB.gov) 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?

Federal Reserve Board (FRB.gov) differentiates itself with Data Download Program (DDP) with custom or preformatted packages, available in Excel, CSV, or XML., H.15 Selected Interest Rates, including daily Treasury constant-maturity yields., and H.4.1 Factors Affecting Reserve Balances (the Fed balance sheet), updated weekly every Thursday at 4:30 p.m., 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..

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.