VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 10, 2025

View FeyView YChartsBack to Home

Head-to-head

Fey vs YCharts comparison

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

Quick takeaways

Fey adds Calendar, Analyst Recommendations, Analyst Price Targets, Transcripts, Factor Exposure, and Blogs coverage that YCharts skips.

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

Fey highlights: Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results., Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards., and Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions..

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..

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

Fey logo

Fey

fey.com

Desktop‑first investing research tool with real‑time quotes, natural‑language stock Finder, curated news feed, and an earnings experience (instant press releases, live call audio, transcripts, summaries). Portfolio sync via Plaid (IBKR, Schwab, Robinhood, E*TRADE), plus manual entry. **Acquired by Wealthsimple on Aug 27, 2025**; standalone Fey service **winds down Sep 30, 2025** with refunds for remaining subscription balances.

Platforms

Desktop
Web

Pricing

Subscription
Free
Other

Quick highlights

  • Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
  • Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
  • Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
  • News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.
  • Portfolio: broker sync via Plaid (Interactive Brokers, Charles Schwab, Robinhood, E*TRADE), multi‑account view, S&P comparison; optional manual portfolios; desktop widget.

Community votes (overall)

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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

9 overlaps

Mutual strengths include Screeners, Stock Comparison, and Data Visualizations plus 6 more areas.

Where they differ

Fey

Distinct strengths include:

Calendar
Analyst Recommendations
Analyst Price Targets
Transcripts
Factor Exposure
Blogs
  • Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
  • Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
  • Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
  • News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.

YCharts

Distinct strengths include:

ETF Comparison
Correlation
Risk Metrics (VaR/ES/Drawdown)
Performance Attribution
Scenario & Stress Tests
Data APIs
Scores
ETF Overview
  • 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

AttributeFeyYCharts
Categories

Which research workflows each platform targets

Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, News, Alerts, Financials, Analyst Forecasts

Unique: Calendar, Analyst Recommendations, Analyst Price Targets, Transcripts, Factor Exposure, Blogs

Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, News, Alerts, Financials, Analyst Forecasts

Unique: ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs

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

Desktop, Web

Web, API

Pricing

High-level pricing models

Subscription, Free, Other

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
  • Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
  • Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
  • News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.
  • Portfolio: broker sync via Plaid (Interactive Brokers, Charles Schwab, Robinhood, E*TRADE), multi‑account view, S&P comparison; optional manual portfolios; desktop widget.
  • Students: free access for U.S. .edu (up to 4 years); one‑click **Export to Excel**.

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

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Fey and YCharts both support?

Both platforms cover Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, News, Alerts, Financials, and Analyst Forecasts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Fey 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 Fey and YCharts?

Both Fey 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?

Fey differentiates itself with Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results., Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards., and Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions., 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.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.