VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 17, 2026
Tool Comparison
Finbox vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
YCharts
ycharts.com
At a glance
| Finbox | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | $10/mo | $25/mo |
| Enterprise option | ||
| Available plans | Free, Starter, Starter Plus, Professional, Data Boost (add-on) | Analyst, Presenter, Professional, SMA Data (add-on), Enhanced Fund Data (Morningstar) (add-on), Bond Data (add-on), Bond Ratings Data (add-on), Alternatives Data (add-on), CapGainsValet (add-on) |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Finbox | YCharts |
|---|---|---|
Asset types | StocksETFs | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | Not specified | Not specified |
API access | Not specified | Not specified |
Export formats | CSVExcel | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Finbox only.
Frequently Asked Questions
What's the difference between Finbox and YCharts?
Finbox focuses on Stock Ideas, Screeners, and Stock Comparison while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 6 categories, so choose based on your preferred workflow and pricing.
Is Finbox or YCharts free to use?
Finbox offers a free tier that lets you get started without paying, while YCharts requires a subscription. If budget is a concern, start with Finbox and upgrade later if you need more advanced features.
Which is better for beginners—Finbox or YCharts?
Finbox is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Should I choose Finbox or YCharts?
Choose Finbox if you need Stock screener with filters, columns, sorting, saved screens, and “import results to watchlist” workflow; exports are CSV and require Starter + Data Boost or Professional., and Data Explorer with 1,000+ metrics plus metric definitions and example calculations.. Go with YCharts if Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). better fits how you invest.
What asset classes do Finbox and YCharts cover?
Both cover Stocks, and ETFs. YCharts adds coverage for Mutual Funds, Closed-End Funds, Bonds, and Cryptos.
Can I export data from Finbox and YCharts?
Both platforms let you export data to spreadsheets (CSV, and Excel). This is useful for custom analysis or record-keeping.
Which has a better stock screener—Finbox or YCharts?
Both Finbox and YCharts include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Finbox or YCharts?
YCharts offers portfolio tracking features. Finbox is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.