VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Saturday, December 27, 2025

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Tool Comparison

FINVIZ vs YCharts comparison

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

Quick takeaways

FINVIZ adds Calendar, Backtesting, Institutional Data, and Options coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Risk Metrics, Performance Attribution, Scenario & Stress Tests, Data APIs, Scores, ETF Overview, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that FINVIZ omits.

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

In depth comparison

FINVIZ logo

FINVIZ

finviz.com

Editor’s pick Hands-on review

FINVIZ is a web-based market research portal with a free account and the paid FINVIZ*Elite subscription. Free accounts have delayed quotes and do not include intraday charts, alerts, or export/API access. Elite adds real-time stock data (including premarket/after-hours), intraday + multi-layout charts, alerts (email + push), export to Excel + advertised API access, correlated stocks, and backtests. Free vs Elite limits include: screener presets 50 vs 200; portfolios 50 vs 100; tickers per portfolio 50 vs 500; statements 3 years vs 8 years. Elite offers a 7-day free trial (no credit card), then $39.50/mo or $299.50/yr.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views.
  • Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM).
  • Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically.
  • ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.
  • Elite alerts: unlimited email alerts and push notifications for price moves, insider trading, ratings, news, SEC filings; plus portfolio/screener notifications when new stocks match filters.

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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

WebAPI

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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Where they differ

FINVIZ

Distinct strengths include:

CalendarBacktestingInstitutional DataOptions
  • Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views.
  • Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM).
  • Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically.
  • ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.

YCharts

Distinct strengths include:

Stock ComparisonETF ComparisonRisk MetricsPerformance AttributionScenario & Stress TestsData APIsScoresETF 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

AttributeFINVIZYCharts
Categories

Which research workflows each platform targets

Shared: Screeners, Data Visualizations, News, Alerts, Correlation, Portfolio, Watchlist, Insider Data, Financials, ETF Holdings, ETF Performance

Unique: Calendar, Backtesting, Institutional Data, Options

Shared: Screeners, Data Visualizations, News, Alerts, Correlation, Portfolio, Watchlist, Insider Data, Financials, ETF Holdings, ETF Performance

Unique: Stock Comparison, ETF Comparison, Risk Metrics, Performance Attribution, Scenario & Stress Tests, Data APIs, Scores, ETF Overview, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, 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, Closed-End Funds, Options, Futures, Currencies, Cryptos

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

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views.
  • Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM).
  • Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically.
  • ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.
  • Elite alerts: unlimited email alerts and push notifications for price moves, insider trading, ratings, news, SEC filings; plus portfolio/screener notifications when new stocks match filters.
  • Elite export/API: export screener, portfolios, groups, options chain, and news to Excel; vendor advertises “Finviz APIs” and sample code for Google Sheets/Python/JavaScript (API mechanics not publicly specified on the feature page).

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

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do FINVIZ and YCharts both support?

Both platforms cover Screeners, Data Visualizations, News, Alerts, Correlation, Portfolio, Watchlist, Insider Data, Financials, ETF Holdings, and ETF Performance workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

FINVIZ 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 FINVIZ and YCharts?

Both FINVIZ 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?

FINVIZ differentiates itself with Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., and Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically., 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

Keep exploring

Stay on top of related tools

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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.