★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: YCharts checked August 4, 2026
Tool Comparison
FINVIZ vs YCharts
Pick FINVIZ if
FINVIZ
Free • From $299.50/yr · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $24.96/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You care about ETF comparison, watchlist, and risk metrics, things FINVIZ doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
FINVIZ and YCharts cover a lot of the same ground (8 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to FINVIZ's 17, including ETF comparison, watchlist, and risk metrics. FINVIZ counters by letting you start free.
What readers say
FINVIZ
Vote once to reveal the community verdict.
YCharts
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- FINVIZ
- Cheaper paid plan
- FINVIZ$24.96/mo vs $250/mo
- Broader coverage
- YCharts20 vs 17 categories
- Desktop app
- YCharts
- Real-time data
- FINVIZ
- Broker sync
- YCharts
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $299.50/yr | From $3000/yr |
Free tier | Yes | No |
Free trial | 7 days | 7 days |
Plan limits | 18 limits: Free: screener presets: 50, Free: items per page: 20 (table) / 36 (charts) / 10 (snapshots) +16 more | 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 | No | No |
Broker sync | No | Yes |
Integrations | — | Addepar, Advyzon +12 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 17 | 20 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: 15-min Delayed and Real-time | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | Universe builder and Correlation | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | Status page |
| Try it | Visit FINVIZ | Visit YCharts |
Where each one shines
What FINVIZ and YCharts each do best.ShowHide
Where each one shines
What FINVIZ and YCharts each do best.What FINVIZ does best
- Screening for U.S. stocks and ETFs with a mix of valuation, growth, profitability, technical, ownership, dividend, and performance filters.
- Heat maps, sector/group views, and snapshot pages to spot where market strength, weakness, and unusual moves are clustering.
- Support for saving screener setups with presets and switch between table, chart, and snapshot-style result views depending on how you research.
- Move from a screen to ticker-level research with quote pages that link financials, charts, news, insider trades, filings, options, short interest, and peer comparison.
- Views for reviewing fundamental context with financial statements, EPS and sales charts, ownership pages, insider transactions, and 13F manager holdings.
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.
- Tools for creating 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.
Every detail we compared
Every tracked attribute for FINVIZ and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for FINVIZ and YCharts, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term Investors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | 15-min DelayedReal-time | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | Not specified | CSVCustodianManual |
Integrations | Not specified | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
Export formats | Excel | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Universe builderCorrelation | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freescreener presets: 50 · items per page: 20 (table) / 36 (charts) / 10 (snapshots) · +5 more | — |
| Entry paid plan | $299.50/yr≈ $24.96/mo“Elite (Annual)”screener presets: 200 · portfolios: 100 · +2 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $39.50/mo“Elite (Monthly)”screener presets: 200 · items per page: Up to 100 (table) / 120 (charts) / 50 (snapshots) · +5 more | $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 | 7 days |
Questions we keep getting
What's the difference between FINVIZ and YCharts?
FINVIZ leans toward screeners, ETF screeners, and stock comparison, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
Is FINVIZ or YCharts free to use?
FINVIZ has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with FINVIZ and see how far it takes you before opening your wallet.
Which is better for beginners: FINVIZ or YCharts?
FINVIZ is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose FINVIZ or YCharts?
It depends on what you're after. Pick FINVIZ if ETF screeners and backtesting 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 FINVIZ and YCharts cover?
Both cover stocks and ETFs. FINVIZ also handles options. YCharts adds mutual funds, closed-end funds, and bonds on top.
Does FINVIZ or YCharts have real-time data?
FINVIZ 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 FINVIZ and YCharts?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can FINVIZ or YCharts connect to my broker?
YCharts syncs with brokers automatically. With FINVIZ, you're entering holdings by hand or importing files.
Is FINVIZ or YCharts better for day trading?
FINVIZ is the one positioned more for active traders. YCharts is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: FINVIZ or YCharts?
Both FINVIZ 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 FINVIZ or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.