Investing.com adds ETF Screeners, Calendar, Dividends, Splits, IPO, Analyst Recommendations, Analyst Price Targets, and Options coverage that YCharts skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Investing.com vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
YCharts includes Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, Scores, ETF Performance, ETF Fundamentals, ETF Overlap, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that Investing.com omits.
Investing.com highlights: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
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..
Investing.com has a free tier, while YCharts requires a paid plan.
Investing.com ships a mobile app. YCharts is web/desktop only.
Investing.com
investing.com
A large multi-asset investing portal offering global quotes, news, calendars, watchlists, screeners, and portfolio tools. The premium tiers (InvestingPro and Pro+) unlock unlimited alerts, advanced screeners, ProNews, deeper financial metrics, export functions, and 10-year history of company financials. Quotes may be delayed depending on the exchange and region.
Categories
Platforms
Pricing
Quick highlights
- Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile.
- Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts.
- Portfolio and watchlist syncing across devices, with CSV import for holdings.
- Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
- News and analysis covering all major markets; Pro tiers add ProNews feeds and analyst-rating-change alerts.
Community votes (overall)
YCharts
ycharts.com
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).
Categories
Platforms
Pricing
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.
Community votes (overall)
Shared focus areas
10 overlapsMutual strengths include Screeners, Portfolio, and Watchlist plus 7 more areas.
Where they differ
Investing.com
Distinct strengths include:
- Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile.
- Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts.
- Portfolio and watchlist syncing across devices, with CSV import for holdings.
- Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
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
Attribute | Investing.com | YCharts |
---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, Analyst Forecasts, ETF Overview, ETF Holdings, Interest Rates Unique: ETF Screeners, Calendar, Dividends, Splits, IPO, Analyst Recommendations, Analyst Price Targets, Options | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, Analyst Forecasts, ETF Overview, ETF Holdings, Interest Rates Unique: Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, Scores, ETF Performance, ETF Fundamentals, ETF Overlap, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos, Futures, Options, Mutual Funds | 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, Mobile | Web, API |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Investing.com and YCharts both support?
Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, Financials, Analyst Forecasts, ETF Overview, ETF Holdings, and Interest Rates workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Investing.com offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Investing.com ships a dedicated mobile experience, while YCharts focuses on web or desktop access.
What unique strengths set the two platforms apart?
Investing.com differentiates itself with Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings., 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.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Stock Comparison.
ScreenersData VisualizationsStock Comparison - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Portfolio.
ScreenersStock ComparisonPortfolio - Stock RoverEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison - TipRanksEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Analyst Forecasts.
ScreenersETF ScreenersAnalyst Forecasts - TrendlyneHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Price Targets.
ScreenersAnalyst ForecastsAnalyst Price Targets
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.