Tool Comparison
MarketXLS vs YCharts
- Paid from
- $70.83/mo
- Free plan
- No
- Platforms
- Desktop, Web
Best if
- You want the cheaper way in: plans start at $70.83/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
- You want options, options p&l, and which ETF includes this stock?.
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want stock comparison, ETF comparison, and data visualizations.
Pick MarketXLS if
MarketXLS
From $850/yr · Desktop · Web
- You want the cheaper way in: plans start at $70.83/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
- You want options, options p&l, and which ETF includes this stock?.
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want stock comparison, ETF comparison, and data visualizations.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
MarketXLS and YCharts cover a lot of the same ground (10 shared categories, including sheets / excel add-ins, broker connectors, and screeners), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to MarketXLS's 16, including stock comparison, ETF comparison, and data visualizations. MarketXLS counters by starting cheaper at $70.83/mo.
What readers say
MarketXLS
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YCharts
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Key differences at a glance
- Cheaper paid plan
- MarketXLS$70.83/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 16 categories
- Real-time data
- MarketXLS
- Broker sync
- YCharts
- Beginner friendly
- MarketXLS
What MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
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.
- Create 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $850/yr | From $3000/yr |
Free tier | No | No |
Free trial | — | 7 days |
Plan limits | 9 limits: Standard: stock etf delay minutes: 15, Standard: options timing: End of day +7 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 | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | Interactive Brokers, Thinkorswim +11 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 16 | 20 |
Regions | North America, Europe, APAC | — |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | Status page | 4 signals: SOC2, Status page +2 more |
| Try it | Visit MarketXLS | Visit YCharts |
Standout features
The best features of MarketXLS and YCharts.ShowHide
Standout features
What MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
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.
- Create 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.
All details
Every attribute we track for MarketXLS and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPAC | Not specified |
Coverage details | Countries: US and CA5 exchangesIdentifiers: Ticker and CUSIP | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | MinuteEOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | Not specified | CSVCustodianManual |
Integrations | Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+5 more | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | ExcelCSV | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Status page | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Factors: Value, Quality, and MomentumMulti-leg optionsGreeksMonte CarloCorrelation | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | MarketXLS LimitedCountry: IrelandFounded 2016Support: Email and Phone | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Entry paid plan | $850/yr≈ $70.83/mo“Standard”stock etf delay minutes: 15 · options timing: End of day · +1 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $1500/yr≈ $125/mo“Advanced”stock etf timing: Real-time streaming · options timing: Real-time streaming · +1 more | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | $2400/yr≈ $200/mo“Business”support: VIP · consulting: Included · +1 more | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between MarketXLS and YCharts?
MarketXLS leans toward sheets / excel add-ins, broker connectors, and screeners, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
How much do MarketXLS and YCharts cost?
Neither has a free plan, but YCharts offers a free trial. Compare the paid tiers against your required data coverage before committing.
Which is better for beginners: MarketXLS or YCharts?
MarketXLS 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 MarketXLS or YCharts?
It depends on what you're after. Pick MarketXLS if options and options p&l matter to you; go with YCharts if you'd rather have stock comparison and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do MarketXLS and YCharts cover?
Both cover stocks, ETFs, mutual funds, and cryptos. MarketXLS also handles options, currencies, and futures. YCharts adds closed-end funds and bonds on top.
Does MarketXLS or YCharts have real-time data?
MarketXLS 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 MarketXLS and YCharts?
Yes, both export to spreadsheets (Excel and CSV), which is handy if you like running your own numbers.
Can MarketXLS or YCharts connect to my broker?
YCharts syncs with brokers automatically. With MarketXLS, you're entering holdings by hand or importing files.
Which has a better stock screener: MarketXLS or YCharts?
Both MarketXLS 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 MarketXLS or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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