Tool Comparison
Quiver Quantitative vs YCharts
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $25/mo instead of $250/mo
- You do a lot of your research from your phone
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want stock comparison, ETF comparison, and data visualizations.
Pick Quiver Quantitative if
Quiver Quantitative
Free • From $25/mo · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $25/mo instead of $250/mo
- You do a lot of your research from your phone
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
Quiver Quantitative and YCharts cover a lot of the same ground (5 shared categories, including screeners, watchlist, and alerts), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Quiver Quantitative's 16, including stock comparison, ETF comparison, and data visualizations. Quiver Quantitative counters by letting you start free.
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Key differences at a glance
- Free plan
- Quiver Quantitative
- Cheaper paid plan
- Quiver Quantitative$25/mo vs $250/mo
- Broader coverage
- YCharts20 vs 16 categories
- Mobile app
- Quiver Quantitative
- Desktop app
- YCharts
- API access
- Quiver Quantitative
What Quiver Quantitative does best
- Tools for exploring alternative-data dashboards across Congress trading, insider activity, lobbying, government contracts, patents, app ratings, Google Trends, ETF holdings, institutional holdings, and more.
- The Congress Trading dashboard to parse disclosures, track post-trade performance, and compare cumulative returns by politician.
- Research coverage for institutional holdings through 13F dashboards and premium fund-positioning backtests.
- Premium for stock screeners, alerts, backtested strategies, strategy dashboards, Smart Score, Bull-Bear ratings, watchlists, exportable samples, and early access to selected content.
- Monitor politicians, insiders, and institutions through iOS and Android apps with push alerts for notable activity.
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 | Free • From $25/mo | From $3000/yr |
Free tier | Yes | No |
Free trial | 30 days | 7 days |
Plan limits | 22 limits: API: Hobbyist (Monthly): commercial use: No, API: Hobbyist (Monthly): mcp tools: 10 +20 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 | Yes | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | Quantbase and Quiver MCP Server | 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 | — |
| Data & capabilities | ||
Data quality | Corporate actions: Current | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | — | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Quiver Quantitative | Visit YCharts |
Standout features
The best features of Quiver Quantitative and YCharts.ShowHide
Standout features
What Quiver Quantitative does best
- Tools for exploring alternative-data dashboards across Congress trading, insider activity, lobbying, government contracts, patents, app ratings, Google Trends, ETF holdings, institutional holdings, and more.
- The Congress Trading dashboard to parse disclosures, track post-trade performance, and compare cumulative returns by politician.
- Research coverage for institutional holdings through 13F dashboards and premium fund-positioning backtests.
- Premium for stock screeners, alerts, backtested strategies, strategy dashboards, Smart Score, Bull-Bear ratings, watchlists, exportable samples, and early access to selected content.
- Monitor politicians, insiders, and institutions through iOS and Android apps with push alerts for notable activity.
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 Quiver Quantitative and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual Funds | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python | Not specified |
Import methods | Not specified | CSVCustodianManual |
Integrations | QuantbaseQuiver MCP Server | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | Not specified | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Not specified | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Quiver Quantitative, Inc.Country: USSupport: Email | 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 | ||
|---|---|---|
| Free plan | Free“Visitor (Free)” | — |
| Entry paid plan | $25/mo“Premium (Monthly)” | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $300/yr≈ $25/mo“Premium (Yearly)” | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Tier 3 | $300/yr≈ $25/mo“API: Hobbyist (Annual)”commercial use: No · mcp tools: 10 · +1 more | Subscription“Presenter”additional seat annual usd: 2,400 |
| Tier 4 | $30/mo“API: Hobbyist (Monthly)”commercial use: No · mcp tools: 10 · +1 more | — |
| Tier 5 | $750/yr≈ $62.50/mo“API: Trader (Annual)”commercial use: No · mcp tools: 18 · +1 more | — |
| Tier 6 | $75/mo“API: Trader (Monthly)”commercial use: No · mcp tools: 18 · +1 more | — |
| Tier 7 | $2189/yr≈ $182.42/mo“API: New Constructs (Annual)”commercial use: No | — |
| Tier 8 | $199/mo“API: New Constructs (Monthly)”commercial use: No | — |
| Tier 9 | $2500/yr≈ $208.33/mo“API: Startup (Annual)”commercial use: Yes · eligibility: Under $1 million annual revenue · +1 more | — |
| Top plan | $250/mo“API: Startup (Monthly)”commercial use: Yes · eligibility: Under $1 million annual revenue · +1 more | — |
| Custom / enterprise | Contact sales“API: Enterprise”commercial use: Yes · eligibility: Organizations over $1 million annual revenue | Contact sales“Enterprise” |
| Free trial | 30 days | 7 days |
Questions we keep getting
What's the difference between Quiver Quantitative and YCharts?
Quiver Quantitative leans toward screeners, watchlist, and backtesting, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Quiver Quantitative or YCharts free to use?
Quiver Quantitative has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Quiver Quantitative and see how far it takes you before opening your wallet.
Which is better for beginners: Quiver Quantitative or YCharts?
Quiver Quantitative is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Quiver Quantitative or YCharts on my phone?
Quiver Quantitative lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Does Quiver Quantitative or YCharts have an API?
Quiver Quantitative has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose Quiver Quantitative or YCharts?
It depends on what you're after. Pick Quiver Quantitative if backtesting and US government trades 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 Quiver Quantitative and YCharts cover?
Both cover stocks, ETFs, and mutual funds. YCharts adds closed-end funds, bonds, and cryptos on top.
Can I export data from Quiver Quantitative and YCharts?
YCharts exports to CSV and Excel. Quiver Quantitative is stingier about getting data out.
Can Quiver Quantitative or YCharts connect to my broker?
YCharts syncs with brokers automatically. With Quiver Quantitative, you're entering holdings by hand or importing files.
Which has a better stock screener: Quiver Quantitative or YCharts?
Both Quiver Quantitative 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 Quiver Quantitative or YCharts?
YCharts handles portfolio tracking. Quiver Quantitative is really a research tool; you'd track your portfolio elsewhere.
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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.