Quiver Quantitative adds Backtesting, US Government Trades, Investor Holdings, Reddit, Splits, Institutional Data, Which ETF includes this Stock?, 13F, Patents / USPTO, and Dark Pool & Off-Exchange coverage that YCharts skips.
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Head-to-head
Quiver Quantitative 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, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Financials, Scores, ETF Overview, ETF Performance, 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 Quiver Quantitative omits.
Quiver Quantitative highlights: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..
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..
Quiver Quantitative has a free tier, while YCharts requires a paid plan.
Quiver Quantitative ships a mobile app. YCharts is web/desktop only.
Quiver Quantitative
quiverquant.com
Hands-on review
Premium unlocks stock screeners, alerts, backtesters for Congress and institutional trades, strategy dashboards, Smart Score/Bull–Bear ratings, customizable watchlists, early access to news/videos, and data export samples. Copytrading is available through partner Quantbase. Premium runs $25/month or $300/year with a free trial (7 days on monthly, 30 days on annual). The Quiver API is sold separately under tiered plans (Hobbyist, Trader, Institution).
Categories
Platforms
Web
Mobile
API
Pricing
Free
Subscription
Quick highlights
- Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
- Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
- Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
- Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
- Strategy copytrading offered via Quantbase integration (Premium).
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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).
Categories
Screeners
Stock Comparison
ETF Comparison
Data Visualizations
Portfolio
Watchlist
Correlation
Risk Metrics (VaR/ES/Drawdown)
Performance Attribution
Scenario & Stress Tests
News
Alerts
Data APIs
Financials
Scores
ETF Overview
ETF Performance
ETF Holdings
ETF Fundamentals
ETF Overlap
Analyst Forecasts
Short Interest
Insider Data
Inflation Rates
Unemployment Rates
GDP
Interest Rates
Yield Curves
APIs & SDKs
Sheets / Excel Add-ins
Broker Connectors
Platforms
Web
API
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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Overlap
Shared focus areas
7 overlapsMutual strengths include Screeners, Watchlist, and News plus 4 more areas.
Where they differ
Quiver Quantitative
Distinct strengths include:
Backtesting
US Government Trades
Investor Holdings
Reddit
Splits
Institutional Data
Which ETF includes this Stock?
13F
- Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
- Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
- Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
- Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
YCharts
Distinct strengths include:
Stock Comparison
ETF Comparison
Data Visualizations
Portfolio
Correlation
Risk Metrics (VaR/ES/Drawdown)
Performance Attribution
Scenario & Stress Tests
- 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 | Quiver Quantitative | YCharts |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Watchlist, News, Alerts, Data APIs, Insider Data, ETF Holdings Unique: Backtesting, US Government Trades, Investor Holdings, Reddit, Splits, Institutional Data, Which ETF includes this Stock?, 13F, Patents / USPTO, Dark Pool & Off-Exchange | Shared: Screeners, Watchlist, News, Alerts, Data APIs, Insider Data, ETF Holdings Unique: Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Financials, Scores, ETF Overview, ETF Performance, 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 | 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, API | 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 Quiver Quantitative and YCharts both support?
Both platforms cover Screeners, Watchlist, News, Alerts, Data APIs, Insider Data, and ETF Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Quiver Quantitative 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?
Quiver Quantitative ships a dedicated mobile experience, while YCharts focuses on web or desktop access.
What unique strengths set the two platforms apart?
Quiver Quantitative differentiates itself with Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time., 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..
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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.