VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Reflexivity View Yahoo Finance Back to Home

Head-to-head

Reflexivity vs Yahoo Finance comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Reflexivity adds Quant, Performance Attribution, Scenario & Stress Tests, Backtesting, Data APIs, Transcripts, AI, AI Chat, AI Report, and APIs & SDKs coverage that Yahoo Finance skips.

Yahoo Finance includes Watchlist, Calendar, Data Visualizations, Financials, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, and Education categories that Reflexivity omits.

Reflexivity highlights: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

Yahoo Finance is known for: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

Yahoo Finance keeps a free entry point that Reflexivity lacks.

Yahoo Finance offers mobile access, which Reflexivity skips.

Reflexivity

reflexivity.com

Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.

Platforms

Web

API

Pricing

Subscription

Quick highlights

Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Yahoo Finance

finance.yahoo.com

Hands-on review

One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Overlap

Shared focus areas

4 overlaps

Mutual strengths include Screeners, Portfolio, and Alerts plus 1 more area.

Where they differ

Reflexivity

Distinct strengths include:

Quant

Performance Attribution

Scenario & Stress Tests

Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.

Yahoo Finance

Distinct strengths include:

Analyst Recommendations

Analyst Price Targets

ETF Overview

ETF Holdings

Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.

Feature-by-feature breakdown

Attribute	Reflexivity	Yahoo Finance
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, Alerts, News Unique: Quant, Performance Attribution, Scenario & Stress Tests, Backtesting, Data APIs, Transcripts, AI, AI Chat, AI Report, APIs & SDKs	Shared: Screeners, Portfolio, Alerts, News Unique: Watchlist, Calendar, Data Visualizations, Financials, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, Education
Asset types Supported asset classes and universes	Stocks, ETFs, Bonds, Commodities, Currencies	Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, Mobile
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts. Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports. Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs. Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history. Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time. Smart Screening across 40k+ global securities with thematic, fundamental, technical, and ESG filters, plus unique criteria like insider trades, government trades, and management changes.	Unique Free plan with optional Silver and Gold subscriptions that unlock advanced features and research. Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free. Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data. Interactive full-screen charts with dozens of technical indicators and extended-hours toggles. Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings. Portfolio tracking with editable lots and transaction history; certain brokerages can be linked for automatic holdings sync.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Reflexivity and Yahoo Finance both support?

Both platforms cover Screeners, Portfolio, Alerts, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Yahoo Finance offers a free entry point, while Reflexivity requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Yahoo Finance ships a dedicated mobile experience, while Reflexivity focuses on web or desktop access.

What unique strengths set the two platforms apart?

Reflexivity differentiates itself with Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., whereas Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.