Tool Comparison
Reflexivity vs YCharts
- Paid from
- $99.99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $99.99/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want stock comparison, ETF comparison, and data visualizations.
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $99.99/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
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
Reflexivity and YCharts cover a lot of the same ground (7 shared categories, including screeners, performance attribution, and scenario & stress tests), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Reflexivity's 13, including stock comparison, ETF comparison, and data visualizations. Reflexivity counters by letting you start free.
What readers say
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Key differences at a glance
- Free plan
- Reflexivity
- Cheaper paid plan
- Reflexivity$99.99/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 13 categories
- Desktop app
- YCharts
- API access
- Reflexivity
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 $99.99/mo | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 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 | No | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | — | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 13 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | SOC2 | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Reflexivity | Visit YCharts |
Standout features
The best features of Reflexivity and YCharts.ShowHide
Standout features
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 Reflexivity and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesCurrencies | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | CSVManual | CSVCustodianManual |
Integrations | Not specified | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | Excel | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2 | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more | — |
| Entry paid plan | $99.99/mo“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | Contact sales“Institutional” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Reflexivity and YCharts?
Reflexivity leans toward screeners, quant, and performance attribution, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Reflexivity or YCharts free to use?
Reflexivity has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Reflexivity and see how far it takes you before opening your wallet.
Does Reflexivity or YCharts have an API?
Reflexivity has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose Reflexivity or YCharts?
It depends on what you're after. Pick Reflexivity if quant and backtesting 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 Reflexivity and YCharts cover?
Both cover stocks, ETFs, and bonds. Reflexivity also handles commodities and currencies. YCharts adds mutual funds, closed-end funds, and cryptos on top.
Does Reflexivity or YCharts have real-time data?
Reflexivity 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 Reflexivity and YCharts?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can Reflexivity or YCharts connect to my broker?
YCharts syncs with brokers automatically. With Reflexivity, you're entering holdings by hand or importing files.
Which has a better stock screener: Reflexivity or YCharts?
Both Reflexivity 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 Reflexivity or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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