VOL. XCIV, NO. 247

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Friday, December 26, 2025

Tool Comparison

Relative Rotation Graphs® (RRG Research) vs YCharts comparison

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

Quick takeaways

YCharts includes Screeners, ETF Comparison, Portfolio, Watchlist, Correlation, Risk Metrics, Performance Attribution, Scenario & Stress Tests, News, Alerts, 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, Sheets / Excel Add-ins, and Broker Connectors categories that Relative Rotation Graphs® (RRG Research) omits.

In depth comparison

Relative Rotation Graphs® (RRG Research)

relativerotationgraphs.com

RRG Research (creator/owner of Relative Rotation Graphs®) offers: (1) **RRG Online** - a lightweight, subscription-based web app with pre-defined universes and limited functionality (includes a one-month free trial; pricing starts from $10/month); and (2) **RRG API** - a bespoke/contact-priced service to embed RRGs into professional workflows using client-supplied data (XML in -> JSON out).

Platforms

WebAPI

Pricing

SubscriptionOther

Quick highlights

Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other).
RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation).
RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes.
RRG Online universes/benchmarks (examples listed by the vendor) include S&P 500 sectors vs S&P 500, AEX stocks vs AEX, ASX sectors vs ASX, Euro STOXX 50 stocks vs Euro STOXX 50, STOXX European sectors vs STOXX 600, Jakarta IDX stocks vs IDX, crypto vs BTC/USD, and G10 FX/currency pairs.
RRG Online interaction features include toggling securities on/off, setting trail length, zooming/dragging, snapping axes, and playing/animating historical rotation via a slider or play button.

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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).

Platforms

WebAPI

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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Where they differ

YCharts

Distinct strengths include:

Screeners ETF Comparison Portfolio Watchlist Correlation Risk Metrics 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	Relative Rotation Graphs® (RRG Research)	YCharts
Categories Which research workflows each platform targets	Shared: Data Visualizations, Stock Comparison, Data APIs, APIs & SDKs	Shared: Data Visualizations, Stock Comparison, Data APIs, APIs & SDKs Unique: Screeners, ETF Comparison, Portfolio, Watchlist, Correlation, Risk Metrics, Performance Attribution, Scenario & Stress Tests, News, Alerts, 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, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Stocks, Bonds, Currencies, Cryptos, Other	Stocks, ETFs, Mutual Funds, Closed-End Funds
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, API
Pricing High-level pricing models	Subscription, Other	Subscription
Key features Core capabilities called out by each vendor	Unique Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other). RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation). RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes. RRG Online universes/benchmarks (examples listed by the vendor) include S&P 500 sectors vs S&P 500, AEX stocks vs AEX, ASX sectors vs ASX, Euro STOXX 50 stocks vs Euro STOXX 50, STOXX European sectors vs STOXX 600, Jakarta IDX stocks vs IDX, crypto vs BTC/USD, and G10 FX/currency pairs. RRG Online interaction features include toggling securities on/off, setting trail length, zooming/dragging, snapping axes, and playing/animating historical rotation via a slider or play button. RRG Online pricing: subscription starting from $10/month; marketed as "light weight", "interactive", with "selected universes" and "limited functionality".	Unique 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. Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
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 Relative Rotation Graphs® (RRG Research) and YCharts both support?

Both platforms cover Data Visualizations, Stock Comparison, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Relative Rotation Graphs® (RRG Research) and YCharts require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

How can you access Relative Rotation Graphs® (RRG Research) and YCharts?

Both Relative Rotation Graphs® (RRG Research) and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Relative Rotation Graphs® (RRG Research) differentiates itself with Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other)., RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation)., and RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes., 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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