VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Screener.in View YCharts Back to Home

Head-to-head

Screener.in vs YCharts comparison

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

Quick takeaways

Screener.in adds Institutional Data, AI, and AI Chat coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, 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, and Broker Connectors categories that Screener.in omits.

Screener.in highlights: Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..

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..

Screener.in has a free tier, while YCharts requires a paid plan.

Screener.in ships a mobile app. YCharts is web/desktop only.

Screener.in

screener.in

Hands-on review

India’s go-to platform for stock screening and fundamental analysis. Offers a free Hobby Investor plan and a Premium “Active Investor” plan (₹4,999/year). Premium unlocks extras like CSV downloads, industry filters, multiple watchlists, and higher alert limits (up to 800 stock alerts, 75 screen alerts, 50 phrase alerts). Premium users also get priority email delivery and ₹500 in AI credits. Refund window of 48 hours. The Android app extends full functionality to mobile.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
Company Announcements section lets you search, filter, and set alerts for new corporate disclosures.

Community votes (overall)

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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

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

6 overlaps

Mutual strengths include Screeners, Watchlist, and Alerts plus 3 more areas.

Where they differ

Screener.in

Distinct strengths include:

Institutional Data

AI Chat

Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.

YCharts

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

Scenario & Stress Tests

Data APIs

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	Screener.in	YCharts
Categories Which research workflows each platform targets	Shared: Screeners, Watchlist, Alerts, Data Visualizations, Financials, News Unique: Institutional Data, AI, AI Chat	Shared: Screeners, Watchlist, Alerts, Data Visualizations, Financials, News Unique: Stock Comparison, ETF Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, 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
Asset types Supported asset classes and universes	Stocks	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	Web, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals. Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI. Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates. Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST. Company Announcements section lets you search, filter, and set alerts for new corporate disclosures. Detailed shareholding data, including reverse search of investors holding more than 1% across companies, and the ability to follow favourite investors.	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	Yes	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Screener.in and YCharts both support?

Both platforms cover Screeners, Watchlist, Alerts, Data Visualizations, Financials, 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?

Screener.in 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?

Screener.in ships a dedicated mobile experience, while YCharts focuses on web or desktop access.

What unique strengths set the two platforms apart?

Screener.in differentiates itself with Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates., 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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