SEC.gov (EDGAR) vs YCharts comparison

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

SEC.gov (EDGAR) offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Both SEC.gov (EDGAR) and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

SEC.gov (EDGAR) differentiates itself with Search Filings provides free public access to EDGAR documents and search tools (e.g., Full Text Search, Latest Filings, Mutual Fund Search)., EDGAR Full-Text Search covers electronic filings since 2001 (including exhibits/attachments) and supports queries by keyword, ticker, company name, CIK, and reporter; boolean/wildcards and advanced search are supported (natural-language search is not)., and Latest Filings provides a real-time listing of filings as they are submitted; SEC recommends Latest Filings + RSS for near-real-time access and notes EDGAR filing email alerts are not offered (RSS instead)., 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..