VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Seeking Alpha and YCharts will find that Both Seeking Alpha and YCharts concentrate on Screeners, Stock Comparison, and Data Visualizations workflows, making them natural alternatives for similar investment research jobs. Seeking Alpha leans into ETF Screeners, Calendar, and Dividends, which can be decisive for teams that need depth over breadth. YCharts stands out with ETF Comparison, Correlation, and Risk Metrics (VaR/ES/Drawdown) that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Seeking Alpha vs YCharts
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Seeking Alpha adds ETF Screeners, Calendar, Dividends, Bulls Say Bear Say, Transcripts, ETF Factors, Analyst Recommendations, Analyst Price Targets, Options, Which ETF includes this Stock?, AI Report, and AI Earnings Summary coverage that YCharts skips.
- YCharts includes ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, ETF Overlap, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that Seeking Alpha omits.
- Seeking Alpha highlights: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- 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..
- Seeking Alpha has a free tier, while YCharts requires a paid plan.
- Seeking Alpha ships a mobile app. YCharts is web/desktop only.
Seeking Alpha
seekingalpha.com
One of the largest investor communities online, blending crowdsourced research with data tools. Premium unlocks Quant Ratings and Factor Grades, stock and ETF screeners, advanced comparison tools with Excel/PDF export, broker syncing (via Plaid and SnapTrade), and AI-driven “Virtual Analyst” reports. PRO goes further with curated Top Ideas, Short Ideas, and the PRO Quant Portfolio. Market quotes are a mix of real-time and 15-minute delayed, depending on the exchange.
Categories
Platforms
Pricing
Quick highlights
- Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity).
- Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse.
- Side-by-side comparison of up to 20 stocks, with export to Excel or PDF.
- Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
- Market data includes both real-time and delayed quotes, with advanced charts covering intraday to multi-year intervals.
YCharts
ycharts.com
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).
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Seeking Alpha
Distinct strengths include:
- Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity).
- Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse.
- Side-by-side comparison of up to 20 stocks, with export to Excel or PDF.
- Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
YCharts
Distinct strengths include:
- 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 | Seeking Alpha | YCharts |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, News, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, Analyst Forecasts Unique: ETF Screeners, Calendar, Dividends, Bulls Say Bear Say, Transcripts, ETF Factors, Analyst Recommendations, Analyst Price Targets, Options, Which ETF includes this Stock?, AI Report, AI Earnings Summary | Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, News, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, Analyst Forecasts Unique: ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, ETF Overlap, 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, ETFs, Mutual Funds, Closed-End Funds, Options | 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
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Seeking Alpha and YCharts both support?
Both platforms cover Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, News, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, and Analyst Forecasts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Seeking Alpha 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?
Seeking Alpha ships a dedicated mobile experience, while YCharts focuses on web or desktop access.
What unique strengths set the two platforms apart?
Seeking Alpha differentiates itself with Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., 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..
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.