VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Simply Safe Dividends View YCharts Back to Home

Head-to-head

Simply Safe Dividends vs YCharts comparison

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

Quick takeaways

Simply Safe Dividends adds Dividends, Education, Newsletters, and Other coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Data APIs, 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 Simply Safe Dividends omits.

Simply Safe Dividends highlights: Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided., Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data., and Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios..

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..

Simply Safe Dividends

simplysafedividends.com

Dividend‑focused research and portfolio tracker built around 0–100 Dividend Safety Scores with a public track record (97% of cuts avoided). One annual plan ($39/mo billed annually), 14‑day free trial (no card), and 60‑day money‑back guarantee. Features include stock & CEF screeners, valuation & 10‑year financial charts with analyst estimates, income calendar/forecast, alerts for dividend changes and score updates, S&P credit ratings, model portfolios & newsletter, plus portfolio sync or manual entry; portfolios can include US stocks/funds and even bonds & CDs.

Platforms

Web

Pricing

Subscription

Quick highlights

Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided.
Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data.
Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios.
Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails.
Valuation indicators (yield vs history, P/E vs history) and 10‑year financial charts with analyst projections; S&P credit ratings shown.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

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.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Overlap

Shared focus areas

7 overlaps

Mutual strengths include Portfolio, Watchlist, and Alerts plus 4 more areas.

Where they differ

Simply Safe Dividends

Distinct strengths include:

Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided.
Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data.
Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios.
Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails.

YCharts

Distinct strengths include:

Stock Comparison

ETF Comparison

Correlation

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

Scenario & Stress Tests

News

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	Simply Safe Dividends	YCharts
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, Alerts, Screeners, Scores, Financials, Data Visualizations Unique: Dividends, Education, Newsletters, Other	Shared: Portfolio, Watchlist, Alerts, Screeners, Scores, Financials, Data Visualizations Unique: Stock Comparison, ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Data APIs, 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, Closed-End Funds, ETFs, Bonds	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	Web, API
Pricing High-level pricing models	Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided. Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data. Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios. Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails. Valuation indicators (yield vs history, P/E vs history) and 10‑year financial charts with analyst projections; S&P credit ratings shown.	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 Simply Safe Dividends and YCharts both support?

Both platforms cover Portfolio, Watchlist, Alerts, Screeners, Scores, Financials, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Simply Safe Dividends 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 Simply Safe Dividends and YCharts?

Both Simply Safe Dividends 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?

Simply Safe Dividends differentiates itself with Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided., Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data., and Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios., 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..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.