Simply Safe Dividends vs YCharts comparison

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.

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

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.

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..