Tool Comparison
Stock Analysis vs YCharts
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.58/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
Use code JERA
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want correlation, scenario & stress tests, and monte carlo.
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.58/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
Use code JERA
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want correlation, scenario & stress tests, and monte carlo.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Stock Analysis and YCharts cover a lot of the same ground (12 shared categories, including screeners, stock comparison, and ETF comparison), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to YCharts's 20, including stock ideas, ETF screeners, and top analysts, plus a mobile app. YCharts counters by keeping things simpler.
What readers say
Stock Analysis
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YCharts
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Key differences at a glance
- Free plan
- Stock Analysis
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- Stock Analysis32 vs 20 categories
- Mobile app
- Stock Analysis
- Desktop app
- YCharts
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79/yr | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Brokerage account sync, Google Sheets export +3 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +8 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 32 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more | — |
Data partners | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Stock Analysis | Visit YCharts |
Standout features
The best features of Stock Analysis and YCharts.ShowHide
Standout features
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
All details
Every attribute we track for Stock Analysis and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFundsOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker, CIK, ISIN, and CUSIP | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | StreamingReal-time15-min DelayedEnd of Day | Not specified |
Data granularity | MinuteEOD | Not specified |
Pricing sources | ExchangeVendor | Not specified |
Data partners | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | ManualCSVBrokerOAuth | CSVCustodianManual |
Integrations | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSVExcel | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Vefir ehf.Country: IcelandFounded 2019Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more | — |
| Entry paid plan | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Stock Analysis and YCharts?
Stock Analysis leans toward stock ideas, screeners, and ETF screeners, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 12 categories, so for most people it comes down to workflow preference and price.
Is Stock Analysis or YCharts free to use?
Stock Analysis has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Stock Analysis and see how far it takes you before opening your wallet.
Which is better for beginners: Stock Analysis or YCharts?
Stock Analysis is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Stock Analysis or YCharts on my phone?
Stock Analysis lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Should I choose Stock Analysis or YCharts?
It depends on what you're after. Pick Stock Analysis if stock ideas and ETF screeners matter to you; go with YCharts if you'd rather have correlation and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do Stock Analysis and YCharts cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Stock Analysis also handles funds and other. YCharts adds bonds and cryptos on top.
Does Stock Analysis or YCharts have real-time data?
Stock Analysis offers real-time data, which matters if you trade actively. YCharts runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Stock Analysis and YCharts?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Can Stock Analysis or YCharts connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Stock Analysis or YCharts?
Both Stock Analysis and YCharts include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Stock Analysis or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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