VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

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Head-to-head

StockCharts vs YCharts comparison

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

Quick takeaways

StockCharts adds Calendar, and Options coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Data APIs, Financials, 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, and Sheets / Excel Add-ins categories that StockCharts omits.

StockCharts highlights: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..

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..

StockCharts has a free tier, while YCharts requires a paid plan.

StockCharts ships a mobile app. YCharts is web/desktop only.

StockCharts logo

StockCharts

stockcharts.com

Charting, scanning, and alerting platform with tiered plans. Free BATS real-time quotes are included for US markets; official add-ons unlock real-time data for US, Canada, and the UK, otherwise data is delayed 15 minutes. Plan limits apply to ChartLists, scans, and alerts. PRO adds 5-second auto-refresh and CSV downloads of historical data. OptionsPlay integration provides options strategy tools, and trading from charts is supported through Tradier. Scans run on daily, weekly, or monthly bars (not intraday).

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO).
  • Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed.
  • Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans).
  • Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
  • Coverage includes US (NYSE, NASDAQ, AMEX), Canada (TSX/TSX-V), UK (LSE), India (NSE), and a crypto summary with 24/7 real-time data. EOD charting is available for major US commodities.

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YCharts logo

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.

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Screeners, Data Visualizations, and Alerts plus 4 more areas.

Where they differ

StockCharts

Distinct strengths include:

Calendar
Options
  • Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO).
  • Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed.
  • Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans).
  • Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.

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

AttributeStockChartsYCharts
Categories

Which research workflows each platform targets

Shared: Screeners, Data Visualizations, Alerts, Watchlist, Portfolio, Scores, Broker Connectors

Unique: Calendar, Options

Shared: Screeners, Data Visualizations, Alerts, Watchlist, Portfolio, Scores, Broker Connectors

Unique: Stock Comparison, ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Data APIs, Financials, 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

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Options, Commodities, Cryptos

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

  • Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO).
  • Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed.
  • Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans).
  • Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
  • Coverage includes US (NYSE, NASDAQ, AMEX), Canada (TSX/TSX-V), UK (LSE), India (NSE), and a crypto summary with 24/7 real-time data. EOD charting is available for major US commodities.
  • ChartLists act as watchlists and portfolios, supporting up to 1000 charts per list; symbols can be imported from CSV.

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 StockCharts and YCharts both support?

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

Which tool offers a free plan?

StockCharts 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?

StockCharts ships a dedicated mobile experience, while YCharts focuses on web or desktop access.

What unique strengths set the two platforms apart?

StockCharts differentiates itself with Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)., 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.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.