VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View StockFetcher View YCharts Back to Home

Head-to-head

StockFetcher vs YCharts comparison

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

Quick takeaways

YCharts includes Stock Comparison, ETF Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Data APIs, Financials, Scores, 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 StockFetcher omits.

StockFetcher highlights: Filter stocks using a plain-English, text-based query language built on 125+ technical indicators., Two plan levels: Standard and Advanced. Standard includes up to 100 saved filters and watchlists; Advanced expands to 250 each, larger symbol lists, bigger CSV exports, and advanced filter support., and Pricing: Standard at $8.95/month or $24.95/quarter; Advanced at $16.95/month or $44.95/quarter. One-time options are available for 6-month or 1-year terms..

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..

StockFetcher

stockfetcher.com

Text-based stock screener with more than 125 technical indicators. Plans are split between Standard and Advanced, with differences in saved filters, watchlist sizes, CSV export limits, and support for advanced filter syntax. Data is end-of-day with delayed intraday updates, and saved filters can be delivered daily by email.

Platforms

Web

Pricing

Subscription

One-time

Quick highlights

Filter stocks using a plain-English, text-based query language built on 125+ technical indicators.
Two plan levels: Standard and Advanced. Standard includes up to 100 saved filters and watchlists; Advanced expands to 250 each, larger symbol lists, bigger CSV exports, and advanced filter support.
Pricing: Standard at $8.95/month or $24.95/quarter; Advanced at $16.95/month or $44.95/quarter. One-time options are available for 6-month or 1-year terms.
US market data: end-of-day from CSI, with delayed intraday updates from DDFPlus (NASDAQ 15 min delay; NYSE/AMEX 20 min).
Email delivery of saved filter results can be enabled or disabled in account settings.

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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

4 overlaps

Mutual strengths include Screeners, Watchlist, and Data Visualizations plus 1 more area.

Where they differ

YCharts

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

Scenario & Stress Tests

News

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	StockFetcher	YCharts
Categories Which research workflows each platform targets	Shared: Screeners, Watchlist, Data Visualizations, Alerts	Shared: Screeners, Watchlist, Data Visualizations, Alerts Unique: Stock Comparison, ETF Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Data APIs, Financials, Scores, 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	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, One-time	Subscription
Key features Core capabilities called out by each vendor	Unique Filter stocks using a plain-English, text-based query language built on 125+ technical indicators. Two plan levels: Standard and Advanced. Standard includes up to 100 saved filters and watchlists; Advanced expands to 250 each, larger symbol lists, bigger CSV exports, and advanced filter support. Pricing: Standard at $8.95/month or $24.95/quarter; Advanced at $16.95/month or $44.95/quarter. One-time options are available for 6-month or 1-year terms. US market data: end-of-day from CSI, with delayed intraday updates from DDFPlus (NASDAQ 15 min delay; NYSE/AMEX 20 min). Email delivery of saved filter results can be enabled or disabled in account settings. Watchlists allow manual entry or CSV import. You can run saved filters against watchlists, and export results back to 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 StockFetcher and YCharts both support?

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

Do StockFetcher 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 StockFetcher and YCharts?

Both StockFetcher 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?

StockFetcher differentiates itself with Filter stocks using a plain-English, text-based query language built on 125+ technical indicators., Two plan levels: Standard and Advanced. Standard includes up to 100 saved filters and watchlists; Advanced expands to 250 each, larger symbol lists, bigger CSV exports, and advanced filter support., and Pricing: Standard at $8.95/month or $24.95/quarter; Advanced at $16.95/month or $44.95/quarter. One-time options are available for 6-month or 1-year terms., 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..

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