Tool Comparison
Stocknear vs YCharts
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $10/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want stock comparison, ETF comparison, and portfolio.
Pick Stocknear if
Stocknear
Free • From $10/mo · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $10/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want stock comparison, ETF comparison, and portfolio.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Stocknear and YCharts cover a lot of the same ground (8 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. Stocknear includes options and news, and YCharts includes stock comparison and ETF comparison.
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Stocknear
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Key differences at a glance
- Free plan
- Stocknear
- Cheaper paid plan
- Stocknear$10/mo vs $250/mo
- Free trial
- YCharts7 days
- Desktop app
- YCharts
- Real-time data
- Stocknear
- Broker sync
- YCharts
What Stocknear does best
- Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
- Pro subscribers can monitor real-time options flow and unusual options activity.
- Review dark-pool and off-exchange activity.
- Plus and Pro subscribers can review 13F holdings, downloadable institution lists, and US congressional trades.
- Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.
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 $10/mo | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 15 limits: Basic: credits per month: 10, Basic: watchlists: 1 +13 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 | No | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | Discord | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 18 | 20 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more | — |
Data partners | 3 partners: marketData_and_fundamentals, options_flow +1 more | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | AI summaries: News | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | Data residency: EU | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Stocknear | Visit YCharts |
Standout features
The best features of Stocknear and YCharts.ShowHide
Standout features
What Stocknear does best
- Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
- Pro subscribers can monitor real-time options flow and unusual options activity.
- Review dark-pool and off-exchange activity.
- Plus and Pro subscribers can review 13F holdings, downloadable institution lists, and US congressional trades.
- Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.
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 Stocknear and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: US5 exchangesIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | MinuteEOD | Not specified |
Data partners | marketData_and_fundamentalsoptions_flowoptions_chains | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | Manual | CSVCustodianManual |
Integrations | Discord | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSV | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Data residency: EU | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | AI summaries: News | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Stocknear GmbHCountry: GermanyFounded 2024Support: Email and Chat | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Curation ratings | Methodology 4/5Reliability 3/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Basic”credits per month: 10 · watchlists: 1 · +5 more | — |
| Entry paid plan | $10/mo“Plus”credits per month: 150 · stocks per watchlist: 100 · +2 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $20/mo“Pro”credits per month: 1,000 · stocks per watchlist: Unlimited · +2 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 Stocknear and YCharts?
Stocknear leans toward screeners, options, and data visualizations, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
Is Stocknear or YCharts free to use?
Stocknear has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Stocknear and see how far it takes you before opening your wallet.
Which is better for beginners: Stocknear or YCharts?
Stocknear is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Stocknear or YCharts?
It depends on what you're after. Pick Stocknear if options and news matter to you; go with YCharts if you'd rather have stock comparison and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Stocknear and YCharts cover?
Both cover stocks and ETFs. Stocknear also handles options. YCharts adds mutual funds, closed-end funds, and bonds on top.
Does Stocknear or YCharts have real-time data?
Stocknear 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 Stocknear and YCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Stocknear or YCharts connect to my broker?
YCharts syncs with brokers automatically. With Stocknear, you're entering holdings by hand or importing files.
Which has a better stock screener: Stocknear or YCharts?
Both Stocknear 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 Stocknear or YCharts?
YCharts handles portfolio tracking. Stocknear is really a research tool; you'd track your portfolio elsewhere.
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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.