Stocknear adds Options & Derivatives, Calendar, Dark Pool & Off-Exchange, Analyst Price Targets, Analyst Recommendations, 13F, US Government Trades, Dividend, AI, and AI Chat coverage that YCharts skips.
VOL. XCIV, NO. 247
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PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Stocknear 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, Data APIs, Scores, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that Stocknear omits.
Stocknear highlights: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
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..
Stocknear has a free tier, while YCharts requires a paid plan.
Stocknear
stocknear.com
EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.
Categories
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
- U.S. Congress trading dashboard access.
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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).
Categories
Screeners
Stock Comparison
ETF Comparison
Data Visualizations
Portfolio
Watchlist
Correlation
Risk Metrics (VaR/ES/Drawdown)
Performance Attribution
Scenario & Stress Tests
News
Alerts
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
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
11 overlapsMutual strengths include Screeners, Data Visualizations, and Watchlist plus 8 more areas.
Where they differ
Stocknear
Distinct strengths include:
Options & Derivatives
Calendar
Dark Pool & Off-Exchange
Analyst Price Targets
Analyst Recommendations
13F
US Government Trades
Dividend
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
YCharts
Distinct strengths include:
Stock Comparison
ETF Comparison
Portfolio
Correlation
Risk Metrics (VaR/ES/Drawdown)
Performance Attribution
Scenario & Stress Tests
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
| Attribute | Stocknear | YCharts |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Insider Data Unique: Options & Derivatives, Calendar, Dark Pool & Off-Exchange, Analyst Price Targets, Analyst Recommendations, 13F, US Government Trades, Dividend, AI, AI Chat | Shared: Screeners, Data Visualizations, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Insider Data Unique: Stock Comparison, ETF Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, Scores, ETF Fundamentals, ETF Overlap, Short Interest, 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, ETFs, Options | 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 | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Stocknear and YCharts both support?
Both platforms cover Screeners, Data Visualizations, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, and Insider Data workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Stocknear offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Stocknear and YCharts?
Both Stocknear 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?
Stocknear differentiates itself with Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)., 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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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.