★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
Tegus vs YCharts
Pick Tegus if
Tegus
From $69/mo · Web · Mobile
- You want the cheaper way in: plans start at $69/mo instead of $250/mo
- You do a lot of your research from your phone
- You care about transcripts, improved filings, and research templates, things YCharts doesn't offer
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You care about screeners, stock comparison, and ETF comparison, things Tegus doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Tegus and YCharts cover a lot of the same ground (5 shared categories, including financials, data visualizations, and AI research), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Tegus's 8, including screeners, stock comparison, and ETF comparison. Tegus counters by starting cheaper at $69/mo.
What readers say
Tegus
Vote once to reveal the community verdict.
YCharts
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Tegus$69/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 8 categories
- Mobile app
- Tegus
- Desktop app
- YCharts
- Broker sync
- YCharts
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $69/mo | From $3000/yr |
Free tier | No | No |
Free trial | — | 7 days |
Plan limits | — | 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 | No | Yes |
Integrations | Excel Add-in | Addepar, Advyzon +12 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 8 | 20 |
Regions | — | — |
| Data & capabilities | ||
Data quality | Latency: End of Day and Granularity: EOD | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | AI summaries: Transcripts | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | Status page | Status page |
| Try it | Visit Tegus | Visit YCharts |
Where each one shines
What Tegus and YCharts each do best.ShowHide
Where each one shines
What Tegus and YCharts each do best.What Tegus does best
- Search tools across a Tegus Expert Insights library positioned at 250,000+ proprietary interviews, with some 2026 materials referencing 260,000+ expert transcripts.
- Commission custom expert calls with pre-qualified experts and human-led or AI interviewer options where available.
- AlphaSense Generative Search, Deep Research, workflow agents, AI summaries, topic tagging, and synthesis across transcripts, filings, financial data, broker research, and market intelligence.
- Search tools across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
- 4,000+ pre-built global fundamental models, analyst-built Excel models, DCF, LBO, M&A templates, and one-click updates through the Tegus Excel Add-in.
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.
- Tools for creating 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.
Every detail we compared
Every tracked attribute for Tegus and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for Tegus and YCharts, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | Not specified | CSVCustodianManual |
Integrations | Excel Add-in | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
Export formats | Excel | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Status page | Status page |
Capability signals | AI summaries: Transcripts | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | AlphaSense, Inc. / TegusCountry: United StatesSupport: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Curation ratings | Methodology 4/5Reliability 5/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Entry paid plan | $69/mo“BamSEC Pro” | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | Subscription | $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 |
Questions we keep getting
What's the difference between Tegus and YCharts?
Tegus leans toward transcripts, improved filings, and financials, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Tegus and YCharts cost?
Neither has a free plan, but YCharts offers a free trial. Compare the paid tiers against your required data coverage before committing.
Which is better for beginners: Tegus or YCharts?
Tegus 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 Tegus or YCharts on my phone?
Tegus 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 Tegus or YCharts?
It depends on what you're after. Pick Tegus if transcripts and improved filings matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Tegus and YCharts cover?
Both cover stocks. YCharts adds ETFs, mutual funds, and closed-end funds on top.
Can I export data from Tegus and YCharts?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can Tegus or YCharts connect to my broker?
YCharts syncs with brokers automatically. With Tegus, you're entering holdings by hand or importing files.
Which has a better stock screener: Tegus or YCharts?
YCharts has a stock screener for surfacing ideas; Tegus doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Tegus or YCharts?
YCharts handles portfolio tracking. Tegus is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.