Tool Comparison
Tegus vs YCharts
- Paid from
- $69/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- 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
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and ETF comparison.
Pick Tegus if
Tegus
Free • From $828/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- 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
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and ETF comparison.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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 letting you start free.
What readers say
Tegus
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YCharts
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Key differences at a glance
- Free plan
- Tegus
- 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
What Tegus does best
- Search more than 300,000 investor-led insights covering over 29,000 companies.
- Commission custom calls with pre-qualified experts.
- Use AlphaSense Generative Search, Deep Research, workflow agents, summaries, and topic tags across transcripts, filings, financial data, broker research, and market intelligence.
- Search across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
- Use more than 4,000 pre-built Canalyst models, Excel models, DCF, LBO, and M&A templates 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.
- 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 $828/yr | From $3000/yr |
Free tier | Yes | 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 +15 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 | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Tegus | Visit YCharts |
Standout features
The best features of Tegus and YCharts.ShowHide
Standout features
What Tegus does best
- Search more than 300,000 investor-led insights covering over 29,000 companies.
- Commission custom calls with pre-qualified experts.
- Use AlphaSense Generative Search, Deep Research, workflow agents, summaries, and topic tags across transcripts, filings, financial data, broker research, and market intelligence.
- Search across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
- Use more than 4,000 pre-built Canalyst models, Excel models, DCF, LBO, and M&A templates 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.
- 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 Tegus and YCharts.ShowHide
All details
| 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 | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | Excel | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Status page | SOC2Status pageEncryption at restEncryption in transit |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“BamSEC Free” | — |
| Entry paid plan | $828/yr≈ $69/mo“BamSEC Pro” | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $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“AlphaSense Tegus Expert Insights” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
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.
Is Tegus or YCharts free to use?
Tegus has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Tegus and see how far it takes you before opening your wallet.
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.
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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.