VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Tickertape and YCharts will find that Both Tickertape and YCharts concentrate on Screeners, Portfolio, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Tickertape leans into Dividends, Splits, and Analyst Recommendations, which can be decisive for teams that need depth over breadth. YCharts stands out with Stock Comparison, ETF Comparison, and Data Visualizations that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Tickertape vs YCharts
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Tickertape adds Dividends, Splits, Analyst Recommendations, Analyst Price Targets, Market Sentiment, and Blogs coverage that YCharts skips.
- YCharts includes Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, and Sheets / Excel Add-ins categories that Tickertape omits.
- Tickertape highlights: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- 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..
- Tickertape has a free tier, while YCharts requires a paid plan.
- Tickertape ships a mobile app. YCharts is web/desktop only.
Tickertape
tickertape.in
India-focused research and portfolio platform for stocks, mutual funds, and ETFs. It offers end-of-day screening data, linked broker integration for unified portfolios and trading, and event-driven alerts. Free accounts provide core features, while Pro unlocks unlimited custom filters, CSV exports, advanced alerts, and access to historical Market Mood Index data and index constituents.
Categories
Platforms
Pricing
Quick highlights
- Web and mobile apps covering Indian stocks, mutual funds, and ETFs.
- Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit.
- End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day.
- Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
- Alerts on markets, watchlists, and portfolios, with advanced alerting features available on Pro.
YCharts
ycharts.com
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
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Tickertape
Distinct strengths include:
- Web and mobile apps covering Indian stocks, mutual funds, and ETFs.
- Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit.
- End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day.
- Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
YCharts
Distinct strengths include:
- 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 | Tickertape | YCharts |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, Scores, Analyst Forecasts, ETF Overview, ETF Performance, Insider Data, Broker Connectors Unique: Dividends, Splits, Analyst Recommendations, Analyst Price Targets, Market Sentiment, Blogs | Shared: Screeners, Portfolio, Watchlist, News, Alerts, Financials, Scores, Analyst Forecasts, ETF Overview, ETF Performance, Insider Data, Broker Connectors Unique: Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins |
Asset types Supported asset classes and universes | Stocks, Mutual Funds, 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, Mobile | 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 | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Tickertape and YCharts both support?
Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, Financials, Scores, Analyst Forecasts, ETF Overview, ETF Performance, Insider Data, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Tickertape offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Tickertape ships a dedicated mobile experience, while YCharts focuses on web or desktop access.
What unique strengths set the two platforms apart?
Tickertape differentiates itself with Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., 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..
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.