VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing TipRanks and YCharts will find that Both TipRanks and YCharts concentrate on Screeners, Analyst Forecasts, and Scores workflows, making them natural alternatives for similar investment research jobs. TipRanks leans into Top Analysts, ETF Screeners, and Stock Ideas, which can be decisive for teams that need depth over breadth. YCharts stands out with Data Visualizations, Correlation, and Risk Metrics (VaR/ES/Drawdown) 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
TipRanks vs YCharts
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- TipRanks adds Top Analysts, ETF Screeners, Stock Ideas, Analyst Recommendations, Analyst Price Targets, Flags, App & Website Traffic, Institutional Data, Which ETF includes this Stock?, News Sentiment, and Calendar coverage that YCharts skips.
- YCharts includes Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, 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 TipRanks omits.
- TipRanks highlights: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- 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..
- TipRanks has a free tier, while YCharts requires a paid plan.
- TipRanks ships a mobile app. YCharts is web/desktop only.
TipRanks
tipranks.com
TipRanks is a retail research platform built around analyst rankings, Smart Score ratings, and screening tools. It offers forecasts, portfolios, alerts, and alternative datasets like insider activity and website traffic. Free users get basic access, while Premium and Ultimate tiers add deeper analytics, longer history, Excel/CSV exports, and broker-connected trading via TradeStation.
Categories
Platforms
Pricing
Quick highlights
- Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards.
- Smart Score: a proprietary 1–10 multi-factor equity rating system.
- Tracks insider transactions and hedge fund activity, with manager rankings based on filings.
- Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
- Smart Portfolio: connect to major brokers or upload via CSV for portfolio analytics and email alerts.
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
TipRanks
Distinct strengths include:
- Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards.
- Smart Score: a proprietary 1–10 multi-factor equity rating system.
- Tracks insider transactions and hedge fund activity, with manager rankings based on filings.
- Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
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 | TipRanks | YCharts |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Analyst Forecasts, Scores, Financials, Insider Data, ETF Overview, ETF Holdings, ETF Performance, ETF Comparison, News, Alerts, Portfolio, Watchlist, Stock Comparison Unique: Top Analysts, ETF Screeners, Stock Ideas, Analyst Recommendations, Analyst Price Targets, Flags, App & Website Traffic, Institutional Data, Which ETF includes this Stock?, News Sentiment, Calendar | Shared: Screeners, Analyst Forecasts, Scores, Financials, Insider Data, ETF Overview, ETF Holdings, ETF Performance, ETF Comparison, News, Alerts, Portfolio, Watchlist, Stock Comparison Unique: Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, 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, Cryptos | 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 | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do TipRanks and YCharts both support?
Both platforms cover Screeners, Analyst Forecasts, Scores, Financials, Insider Data, ETF Overview, ETF Holdings, ETF Performance, ETF Comparison, News, Alerts, Portfolio, Watchlist, and Stock Comparison workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
TipRanks 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?
TipRanks ships a dedicated mobile experience, while YCharts focuses on web or desktop access.
What unique strengths set the two platforms apart?
TipRanks differentiates itself with Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings., 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.