VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Trendlyne View YCharts Back to Home

Head-to-head

Trendlyne vs YCharts comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Trendlyne adds Analyst Price Targets, Analyst Recommendations, Options & Derivatives, Backtesting, Investor Holdings, Calendar, Dividends, Splits, Acquisitions, IPO, Transcripts, and Institutional Data coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, and APIs & SDKs categories that Trendlyne omits.

Trendlyne highlights: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

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..

Trendlyne has a free tier, while YCharts requires a paid plan.

Trendlyne ships a mobile app. YCharts is web/desktop only.

Trendlyne

trendlyne.com

Hands-on review

Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.

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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).

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

12 overlaps

Mutual strengths include Screeners, Analyst Forecasts, and Data Visualizations plus 9 more areas.

Where they differ

Trendlyne

Distinct strengths include:

Analyst Price Targets

Analyst Recommendations

Options & Derivatives

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

YCharts

Distinct strengths include:

Stock Comparison

ETF Comparison

Correlation

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

Scenario & Stress Tests

Data APIs

ETF Overview

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	Trendlyne	YCharts
Categories Which research workflows each platform targets	Shared: Screeners, Analyst Forecasts, Data Visualizations, Portfolio, Watchlist, Alerts, News, Financials, Scores, Insider Data, Sheets / Excel Add-ins, Broker Connectors Unique: Analyst Price Targets, Analyst Recommendations, Options & Derivatives, Backtesting, Investor Holdings, Calendar, Dividends, Splits, Acquisitions, IPO, Transcripts, Institutional Data	Shared: Screeners, Analyst Forecasts, Data Visualizations, Portfolio, Watchlist, Alerts, News, Financials, Scores, Insider Data, Sheets / Excel Add-ins, Broker Connectors Unique: Stock Comparison, ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs
Asset types Supported asset classes and universes	Stocks, Mutual Funds, Options, Futures	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 Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers). Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests). Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more. DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS. Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers. Excel Connect and Google Sheets add-ins to pull live data directly into spreadsheets—available by plan, with full India+US coverage on Pro Plus.	Unique 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. Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
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 Trendlyne and YCharts both support?

Both platforms cover Screeners, Analyst Forecasts, Data Visualizations, Portfolio, Watchlist, Alerts, News, Financials, Scores, Insider Data, Sheets / Excel Add-ins, 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?

Trendlyne 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?

Trendlyne ships a dedicated mobile experience, while YCharts focuses on web or desktop access.

What unique strengths set the two platforms apart?

Trendlyne differentiates itself with Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., 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..

Keep exploring

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