VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View TrendlyneView Yellowbrick InvestingBack to Home

Head-to-head

Trendlyne vs Yellowbrick Investing comparison

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

Quick takeaways

Trendlyne adds Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Watchlist, Backtesting, Calendar, News, Dividends, Splits, Acquisitions, IPO, Financials, Scores, Transcripts, Insider Data, Sheets / Excel Add-ins, and Broker Connectors coverage that Yellowbrick Investing skips.

Yellowbrick Investing includes Stock Ideas, 13F, and Newsletters 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..

Yellowbrick Investing is known for: Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..

Trendlyne ships a mobile app. Yellowbrick Investing is web/desktop only.

Trendlyne logo

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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Yellowbrick Investing logo

Yellowbrick Investing

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Aggregates stock pitches and hedge fund holdings into a searchable platform. The free tier gives access to delayed ideas and limited data, while Premium unlocks real-time investor feeds, professional fund portfolios, enhanced filters, investor return stats, and the live Yellowbrick Premium Portfolio with trade alerts. A separate “CEO Watcher Premium” subscription tracks insider activity.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
  • Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
  • Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
  • Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
  • Free tier limits include ~30-day delays on new hedge-fund stock pitches and restricted access to investor return columns.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Screeners, Investor Holdings, and Alerts plus 1 more area.

Where they differ

Trendlyne

Distinct strengths include:

Analyst Forecasts
Analyst Price Targets
Analyst Recommendations
Data Visualizations
Options & Derivatives
Portfolio
Watchlist
Backtesting
  • 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.

Yellowbrick Investing

Distinct strengths include:

Stock Ideas
13F
Newsletters
  • Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
  • Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
  • Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
  • Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.

Feature-by-feature breakdown

AttributeTrendlyneYellowbrick Investing
Categories

Which research workflows each platform targets

Shared: Screeners, Investor Holdings, Alerts, Institutional Data

Unique: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Watchlist, Backtesting, Calendar, News, Dividends, Splits, Acquisitions, IPO, Financials, Scores, Transcripts, Insider Data, Sheets / Excel Add-ins, Broker Connectors

Shared: Screeners, Investor Holdings, Alerts, Institutional Data

Unique: Stock Ideas, 13F, Newsletters

Asset types

Supported asset classes and universes

Stocks, Mutual Funds, Options, Futures

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web

Pricing

High-level pricing models

Free, Subscription

Free, 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

  • Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
  • Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
  • Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
  • Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
  • Free tier limits include ~30-day delays on new hedge-fund stock pitches and restricted access to investor return columns.
  • Yellowbrick Premium Portfolio is a real-money portfolio that mirrors top investor trades and issues alerts when new trades are made.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Trendlyne and Yellowbrick Investing both support?

Both platforms cover Screeners, Investor Holdings, Alerts, and Institutional Data workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Trendlyne and Yellowbrick Investing require subscriptions?

Both Trendlyne and Yellowbrick Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Trendlyne ships a dedicated mobile experience, while Yellowbrick Investing 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 Yellowbrick Investing stands out for Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

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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.