VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

View Tweenvest View YCharts Home My Collections

Head-to-head

Tweenvest vs YCharts comparison

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

Quick takeaways

Tweenvest adds Valuation Models, Transcripts, AI, Calendar, and Dividends coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Data APIs, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that Tweenvest omits.

Tweenvest highlights: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

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..

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

Tweenvest

tweenvest.com

Hands-on review

Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Global equity database covering more than 100,000 stocks, refreshed daily.
Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.

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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

7 overlaps

Mutual strengths include Screeners, Financials, and Scores plus 4 more areas.

Where they differ

Tweenvest

Distinct strengths include:

Global equity database covering more than 100,000 stocks, refreshed daily.
Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.

YCharts

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

Scenario & Stress Tests

Alerts

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	Tweenvest	YCharts
Categories Which research workflows each platform targets	Shared: Screeners, Financials, Scores, Portfolio, Watchlist, News, Analyst Forecasts Unique: Valuation Models, Transcripts, AI, Calendar, Dividends	Shared: Screeners, Financials, Scores, Portfolio, Watchlist, News, Analyst Forecasts Unique: Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Data APIs, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Short Interest, Insider Data, 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	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	Web, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Global equity database covering more than 100,000 stocks, refreshed daily. Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier. Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum. Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above. Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive. Analyst estimates, editable projections, and AI-generated summaries are included in the Unlimited plan.	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 Tweenvest and YCharts both support?

Both platforms cover Screeners, Financials, Scores, Portfolio, Watchlist, News, and Analyst Forecasts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Tweenvest offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Tweenvest and YCharts?

Both Tweenvest and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Tweenvest differentiates itself with Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum., 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..

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