VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Visualping View YCharts Back to Home

Head-to-head

Visualping vs YCharts comparison

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

Quick takeaways

Visualping adds Regulatory Filings Monitoring, Webhooks, Zapier / Make, and AI coverage that YCharts skips.

YCharts includes Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, and Broker Connectors categories that Visualping omits.

Visualping highlights: Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track., Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames., and Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions)..

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..

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

Visualping

visualping.io

Website change‑detection and alerting. Supports visual, text and element/HTML (‘web’) compare modes, actions to log in/fill forms/scroll/wait/execute scripts, PDF monitoring, high‑frequency checks (as fast as 2 minutes on paid tiers), and multi‑channel notifications (email, SMS, Slack, Microsoft Teams, Google Chat, Discord, RSS, webhooks). Business plans add bulk job import/management, reporting (scheduled), and API/webhooks for integration. AI features (‘Important Alerts’) classify/ summarize changes so teams only see what matters.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track.
Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames.
Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions).
AI ‘Important Alerts’ to flag/summarize only relevant changes; premium Visual Analyzer for image‑change intelligence (Solutions tier).
Notifications via Email/SMS/Slack/MS Teams/Google Chat/Discord/RSS, plus webhooks; Google Sheets integration via webhook; Slack private‑channel support.

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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

4 overlaps

Mutual strengths include Alerts, News, and APIs & SDKs plus 1 more area.

Where they differ

Visualping

Distinct strengths include:

Regulatory Filings Monitoring

Webhooks

Zapier / Make

Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track.
Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames.
Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions).
AI ‘Important Alerts’ to flag/summarize only relevant changes; premium Visual Analyzer for image‑change intelligence (Solutions tier).

YCharts

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

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	Visualping	YCharts
Categories Which research workflows each platform targets	Shared: Alerts, News, APIs & SDKs, Sheets / Excel Add-ins Unique: Regulatory Filings Monitoring, Webhooks, Zapier / Make, AI	Shared: Alerts, News, APIs & SDKs, Sheets / Excel Add-ins Unique: Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options, Futures, Commodities, Currencies, Cryptos, Real Estate, Funds	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, API	Web, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track. Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames. Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions). AI ‘Important Alerts’ to flag/summarize only relevant changes; premium Visual Analyzer for image‑change intelligence (Solutions tier). Notifications via Email/SMS/Slack/MS Teams/Google Chat/Discord/RSS, plus webhooks; Google Sheets integration via webhook; Slack private‑channel support. Business: bulk import & bulk edit, workspaces/labels, reports (HTML/CSV/Excel) with scheduling; alert on website errors; advanced scheduling windows.	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	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Visualping and YCharts both support?

Both platforms cover Alerts, News, APIs & SDKs, and Sheets / Excel Add-ins workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Visualping 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 Visualping and YCharts?

Both Visualping 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?

Visualping differentiates itself with Compare modes: visual (screenshot diffs), text changes, and element/HTML (‘web’) targeting; select a specific area or element to track., Action tools to monitor behind logins and interact with pages: type, click, dropdown select, scroll, wait, cookie pass, JavaScript ‘script’ actions; supports iFrames., and Monitor PDFs directly or indirectly (watch a listing page for changing PDF versions)., 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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