VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

World Bank Open Data (data.worldbank.org) vs YCharts comparison

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

Quick takeaways

YCharts includes Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that World Bank Open Data (data.worldbank.org) omits.

World Bank Open Data (data.worldbank.org) highlights: Programmatic access to nearly 16,000 time-series indicators across 45+ databases, with many series spanning over 50 years., Indicators API requires no key and supports both JSON and XML responses with flexible query styles., and Query capacity includes up to 60 indicators per call, subject to URL length limits..

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..

World Bank Open Data (data.worldbank.org) has a free tier, while YCharts requires a paid plan.

World Bank Open Data (data.worldbank.org) logo

World Bank Open Data (data.worldbank.org)

data.worldbank.org

Global macroeconomic and development indicators with fully open access. The Indicators API requires no API key, and the DataBank portal supports direct downloads in CSV, Excel, TXT, and SDMX. Most datasets are available under the CC BY 4.0 license, though a few third-party series carry different terms.

Platforms

Web
API

Pricing

Free

Quick highlights

  • Programmatic access to nearly 16,000 time-series indicators across 45+ databases, with many series spanning over 50 years.
  • Indicators API requires no key and supports both JSON and XML responses with flexible query styles.
  • Query capacity includes up to 60 indicators per call, subject to URL length limits.
  • DataBank offers one-click downloads in Excel, CSV, TXT, and SDMX, along with embeddable charts, maps, and tables.
  • Individual indicator pages allow direct CSV, Excel, and XML exports.

Community votes (overall)

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YCharts logo

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.

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Data APIs, GDP, and Inflation Rates plus 2 more areas.

Where they differ

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

AttributeWorld Bank Open Data (data.worldbank.org)YCharts
Categories

Which research workflows each platform targets

Shared: Data APIs, GDP, Inflation Rates, Unemployment Rates, Interest Rates

Shared: Data APIs, GDP, Inflation Rates, Unemployment Rates, Interest Rates

Unique: Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Alerts, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors

Asset types

Supported asset classes and universes

Other

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

Key features

Core capabilities called out by each vendor

Unique

  • Programmatic access to nearly 16,000 time-series indicators across 45+ databases, with many series spanning over 50 years.
  • Indicators API requires no key and supports both JSON and XML responses with flexible query styles.
  • Query capacity includes up to 60 indicators per call, subject to URL length limits.
  • DataBank offers one-click downloads in Excel, CSV, TXT, and SDMX, along with embeddable charts, maps, and tables.
  • Individual indicator pages allow direct CSV, Excel, and XML exports.
  • SDMX API available, with data calls capped at roughly 15,000 datapoints per request.

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 World Bank Open Data (data.worldbank.org) and YCharts both support?

Both platforms cover Data APIs, GDP, Inflation Rates, Unemployment Rates, and Interest Rates workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

World Bank Open Data (data.worldbank.org) 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 World Bank Open Data (data.worldbank.org) and YCharts?

Both World Bank Open Data (data.worldbank.org) 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?

World Bank Open Data (data.worldbank.org) differentiates itself with Programmatic access to nearly 16,000 time-series indicators across 45+ databases, with many series spanning over 50 years., Indicators API requires no key and supports both JSON and XML responses with flexible query styles., and Query capacity includes up to 60 indicators per call, subject to URL length limits., 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.