Tool Comparison
YCharts vs Zacks (Zacks.com)
- Paid from
- $3000/yr, billed annually
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want stock comparison, ETF comparison, and data visualizations.
- Paid from
- $249/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $249/yr, billed annually instead of $3000/yr, billed annually
- Delayed quotes won't cut it; you need real-time data
Pick YCharts if
YCharts
From $3000/yr, billed annually · Web · Desktop
- You want stock comparison, ETF comparison, and data visualizations.
Pick Zacks (Zacks.com) if
Zacks (Zacks.com)
Free • From $249/yr, billed annually · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $249/yr, billed annually instead of $3000/yr, billed annually
- Delayed quotes won't cut it; you need real-time data
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
YCharts and Zacks (Zacks.com) cover a lot of the same ground (5 shared categories, including screeners, portfolio, and watchlist), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Zacks (Zacks.com)'s 12, including stock comparison, ETF comparison, and data visualizations. Zacks (Zacks.com) counters by letting you start free.
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Key differences at a glance
- Free plan
- Zacks (Zacks.com)
- Cheaper paid plan
- Zacks (Zacks.com)$249/yr, billed annually vs $3000/yr, billed annually
- Broader coverage
- YCharts20 vs 12 categories
- Mobile app
- Zacks (Zacks.com)
- Desktop app
- YCharts
- Real-time data
- Zacks (Zacks.com)
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
What Zacks (Zacks.com) does best
- Zacks Rank scores from #1 to #5 and Zacks Industry Rank on company pages for earnings-revision research.
- Comparison tools for Value, Growth, and Momentum Style Scores alongside the rank when screening or reviewing individual stocks.
- Screening for stocks, ETFs, and mutual funds with hundreds of filters, with 45+ Premium Screens gated behind paid access.
- Direct access to ticker pages with analyst forecasts, earnings estimates, price targets, company research, and related market context.
- Review Price-Consensus-EPS Surprise charts that connect historical estimates, actual earnings, and surprise patterns.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $3000/yr, billed annually | Free • From $249/yr, billed annually |
Free tier | No | Yes |
Free trial | 7 days | 30 days |
Plan limits | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Addepar, Advyzon +15 more | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +2 more | — |
Categories covered | 20 | 12 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: Real-time and End of Day, Granularity: EOD +1 more |
Data partners | 3 partners: Morningstar, S&P Global Market Intelligence +1 more | — |
Capabilities | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more | Factors: Value, Momentum, and Growth |
Security | 4 signals: SOC2, Status page +2 more | — |
| Try it | Visit YCharts | Visit Zacks (Zacks.com) |
Standout features
The best features of YCharts and Zacks (Zacks.com).ShowHide
Standout features
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
What Zacks (Zacks.com) does best
- Zacks Rank scores from #1 to #5 and Zacks Industry Rank on company pages for earnings-revision research.
- Comparison tools for Value, Growth, and Momentum Style Scores alongside the rank when screening or reviewing individual stocks.
- Screening for stocks, ETFs, and mutual funds with hundreds of filters, with 45+ Premium Screens gated behind paid access.
- Direct access to ticker pages with analyst forecasts, earnings estimates, price targets, company research, and related market context.
- Review Price-Consensus-EPS Surprise charts that connect historical estimates, actual earnings, and surprise patterns.
All details
Every attribute we track for YCharts and Zacks (Zacks.com).ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCryptos | StocksETFsMutual Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts | Not specified |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker and CUSIP | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | MorningstarS&P Global Market IntelligenceMoody's | Not specified |
| Access & integrations | ||
Import methods | CSVCustodianManual | Manual |
Integrations | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more | Not specified |
Export formats | CSVExcelPDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Status pageEncryption at restEncryption in transit | Not specified |
Capability signals | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting | Factors: Value, Momentum, and Growth |
Vendor & support | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat | Zacks Investment Research |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Entry paid plan | $3000/yrBilled annually≈ $250/mo“Analyst”additional seat annual usd: 1,500 | $249/yrBilled annually≈ $20.75/mo“Premium Annual” |
| Tier 2 | $6300/yrBilled annually≈ $525/mo“Professional”additional seat annual usd: 3,600 | $495/yrBilled annually≈ $41.25/mo“Investor Collection Annual” |
| Tier 3 | SubscriptionBilled annually“Presenter”additional seat annual usd: 2,400 | $59/moBilled monthly“Investor Collection Monthly” |
| Tier 4 | — | $2995/yrBilled annually≈ $249.58/mo“Ultimate Annual” |
| Top plan | — | $299/moBilled monthly“Ultimate Monthly” |
| Custom / enterprise | Contact sales“Enterprise” | — |
| Free trial | 7 days | 30 days |
Free alternatives
Questions we keep getting
What's the difference between YCharts and Zacks (Zacks.com)?
YCharts leans toward screeners, stock comparison, and ETF comparison, while Zacks (Zacks.com) puts more weight on screeners, ETF screeners, and watchlist. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is YCharts or Zacks (Zacks.com) free to use?
Zacks (Zacks.com) has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Zacks (Zacks.com) and see how far it takes you before opening your wallet.
Which is better for beginners: YCharts or Zacks (Zacks.com)?
Zacks (Zacks.com) is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use YCharts or Zacks (Zacks.com) on my phone?
Zacks (Zacks.com) lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Should I choose YCharts or Zacks (Zacks.com)?
It depends on what you're after. Pick YCharts if stock comparison and ETF comparison matter to you; go with Zacks (Zacks.com) if you'd rather have ETF screeners and news. And if you only need the basics both share, let price decide.
What asset classes do YCharts and Zacks (Zacks.com) cover?
Both cover stocks, ETFs, and mutual funds. YCharts also handles closed-end funds, bonds, and cryptos.
Does YCharts or Zacks (Zacks.com) have real-time data?
Zacks (Zacks.com) offers real-time data, which matters if you trade actively. YCharts runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from YCharts and Zacks (Zacks.com)?
YCharts exports to CSV and Excel. Zacks (Zacks.com) is stingier about getting data out.
Can YCharts or Zacks (Zacks.com) connect to my broker?
YCharts syncs with brokers automatically. With Zacks (Zacks.com), you're entering holdings by hand or importing files.
Which has a better stock screener: YCharts or Zacks (Zacks.com)?
Both YCharts and Zacks (Zacks.com) include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with YCharts or Zacks (Zacks.com)?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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