VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View YCharts View Zacks (Zacks.com)Back to Home

Head-to-head

YCharts vs Zacks (Zacks.com) comparison

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

Quick takeaways

YCharts adds Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, Financials, 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 coverage that Zacks (Zacks.com) skips.

Zacks (Zacks.com) includes ETF Screeners, Calendar, Analyst Price Targets, and Transcripts categories that YCharts omits.

YCharts 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., 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..

Zacks (Zacks.com) is known for: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..

Zacks (Zacks.com) keeps a free entry point that YCharts lacks.

Zacks (Zacks.com) offers mobile access, which YCharts skips.

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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Zacks (Zacks.com)

zacks.com

Hands-on review

Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
Style Scores across Value, Growth, and Momentum factors.
Stock, ETF, and mutual fund screeners with hundreds of filters.
Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises.

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Overlap

Shared focus areas

10 overlaps

Mutual strengths include Screeners, Portfolio, and Watchlist plus 7 more areas.

Where they differ

YCharts

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

Scenario & Stress Tests

Data APIs

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).

Zacks (Zacks.com)

Distinct strengths include:

ETF Screeners

Calendar

Analyst Price Targets

Transcripts

Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
Style Scores across Value, Growth, and Momentum factors.
Stock, ETF, and mutual fund screeners with hundreds of filters.
Per-ticker pages with analyst forecasts, price targets, and earnings estimates.

Feature-by-feature breakdown

Attribute	YCharts	Zacks (Zacks.com)
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, Watchlist, News, Alerts, Scores, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts Unique: Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, Financials, 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	Shared: Screeners, Portfolio, Watchlist, News, Alerts, Scores, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts Unique: ETF Screeners, Calendar, Analyst Price Targets, Transcripts
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds	Stocks, ETFs, Mutual 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, Mobile
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	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.	Unique Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages. Style Scores across Value, Growth, and Momentum factors. Stock, ETF, and mutual fund screeners with hundreds of filters. Per-ticker pages with analyst forecasts, price targets, and earnings estimates. Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises. Earnings Calendar with upcoming and historical quarterly results.
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 YCharts and Zacks (Zacks.com) both support?

Both platforms cover Screeners, Portfolio, Watchlist, News, Alerts, Scores, ETF Overview, ETF Performance, ETF Holdings, 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?

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

Which tool has mobile access?

Zacks (Zacks.com) ships a dedicated mobile experience, while YCharts focuses on web or desktop access.

What unique strengths set the two platforms apart?

YCharts differentiates itself with 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., whereas Zacks (Zacks.com) stands out for Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..

Keep exploring

Stay on top of related tools

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