YCharts alternatives

3 tools to consider instead of YCharts, shown against it.

YCharts Koyfin Morningstar Direct TIKR
Vendor YCharts, Inc. Koyfin Inc. Morningstar, Inc. TIKR Terminal
Pricing model Quote only Subscription Quote only Subscription
Free tier No Yes No Yes
Deployment Cloud Cloud Cloud Cloud
Open source No No No No
Best for Financial advisors who need client-ready charts and proposals more than raw terminal data. Individual investors and small RIAs who want Bloomberg-style dashboards without a terminal-sized budget. Fund research, manager due-diligence and consultant teams evaluating investment products. Individual investors and students who want institutional-style global data at a fraction of a terminal's cost.
Pricing

Four named tiers (Analyst, Presenter, Professional, Enterprise); the vendor's pricing page lists no dollar figures and directs buyers to call sales.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

Free tier plus five paid monthly tiers scaling from individual research up to advisor workflows, with an annual discount.

Free $0/month
Plus $39/month
Premium $79/month
Advisor Pro $299/month

Prices read from the vendor's own page on September 21, 2026. Vendors change prices; check the source before you budget.

Sold as an enterprise license per seat; no public price list.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

Free U.S.-only tier plus three paid monthly tiers that expand global coverage, history depth and screener limits.

Free $0/month
Plus $24.95/month
Pro $54.95/month
Ultimate $119.95/month

Prices read from the vendor's own page on September 21, 2026. Vendors change prices; check the source before you budget.

Features
  • Economic and company data charting
  • Stock and fund screeners
  • Model portfolios
  • Client-facing proposal and report generation
  • Compliance oversight tools (Enterprise)
  • Fund comparison and correlation tools
  • Excel add-in
  • Customizable dashboards for equities, macro and fixed income
  • Financial statement history and consensus estimates
  • Stock and ETF screeners
  • Charting with technical overlays
  • Model portfolios and client proposals (advisor tiers)
  • News, filings and transcripts feed
  • ETF holdings and valuation tools
  • Fund, ETF and equity databases with Morningstar ratings
  • Performance attribution and factor exposure analysis
  • Peer-group and manager comparison tools
  • Portfolio construction and analytics
  • Holdings-based style and risk analysis
  • Custom report generation for due diligence
  • Global company financial statement history
  • Earnings call transcripts
  • Analyst estimates and consensus data
  • 13F institutional ownership and fund-holdings tracking
  • Custom screeners and saved screens
  • Watchlists and market newsfeeds
  • Valuation and comparable company tools

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