Software Alternatives, Accelerators & Startups

Koyfin VS YCharts

Compare Koyfin VS YCharts and see what are their differences

Koyfin logo Koyfin

Koyfin provides tools to help investors research stocks and other asset classes through dashboards and charting.

YCharts logo YCharts

YCharts is a financial software solution providing investment research tools including stock charts, stock ratings and economic indicators.
  • Koyfin Landing page
    Landing page //
    2023-10-01
  • Koyfin Advanced Charting
    Advanced Charting //
    2023-12-13
  • Koyfin Advanced Charting 2
    Advanced Charting 2 //
    2023-12-13
  • Koyfin Model Portfolios
    Model Portfolios //
    2023-12-13
  • Koyfin Market Dashboards
    Market Dashboards //
    2023-12-13
  • Koyfin Transcript Search
    Transcript Search //
    2023-12-13
  • Koyfin Stock Screener
    Stock Screener //
    2023-12-13
  • Koyfin Analyst Estimates
    Analyst Estimates //
    2023-12-13
  • Koyfin Live News, Press Releases, and Filings
    Live News, Press Releases, and Filings //
    2023-12-13
  • Koyfin Watchlists
    Watchlists //
    2023-12-13
  • Koyfin Market Scatter
    Market Scatter //
    2023-12-13

Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 500,000 investors. We offer global coverage of equities, ETFs, Mutual Funds, analyst estimates, model portfolios, transcripts, filings, screeners, financials, charting, macro data and custom dashboards.

Our mission is to equip every investor in the world, no matter their size, with the best data and tools; empowering them to achieve more.

For more information, sign up for free at koyfin.com, contact help@koyfin.com, or follow us on Twitter at @KoyfinCharts.

  • YCharts Landing page
    Landing page //
    2023-05-07

Koyfin

Website
koyfin.com
$ Details
freemium
Platforms
Google Chrome Apple Watch Safari iOS Android Web
Release Date
2016 January

YCharts

$ Details
-
Platforms
-
Release Date
-

Koyfin features and specs

  • Advanced charting
  • Global financials data for 100k+ stocks
  • Global analyst estimates & price targets
  • Global macroeconomic data
  • Global equity screener
  • ETF & mutual fund screener
  • ETF & Mutual fund data
  • 100k+ Company snapshots
  • Transcripts, filings, press releases
  • Advanced transcript search
  • Commodity futures
  • Indices
  • Bond yields & spreads
  • FX data
  • Market & macro dashboards
  • Custom dashboards
  • Dashboard data download
  • Custom financial analysis templates
  • Portfolio tools
  • Model portfolios
  • Watchlists
  • Custom formulas
  • Shareable watchlists
  • Live premium news
  • Custom news feeds
  • Economic & earnings calendars
  • Web and mobile platform

YCharts features and specs

  • Comprehensive Data and Analytics
    YCharts offers extensive financial data and analytical tools covering equities, mutual funds, ETFs, and economic indicators. This allows for in-depth investment analysis and research.
  • User-Friendly Interface
    The platform features an intuitive and easy-to-navigate interface, which helps both novice and experienced users efficiently access and analyze financial data.
  • Customizable Reports and Visualizations
    YCharts provides customizable charting options and the ability to create detailed reports, making it easier for users to visualize and interpret data according to their specific needs.
  • Solid Screening Tools
    The platform includes robust screening tools that allow users to filter and sort investments based on a wide range of criteria, aiding in the discovery of suitable investment opportunities.
  • Integration Capabilities
    YCharts can integrate with other financial software and platforms, enhancing its utility by combining it with existing tools and workflows.

Possible disadvantages of YCharts

  • High Cost
    YCharts is relatively expensive compared to other financial data platforms. This high cost can be prohibitive for individual investors or small firms with limited budgets.
  • Limited Forex and Crypto Data
    The platform offers limited data and analysis tools for forex and cryptocurrency markets, which may not meet the needs of investors interested in these areas.
  • Steep Learning Curve for Advanced Features
    While the basic features are user-friendly, some of the more advanced functionalities require time and effort to learn, which could be a drawback for those who need to quickly utilize the platform's full capabilities.
  • Data Latency Issues
    Some users have reported delays in data updates, which can affect real-time analysis and decision-making processes.
  • Overwhelming for Casual Investors
    The breadth of features and data available on YCharts can be overwhelming for casual or less experienced investors, potentially complicating simpler investment strategies.

Koyfin videos

Koyfin Demo, 2023

More videos:

  • Tutorial - Custom Dashboards Masterclass on Koyfin
  • Tutorial - Custom Formulas, Labels, and Columns
  • Demo - Analysing Wall St Consensus Expectations

YCharts videos

YCharts Overview Demonstration

More videos:

  • Demo - YCharts Overview Demo
  • Review - YCharts Basic Fundamental Charting

Category Popularity

0-100% (relative to Koyfin and YCharts)
Finance
62 62%
38% 38
Investing
69 69%
31% 31
Stock Research
100 100%
0% 0
Business & Commerce
0 0%
100% 100

User comments

Share your experience with using Koyfin and YCharts. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, YCharts should be more popular than Koyfin. It has been mentiond 22 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Koyfin mentions (4)

  • Resources for equity research and stock reports
    Thanks for the link, that was useful. I found there about koyfin.com which is for free and gives the summary info that I was after. Really spot on. Source: over 2 years ago
  • What is a recent estimate of Apph's short position?
    My stock dashboard (koyfin.com) says 15.33% short interest. Which is correct? Also I think that number was around 25% recently so I guess that's come down? Source: over 3 years ago
  • Recommendations for stock investment resources - Xetra
    Personally: For individual stocks: Koyfin.com (good for visualizing US ETFs as well but you won't have access to those anyway). Source: over 3 years ago
  • Stock Portfolio Tracking Websites - Suggestions??? (NAKD)
    Just stumbled upon koyfin.com too. It looks decent. Source: over 3 years ago

YCharts mentions (22)

  • Grayscale's GBTC Sees Historic Contraction in Discount to NAV, Reaching Single Digits in 2023.
    Grayscale's triumph over the U.S. Securities and Exchange Commission (SEC) has played a role in reducing the discount. In mid-October, the margin had already decreased to 16.59%, and on November 22, 2023, GBTC achieved a historic single-digit territory at 9.77%, as reported by ycharts.com. Source: over 1 year ago
  • Shares outstanding
    Also, the values that we see on sites like Morningstar, are they considered oustanding shares for 2023? The reason I am asking is because I was checking Amazon, as an example, and the value I see on Morningstar more or less corresponds to what is mentioned in their 2022 financial statement (however, when I compare the shares oustanding for 2021 from their financial statement to values on macrotrends.net or... Source: almost 2 years ago
  • Column: Bidenomics has been a boon for working class voters. Why don’t they give him credit?
    Basic Info. US Inflation Rate is at 4.05%, compared to 4.93% last month and 8.58% last year. Https://ycharts.com › indicators › us... US Inflation Rate - YCharts. Source: almost 2 years ago
  • All time low heading into the shareholder meeting. What are some questions we want answered?
    According to ycharts.com, shares outstanding went from 250m back in November to 509m end of August. Source: over 2 years ago
  • [OC] The Top Restaurant Chains by 2021 Sales (millions)
    Data from: ycharts.com, which gets data from company 10K filings Tool used: Excel. Source: over 2 years ago
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What are some alternatives?

When comparing Koyfin and YCharts, you can also consider the following products

alphasense - AlphaSense finds information on companies, data and themes from within millions of research documents in seconds, all with ONE simple search.

Alpha Spread - Powerful stock valuation platform. Automatic stock valuation under various scenarios. Intrinsic & Relative valuation. Wall Street analysts estimates.

Sentieo - The Modern Equity Research Platform by Buysiders for Buysiders

Smartfin - Experience a fast & easy way to research companies, with 30+ years of financial data, key metrics, and insights for humans. Build watchlists, track updates, and stay ahead with real-time alerts, earnings reports, and more!

Gurufocus - Historical financial data and insider holdings

FinChat - Your AI powered stock investing analyst