The short version: YCharts is built for financial advisors and asset managers: client reporting, model portfolios, an Excel add-in, and a data library that runs 4,000+ metrics deep. It does not publish prices; industry reviews consistently report $300 to $500 per user per month, billed annually, which puts it at $3,600 to $6,000 a year.
Stock Rover is built for the investor managing their own money: 800+ screening metrics (many screenable at any point in their history), up to 20 years of fundamentals, 30 years of dividend history, fund research, and brokerage-synced portfolio analytics. Plans run $348 to $948 a year; most new subscribers choose Premium Plus ($588) or Ultimate ($948), where the full depth described here lives.
The one-line difference: one is bought by firms to serve clients; the other is priced for the investor running their own money.
| Capability | Stock Rover | YCharts |
|---|---|---|
| Published pricing | $29–$149/mo billed annually ($348–$1,788/yr) | Quote-gated; reviews report $300–$500/user/mo, annual contracts only |
| Built for | Individual investors (plus advisors at Ultimate Pro) | Advisors, RIAs, asset managers |
| Free trial | 14 days, no credit card | 7 days, no credit card |
| Metric library | 800+ metrics, many screenable at any historical point (today, 12 quarters ago, five years back…) | 4,000+ security metrics (economic indicators counted separately) |
| Fundamental history | Up to 20 years | Up to ~30 years |
| Screening | Stocks, ETFs, funds; equations, percentiles, plain-language AI screener creation | Stocks, ETFs, funds; scoring models |
| Brokerage-synced personal portfolios | ✓ every tier; combine any set of accounts into one view | Model and client portfolios instead |
| Portfolio performance report (IRR & TWR, risk, income, fees) | ✓ | Client-report builder, different job |
| Mutual fund & ETF research | 7,400 ETFs + 20,000 funds at $79/mo billed annually (Ultimate) | Strong, advisor-oriented |
| Excel add-in | ✗ | ✓ |
| Client report builder / white label | Ultimate Pro multi-client reporting | Core feature |
| Monthly billing available | ✓ | Annual contracts only (reported) |
YCharts does not publish pricing; figures above are the numbers consistently reported by independent reviews through 2026 and may vary by negotiation. Metric counts are YCharts’ own published figures: its homepage cites 4,000+ metrics and its platform page 4,500+ for screening, with economic indicators (500,000+) counted separately. If you spot something out of date, tell us and we’ll fix it.
YCharts prices per user because its buyer is a firm. The product earns that price with things individuals rarely need: branded client reports, model portfolio construction, manager research (it acquired Zephyr in 2026), an Excel add-in for building your own workbooks, and breadth that reaches into economic data. Reviews of YCharts agree on both halves: excellent for professionals, and priced out of reach for retail investors.
Stock Rover’s buyer is the investor. The screening, research, dividend and fund tooling go deep on the questions an individual actually asks, and the portfolio side works on your accounts: link your brokerages and the Portfolio Performance Report answers how you’re really doing, with IRR and time-weighted return, risk against the S&P 500, projected dividend income, and what your fund fees compound to.
Data breadth and history. The 4,000+ metric claim is YCharts’ own and it holds up; that count covers security metrics alone, with 500,000+ economic indicators on top, and roughly 30 years of history against Stock Rover’s 20. Fundamental charting is the product’s signature; if you came for the charts, that half of the reputation is deserved. The Excel add-in matters if your workflow lives in spreadsheets. In 2026 it also added Y, a purpose-built AI assistant for advisor workflows. Client-facing output is the whole point: report builder, model portfolios, white-label options. If clients pay you to manage money, the subscription is a business expense that earns its keep.
Price. A year of Stock Rover Ultimate costs $948; reviews put a single YCharts seat at $3,600 to $6,000, on an annual contract. Historical screening. Many of the 800+ metrics screen at any point in their history: earnings yield today, 12 quarters ago, five years back from today, three calendar years ago (Premium Plus and up). The metric count reads smaller than YCharts’; the screenable surface is many times the headline number. Your own portfolio, or any set of them. YCharts builds model portfolios; Stock Rover maintains a daily, dividend-adjusted record of the accounts you actually hold and reports on any selection of them combined: a couple of brokerages or a whole household, one view of allocation, performance, fees and projected income. Dividend research runs 30 years deep with growth streaks and forward income projection. Commitment. Stock Rover offers monthly billing and a 14-day trial with no card; YCharts is reported to require an annual commitment.
Advisors and analysts who present research to clients, need an Excel pipeline, or want the deepest metric library available at this end of the market. For a firm, it is a strong product at a defensible price.
Anyone researching their own money. You get most of the working toolkit an individual uses day to day, plus the portfolio layer YCharts does not aim at, for a fraction of a single seat’s reported price. Advisors with lighter reporting needs also use Ultimate Pro ($149/mo billed annually) for multi-client portfolio reporting.
YCharts does not publish pricing. Independent reviews through 2026 consistently report $300/user/month for Standard and $500/user/month for Professional, billed annually, with custom Enterprise pricing above that. Treat those as reported figures; the company quotes each firm individually.
Stock Rover is the usual answer: $348 to $948 a year covers screening, 20-year fundamentals, dividend and fund research, and brokerage-synced portfolio reporting. The trade is a smaller metric library and no Excel add-in.
No. YCharts offers a 7-day free trial without a credit card, but no ongoing free tier. Stock Rover’s trial is 14 days, also without a card.
Ultimate Pro ($149/mo billed annually) adds multi-client portfolio reporting, which fits advisors with straightforward needs. YCharts remains the stronger choice for branded client decks, model portfolios and manager research.
Firms sometimes do: YCharts for client-facing work, Stock Rover for screening and personal accounts. For an individual, running both rarely makes sense given the price gap.
Screening, fund research, brokerage sync and the full Portfolio Performance Report, free for 14 days.
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This page is maintained by Stock Rover; facts were last verified August 26, 2026. YCharts details come from its published materials and independent reviews (pricing is not public). See also: all comparisons · Stock Rover vs Koyfin · plans & pricing.
