YCharts
Depends
Confidence: Medium
Buy if you run an advisory practice and want research, screeners, and client proposals without Bloomberg-terminal costs.
New check
Comparison
YCharts vs Koyfin
YCharts lands on Depends, and Koyfin lands on Worth it.
Koyfin
Worth it
Confidence: Medium
Buy if you research stocks weekly or manage client portfolios . at $39/month it replaces terminals costing thousands.
| Compare | ||
|---|---|---|
| Verdict | Depends | Worth it |
| Best for | Financial advisors (RIAs) | Individual stock researchers |
| Who it's not for | Active traders needing real-time terminal data | Casual investors who check holdings a few times a year . broker apps suffice |
| Privacy | Published security page; 2,119 domain-linked credentials found in infostealer logs, no confirmed breach.⁸ | SOC 2 compliant; public trust center and vulnerability disclosure program; no known public vulnerabilities found. |
| Support quality | No support evidence in sources reviewed | No supporting evidence in sources. |
| Public sentiment | G2 reviewers rate YCharts 4.7/5 and frame it as a Bloomberg alternative, though ratings differ across review platforms.¹ | Users rate Koyfin 4.8/5 on G2, praising custom dashboards and market coverage, though some report limitations.16 |
| Biggest gotcha | 2,119 credentials tied to surfaced in infostealer logs. Use unique passwords plus 2FA.⁸ | Koyfin discontinued its Pro plan and migrated subscribers . verify current tier features before paying annually.15 |
Pick YCharts when
- Financial advisors (RIAs)
- Wealth management teams
- Individual investors wanting Bloomberg-lite research
- Educators
When YCharts is not a fit
- Active traders needing real-time terminal data
- Casual retail investors on a tight budget
- Institutions needing Bloomberg-grade depth
- Funds needing Backstop-class CRM workflows
Pick Koyfin when
- Individual stock researchers
- RIAs and wealth advisors
- Budget-conscious Bloomberg-alternative seekers
- Value investors building custom dashboards
When Koyfin is not a fit
- Casual investors who check holdings a few times a year . broker apps suffice
- Institutions needing terminal-grade data depth, support, and compliance
- Day traders wanting advanced charting first . TradingView fits better
- Anyone wanting hand-holding support; public support signal is thin
Sources
- YCharts Reviews . G2g2.comreview
- YCharts Customer Service Reviews . Trustpilottrustpilot.comreview
- YCharts Review . WallStreetZenwallstreetzen.comreview
review
- YCharts review . Reddit r/TraderToolsreddit.comreview
- YCharts Plans . Officialget.ycharts.comofficial
- YCharts Pricing, Plans & Subscription Options . ZoftwareHubzoftwarehub.comofficial
- ycharts.com infostealer credentials . Hudson Rockhudsonrock.comsecurity
- PE firm pursuing sale of YCharts . Citywirecitywire.comnews
- YCharts Funding & Valuation . CB Insightscbinsights.comnews
- YCharts earns top G2 2026 software awards . Businesswirebusinesswire.comnews
review
- Koyfin Pricing and Plan Guidekoyfin.comofficial
- Koyfin pricing planskoyfin.comofficial
- Changes to the Koyfin Pro Plankoyfin.comofficial