YCharts vs FactSet Comparison
YCharts
Starting at Contact for pricing
- Free Trial
- Large Enterprises
- Medium Business
YCharts is a comprehensive business research tool for enterprises, aiding them to gain better insights on their investments. It provides comprehensive analytics related to securities, portfolio, and financial performance…
FactSet
Starting at Contact for pricing
- Large Enterprises
- Medium Business
FactSet is a comprehensive investment management platform which offers actionable insights on financial, ESG, debt, estimates, research news and other data, enabling businesses to make informed decisions and develop succ…
YCharts leads on user satisfaction with a 4.6-star rating across 75 reviews.
YCharts vs FactSet — at a glance
| Feature | YCharts | FactSet |
|---|---|---|
| Rating | 4.6 / 5 | — |
| Reviews | 75 | — |
| Starting price | Contact for pricing | Contact for pricing |
| Free trial | Yes | No |
| Free version | No | No |
| Best for | Large Enterprises, Medium Business | Large Enterprises, Medium Business, Small Business |
| Category | Financial Research Software | Financial Analysis Software |
| Platforms | SaaS/Web/Cloud | SaaS/Web/Cloud |
| API | Available | Available |
| Support modes | Online | Business Hours, Online |
| Certifications | SOC 2, GDPR | SOC 2 |
| Data residency | US | Global |
Key differences between YCharts and FactSet
- Free trial: YCharts offers a free trial; FactSet does not.
- Deployment: YCharts supports SaaS/Web/Cloud; FactSet supports SaaS/Web/Cloud.
YCharts vs FactSet — find the better fit before you commit.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most Financial Research Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
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Biggest differences
Start here before you go deeper into features.
Best for enterprises needing deep investment analytics with advanced visualizations.
- You require comprehensive analytics on securities and portfolio performance.
- Your team benefits from advanced charting to visualize investment strategies.
- You have financial analysts or investment managers in a mid-to-large company.
- You are a small business with limited investment activities.
- You need a simple, off-the-shelf financial tool without customization or complexity.
Large Enterprises, Medium Business, Small Business
YCharts typically suits Large Enterprises and Medium Business. FactSet tends to fit Large Enterprises and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.
Description | YCharts is a comprehensive business research tool for enterprises, aiding them to gain better insights on their investments. It provides comprehensive analytics related to securities, ... Read More about YCharts | FactSet is a comprehensive investment management platform which offers actionable insights on financial, ESG, debt, estimates, research news and other data, enabling businesses to make ... Read More about FactSet |
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Free Trial Availability |
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User RatingsBased on verified Spotsaas reviews | ||
Best Company Size | 51-500 employees500+ employees | — |
Get pricing help | Get pricing help |
Software Demo
Demo |
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How do YCharts and FactSet Compare on Features?
Total Features | 8 Features | 5 Features |
|---|---|---|
Unique Features | No unique features | No unique features |
Get Quote | Get Quote |
Compare YCharts and FactSet on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
Pricing Option | ||
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Pricing Page |  | Pricing information not available |
Other Details
Organization Types supported |
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Platforms Supported |
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Modes of support |
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API Support |
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Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | ✓ Yes | ✓ Yes |
|---|---|---|
HIPAA | ✗ No | ✗ No |
GDPR | ✓ Yes | — |
Single Sign-On (SSO) | ✓ Yes | — |
Multi-Factor Auth (MFA) | ✓ Yes | — |
Data Encryption | ✓ Yes | — |
Data Residency | 🇺🇸 US | 🌐 Global |
YCharts User Reviews & Rating Comparison
User Ratings | No reviews available for the product | |
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Rating Distribution | No reviews available for this product | |
Spotsaas Editor’s POV generated by AI | Buyer sentiment Overall positive sentiment with appreciation for analytics depth and visualization, tempered by concerns about pricing transparency and complexity. What buyers like
Common complaints
| What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product |
List of Customers
Customers |  BDF  John Hancock Investment Management  Huber Financial Advisors | No Customers information available. |
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Media and Screenshots
Screenshots |  4 Screenshots |  3 Screenshots |
|---|---|---|
Videos |  3 Videos |  6 Videos |
Top Alternatives to YCharts and FactSet in 2026
Alternatives |
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, YCharts or FactSet?
- YCharts edges out the other on user ratings (4.6 vs -1.0). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do YCharts and FactSet offer a free trial?
- YCharts offers a free trial. FactSet does not.
- What is the starting price of YCharts vs FactSet?
- YCharts starts at Contact for pricing. FactSet starts at Contact for pricing.
- What are the top alternatives to YCharts?
- Top alternatives to YCharts include Morningstar Office, 123BizPlan, Qualified, Workvivo, DataSpark.
- What are the top alternatives to FactSet?
- Top alternatives to FactSet include Morningstar Office, Kaya, Qualified, Growthsense, Workvivo.