EquityRT vs. YCharts
EquityRT vs. YCharts
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 EquityRT | Mid-Size Companies (51-1,000 employees) | EquityRT is a financial research and market data platform delivering global insights for investment professionals, analysts, and institutions. It combines extensive company financials, economic indicators, and market analytics in a cloud-based interface. Key features include GridPro for data comparison, ChartPro for advanced visualization, and an Excel Add-in for analysis. EquityRT aims to suppot faster, data-driven decisions with measurable ROI through improved efficiency, accessibility, and… | N/A | |
 YCharts | N/A | YCharts is an investment research platform from the company of the same name in Chicago, that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. | N/A |
| EquityRT | YCharts | |||||||||||||||
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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| Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
| Additional Details | EquityRT offers three USD-priced editions: Silver, Silver Plus, and Gold. Silver is the base platform with core functionality and full access to all datasets—ideal for teams needing broad market coverage without advanced tooling. Silver Plus adds basic model portfolio management, plus strategy building, backtesting, and the macroeconomic module for deeper research workflows. Gold is the complete product, unlocking the Excel Add-in for direct spreadsheet modeling and providing personalized support for faster adoption and ongoing success. All editions run on a SaaS platform with continuous enhancements included. For enterprises purchasing at scale, custom pricing applies based on license volume and scope. APIs and other bespoke solutions are priced project-by-project, aligning costs with specific integration, automation, or distribution needs. | — | ||||||||||||||
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| Financial Research |
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| EquityRT | YCharts | |
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| Small Businesses | No answers on this topic | No answers on this topic |
| Medium-sized Companies |  S&P Capital IQ Score 7.6 out of 10 | S&P Capital IQ Score 7.6 out of 10 |
| Enterprises | S&P Capital IQ Score 7.6 out of 10 | S&P Capital IQ Score 7.6 out of 10 |
| All Alternatives | View all alternatives | View all alternatives |
| EquityRT | YCharts | |
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| Likelihood to Recommend | - (0 ratings) | 10.0 (1 ratings) |
| EquityRT | YCharts | |
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| Likelihood to Recommend | EquityRT No answers on this topic |  YCharts
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| Pros | EquityRT No answers on this topic | YCharts
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| Cons | EquityRT No answers on this topic | YCharts
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| Return on Investment | EquityRT No answers on this topic | YCharts
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| ScreenShots | EquityRT Screenshots      |