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Morningstar Direct vs. YCharts

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Morningstar Direct
Score 9.3 out of 10
N/A
Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.N/A
YCharts
Score 9.5 out of 10
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
Pricing
Morningstar DirectYCharts
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Morningstar DirectYCharts
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details——
More Pricing Information
Community Pulse
Morningstar DirectYCharts
Features
Morningstar DirectYCharts
Financial Research
Comparison of Financial Research features of Product A and Product B
Morningstar Direct
-
Ratings
YCharts
10.0
1 Ratings
30% above category average
Industry-Specific Information00 Ratings10.01 Ratings
Independent Research Access00 Ratings10.01 Ratings
ESG Data00 Ratings10.01 Ratings
Credit Ratings Reports00 Ratings10.01 Ratings
Macroeconomic News00 Ratings10.01 Ratings
Search Tools00 Ratings10.01 Ratings
Best Alternatives
Morningstar DirectYCharts
Small Businesses

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Medium-sized Companies

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S&P Capital IQ
S&P Capital IQ
Score 7.6 out of 10
Enterprises

No answers on this topic

S&P Capital IQ
S&P Capital IQ
Score 7.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Morningstar DirectYCharts
Likelihood to Recommend
9.0
(1 ratings)
10.0
(1 ratings)
User Testimonials
Morningstar DirectYCharts
Likelihood to Recommend
Morningstar
Morningstar Direct is great for classifying funds in order of performance and has a huge database to check against. Pretty much every category you can imagine is covered. It is best for research and analyzing before making big decisions. The interface is fairly clean and relatively simple to use.
Verified User
Anonymous
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YCharts
I use YCharts to perform my client reviews. It helps me demonstrate the performance and decision making process. It helps me show the deep dive of investment selection, and clients can see the thought process that goes into investment decision making.
BR
Brian Russell
Founding Partner
Read full review
Pros
Morningstar
  • Best for research.
  • Analyst reporting is fantastic.
  • The ability to look at a wide variety of assets is great.
Verified User
Anonymous
Read full review
YCharts
  • Reporting
  • Investment research
  • Review capabilities with clients
BR
Brian Russell
Founding Partner
Read full review
Cons
Morningstar
  • The system is sometimes slow.
  • Glitchy and sometimes hard to use.
Verified User
Anonymous
Read full review
YCharts
  • Sandbox approach to models
  • Branding
  • Alacart reports
BR
Brian Russell
Founding Partner
Read full review
Alternatives Considered
Morningstar
Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.
Verified User
Anonymous
Read full review
YCharts
No answers on this topic
Return on Investment
Morningstar
  • Returns not yet realised.
Verified User
Anonymous
Read full review
YCharts
  • Shows the high caliber of research by my firm
  • User interface is great
  • Research is amazing
BR
Brian Russell
Founding Partner
Read full review
ScreenShots