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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Questrade

    Score2.5 out of 10
    N/ABased in Toronto, Questrade offers solutions for investors with self-directed investing and Questwealth Portfolios, presented as intelligent, lower fee portfolios designed by experts to help the user achieve financial goals.N/A

    YCharts

    Score9.7 out of 10
    N/AYCharts 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
    QuestradeYCharts
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    QuestradeYCharts
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Features
    QuestradeYCharts
    Financial Research
    Comparison of Financial Research features of Questrade and YCharts
    Feature
    Questrade
    -
    Ratings
    YCharts
    10.0
    1 Ratings
    31% 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
    QuestradeYCharts
    Small Businesses
    Coinbase
    Score7.3 out of 10
    No answers on this topic
    Medium-sized Companies
    Coinbase
    Score7.3 out of 10
    S&P Capital IQ
    Score7.5 out of 10
    Enterprises
    No answers on this topic
    S&P Capital IQ
    Score7.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    QuestradeYCharts
    Likelihood to Recommend
    1.7
    (4 ratings)
    10.0
    (1 ratings)
    User Testimonials
    QuestradeYCharts
    Likelihood to Recommend
    Questrade, Inc
    It helps me in managing my Canadian portfolio which includes stock-specific investments and ETFs as well. They charge no commission or very little commission on some specific trade.
    Read full review
    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.
    Incentivized
    Read full review
    Pros
    Questrade, Inc
    • Easy to follow user interface.
    • Monthly reports are very detailed and contain visuals to aid in the understanding of performance.
    • Questrade has a very responsive customer support team.
    • Questrade has low fees.
    Incentivized
    Read full review
    YCharts
    • Reporting
    • Investment research
    • Review capabilities with clients
    Incentivized
    Read full review
    Cons
    Questrade, Inc
    • Better charts within the app.
    • Dark mode setting.
    • Setting self Limits to margin investing.
    Incentivized
    Read full review
    YCharts
    • Sandbox approach to models
    • Branding
    • Alacart reports
    Incentivized
    Read full review
    Alternatives Considered
    Questrade, Inc
    I have used WealthSimple before, and I can say that Questrade is just a bit more intuitive for me. It's catered for beginners, but also has additional features for those who are a bit more advanced. Questrade is a flexible platform that allows you to create and track various types of portfolios, create and track various types of strategies, etc. By far the superior choice in my opinion.
    Incentivized
    Read full review
    YCharts
    No answers on this topic
    Return on Investment
    Questrade, Inc
    • In my experience, Questrade has delayed me for months! I feel it's a waste of time
    • I don't know how they deserve such high ratings, maybe they buy marketing and reviewers. In my opinion, don't buy into their sales pitch!!!
    Read full review
    YCharts
    • Shows the high caliber of research by my firm
    • User interface is great
    • Research is amazing
    Incentivized
    Read full review
    ScreenShots