Chartloom is one YCharts alternative for visual stock research on US equities, with AI SEC summaries, Scenario Lab (bull, base, and bear cases), and 100+ financial charts. YCharts may suit financial advisors and RIAs who need client-ready reporting, custom branding, and institutional charting workflows at professional price points.
A short read on who each platform is built for.
Chartloom may suit
Self-directed and professional investors who want AI SEC summaries, Scenario Lab, and 100+ charts at a fraction of terminal-style pricing.
YCharts may suit
Financial advisors and RIAs who need client-ready reporting, custom branding, and institutional charting workflows at professional price points.
Search a ticker to open fundamental charts, valuation metrics, and a free AI report. Compare the workflow against YCharts using the table above.
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Public list prices. They can change.
Chartloom
Free / $10/mo
New accounts get 14 days of Pro, no card required.
Start for FreeYCharts
Quote-based (Enterprise, Professional, Presenter, Analyst)
Listed plan: Enterprise, Professional, Presenter, Analyst
View pricingPrices last checked on 2026-10-20. Confirm on each pricing page.
YCharts is built for advisors and institutions, with quote-based pricing. Chartloom targets self-directed US-equity research with AI SEC summaries and Scenario Lab at a lower price point.
YCharts emphasises client-ready charts, exports, and advisor workflows. Chartloom emphasises AI SEC filing summaries, Scenario Lab, and an interactive dashboard for individual researchers.
Chartloom offers a Free plan and Pro at $10/month with all features included. YCharts uses quote-based pricing. Pricing may change; confirm on each vendor site.
YCharts uses quote-based pricing for advisor and institutional workflows; Chartloom Pro is $10/month for self-directed US-equity research.
YCharts offers an AI agent (Y) alongside charting, exports, and advisor reporting. Chartloom focuses on AI summaries of 10-K and 10-Q filings and Scenario Lab.
Chartloom includes a permanent Free plan ($0): browse US stocks, 8 charts per company, basic AI summaries, one watchlist, one portfolio, earnings calendar, and 10 years of annual data. Compare (up to 3 stocks) is included on Pro and the 14-day trial; visitors can preview one comparison. New accounts receive 14 days of Pro at no cost and no credit card required.
Investors comparing sites like YCharts often evaluate market coverage, source transparency, pricing, chart depth, portfolio tools, and whether the workflow is data-led or content-led. Chartloom is one option for US-equity research with AI SEC summaries, Scenario Lab, 100+ charts, and a Free plan; YCharts may still fit financial advisors and RIAs who need client-ready reporting, custom branding, and institutional charting workflows at professional price points.
Based on publicly listed pricing as of 2026-10-20, Chartloom offers a Free plan and Pro at $10/month. YCharts is listed as Quote-based (Enterprise, Professional, Presenter, Analyst) (Enterprise, Professional, Presenter, Analyst). Published rates may change; confirm on each platform's pricing page.
Chartloom Scenario Lab supports bull, base, and bear cases for stress-testing a thesis against company financials. The feature table on this page shows whether the other platform lists a similar workflow.
Chartloom is built for visual fundamental research on US stocks. It includes 100+ interactive financial charts, AI SEC filing summaries, and Scenario Lab bull, base, and bear modelling.