Home/New SaaS Software/YCharts vs Morningstar DirectUpdated on: April 19, 2024

Compare YCharts vs Morningstar Direct

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YCharts
YCharts New SaaS Software (87 Ratings)
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Qualified
Qualified New SaaS Software (49 Ratings)
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YCharts

YCharts

New SaaS Software (87 Ratings)
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Qualified

Qualified

New SaaS Software (49 Ratings)
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Overview

Summary

YCharts is an intuitive investment research platform for enterprises, facilitating better client communication and smarter investments. Business houses can depend on the solution to analyze securities, communicate investment opportunities with clients and in-house teams, and build robust portfolios as well. Industry-leading tools offered by the software, helps businesses generate compelling visuals showcasing the strength factors of their investment strategies. The fundamental charting feature within the platform helps organizations showcase multiple investment metrics, starting from PE ratio to alpha. Businesses can incorporate the logo of their brand to enhance the overall value of the distributed charts. They can even use YCharts to create compare and visualize multiple portfolio strategies along with different performance levers. Business houses can monitor the volatile market with personalized email updates and alerts from the software. It provides on-time alerts regarding earning reports, securities, price movements and newly revised financial statements. An interactive dashboard featuring detailed metrics, helps users make smarter decisions in real-time. ..show more

Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user. ..show more

Qualified's assessment platform is the most effective technique to evaluate coding abilities. Use standardised tests to better understand the strengths and shortcomings of developers. All of the tests have been professionally developed and are intended to evaluate real-world abilities that are relevant to your vacant positions.Create a comprehensive developer profile that includes language and framework-specific competencies, soft skills, and working style. Analyze candidate performance to see how they stack up against your team or all other developers on the Qualified platform.It has a vast list of features such as - Create your own assessments, from little to large-scale projects, without ever leaving their platform. Detailed benchmarking statistics to help you understand the relative complexity of each evaluation, as well as how each developer compares to other software engineers across the world.One of its most beneficial features is code review tools - provides a comprehensive set of code review tools that help save time and gain insight into the quality of developer’s code and working style.Recreate your code project to deploy and grade it at scale. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Chicago, Illinois / (866) 937-0776

Chicago, Illinois / +1 312 696-6000

San Francisco, California

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Standard
Custom

Best for Individual Investors, Students, Consultants, Educators & Professors
Features

  • Fundamental & Technical Charting
  • Stock & Fund Screeners
  • Live News and Customizable Alerts
  • Analyst Estimates & Recommendations
  • Dashboard For Monitoring Markets & Securities
Professional
Custom

Best for Individual Investment Advisors, Portfolio Managers, Sophisticated Individual Investors

Features

  • Includes features of Standard plan, plus
  • YCharts Excel Add-In and Integration Support
  • Model Portfolios
  • Comp Tables & Timeseries Analysis
  • Scoring Models
  • Dedicated Account Manager
  • Custom Branding
  • Custom Email Reports
  • Sector & Industry Data
Enterprise
Custom

Best for Investment Advisor Teams, Investment Committees, Asset Management Firms

Features

  • Includes features of Professional plan, plus
  • Collaboration & Content Sharing Across Users
  • Tailored Onboarding & Training Program
  • Firm-wide Excel Model Conversion & Automation
  • Consolidated Billing & Account Admin
View Price Page
Morningstar Direct
Custom

Features

  • Peer Analysis and Manager Research
  • Sustainability Risk Mitigation
  • Portfolio Management
  • Independent Insights
  • Risk Analysis
  • Centralized Data
View Price Page
Team
Custom

Features

  • Included Usage: Different Options Available
  • User Seats: Configurable Managers and Reviewers
  • Qualified: Assess
  • Qualified: Interact
  • Automated Workflows: Advanced
  • Code Similarity Detection
  • Advanced Test Cases
  • Compare Code Solutions
  • Custom Challenges
  • Pre-built Content: Extended
  • Project Code Challenges
  • Reference Solutions
  • Additional Team Members
  • Assessment Reviews
  • Blind Reviewers
  • API Access
  • ATS Integration
  • CSV Data Export
  • Single Sign-On via SAML
  • Webhook Events
  • Zapier Integration
  • Custom Challenge Assistance
  • Dedicated Account Manager
  • Web Support
View Price Page

SCREENSHOTS

YCharts Screenshots
View 4 screenshot(s)
Morningstar Direct Screenshots
Qualified Screenshots

INTEGRATIONS

    NA
    NA
  • Workable
  • BambooHR
  • Greenhouse
  • Zapier

ALTERNATIVES

Top alternatives to YCharts

Barchart OnDemand
Barchart OnDemand
Koyfin
Koyfin
TradingView
TradingView
Morningstar Office
Morningstar Office
IFTTT
IFTTT

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