Kscope · deep dive · 2026-10-22
YCharts is the advisor charting desk. Filings, FRED, and public transcripts cover the research slice. Morningstar fund data, MSCI ESG, and intraday prices stay a license.
The row stays slice. Filings, macro from FRED, and public transcripts cover the research slice. Morningstar fund data, MSCI ESG, and intraday prices stay a license. No core seat price is printed. Bond Data is 600 dollars per license per year, and 1,200 with Moody's ratings. FactSet financials and S&P estimates are named on the equity page and stay a license.
| Feature | YCharts | Kscope | |
|---|---|---|---|
| What an advisor opens | YCharts is an advisor and asset-manager research and proposal platform: charting, screeners, dashboards, proposals, model portfolios, an assistant, PDF statement intake, and a risk and proposal manager. Plan names, with no seat price: Enterprise, Professional, Presenter, and Analyst. A 7-day trial is offered. The phone for pricing is (866) 965-7552. | Filings, macro from FRED, and public transcripts cover the research slice. A proposal deck on a custodian file is their workflow. | Match |
| Add-on prices | No core seat price is printed. Bond Data is 600 dollars per license per year, and 1,200 with Moody's ratings. The plans matrix marks Bond Data, alternatives, SMAs, and Cap Gains Valet as a paid add-on on all four tiers. Mutual funds are a paid add-on only on Analyst. Quick Extract is included on new Professional licenses from September 2025, with no price printed for an existing user. | The research slice can be priced without the bond add-on. Their bond file and a Moody's rating stay a license. | Partial |
| Feature | YCharts | Kscope | |
|---|---|---|---|
| Equities, filings, and macro | The homepage says 4,000-plus metrics, 100,000 securities, and 500,000-plus economic indicators, plus SEC filings and financial news. The equity note of 5 June 2026 lists NYSE, Nasdaq, AMEX, OTC, and Canadian exchanges, and more than 4,000 calculations per company per day. Intraday is every 1 to 3 minutes for US names. Economics are the Federal Reserve, the BLS, and other institutions, compiled by YCharts. No transcript vendor is named. | As-reported financials and the call file are live. A FRED set is already kept. Their security count and the 20,000-plus North American equities line on the data page are different objects, and both are left as printed. | Ahead |
| How the feeds are labeled | Equities: CBOE for intraday, FactSet for financials and sector, Lipper, Morningstar, S&P for estimates, and Xignite. Estimates for stocks are S&P and are included. Morningstar estimates for closed-end funds, ETFs, mutual funds, and SMAs are an add-on. S&P annual estimates are the current year, two years forward, and two years of history. ESG is from MSCI, about 8,000 stocks, 3,000 ETFs, and 18,000-plus mutual funds in North America. Bonds are from S&P via Quodd, more than 7 million, split on the FAQ as 3.90 million corporate and 3.19 million municipal. SMAs are eVestment and Morningstar, nearly 10,000. Funds are 45,000-plus from Lipper and Morningstar. | A FactSet financial, an S&P estimate, a Morningstar or Lipper fund file, MSCI ESG, and an eVestment SMA stay a license. The filed statement underneath is the book we hold. | Beside |
| Feature | YCharts | Kscope | |
|---|---|---|---|
| Intraday | CBOE is the intraday equity source. BATS is named for ETF intraday. OTC names are excluded from the 1-to-3-minute update. The data page says 30 attributes and 32 analytics on bonds. The bond FAQ says over 30 attributes and 30 analytics. | An intraday price stays a license. The two bond-attribute lines are left as printed. | Gap |
Ahead The feature is data we already hold, in a form an investor can use.
Match Both products do this.
Partial We hold the filing or the extract, and not their finished screen.
Gap They ship it. We do not.
Beside FactSet financials, S&P estimates, Morningstar and Lipper funds, MSCI ESG, eVestment SMAs, CBOE and BATS intraday, and a Moody's rating stay a license.