Softwr

Investment Analytics · head to head

PitchBook vs YCharts

PitchBook logo

PitchBook

Investment Analytics

Private capital market data on companies, deals, funds and investors

From
On request
Free plan
No
Full reviewWebsite
YCharts logo

YCharts

Investment Analytics

Investment research and client proposal platform for financial advisers

From
On request
Free plan
No
Full reviewWebsite

The short version

  • Each has a real cost: PitchBook no price is published anywhere on PitchBook's sites; the pricing page is a request form, so cost cannot be compared without a sales conversation.; YCharts no prices on the plans page: it lists four tiers and asks prospects to call for pricing, checked November 2026.
  • They diverge on capability: PitchBook covers Company, deal and investor profiles, YCharts covers Fundamental Charts.
  • Prices and features above were last checked on 12 November 2026.

Where they differ

Only the attributes on which PitchBook and YCharts actually diverge.

Attributes where PitchBook and YCharts differ
AttributePitchBookYCharts
PlatformsWeb, iOS, Android, Chrome, APIWeb, Excel

Identical on both: starting price (On request), pricing model (quote), free tier (No), user rating (Not yet rated), category (Investment Analytics).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in PitchBook

  • Company, deal and investor profiles
  • Screeners and search
  • Valuations and comps
  • Fund performance and benchmarks
  • PitchBook Credit, powered by LCD
  • Navigator
  • Excel plugin and Chrome extension
  • Direct Data: API, data feed and CRM

Only in YCharts

  • Fundamental Charts
  • Stock and Fund Screeners
  • Report Builder and proposals
  • Quick Extract
  • Portfolio construction
  • Economic data
  • Excel Add-In
  • Ask Y

What people use each for

The jobs each tool is most often brought in to do.

PitchBook

  • Sourcing private companies and building target or buyer lists for M&Anot YCharts
  • Pricing a deal against comparable transactions and valuation multiplesnot YCharts
  • LP due diligence and manager selection using fund returns and benchmarksnot YCharts
  • Tracking VC and PE activity, fundraising and exits by sector or regionnot YCharts
  • Enriching CRM records with company, investor and deal datanot YCharts
  • Following leveraged loan and private credit markets through LCD news and datanot YCharts

YCharts

  • Building client proposals from a prospect's existing brokerage statementnot PitchBook
  • Branded charts and reports for client reviews and marketingnot PitchBook
  • Screening stocks and funds for model portfolio constructionnot PitchBook
  • Monitoring client and model portfolios for drift and rebalancingnot PitchBook
  • Wholesalers and asset managers preparing fund comparisons for advisersnot PitchBook

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

PitchBook

  • No price is published anywhere on PitchBook's sites; the pricing page is a request form, so cost cannot be compared without a sales conversation.
  • Programmatic access is a separate Direct Data product (API or data feed) rather than part of the platform licence, so the all-inclusive description applies to the desktop product, not to feeding the data into internal systems.
  • Coverage figures differ between PitchBook's own pages, with company counts ranging from about 6 million to 12.3 million depending on the page, which makes it hard to tell what a given licence actually covers.
  • Navigator launched covering companies, transactions and market themes only; PitchBook says the full scope of its data will be added over time, so AI answers do not yet reach every dataset.
  • It is a research and data product, not a trading or portfolio system: there is no order management, real-time market data desk or risk engine of the kind found in a terminal or in Aladdin.
  • Private company financials depend on what companies disclose or PitchBook can collect, and the platform does not publish what share of profiles carry verified financials.

YCharts

  • No prices on the plans page: it lists four tiers and asks prospects to call for pricing, checked November 2026.
  • Several features on the plans page are marked as paid extras without amounts, so the cost of a working configuration is not knowable before a sales call.
  • Equity coverage is North American: the platform page describes 20,000+ equities and ADRs on North American exchanges, so it is a poor fit for research on non-US markets.
  • Fund and SMA data is licensed from Morningstar and ESG data from MSCI rather than produced in-house, so coverage and methodology in those areas follow the upstream provider.
  • The Presenter tier carries only basic equity, fund and index data, so staff who prepare proposals on that tier cannot do full research.

Pricing, plan by plan

PitchBook

On request
  • PitchBook Platform$undefined/mo
    • No prices published; pricing is given on request
    • Described by PitchBook as all-inclusive: data, research and tools under one subscription
    • Free trial available on request
  • Direct Data$undefined/mo
    • Priced separately by quotation
    • API (selected à la carte) or predefined data feed
    • CRM integration

YCharts

On request
  • Analyst$undefined/mo
    • Screeners and tables, dashboard, watchlists and alerts, charting
    • Most data
    • Aimed at research, market monitoring and individual investors
  • Presenter$undefined/mo
    • Customisations and select tools
    • Basic equity, fund and index data
    • Can receive shared items
  • Professional$undefined/mo
    • All tools, with fund, stock and economic data
    • Firm-wide sharing and proposals with talking points
    • Quick Extract included with new licences from September 2025
  • Enterprise$undefined/mo
    • Everything in Professional
    • Compliance controls and firm-wide sharing
    • Positioning of proprietary models for broker-dealers and advisor networks

Which should you pick?

Choose PitchBook if

  • You need company, deal and investor profiles.
  • You work on Web, iOS, Android, Chrome, API.
  • You also want screeners and search.
PitchBook review

Choose YCharts if

  • You need fundamental charts.
  • You work on Web, Excel.
  • You also want stock and fund screeners.
YCharts review

Questions people ask

Is PitchBook or YCharts better?
Neither clearly leads. PitchBook starts at On request and YCharts at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, PitchBook or YCharts?
PitchBook starts at On request and YCharts at On request.
Does PitchBook or YCharts run on more platforms?
PitchBook runs on Web, iOS, Android, Chrome, API. YCharts runs on Web, Excel.
What is PitchBook best used for?
PitchBook is most often used for sourcing private companies and building target or buyer lists for m&a, pricing a deal against comparable transactions and valuation multiples, lp due diligence and manager selection using fund returns and benchmarks, tracking vc and pe activity, fundraising and exits by sector or region. Of those, sourcing private companies and building target or buyer lists for m&a and pricing a deal against comparable transactions and valuation multiples are not what YCharts is typically brought in for.
What can PitchBook do that YCharts cannot?
PitchBook covers Company, deal and investor profiles, Screeners and search, Valuations and comps, Fund performance and benchmarks. YCharts covers Fundamental Charts, Stock and Fund Screeners, Report Builder and proposals, Quick Extract.

Answered from the vendors’ own pages

PitchBook: How much does PitchBook cost?

PitchBook does not publish prices. Its pricing page asks prospects to request pricing or a free trial, and describes the subscription as all-inclusive, covering its data, research and tools rather than charging separately for database access.

Source
YCharts: How much does YCharts cost?

YCharts does not publish prices. The plans page lists Analyst, Presenter, Professional and Enterprise tiers and asks prospects to call (866) 965-7552 for pricing. A free trial is available.

Source
PitchBook: Who owns PitchBook?

Morningstar, Inc. Morningstar had held a minority stake since 2009 and completed its acquisition of the whole company on 1 December 2016. PitchBook continues to operate under its own brand as a Morningstar subsidiary.

Source
YCharts: Which integrations does YCharts support?

The platform page lists Orion, Black Diamond, Schwab Advisor Center, Redtail, Addepar and Pershing, and the homepage also names Salesforce and eMoney. Holdings imported this way feed portfolios, reports and proposals.

Source
PitchBook: Does PitchBook have an API?

Yes, as part of Direct Data. The API returns specific data on demand and has a sandbox for testing calls; the alternative is a scheduled data feed with hundreds of data points per entity. A CRM integration under the same heading sends PitchBook data directly into the CRM.

Source
YCharts: Where does YCharts get its fund data?

Mutual fund, ETF and separate account data comes from Morningstar, and the 30+ ESG data points for North American companies come from MSCI.

Source
PitchBook: What is PitchBook Navigator?

A generative AI feature inside the PitchBook Platform, announced on 10 November 2025, that answers natural-language questions on companies, deals and market trends with references to the source data. At launch it covered companies, transactions and market themes, with the rest of PitchBook's data to follow.

Source
YCharts: Does YCharts have an Excel add-in?

Yes. The Excel Add-In links workbooks to YCharts data so models refresh in one click, and ships with over 40 pre-built templates. Professional clients get access to YCharts' in-house Excel specialists.

Source
PitchBook: Does PitchBook cover private credit and leveraged loans?

Yes. Morningstar bought Leveraged Commentary & Data from S&P Global in 2022, and PitchBook integrated LCD research in May 2023 and LCD credit news and debt deal data in August 2023. It is sold as PitchBook Credit.

Source
YCharts: What is Quick Extract?

A tool that turns a prospect's statement into a portfolio and runs analysis highlighting high-fee holdings and allocation drift. It is included with new Professional licences from September 2025.

Source
PitchBook: Can PitchBook data be used in Excel?

Yes. The Excel plugin brings PitchBook data into spreadsheets to create and update financial models, and platform results can also be downloaded to Excel, PDF, PNG and PowerPoint.

Source
Share

Related pages

More on PitchBook

More on YCharts

Keep looking

Other head to heads