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Investment Analytics · head to head

S&P Capital IQ Pro vs YCharts

S&P Capital IQ Pro logo

S&P Capital IQ Pro

Investment Analytics

S&P Global's research platform for company, credit, sector and market data

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: S&P Capital IQ Pro no published pricing: the product page and release notes offer a demo request only, checked November 2026.; 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: S&P Capital IQ Pro covers ChatIQ, YCharts covers Fundamental Charts.
  • Prices and features above were last checked on 12 November 2026.

Where they differ

Only the attributes on which S&P Capital IQ Pro and YCharts actually diverge.

Attributes where S&P Capital IQ Pro and YCharts differ
AttributeS&P Capital IQ ProYCharts
PlatformsWeb, Excel, MobileWeb, 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 S&P Capital IQ Pro

  • ChatIQ
  • Document Intelligence
  • Screener
  • S&P Capital IQ Pro Plug-in
  • ChatIQ Spreadsheets
  • Sector and credit modules
  • Valuation tools
  • Earnings IQ alerts

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.

S&P Capital IQ Pro

  • Building comparable company and precedent transaction sets for M&A and valuation worknot YCharts
  • Credit analysis drawing on S&P Global Ratings research alongside company financialsnot YCharts
  • Sector research in banking, insurance, real estate, energy, and metals and miningnot YCharts
  • Querying filings and earnings call transcripts across many companies with ChatIQnot YCharts
  • Feeding refreshable company and market data into Excel modelsnot YCharts
  • Private company research and screening for deal sourcingnot YCharts

YCharts

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

Where each one falls short

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

S&P Capital IQ Pro

  • No published pricing: the product page and release notes offer a demo request only, checked November 2026.
  • Several datasets are add-on subscriptions on top of the base licence, so the content a user sees depends on what their firm has bought rather than on the product.
  • Multi-Document ChatIQ excludes Dow Jones and Nikkei news, scanned documents, insurance statutory filings and research from contributors including Goldman Sachs, Citi, Barclays and Bank of America, per the October 2025 release notes.
  • Earnings IQ alerts cover US exchange-listed companies only, per the October 2025 release notes.
  • Many of the newest AI tools are labelled beta or Labs, including Portfolio Insights and ChatIQ Presentations, as of the October 2026 announcement.
  • The product pages on spglobal.com refuse automated requests, so evaluating the product without talking to sales means relying on release notes and press releases.

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

S&P Capital IQ Pro

On request
  • Capital IQ Pro licence$undefined/mo
    • Priced by quotation through S&P Global Market Intelligence sales, no list prices published
    • Some datasets, such as mine emissions, are separate add-on subscriptions
    • Bulk data delivery via Xpressfeed, APIs and Snowflake is sold separately

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 S&P Capital IQ Pro if

  • You need chatiq.
  • You work on Web, Excel, Mobile.
  • You also want document intelligence.
S&P Capital IQ Pro 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 S&P Capital IQ Pro or YCharts better?
Neither clearly leads. S&P Capital IQ Pro 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, S&P Capital IQ Pro or YCharts?
S&P Capital IQ Pro starts at On request and YCharts at On request.
Does S&P Capital IQ Pro or YCharts run on more platforms?
S&P Capital IQ Pro runs on Web, Excel, Mobile. YCharts runs on Web, Excel.
What is S&P Capital IQ Pro best used for?
S&P Capital IQ Pro is most often used for building comparable company and precedent transaction sets for m&a and valuation work, credit analysis drawing on s&p global ratings research alongside company financials, sector research in banking, insurance, real estate, energy, and metals and mining, querying filings and earnings call transcripts across many companies with chatiq. Of those, building comparable company and precedent transaction sets for m&a and valuation work and credit analysis drawing on s&p global ratings research alongside company financials are not what YCharts is typically brought in for.
What can S&P Capital IQ Pro do that YCharts cannot?
S&P Capital IQ Pro covers ChatIQ, Document Intelligence, Screener, S&P Capital IQ Pro Plug-in. YCharts covers Fundamental Charts, Stock and Fund Screeners, Report Builder and proposals, Quick Extract.

Answered from the vendors’ own pages

S&P Capital IQ Pro: What is ChatIQ in Capital IQ Pro?

ChatIQ is the conversational AI layer in Capital IQ Pro. It answers natural-language questions across company, market, credit and economic data and over financial documents, news and research. The October 2026 update extended it to Excel modelling through ChatIQ Spreadsheets and to slide creation through ChatIQ Presentations in Labs.

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
S&P Capital IQ Pro: How many documents can Multi-Document ChatIQ analyse at once?

Up to 20, drawn from filings, transcripts, investor presentations, news and research across different companies or industries. Dow Jones and Nikkei news, scanned documents, insurance statutory filings and some contributor research are excluded.

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
S&P Capital IQ Pro: Can Capital IQ Pro data be used in Excel?

Yes. The S&P Capital IQ Pro Plug-in pulls data into Excel with formulas, a Formula Builder and a template library, and new datasets such as sustainability metrics and bond indices are added to it alongside the web platform.

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
S&P Capital IQ Pro: How much does S&P Capital IQ Pro cost?

S&P Global does not publish prices. Access is licensed through its sales team after a demo, and some datasets are sold as add-on subscriptions.

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
S&P Capital IQ Pro: Can the AI screener build screens from plain English?

Yes. Since October 2025 the Companies screener has an optional AI-assisted mode that converts a natural-language description into screening criteria, which can then be refined manually. It is switched on in Screener settings.

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
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