VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Addepar vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
YCharts
ycharts.com
At a glance
| Addepar | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $25/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Analyst, Presenter, Professional, SMA Data (add-on), Enhanced Fund Data (Morningstar) (add-on), Bond Data (add-on), Bond Ratings Data (add-on), Alternatives Data (add-on), CapGainsValet (add-on) |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | YCharts |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | End of Day | Not specified |
API access | REST | Not specified |
Export formats | JSONPDF | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Frequently Asked Questions
What's the difference between Addepar and YCharts?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
How much do Addepar and YCharts cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Can I use Addepar or YCharts on my phone?
Addepar has a mobile app so you can check your research on the go. YCharts is web-only, so you'll need a browser to access it from mobile devices.
Does Addepar or YCharts have an API?
Addepar provides API access for programmatic data retrieval and custom integrations. YCharts doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Addepar or YCharts?
Choose Addepar if you need Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]. Go with YCharts if Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). better fits how you invest.
What asset classes do Addepar and YCharts cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, and Cryptos. Addepar also includes Funds, Currencies, Private Funds, Real Estate, Options, and Futures.
Can I export data from Addepar and YCharts?
YCharts supports data exports to CSV, Excel, and PDF. Addepar has more limited export options.
Can Addepar or YCharts connect to my broker?
Addepar connects with brokers for portfolio syncing. YCharts requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or YCharts?
YCharts includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or YCharts?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.