VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

View AmiBroker View YCharts Back to Home

Head-to-head

AmiBroker vs YCharts comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

AmiBroker adds Quant, Backtesting, Monte Carlo, and Auto-Trading & Bots coverage that YCharts skips.

YCharts includes Stock Comparison, ETF Comparison, Portfolio, Watchlist, Performance Attribution, Scenario & Stress Tests, News, Alerts, Data APIs, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, Sheets / Excel Add-ins, and Broker Connectors categories that AmiBroker omits.

AmiBroker highlights: Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)..

YCharts is known for: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

AmiBroker

amibroker.com

Windows desktop platform for technical/system research with a fast AFL scripting language, portfolio‑level backtester, walk‑forward testing, Monte Carlo, and extensive optimization. Real‑time capability and instrument coverage depend on the data plug‑ins you use (e.g., IQFeed, eSignal, Interactive Brokers, Norgate Data). Auto‑trading to IB is available via the official interface. Licenses are perpetual with 24 months of updates.

Platforms

Desktop

Pricing

One-time

Quick highlights

Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore.
Walk‑forward testing integrated with optimization; in/out‑of‑sample stats.
Monte Carlo simulation (custom metrics can drive optimization/WF objective).
Very fast multi‑threaded optimization with 3D optimization surface visualization.
Exploration/Scanner to build custom screeners and reports via AFL.

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YCharts

ycharts.com

Hands-on review

Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

Platforms

Web

API

Pricing

Subscription

Quick highlights

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Data Visualizations, Screeners, and Risk Metrics (VaR/ES/Drawdown) plus 2 more areas.

Where they differ

AmiBroker

Distinct strengths include:

Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore.
Walk‑forward testing integrated with optimization; in/out‑of‑sample stats.
Monte Carlo simulation (custom metrics can drive optimization/WF objective).
Very fast multi‑threaded optimization with 3D optimization surface visualization.

YCharts

Distinct strengths include:

Performance Attribution

Scenario & Stress Tests

News

Alerts

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

Feature-by-feature breakdown

Attribute	AmiBroker	YCharts
Categories Which research workflows each platform targets	Shared: Data Visualizations, Screeners, Risk Metrics (VaR/ES/Drawdown), Correlation, APIs & SDKs Unique: Quant, Backtesting, Monte Carlo, Auto-Trading & Bots	Shared: Data Visualizations, Screeners, Risk Metrics (VaR/ES/Drawdown), Correlation, APIs & SDKs Unique: Stock Comparison, ETF Comparison, Portfolio, Watchlist, Performance Attribution, Scenario & Stress Tests, News, Alerts, Data APIs, Financials, Scores, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Futures, Currencies	Stocks, ETFs, Mutual Funds, Closed-End Funds
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Desktop	Web, API
Pricing High-level pricing models	One-time	Subscription
Key features Core capabilities called out by each vendor	Unique Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore. Walk‑forward testing integrated with optimization; in/out‑of‑sample stats. Monte Carlo simulation (custom metrics can drive optimization/WF objective). Very fast multi‑threaded optimization with 3D optimization surface visualization. Exploration/Scanner to build custom screeners and reports via AFL. Rich AFL scripting language for indicators, scans, backtests, and custom metrics; visual debugger.	Unique Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators. Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds). Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images. Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do AmiBroker and YCharts both support?

Both platforms cover Data Visualizations, Screeners, Risk Metrics (VaR/ES/Drawdown), Correlation, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do AmiBroker and YCharts require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

How can you access AmiBroker and YCharts?

Both AmiBroker and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

AmiBroker differentiates itself with Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

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