VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Envestnet Wealth Management Platform vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
YCharts
ycharts.com
At a glance
| Envestnet Wealth Management Platform | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $25/mo |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | 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 | Envestnet Wealth Management Platform | YCharts |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Data freshness | Not specified | Not specified |
API access | REST | Not specified |
Export formats | CSVExcel | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Envestnet Wealth Management Platform only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and YCharts?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
How much do Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform or YCharts on my phone?
Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform or YCharts have an API?
Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform or YCharts?
Choose Envestnet Wealth Management Platform if you need End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process.. 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 Envestnet Wealth Management Platform and YCharts cover?
Both cover Stocks, ETFs, Mutual Funds, and Bonds. Envestnet Wealth Management Platform also includes Funds, Real Estate, Hedge Funds, and Private Funds. YCharts adds coverage for Closed-End Funds, and Cryptos.
Can I export data from Envestnet Wealth Management Platform and YCharts?
Both platforms let you export data to spreadsheets (CSV, and Excel). This is useful for custom analysis or record-keeping.
Can Envestnet Wealth Management Platform or YCharts connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. YCharts requires manual portfolio entry or data import.
Which has a better stock screener—Envestnet Wealth Management Platform or YCharts?
YCharts includes a stock screener for finding investment ideas. Envestnet Wealth Management Platform focuses on other analytical tools.
Can I track my portfolio with Envestnet Wealth Management Platform 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.