VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Orion Advisor Tech vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
YCharts
ycharts.com
At a glance
| Orion Advisor Tech | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | $275/mo | $25/mo |
| Enterprise option | ||
| Available plans | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack | 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 | Orion Advisor Tech | YCharts |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North America | Not specified |
Data freshness | End of Day | Not specified |
API access | REST | Not specified |
Export formats | ExcelPDF | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Categories covered by YCharts only.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and YCharts?
Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 6 categories, so choose based on your preferred workflow and pricing.
How much do Orion Advisor Tech 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 Orion Advisor Tech or YCharts on my phone?
Orion Advisor Tech 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 Orion Advisor Tech or YCharts have an API?
Orion Advisor Tech 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 Orion Advisor Tech or YCharts?
Choose Orion Advisor Tech if you need Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services.. 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 Orion Advisor Tech and YCharts cover?
Both cover Stocks, ETFs, Mutual Funds, Closed-End Funds, and Bonds. Orion Advisor Tech also includes Options, Funds, and Other. YCharts adds coverage for Cryptos.
Can I export data from Orion Advisor Tech and YCharts?
Both platforms let you export data to spreadsheets (Excel, and PDF). This is useful for custom analysis or record-keeping.
Can Orion Advisor Tech or YCharts connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. YCharts requires manual portfolio entry or data import.
Which has a better stock screener—Orion Advisor Tech or YCharts?
YCharts includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.
Can I track my portfolio with Orion Advisor Tech 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.