★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Saturday, June 13, 2026
Tool Comparison · Saturday, June 13, 2026
Orion Advisor Tech vs YCharts
Trying to decide between Orion Advisor Tech and YCharts? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Orion Advisor Tech
Best for portfolio accounting / book of record and GIPS composite reporting
Integrated advisor-technology stack for RIAs and wealth firms, combining portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, and client/advisor portals. Modules can be purchased standalone or bundled into Orion Stacks; current public stack starting prices are Foundation $13k/year, Essentials $18k/year, and Advantage $28k/year. Denali AI now sits across the ecosystem as a unified intelligence layer for data, workflows and insights.
YCharts
Best for screeners and stock comparison
Advisor-focused investment research + portfolio analytics platform with client-ready reports/proposals, portfolio optimization, scenarios (incl. Monte Carlo), and data export to CSV/XLSX/Excel Add-in. Current public plans page lists Analyst / Presenter / Professional but directs users to call YCharts for pricing; earlier public pricing materials described annual subscription tiers plus optional paid data add-ons.
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The verdict
The bottom line: Orion Advisor Tech and YCharts cover a lot of the same ground — 6 shared categories, including client & investor reporting, model portfolios & sleeves, and risk metrics — so for the basics you won't go far wrong with either. The real difference is focus: only Orion Advisor Tech gives you portfolio accounting / book of record and GIPS composite reporting, and only YCharts gives you screeners and stock comparison.
Key differences at a glance
Cheaper paid plan
YCharts
$25/mo vs $275/mo
Broader coverage
Orion Advisor Tech
23 vs 22 categories
Mobile app
Orion Advisor Tech
Orion Advisor Tech only
API access
Orion Advisor Tech
Orion Advisor Tech only
Desktop app
YCharts
YCharts only
Choose
Orion Advisor Tech if…
- You care about portfolio accounting / book of record, GIPS composite reporting, and rebalancing & trading — things YCharts doesn't offer
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Choose
YCharts if…
- You want the cheaper way in — plans start at $25/mo instead of $275/mo
- You care about screeners, stock comparison, and ETF comparison — things Orion Advisor Tech doesn't offer
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Orion Advisor Tech does best
- 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.
- Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.
- 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.
- Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity.
- Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
What YCharts does best
- Annual subscription tiers (Analyst / Presenter / Professional).
- Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices).
- Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs.
- Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
- Portfolio Optimizer provides correlation analysis and an efficient frontier; supports optimizing by Sharpe ratio, portfolio returns, and standard deviation (per product page).
Data & access 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 |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Orion Advisor Tech
$275/mo
Starting price
Plans & pricing
Tool
YCharts
$25/mo
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Orion Advisor Tech.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and YCharts?
Orion Advisor Tech leans toward portfolio accounting / book of record, client & investor reporting, and GIPS composite reporting, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Orion Advisor Tech and YCharts cost?
Neither has a free plan; you'll need a paid subscription for the full feature set of either. The pricing breakdown above shows what each tier actually costs.
Can I use Orion Advisor Tech or YCharts on my phone?
Orion Advisor Tech has a proper mobile app, so it travels better. YCharts is web-only — it'll load in a phone browser, but it's not the same experience.
Does Orion Advisor Tech or YCharts have an API?
Orion Advisor Tech has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose Orion Advisor Tech or YCharts?
It depends on what you're after. Pick Orion Advisor Tech if portfolio accounting / book of record and GIPS composite reporting matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Orion Advisor Tech and YCharts cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Orion Advisor Tech also handles options, funds, and other. YCharts adds cryptos on top.
Can I export data from Orion Advisor Tech and YCharts?
Yes, both export to spreadsheets (Excel and PDF) — handy if you like running your own numbers.
Can Orion Advisor Tech or YCharts connect to my broker?
Orion Advisor Tech syncs with brokers automatically. With YCharts, you're entering holdings by hand or importing files.
Which has a better stock screener—Orion Advisor Tech or YCharts?
YCharts has a stock screener for surfacing ideas; Orion Advisor Tech doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Orion Advisor Tech or YCharts?
Yes, both do portfolio tracking — 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.