★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Orion Advisor Tech vs YCharts
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about tax lots / lot optimization, APIs & data feeds, and webhooks, things YCharts doesn't offer
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want the cheaper way in: plans start at $250/mo instead of $275/mo
- You care about screeners, stock comparison, and ETF comparison, things Orion Advisor Tech doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Orion Advisor Tech and YCharts cover a lot of the same ground (5 shared categories, including advisor operations, risk metrics, and scenario & stress tests), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Orion Advisor Tech's 13, including screeners, stock comparison, and ETF comparison. Orion Advisor Tech counters by keeping things simpler.
What readers say
Orion Advisor Tech
Vote once to reveal the community verdict.
YCharts
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- YCharts$250/mo vs $275/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 13 categories
- Mobile app
- Orion Advisor Tech
- Desktop app
- YCharts
- API access
- Orion Advisor Tech
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $275/mo | From $3000/yr |
Free tier | No | No |
Free trial | — | 7 days |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Redtail CRM, Salesforce +6 more | Addepar, Advyzon +12 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 13 | 20 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | Morningstar and ICE Data Services | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | 6 signals: SOC2, ISO27001 +4 more | Status page |
| Try it | Visit Orion Advisor Tech | Visit YCharts |
Where each one shines
What Orion Advisor Tech and YCharts each do best.ShowHide
Where each one shines
What Orion Advisor Tech and YCharts each do best.What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Tools for creating proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Every detail we compared
Every tracked attribute for Orion Advisor Tech and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for Orion Advisor Tech and YCharts, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | MorningstarICE Data Services | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooksDocs | Not specified |
Import methods | CSVCustodianManual | CSVCustodianManual |
Integrations | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
Export formats | ExcelPDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit | Status page |
Capability signals | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Orion Advisor Solutions, Inc.Country: USFounded 1999 | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Entry paid plan | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Tier 3 | $18000/yr≈ $1500/mo“Orion Essentials Stack” | Subscription“Presenter”additional seat annual usd: 2,400 |
| Top plan | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” | — |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Orion Advisor Tech and YCharts?
Orion Advisor Tech leans toward advisor operations, risk metrics, and scenario & stress tests, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 5 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, but YCharts offers a free trial. Compare the paid tiers against your required data coverage before committing.
Can I use Orion Advisor Tech or YCharts on my phone?
Orion Advisor Tech lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
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 tax lots / lot optimization and APIs & data feeds 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), which is handy if you like running your own numbers.
Can Orion Advisor Tech or YCharts connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
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?
YCharts handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.