VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Tool Comparison
Portfolio Performance vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio Performance
portfolio-performance.info
YCharts
ycharts.com
At a glance
| Portfolio Performance | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $25/mo |
| Enterprise option | ||
| Available plans | Desktop (Open Source), Mobile App (Core), Premium (Mobile) | 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
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Portfolio Performance | YCharts |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | Not specified | Not specified |
Data freshness | End of Day | Not specified |
API access | Not specified | Not specified |
Export formats | CSVJSONXML | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio Performance only.
No unique categories.
Categories covered by YCharts only.
Frequently Asked Questions
What's the difference between Portfolio Performance and YCharts?
Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
Is Portfolio Performance or YCharts free to use?
Portfolio Performance offers a free tier that lets you get started without paying, while YCharts requires a subscription. If budget is a concern, start with Portfolio Performance and upgrade later if you need more advanced features.
Can I use Portfolio Performance or YCharts on my phone?
Portfolio Performance 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.
Should I choose Portfolio Performance or YCharts?
Choose Portfolio Performance if you need Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.. 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 Portfolio Performance and YCharts cover?
Both cover Stocks, ETFs, Mutual Funds, Bonds, and Cryptos. Portfolio Performance also includes Commodities, and Other. YCharts adds coverage for Closed-End Funds.
Can I export data from Portfolio Performance and YCharts?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Can Portfolio Performance or YCharts connect to my broker?
Portfolio Performance connects with brokers for portfolio syncing. YCharts requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio Performance or YCharts?
YCharts includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.
Can I track my portfolio with Portfolio Performance 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.