★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio Performance vs YCharts
Pick Portfolio Performance instead if
Portfolio Performance
Free • Paid plans available · Desktop · Mobile
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
Start here
YCharts
From $3000/yr · Web · Desktop
- You care about screeners, stock comparison, and ETF comparison, things Portfolio Performance 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
Portfolio Performance and YCharts cover a lot of the same ground (5 shared categories, including portfolio, watchlist, and data visualizations), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Portfolio Performance's 5, including screeners, stock comparison, and ETF comparison. Portfolio Performance counters by being completely free.
What readers say
Portfolio Performance
Vote once to reveal the community verdict.
YCharts
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Key differences at a glance
- Free plan
- Portfolio Performance
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 5 categories
- Mobile app
- Portfolio Performance
- Broker sync
- YCharts
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 | Free • Paid plans available | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Addepar, Advyzon +12 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 5 | 20 |
Regions | — | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | Encryption at rest | Status page |
| Try it | Visit Portfolio Performance | Visit YCharts |
Where each one shines
What Portfolio Performance and YCharts each do best.ShowHide
Where each one shines
What Portfolio Performance and YCharts each do best.What Portfolio Performance does best
- Track portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Measure performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Use taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- Use the rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
What YCharts does best
- Build client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Compare stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Use stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Use 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 Portfolio Performance and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Performance and YCharts, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail Traders | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Coverage details | Identifiers: Ticker and ISIN | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | CSVManual | CSVCustodianManual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
Export formats | CSVJSONXML | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | Status page |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | 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 | ||
|---|---|---|
| Free plan | Free“Desktop (Open Source)” | — |
| Entry paid plan | Subscription“Premium (Mobile)” | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Portfolio Performance and YCharts?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, 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.
Is Portfolio Performance or YCharts free to use?
Portfolio Performance has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Portfolio Performance and see how far it takes you before opening your wallet.
Can I use Portfolio Performance or YCharts on my phone?
Portfolio Performance lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Should I choose Portfolio Performance or YCharts?
It depends on what you're after. Pick Portfolio Performance if you prefer its overall approach; 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 Portfolio Performance and YCharts cover?
Both cover stocks, ETFs, mutual funds, and bonds. Portfolio Performance also handles commodities and other. YCharts adds closed-end funds on top.
Can I export data from Portfolio Performance and YCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio Performance or YCharts connect to my broker?
YCharts syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio Performance or YCharts?
YCharts has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio Performance or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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.