Tool Comparison
Portfolio Performance vs YCharts
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $2.08/mo instead of $250/mo
- You do a lot of your research from your phone
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and ETF comparison.
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $2.08/mo instead of $250/mo
Start here
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and ETF comparison.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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 letting you start free.
What readers say
Portfolio Performance
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YCharts
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Key differences at a glance
- Free plan
- Portfolio Performance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 5 categories
- Mobile app
- Portfolio Performance
- Broker sync
- YCharts
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- 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
- 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.
- Create 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/yr | 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 +15 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 | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Portfolio Performance | Visit YCharts |
Standout features
The best features of Portfolio Performance and YCharts.ShowHide
Standout features
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- 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
- 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.
- Create 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.
All details
Every attribute we track for Portfolio Performance and YCharts.ShowHide
All details
| 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) | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSVJSONXML | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | SOC2Status pageEncryption at restEncryption in transit |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Desktop (Open Source)” | — |
| Entry paid plan | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $3/mo“Premium (Mobile Monthly)” | $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.
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