Portfolio Visualizer vs YCharts comparison

Both platforms cover Data Visualizations, Risk Metrics, and Correlation workflows, so you can research those use cases in either tool before digging into the feature differences below.

Portfolio Visualizer offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Both Portfolio Visualizer and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

Portfolio Visualizer differentiates itself with Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..