Portfolio123 vs YCharts comparison

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 7 categories, so choose based on your preferred workflow and pricing.

Portfolio123 offers a free tier that lets you get started without paying, while YCharts requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.

Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. YCharts doesn't currently offer an API, so you'll need to use their web interface.

Choose Portfolio123 if you need Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.. 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.

Both cover Stocks, ETFs, and Closed-End Funds. YCharts adds coverage for Mutual Funds, Bonds, and Cryptos.

Portfolio123 offers real-time data feeds, which is essential for active traders. YCharts uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

YCharts supports data exports to CSV, Excel, and PDF. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. YCharts requires manual portfolio entry or data import.

Both Portfolio123 and YCharts include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.