Tool Comparison
PortfoliosLab vs YCharts
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $8.33/mo instead of $250/mo
- You want an API so you can script or automate things
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want alerts, scenario & stress tests, and monte carlo.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $8.33/mo instead of $250/mo
- You want an API so you can script or automate things
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want alerts, scenario & stress tests, and monte carlo.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
PortfoliosLab and YCharts cover a lot of the same ground (11 shared categories, including portfolio, watchlist, and correlation), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to PortfoliosLab's 17, including alerts, scenario & stress tests, and monte carlo. PortfoliosLab counters by letting you start free.
What readers say
PortfoliosLab
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YCharts
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Key differences at a glance
- Free plan
- PortfoliosLab
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 17 categories
- Desktop app
- YCharts
- API access
- PortfoliosLab
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 $100/yr | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | MCP, ChatGPT +1 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 17 | 20 |
Regions | North America, Europe | — |
| 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 | 6 signals: Factor exposure, VaR/ES +4 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit PortfoliosLab | Visit YCharts |
Standout features
The best features of PortfoliosLab and YCharts.ShowHide
Standout features
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 PortfoliosLab and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEurope | Not specified |
Coverage details | Countries: US and GBIdentifiers: Ticker | 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 | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneDocs | Not specified |
Import methods | ManualCSV | CSVCustodianManual |
Integrations | MCPChatGPTClaude | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | Not specified | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | 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 | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | — |
| Entry paid plan | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between PortfoliosLab and YCharts?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
Is PortfoliosLab or YCharts free to use?
PortfoliosLab has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with PortfoliosLab and see how far it takes you before opening your wallet.
Which is better for beginners: PortfoliosLab or YCharts?
PortfoliosLab is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does PortfoliosLab or YCharts have an API?
PortfoliosLab has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose PortfoliosLab or YCharts?
It depends on what you're after. Pick PortfoliosLab if backtesting and factor exposure matter to you; go with YCharts if you'd rather have alerts and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and YCharts cover?
Both cover stocks, ETFs, mutual funds, and cryptos. PortfoliosLab also handles funds and currencies. YCharts adds closed-end funds and bonds on top.
Can I export data from PortfoliosLab and YCharts?
YCharts exports to CSV and Excel. PortfoliosLab is stingier about getting data out.
Can PortfoliosLab or YCharts connect to my broker?
YCharts syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Which has a better stock screener: PortfoliosLab or YCharts?
Both PortfoliosLab and YCharts include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with PortfoliosLab or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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