VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Thursday, February 19, 2026
Tool Comparison
PortfoliosLab vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
YCharts
ycharts.com
At a glance
Tool
PortfoliosLab
$7.99/mo
Starting price
Plans & pricing
Tool
YCharts
$25/mo
Starting price
Plans & pricing
Vote sentiment comparison
Loading sentiment chart...
Platform details
| Attribute | PortfoliosLab | YCharts |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEurope | Not specified |
Data freshness | End of Day | Not specified |
API access | REST | Not specified |
Export formats | Not specified | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by PortfoliosLab only.
Frequently Asked Questions
What's the difference between PortfoliosLab and YCharts?
PortfoliosLab focuses on Portfolio, Watchlist, and Backtesting while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 8 categories, so choose based on your preferred workflow and pricing.
Is PortfoliosLab or YCharts free to use?
PortfoliosLab offers a free tier that lets you get started without paying, while YCharts requires a subscription. If budget is a concern, start with PortfoliosLab and upgrade later if you need more advanced features.
Which is better for beginners—PortfoliosLab or YCharts?
PortfoliosLab is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does PortfoliosLab or YCharts have an API?
PortfoliosLab 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.
Should I choose PortfoliosLab or YCharts?
Choose PortfoliosLab if you need Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.. 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.
What asset classes do PortfoliosLab and YCharts cover?
Both cover Stocks, ETFs, Mutual Funds, and Cryptos. PortfoliosLab also includes Funds, and Currencies. YCharts adds coverage for Closed-End Funds, and Bonds.
Can I export data from PortfoliosLab and YCharts?
YCharts supports data exports to CSV, Excel, and PDF. PortfoliosLab has more limited export options.
Which has a better stock screener—PortfoliosLab or YCharts?
Both PortfoliosLab and YCharts include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with PortfoliosLab or YCharts?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.