VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 17, 2026
Tool Comparison
Portseido vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portseido
portseido.com
YCharts
ycharts.com
At a glance
| Portseido | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | 7 days |
| Starting price | $8/mo | $25/mo |
| Enterprise option | ||
| Available plans | Free, Plus, Pro | Analyst, Presenter, Professional, SMA Data (add-on), Enhanced Fund Data (Morningstar) (add-on), Bond Data (add-on), Bond Ratings Data (add-on), Alternatives Data (add-on), CapGainsValet (add-on) |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Portseido | YCharts |
|---|---|---|
Asset types | StocksETFsCryptos | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAm | Not specified |
Data freshness | End of DayReal-time | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by YCharts only.
Frequently Asked Questions
What's the difference between Portseido and YCharts?
Portseido focuses on Portfolio, Dividend, and Data Visualizations while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Portseido or YCharts free to use?
Portseido offers a free tier that lets you get started without paying, while YCharts requires a subscription. If budget is a concern, start with Portseido and upgrade later if you need more advanced features.
Which is better for beginners—Portseido or YCharts?
Portseido is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Portseido or YCharts on my phone?
Portseido has a mobile app so you can check your research on the go. YCharts is web-only, so you'll need a browser to access it from mobile devices.
Should I choose Portseido or YCharts?
Choose Portseido if you need Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., and Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.. 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 Portseido and YCharts cover?
Both cover Stocks, ETFs, and Cryptos. YCharts adds coverage for Mutual Funds, Closed-End Funds, and Bonds.
Does Portseido or YCharts have real-time data?
Portseido 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.
Can I export data from Portseido and YCharts?
YCharts supports data exports to CSV, Excel, and PDF. Portseido has more limited export options.
Which has a better stock screener—Portseido or YCharts?
YCharts includes a stock screener for finding investment ideas. Portseido focuses on other analytical tools.
Can I track my portfolio with Portseido 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.
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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.