Tool Comparison
Portseido vs YCharts
- Paid from
- $8/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $8/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and ETF comparison.
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $8/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and ETF comparison.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portseido and YCharts cover a lot of the same ground (5 shared categories, including portfolio, data visualizations, and performance attribution), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to Portseido's 11, including screeners, stock comparison, and ETF comparison. Portseido counters by letting you start free.
What readers say
Portseido
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YCharts
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Key differences at a glance
- Free plan
- Portseido
- Cheaper paid plan
- Portseido$8/mo vs $250/mo
- Broader coverage
- YCharts20 vs 11 categories
- Mobile app
- Portseido
- Desktop app
- YCharts
- Real-time data
- Portseido
What Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Review open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
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 $8/yr | From $3000/yr |
Free tier | Yes | No |
Free trial | 14 days | 7 days |
Plan limits | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 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 | Yes | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | Google Sheets, Broker statement uploads +17 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 11 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | Encryption at rest | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Portseido | Visit YCharts |
Standout features
The best features of Portseido and YCharts.ShowHide
Standout features
What Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Review open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
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 Portseido and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle East | Not specified |
Coverage details | 31 countriesIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | VendorManual | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | CSVManual | CSVCustodianManual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | Not specified | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freetransactions: 100 · portfolios: 1 | — |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 14 days | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portseido and YCharts?
Portseido leans toward portfolio, data visualizations, and performance attribution, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Portseido or YCharts free to use?
Portseido has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Portseido and see how far it takes you before opening your wallet.
Which is better for beginners: Portseido or YCharts?
Portseido is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Portseido or YCharts on my phone?
Portseido lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Should I choose Portseido or YCharts?
It depends on what you're after. Pick Portseido if tax lots / lot optimization and dividends matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Portseido and YCharts cover?
Both cover stocks, ETFs, cryptos, and mutual funds. Portseido also handles real estate and other. YCharts adds closed-end funds and bonds on top.
Does Portseido or YCharts have real-time data?
Portseido offers real-time data, which matters if you trade actively. YCharts runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portseido and YCharts?
YCharts exports to CSV and Excel. Portseido is stingier about getting data out.
Can Portseido or YCharts connect to my broker?
YCharts syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Which has a better stock screener: Portseido or YCharts?
YCharts has a stock screener for surfacing ideas; Portseido doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portseido or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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