VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Quicken (Simplifi & Classic) vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quicken (Simplifi & Classic)
quicken.com
YCharts
ycharts.com
At a glance
| Quicken (Simplifi & Classic) | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $25/mo |
| Enterprise option | ||
| Available plans | Quicken Simplifi, Quicken Classic Deluxe, Quicken Classic Premier, Quicken Classic Business & Personal | 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
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Platform details
| Attribute | Quicken (Simplifi & Classic) | YCharts |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsCryptosFunds | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediate | IntermediateAdvanced |
Regions | North America | Not specified |
Data freshness | Real-timeEnd of Day | Not specified |
API access | Not specified | Not specified |
Export formats | CSVExcel | CSVExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Quicken (Simplifi & Classic) only.
Categories covered by YCharts only.
Frequently Asked Questions
What's the difference between Quicken (Simplifi & Classic) and YCharts?
Quicken (Simplifi & Classic) focuses on Portfolio, Watchlist, and Tax Lots / Lot Optimization while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 6 categories, so choose based on your preferred workflow and pricing.
How much do Quicken (Simplifi & Classic) and YCharts cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Which is better for beginners—Quicken (Simplifi & Classic) or YCharts?
Quicken (Simplifi & Classic) is more beginner-friendly with an approachable interface. YCharts is geared toward experienced investors who need advanced analytical tools.
Can I use Quicken (Simplifi & Classic) or YCharts on my phone?
Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) or YCharts?
Choose Quicken (Simplifi & Classic) if you need Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.. 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 Quicken (Simplifi & Classic) and YCharts cover?
Both cover Stocks, ETFs, Mutual Funds, Bonds, and Cryptos. Quicken (Simplifi & Classic) also includes Funds. YCharts adds coverage for Closed-End Funds.
Does Quicken (Simplifi & Classic) or YCharts have real-time data?
Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) and YCharts?
Both platforms let you export data to spreadsheets (CSV, and Excel). This is useful for custom analysis or record-keeping.
Which has a better stock screener—Quicken (Simplifi & Classic) or YCharts?
YCharts includes a stock screener for finding investment ideas. Quicken (Simplifi & Classic) focuses on other analytical tools.
Can I track my portfolio with Quicken (Simplifi & Classic) 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.