VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, February 24, 2026
Tool Comparison
Testfol.io 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
Testfol.io
—
Starting price
Plans & pricing
Tool
YCharts
$25/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Testfol.io | YCharts |
|---|---|---|
Asset types | StocksETFsMutual Funds | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | Not specified | Not specified |
Data freshness | End of Day | Not specified |
API access | Not specified | Not specified |
Export formats | CSV | CSVExcelPDF |
Coverage overlap
Categories covered by YCharts only.
Frequently Asked Questions
What's the difference between Testfol.io and YCharts?
Testfol.io focuses on Backtesting, Correlation, and Risk Metrics while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Testfol.io or YCharts free to use?
Testfol.io offers a free tier that lets you get started without paying, while YCharts requires a subscription. If budget is a concern, start with Testfol.io and upgrade later if you need more advanced features.
Should I choose Testfol.io or YCharts?
Choose Testfol.io if you need Portfolio Backtester for constructing multi-asset portfolios (tickers like ETFs, mutual funds, and stocks) with cashflow legs and rebalancing controls (incl. rebalance bands)., and Backtest results include performance & risk statistics such as cumulative return, CAGR, MWRR, max drawdown, volatility, Sharpe/Sortino, beta, etc.. 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 Testfol.io and YCharts cover?
Both cover Stocks, ETFs, and Mutual Funds. YCharts adds coverage for Closed-End Funds, Bonds, and Cryptos.
Can I export data from Testfol.io and YCharts?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Which has a better stock screener—Testfol.io or YCharts?
YCharts includes a stock screener for finding investment ideas. Testfol.io focuses on other analytical tools.
Can I track my portfolio with Testfol.io or YCharts?
YCharts offers portfolio tracking features. Testfol.io is more focused on research and analysis.
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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.