Testfol.io vs YCharts comparison

Both platforms cover Correlation, and Risk Metrics workflows, so you can research those use cases in either tool before digging into the feature differences below.

Testfol.io offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Both Testfol.io and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

Testfol.io differentiates itself with Portfolio Backtester for constructing multi-asset portfolios (tickers like ETFs, mutual funds, and stocks) with cashflow legs and rebalancing controls (incl. rebalance bands)., Backtest results include performance & risk statistics such as cumulative return, CAGR, MWRR, max drawdown, volatility, Sharpe/Sortino, beta, etc., and Asset Analyzer for historical performance analysis and correlations; correlations are calculated using daily returns., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..