| Price from | $39/mo | $200/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 9 | 9 |
| Spec score · Equity Research Platforms | 7.3 (#8) | 5.6 (#51) |
| Spec score · Financial Data Analytics Software | 7.5 (#3) | 5.6 (#8) |
| Spec score · Investment Research Software | 7.2 (#5) | 5.6 (#14) |
| Integrations | Custodian integrations are included in Advisor Core, while connecting more than one custodian requires Advisor Pro. | Portfolio holdings integrations include custodians and CRM platforms such as Orion, Schwab, Fidelity, and Redtail. |
| Support | The pricing comparison lists standard customer support for Free, Plus, Premium, and Advisor Core, and premium customer support for Advisor Pro. | YCharts offers customer support by phone, email, chat, and account specialists, with dedicated account manager/live chat listed for Presenter. |