App comparison
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YCharts
Investment management software for financial advisors
YCharts Alternatives & Competitors (2026)
Top 5 free alternatives

Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting


Value for money
Starting price
No pricing info
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Fund Management
N/A
Activity Dashboard
N/A
Modeling & Simulation
N/A

Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.


Value for money
Starting price
No pricing info
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
For Investors & Traders
N/A
Bonds/Stocks
N/A
Investment Research
N/A

Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365


Value for money
Starting price
No pricing info
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Bonds/Stocks
N/A
Alerts/Notifications
N/A
Portfolio Rebalancing
N/A


Value for money
No pricing info
Starting price
No pricing info
Functionality
Real-Time Data
5/5
Pipeline Management
5/5
Modeling & Simulation
5/5
Top Features
For Investors & Traders
N/A
Bonds/Stocks
N/A
Investment Research
N/A


Value for money
Starting price
No pricing info
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
For Investment Advisors
N/A
Bonds/Stocks
N/A
Reporting/Analytics
N/A


Value for money
No pricing info
Starting price
No pricing info
Functionality
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5
Top Features
Investment Research
N/A
API
N/A
Third-Party Integrations
N/A


Value for money
Starting price
No pricing info
Functionality
Performance Metrics
N/A
Compliance Tracking
N/A
Mobile Access
N/A
Top Features
Financial Analysis
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A


Value for money
Starting price
No pricing info
Functionality
Investments Tracking
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
Bonds/Stocks
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A


Value for money
Starting price
No pricing info
Functionality
Workflow Management
5/5
Data Import/Export
5/5
Activity Dashboard
4/5
Top Features
For Investors & Traders
N/A
Bonds/Stocks
N/A
Portfolio Rebalancing
N/A


Value for money
Starting price
No pricing info
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Modeling & Simulation
N/A
Bonds/Stocks
N/A
Investment Research
N/A


Value for money
Starting price
No pricing info
Functionality
Investments Tracking
N/A
Performance Analysis
N/A
Workflow Management
N/A
Top Features
Investment Research
N/A
Activity Dashboard
N/A
Reporting/Analytics
N/A


Value for money
Starting price
No pricing info
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Financial Analysis
N/A
Activity Dashboard
N/A
For Investment Advisors
N/A


Value for money
Starting price
No pricing info
Functionality
Real-Time Reporting
5/5
Bank Reconciliation
5/5
Investor Reporting
5/5
Top Features
Financial Analysis
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A


Value for money
Starting price
No pricing info
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Financial Analysis
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A


Value for money
No pricing info
Starting price
No pricing info
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Client Management
N/A
Alerts/Notifications
N/A
For Investment Advisors
N/A


Value for money
No pricing info
Starting price
No pricing info
Functionality
Visual Analytics
5/5
For Traders
3.7/5
For Investment Advisors
3.7/5
Top Features
API
N/A
Activity Dashboard
N/A
Reporting/Analytics
N/A


Value for money
No pricing info
Starting price
No pricing info
Functionality
Strategic Planning
5/5
Reporting & Statistics
5/5
Portfolio Management
5/5
Top Features
Bonds/Stocks
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A


Value for money
Starting price
No pricing info
Functionality
Performance Metrics
N/A
Real-Time Data
N/A
Compliance Management
N/A
Top Features
For Investors & Traders
N/A
Activity Dashboard
N/A
Investment Research
N/A


Value for money
Starting price
No pricing info
Functionality
Modeling & Simulation
4.8/5
Forecasting
N/A
Cash Management
N/A
Top Features
API
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A


Value for money
No pricing info
Starting price
No pricing info
Functionality
Modeling & Simulation
5/5
Risk Management
5/5
Property Database
5/5
Top Features
Client Management
N/A
Alerts/Notifications
N/A
For Investors & Traders
N/A

