YCharts
Financial research software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if YCharts and its alternatives fit your requirements.
Contact the product provider
Free Trial
Free version unavailable
Small
Medium
Large
- Banking and insurance
- Healthcare and life sciences
- Energy and utilities
What is YCharts
YCharts is a web-based financial research and analytics platform that aggregates market data, fundamentals, and economic indicators into interactive charts, screening tools, and reporting workflows. It is used primarily by investment professionals such as RIAs, wealth managers, and analysts for security analysis, portfolio review, and client-facing reporting. The product emphasizes visualization, templated reports, and shareable dashboards alongside data export and API options for integrating research outputs into other tools.
Strong charting and visualization
YCharts provides interactive charting across equities, funds/ETFs, and macroeconomic series, supporting multi-series overlays and common financial metrics. Users can save chart templates and reuse them across tickers, which helps standardize analysis. The interface is oriented toward quickly turning data into visuals and report-ready outputs rather than requiring custom coding.
Screening and comparison workflows
The platform includes screening and comparison features that help users filter securities and evaluate peers using fundamentals, valuation multiples, and performance measures. These workflows support common research tasks such as building watchlists and identifying candidates for deeper diligence. Compared with more document-centric research tools, it is structured around quantitative filters and side-by-side analytics.
Client reporting and sharing
YCharts supports report templates and presentation-style outputs designed for client communication, including the ability to embed charts and tables. Sharing and exporting options (e.g., downloads and integrations depending on plan) help move analysis into proposals, reviews, and internal memos. This is particularly relevant for advisory firms that need repeatable, compliant-friendly reporting artifacts.
Not a full market terminal
YCharts focuses on research, visualization, and reporting rather than providing the breadth of a full institutional workstation that combines extensive real-time feeds, deep asset-class coverage, and advanced analytics in one environment. Firms that require comprehensive multi-asset functionality or highly specialized datasets may need additional vendors. Real-time depth and niche coverage can vary by plan and data entitlements.
Limited alternative data depth
The product is primarily oriented around traditional market, fundamental, and economic datasets and common derived metrics. Users seeking extensive private-market intelligence, company relationship graphs, or large-scale alternative datasets may find coverage less comprehensive than platforms built specifically for those use cases. As a result, it may be less suitable as a single source for venture/private-company research.
Advanced quant workflows require exports
While YCharts supports exports and (depending on subscription) API access, complex quantitative research and backtesting typically require moving data into external environments. Users who want integrated strategy research, simulation, and execution tooling may need separate platforms. This can add workflow friction for teams that prefer an end-to-end quant stack.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Presenter | Contact sales / Quote-based | View-only access to many tools (Talking Points, Charting — view only, Scatter Plot — view only, Dashboards — view only). Select tools and data available; some features/add-ons may be extra. |
| Professional | Contact sales / Quote-based | Full platform access: portfolio construction, research & analysis, proposals & talking points, firm-wide sharing, customizations. (Quick Extract is noted as included with new Professional licenses beginning September 2025.) |
| Enterprise | Contact sales / Quote-based | All Professional features plus firm-wide sharing at scale, compliance controls, position proprietary models, dedicated support; tailored for Broker-Dealers, Advisor Networks, OSJs and large RIAs. |
Seller details
YCharts, Inc.
Chicago, IL, USA
2009
Private
https://ycharts.com
https://x.com/ycharts
https://www.linkedin.com/company/ycharts/
