Overview
What is YCharts?
YCharts is an investment research platform from the company of the same name in Chicago, that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more…
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Pricing
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://get.ycharts.com/plans
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
YCharts Advisor Speed Demo from FinancialAdvisor.TV
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Product Details
- About
- Integrations
- Tech Details
What is YCharts?
YCharts is an investment research platform that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals.
A financial research platform, YCharts offers comprehensive data, visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and is presented as an affordable alternative to terminal-based tools.
Standard Plan features (Best for: Individual Investors, Students, Consultants, Educators & Professors):
A financial research platform, YCharts offers comprehensive data, visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and is presented as an affordable alternative to terminal-based tools.
Standard Plan features (Best for: Individual Investors, Students, Consultants, Educators & Professors):
- Fundamental & Technical Charting
- Stock & Fund Screeners
- Live News and Customizable Alerts
- Analyst Estimates & Recommendations
- Dashboard For Monitoring Markets & Securities
- YCharts Excel Add-In and Integration Support
- Dynamic Model Portfolios
- Comp Tables & Timeseries Analysis
- Scoring Models
- Dedicated Account Manager
- Custom Branding
- Custom Email Reports
- Sector & Industry Data
- SMA Data (please inquire for pricing)
- Collaboration & Content Sharing Across Users
- Tailored Onboarding & Training Program
- Firm-wide Excel Model Conversion & Automation
- Consolidated Billing & Account Admin
YCharts Integrations
YCharts Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |