Best software I use
I use YCharts to creat my model portfolios and decide the benefits and value of the investments. Their robust platform enables the best …
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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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 than $750 billion in assets. YCharts…
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://get.ycharts.com/plans
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- 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 |
|---|---|
| Mobile Application | No |
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(2)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Recommendations
Based on user reviews, the following recommendations emerge:
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Users find it important to watch the tutorial and have someone guide them during their first use of the software. It is suggested to be patient during the learning process.
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Users recommend taking advantage of the trial period before purchasing the software. This allows users to demo and assess its suitability for their needs.
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The software is highly regarded for its functionality in stocks, funds, visualizations, and model portfolio snapshots. However, users suggest evaluating its suitability for specific industries.
These recommendations highlight the importance of tutorial guidance, trial usage, and industry suitability in optimizing user experience with the software.
Reviews
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September 13, 2023
Best software I use
I use YCharts to creat my model portfolios and decide the benefits and value of the investments. Their robust platform enables the best decision to be made. The reporting feature provides a comprehensive but easy to understand visual for my clients.
- Reporting
- Investment research
- Review capabilities with clients
- Sandbox approach to models
- Branding
- Alacart reports
72.72727272727272%
7.3
- Shows the high caliber of research by my firm
- User interface is great
- Research is amazing