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):

• Fundamental & Technical Charting
• Stock & Fund Screeners
• Live News and Customizable Alerts
• Analyst Estimates & Recommendations
• Dashboard For Monitoring Markets & Securities

Professional Plan Features (Best for: Individual Investment, Advisors, Portfolio Managers, Sophisticated Individual Investors)

• 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)

Enterprise Plan Features (Best for: Investment Advisor Teams, Investment Committees, Asset Management Firms)

• Collaboration & Content Sharing Across Users
• Tailored Onboarding & Training Program
• Firm-wide Excel Model Conversion & Automation
• Consolidated Billing & Account Admin