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 helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals.
Categories & Use Cases
Top Performing Features
Industry-Specific Information
The quality and completeness of industry-specific information, e.g., the progress or success of clinical trials in the pharmaceutical industry
Category average: 8
Independent Research Access
The ability to access third-party analyses, e.g., Morningstar reports
Category average: 8
ESG Data
The quality and completeness of data on Environmental, Social, and Governance practices
Category average: 6.4
Areas for Improvement
Credit Ratings Reports
The quality and completeness of information on corporate credit ratings
Category average: 6.5
Macroeconomic News
The quality and completeness of news and information about current macroeconomic events and trends
Category average: 7.9
Search Tools
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Category average: 8.4