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YCharts description
YCharts is a financial research platform designed for financial advisors, asset managers, and individual investors. It offers tools to streamline investment research, build client proposals, analyze portfolios, and monitor markets. YCharts is known for its customizable dashboards, comprehensive data coverage across various asset classes, and integrations with other financial software. The platform aims to help users make better investment decisions, improve client communication, and enhance productivity.
Who is YCharts best for
YCharts is a financial research platform praised for its comprehensive data, customizable dashboards, and excellent customer support. Users appreciate the user-friendly interface and easy integration with Excel, but some have noted limitations in international data coverage and occasional data inaccuracies. It's a valuable tool for streamlining investment research, building client proposals, and monitoring markets.
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Best fit for small businesses seeking investment research and portfolio management.
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Ideal for financial advisors, asset managers, and individual investors.
YCharts features
| Supported YCharts supports performance tracking with historical data, benchmarks, and key metrics. |
| Supported YCharts supports creating and sharing interactive dashboards to visualize key metrics. |
| Supported YCharts supports detailed holdings analysis, including composition breakdowns and comparisons. |
| Supported YCharts allows benchmarking portfolios against various indices and custom benchmarks. |
| Supported YCharts offers tools to measure and visualize investment portfolio risk. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
YCharts reviews
We've summarised 68 YCharts reviews (YCharts TrustPilot reviews and YCharts G2 reviews) and summarised the main points below.
- Comprehensive data and research tools.
- Customizable dashboards and reports.
- Excellent customer support.
- User-friendly interface.
- Easy integration with Excel (when it works).
- Limited international data coverage.
- Lack of direct integration with some trading platforms.
- Portfolio organization could be improved with folders.
- Excel add-in can be slow and problematic.
- Occasional data inaccuracies, especially in estimate charts.
YCharts pricing
The commentary is based on 5 reviews from YCharts G2 reviews.
YCharts' pricing is considered high initially, but users consistently report that the platform's value, extensive features, and data justify the cost. Many find it pays for itself through improved client service and business growth. However, the lack of full global coverage for the price is a concern for some.
Users sentiment
See the YCharts pricing page.
YCharts alternatives
Morningstar DirectConsidered a YCharts competitor and alternative, it has broader data coverage but suffers from performance issues and data accuracy concerns. It is growing faster but users report a clunky interface and slow customer support.Read more
AumniBetter for venture capital and private equity firms. Grows faster than YCharts and offers more specialized features for managing investment documents and automating reporting. A strong YCharts competitor and alternative.Read more
S&P Capital IQ ProBetter fit for users focused on publicly traded company data. Broader industry applicability across e-commerce, education, legal, media, software, and transportation.Read more
NMI MRMBetter for payment processors needing merchant management. A YCharts alternative focused on merchant acquisition, onboarding, and support with automated underwriting and CRM tools.Read more
Morningstar Advisor WorkstationHas significantly more website traffic momentum. Consider this YCharts competitor if you prioritize in-depth investment research and portfolio tools. However, be aware of user complaints regarding customer service, outdated interface, and high cost.Read more
AlphaSenseBetter for competitive intelligence and market research. Geared towards larger enterprises and financial institutions. Has stronger momentum. AI-powered search praised by users. More negative pricing sentiment.Read more
YCharts FAQ
What is YCharts and what does YCharts do?
YCharts is a financial research platform for advisors, asset managers, and investors. It provides tools for investment research, portfolio analysis, market monitoring, and client proposal creation. YCharts offers customizable dashboards, comprehensive data, and integrations with other financial software.
How does YCharts integrate with other tools?
YCharts offers seamless integration with Excel, allowing users to download data and create custom analyses. While it lacks direct integration with some trading platforms, its open architecture facilitates potential connections through other software. However, users have reported occasional issues with the Excel add-in's speed and stability.
What the main competitors of YCharts?
Alternatives to YCharts include Morningstar Direct, AlphaSense, and Morningstar Advisor Workstation. These platforms offer similar financial research capabilities, portfolio analysis tools, and market intelligence for investment professionals.
Is YCharts legit?
Yes, YCharts is a legitimate financial research platform. It's known for comprehensive data, customizable dashboards, and excellent customer support. Users appreciate its user-friendly interface and research tools, indicating its safe and reliable service for investment needs.
How much does YCharts cost?
YCharts does not publicly disclose pricing information. Contact their sales team for a customized quote based on your specific product needs and user count.
Is YCharts customer service good?
YCharts receives positive feedback for its customer support. Users highlight the "top-notch" and "impeccable" service, praising the quick and thorough responses to inquiries. The readily available support and helpful resources contribute to a positive customer experience.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.