YCharts Review: Is It The Right Financial Research Software For Your Team?
Best for Mid-market · Enterprise
Free Trial Available
GDPR
SOC 2YCharts offers custom pricing plan
BDF
John Hancock Investment Management
Huber Financial Advisors
KKMTrusted by many companies including BDF
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is YCharts?
YCharts is a comprehensive business research tool for enterprises, aiding them to gain better insights on their investments. It provides comprehensive analytics related to securities, portfolio, and financial performance to help companies immensely in planning their investments. The intuitive platform of YCharts enables businesses to generate vivid visuals to highlight the strength of their strategies. Making use of the advanced charting feature, users can track different investment metrics such as PE ratio and alpha. They can even personalize the charts with their corporate logo
Pricing
YCharts offers custom pricing plan
Free Trial available
Best For
Designed for mid-market and enterprise teams
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
YCharts Software Demo
YCharts was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider YCharts
- Use cases
- Investment research and analysis, Portfolio management, Financial performance tracking
- Team types
- Financial analysts, Investment managers
- Company size
- 51-500 employees, 500+ employees
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose YCharts
Comprehensive analytics on securities and portfolios
Advanced charting and visualization capabilities
Intuitive platform for generating investment insights
Is YCharts right for you?
Best for enterprises needing deep investment analytics with advanced visualizations.
Choose YCharts if
- You require comprehensive analytics on securities and portfolio performance.
- Your team benefits from advanced charting to visualize investment strategies.
- You have financial analysts or investment managers in a mid-to-large company.
Consider alternatives if
- You are a small business with limited investment activities.
- You need a simple, off-the-shelf financial tool without customization or complexity.
YCharts pros and cons
- YCharts pros
Comprehensive analytics on securities and portfolios
Advanced charting and visualization capabilities
Intuitive platform for generating investment insights
- YCharts cons
Pricing is quotation-based and not publicly transparent
May have a learning curve due to advanced features
Ready to try it?
Get started with YCharts
Start your free trial — no credit card required.
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See how it stacks up
Compare YCharts side-by-side with top Financial Research Software alternatives.
What is the pricing of YCharts?
YCharts uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
YCharts Pricing Plans
Standard
Fundamental & Technical Charting
Stock & Fund Screeners
Live News and Customizable Alerts
Analyst Estimates & Recommendations
Dashboard For Monitoring Markets & Securities
Professional
Includes features of Standard plan, plus
YCharts Excel Add-In and Integration Support
Model Portfolios
Comp Tables & Timeseries Analysis
Scoring Models
Show more +
Enterprise
Includes features of Professional plan, plus
Collaboration & Content Sharing Across Users
Tailored Onboarding & Training Program
Firm-wide Excel Model Conversion & Automation
Consolidated Billing & Account Admin
YCharts reviews and ratings
Buyer sentiment
Overall positive sentiment with appreciation for analytics depth and visualization, tempered by concerns about pricing transparency and complexity.
What buyers like
- Depth of financial analytics
- Visualization and charting features
- Platform intuitiveness
Common complaints
- Pricing transparency
- Learning curve
What users are saying
BF
Brian F
10/16/23
"Fantastic tool for financial research"
What do you like best about YCharts? The ease of use and the high availability of important information. I am able to use it all week and every day ...
Read more
BF
Brian F
10/16/23
"Fantastic tool for financial research"
What do you like best about YCharts? The ease of use and the high availability of important information. I am able to use it all week and every day ...
Read more
AD
Alec D
10/04/23
"Find and use quality data quickly!!"
What do you like best about YCharts? The interface is very user-friendly. Once you get used to it, it seems so simple that you forget how tedious ...
Read more
AD
Alec D
10/04/23
"Find and use quality data quickly!!"
What do you like best about YCharts? The interface is very user-friendly. Once you get used to it, it seems so simple that you forget how tedious ...
Read more
AU
Anonymous User
09/21/23
"Extremely helpful"
What do you like best about YCharts? What I like best about Y charts is the ease and speed of screening funds amongst peer groups, getting valuable ...
Read more
AU
Anonymous User
09/21/23
"Extremely helpful"
What do you like best about YCharts? What I like best about Y charts is the ease and speed of screening funds amongst peer groups, getting valuable ...
Read more
What are the features of YCharts?
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YCharts security and data handling
Key compliance certifications and security features for IT and security teams evaluating YCharts.
Certifications
Security features
Developer & data
Alternatives to YCharts
YCharts Customers
BDF
John Hancock Investment Management
Huber Financial Advisors
KKM
YCharts Support Options
Frequently Asked Questions About YCharts
Common questions buyers ask before choosing YCharts.
YCharts is a Financial Research Software. YCharts offers Dashboard, Data Security, Onboarding, Reporting and Visualization, Customizable Branding and many more functionalities.
YCharts is a strong fit if: You require comprehensive analytics on securities and portfolio performance.; Your team benefits from advanced charting to visualize investment strategies.. Consider alternatives if: You are a small business with limited investment activities.; You need a simple, off-the-shelf financial tool without customization or complexity..
Buyers commonly note the following limitations of YCharts: Pricing is quotation-based and not publicly transparent; May have a learning curve due to advanced features; Limited information on specific use cases and integrations.
Some top alternatives to YCharts includes Morningstar Office, 123BizPlan, Qualified, Workvivo and SharpDash.
YCharts offers Free Trial, Quotation Based pricing models
The starting price is not disclosed by YCharts. You can visit YCharts pricing page to get the latest pricing.
Ready to try it?
Get started with YCharts
Start your free trial — no credit card required.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
