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YCharts Reviews in May 2025: User Ratings, Pros & Cons

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4.2

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YCharts Reviews & Ratings

4.2

Very Good

Based on 35 ratings & 73 reviews

Rating Distribution

Excellent

(60)

Very Good

(7)

Good

(2)

Poor

(1)

Terible

(3)

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Showing 61-70 out of 73

GS

Guest S

04/08/19

5 out of 5

"From the complex to the simple"

What do you like best? The easy integration of excel into the mix. The number of options for filters. Key charts are easily viewed. I feel like this would be easily used by the professional to the new hire all in one.

AU

Anonymous User

04/08/19

4 out of 5

"Absolutely incredible database!"

What do you like best about YCharts? YCharts is one of the most comprehensive data sources out there. It was extremely helpful to obtain data on NYSE companies as I completed valuations.

UI

User in Investment Banking

04/08/19

4 out of 5

"Absolutely incredible database!"

What do you like best? YCharts is one of the most comprehensive data sources out there. It was extremely helpful to obtain data on NYSE companies as I completed valuations.

AU

Anonymous User

04/08/19

0 out of 5

"Y charts review"

What do you like best about YCharts? The visualization and user friendly components What do you dislike about YCharts?

UI

User in Financial Services

04/08/19

0 out of 5

"Y charts review"

What do you like best? The visualization and user friendly components What do you dislike?

MJ

Michael J. W

04/04/19

5 out of 5

"Great Tool for Research and Tracking "

What do you like best about YCharts? Very intuitive and easy to use. I especially like the ability to track stocks, etfs and mutual funds across a variety of different data parameters. Saves me a bunch of time. Also enjoy the ability to track model portfolios.

MJ

Michael J. W

04/04/19

5 out of 5

"Great Tool for Research and Tracking "

What do you like best about YCharts? Very intuitive and easy to use. I especially like the ability to track stocks, etfs and mutual funds across a variety of different data parameters. Saves me a bunch of time. Also enjoy the ability to track model portfolios.

VS

Vincent S

04/03/19

5 out of 5

"Better than Morningstar Advisor Workstation "

What do you like best? Simple to use and it is cloud-based, so that really helps us a lot. The amount of information at your fingertips is incredible and comparing fund performance using the charting system is a great visual for clients. To see your model portfolios all in one area is an amazing feature as well.

VS

Vincent S

04/03/19

5 out of 5

"Better than Morningstar Advisor Workstation "

What do you like best? Simple to use and it is cloud-based, so that really helps us a lot. The amount of information at your fingertips is incredible and comparing fund performance using the charting system is a great visual for clients. To see your model portfolios all in one area is an amazing feature as well.

TG

Thomas G

02/25/19

5 out of 5

"Great software, Even Better Support"

What do you like best about YCharts? Quick access to a seemingly endless amount of economic and financial data that can be displayed and analyzed graphically with ease.