YCharts Reviews in August 2026: User Ratings, Pros & Cons
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YCharts Reviews & Ratings
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YCharts pros and cons
Easy to use and navigate, letting advisors answer questions on the fly in client meetings.
Comprehensive, accurate and quickly updated financial data covering economy, stocks and funds.
Fast fund and security screening with strong analysis tools and visuals.
Excel integration and easy data download for building custom reports and models.
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Showing 61-70 out of 73
AU
Anonymous User
04/08/19
"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
"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.
GS
Guest S
04/08/19
"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.
UI
User in Financial Services
04/08/19
"Y charts review"
What do you like best? The visualization and user friendly components What do you dislike?
AU
Anonymous User
04/08/19
"Y charts review"
What do you like best about YCharts? The visualization and user friendly components What do you dislike about YCharts?
MJ
Michael J. W
04/04/19
"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
"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
"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
"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
"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.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].