YCharts
YCharts is a premier financial technology SaaS platform built to help wealth management teams, financial advisors, and asset managers make smarter investment decisions and deliver stronger client engagement. The platform combines comprehensive financial data, advanced analytics, and dynamic visualization tools to streamline investment workflows and enhance collaboration across teams. With YCharts, users can easily conduct investment research, portfolio analysis, proposal generation, and client communication in one centralized solution. The platform empowers advisors to monitor market trends in real time, evaluate investment risks, compare multiple portfolio strategies, and present insights in a clear, client-friendly format—ultimately strengthening relationships and driving better outcomes.
YCharts is a leading financial software platform and one-stop shop for equities, mutual funds, ETFs, economic indicators, and market data.
Designed for financial advisors, asset managers, enterprises, and sophisticated individual investors, YCharts delivers scalable solutions that ensure consistency in client communication, investment research, and portfolio strategy development.
The platform provides comprehensive financial data, powerful visualization tools, and advanced analytics to streamline workflows and enhance decision-making.
YCharts offers three subscription plans: Standard ($300/month or $3,600/year), Professional ($500/month or $6,000/year), and Enterprise (custom pricing), catering to organizations of all sizes.
NOTABLE FEATURES
Newsfeeds – Access curated financial news through a portfolio view and customize feeds to display only information tied to specific securities.
Technical Indicators – While fundamentally focused, YCharts also includes dozens of popular indicators such as moving averages and relative strength measures.
Alerts – Set personalized notifications based on market triggers or specific criteria, offering flexibility limited only by user creativity.
YRatings – A proprietary rating system that grades securities on fundamentals like earnings yield, revenue growth, and valuation.
Data Export – Seamlessly export raw data or presentation-ready visualizations to integrate into reports, proposals, or presentations.
Screener – Filter for stocks, ETFs, or mutual funds based on fundamental characteristics such as income, growth potential, or sector exposure.
Watchlists – Create and customize watchlists by sector, industry, investment theme, or use pre-set templates to efficiently monitor opportunities.