Value proposition

Enabling smarter investment decisions and better client communications.

YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.

Investor Research Tools, Stock Research, Economic Indicators, Investment Research, Security Analysis, Excel Analysis, Screening, Charting, Alerts, RIA Tools, fundamental research, Investing, Model Portfolios, Dynamic Model Portfolios, Wholesalers, Asset Managers, Wealth Managers, and Financial Advisors