About YCharts
YCharts is a powerful cloud-based investment research and client engagement platform that helps financial professionals turn complex financial data into clear, visually compelling insights.
YCharts Details
Vendor
YCharts
Year Launched
2009
Location
350 N LaSalle St Suite 600, Chicago, IL 60654, USA
Deployment
cloud, web browser
Training Options
documentation, videos
Countries Served
All Countries
Languages
English, Spanish, Portuguese, French, German, Italian, Dutch, Swedish, Danish, Norwegian
Users
Financial Analysts, Investment Managers, Wealth Advisors, Portfolio Managers, Hedge Fund Managers, Financial Planners
Industries Served
Wealth management, Asset management, Financial advisory, Investment research, Financial services
Tags
Investment Management, Financial Analysis, Data Visualization, Stock Market, Portfolio Management, Data Analytics, YCharts
YCharts's In-App Market Place
Does YCharts have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), MXN ($)
Pros & Cons
- Makes complex ideas easier to explain to clients through strong, visual charts.
- Saves onboarding time by pulling statements automatically instead of doing everything manually.
- Brings equity, fund, and macro data together in one practical workspace.
- Coverage is strongest in US and Canadian markets, so niche international needs may feel limited.
- Basic charting is simple, but scoring models and screening formulas take time to master.
YCharts's Support Options
Email Address
support@ycharts.comContact
(866) 965-7552