Empowering advisors and asset managers with smarter tools to make data-driven decisions, deliver tailored advice, and scale with confidence.
YCharts is a financial data and investment analytics platform designed to empower advisors, asset managers, and individual investors. It provides comprehensive data, visualization tools, and reporting capabilities to streamline workflows from research to client engagement. YCharts offers fundamental charting, portfolio construction tools, and market monitoring dashboards to analyze securities, optimize portfolios, and deliver actionable insights. The platform aims to enhance understanding, drive informed decisions, and improve client outcomes through its intuitive interface and professional-grade data. It also provides tools for creating custom proposals and client reports with extracted data, facilitating more efficient AUM growth and better client communication.
YCharts is a financial data and investment analytics platform designed to empower advisors, asset managers, and individual investors.
Explore all tools that specialize in research securities using fundamental charts and data.. This domain focus ensures YCharts delivers optimized results for this specific requirement.
Explore all tools that specialize in construct and optimize investment portfolios.. This domain focus ensures YCharts delivers optimized results for this specific requirement.
Explore all tools that specialize in monitor market and portfolio performance.. This domain focus ensures YCharts delivers optimized results for this specific requirement.
Explore all tools that specialize in create custom proposals and client reports.. This domain focus ensures YCharts delivers optimized results for this specific requirement.
Explore all tools that specialize in analyze economic indicators and market trends.. This domain focus ensures YCharts delivers optimized results for this specific requirement.
Explore all tools that specialize in screen investments based on specific criteria.. This domain focus ensures YCharts delivers optimized results for this specific requirement.
Allows users to create and manage model portfolios, test hypothetical replacements, and refine investment strategies. It provides tools to optimize portfolio holdings and allocations to meet specific client goals.
Provides advanced screening tools to filter investments based on various criteria, including financial ratios, market capitalization, and dividend yield. It helps identify potential investment opportunities aligned with specific strategies.
Streamlines the creation of custom client proposals by extracting data from client statements and incorporating it into visually compelling reports. This feature enhances client engagement and understanding.
Centralizes access to key economic indicators and market data, allowing teams to stay informed and aligned. It facilitates informed decisions and consistent communication with clients and colleagues.
Enables users to analyze securities using a variety of fundamental charts and data. This allows for in-depth evaluation of investment opportunities and performance analysis.
Start a 7-day free trial on the YCharts website.
Explore the available data and charting tools.
Upload client statements to create portfolios.
Analyze portfolio holdings and allocations.
Create custom reports and proposals.
Set up market and portfolio monitoring dashboards.
Consult the YCharts knowledge base for tutorials and best practices.
All Set
Ready to go
Verified feedback from other users.
"YCharts is viewed as a foundational technology for RIAs looking for affordable, high-quality investment research and analysis, and is seamless, intuitive, and impactful driving better decisions and happier clients."
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