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Data & Analytics
YCharts
YCharts logo
Data & Analytics

YCharts

YCharts is a comprehensive financial data and research platform designed primarily for investment professionals, financial advisors, and institutional investors. The platform aggregates and analyzes vast amounts of financial data, including stock prices, economic indicators, mutual funds, ETFs, and company fundamentals. It provides powerful charting tools, screening capabilities, and analytical models to help users make data-driven investment decisions. YCharts combines traditional financial data with modern visualization tools and AI-powered insights, enabling users to identify trends, compare securities, and communicate investment ideas effectively. The platform serves as a centralized research hub where professionals can access real-time market data, create custom reports, and share analysis with clients or team members. Its target users include wealth management firms, independent financial advisors, hedge funds, and corporate finance teams who need reliable, institutional-grade data for investment analysis and client reporting.

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📊 At a Glance

Pricing
Paid
Reviews
No reviews
Traffic
≈150K visits/month (public web traffic estimate, Q4 2024)
Engagement
0🔥
0👁️
Categories
Data & Analytics
Data Analysis Tools

Key Features

Advanced Financial Charting

Interactive charting tools that allow users to plot multiple securities, apply technical indicators, and compare performance across different timeframes. Users can customize charts with annotations, trend lines, and various chart types including candlestick, line, and bar charts.

Comprehensive Screening Engine

Powerful screening tool that filters thousands of securities based on hundreds of criteria including valuation metrics, growth rates, profitability measures, technical indicators, and ESG factors. Users can create, save, and share custom screens.

Economic Indicators Database

Extensive collection of macroeconomic data including government statistics, central bank data, and proprietary economic indicators that can be charted, analyzed, and correlated with security performance.

Report Builder and Presentation Tools

Built-in tools for creating professional investment reports, presentations, and client communications with drag-and-drop functionality, customizable templates, and brand consistency features.

API and Data Integration

REST API that allows institutional clients to access YCharts data programmatically and integrate it into their own systems, portfolio management software, or client reporting platforms.

Mutual Fund and ETF Analysis

Specialized tools for analyzing mutual funds and ETFs including holdings analysis, performance attribution, fee comparison, and portfolio overlap detection across different funds.

Pricing

Professional

Contact sales for exact pricing
  • ✓Full access to financial database
  • ✓Advanced charting tools
  • ✓Screening and alert capabilities
  • ✓Basic report building
  • ✓Email and chat support
  • ✓Typically includes 1-2 user seats

Team

Contact sales for exact pricing
  • ✓All Professional features
  • ✓Multiple user seats (typically 3-10)
  • ✓Collaboration tools
  • ✓Enhanced reporting capabilities
  • ✓Priority support
  • ✓Basic API access for some plans

Enterprise

Custom pricing
  • ✓Unlimited user seats
  • ✓Full API access
  • ✓Custom data integrations
  • ✓White-label solutions
  • ✓Dedicated account management
  • ✓SLA guarantees
  • ✓Advanced security features including SSO/SAML
  • ✓Custom compliance reporting
  • ✓On-premise deployment options for some clients

Traffic & Awareness

Monthly Visits
≈150K visits/month (public web traffic estimate, Q4 2024)
Global Rank
##125,283 global rank by traffic, Similarweb estimate
Bounce Rate
≈42% (Similarweb estimate, Q4 2024)
Avg. Duration
≈00:05:15 per visit, Similarweb estimate, Q4 2024

Use Cases

1

Investment Research for Financial Advisors

Financial advisors use YCharts to research investment opportunities, compare securities, and prepare client presentations. They leverage the screening tools to identify suitable investments based on client risk profiles and investment objectives. The platform helps advisors justify investment recommendations with data-driven analysis and maintain compliance through proper documentation of research processes.

2

Portfolio Management and Monitoring

Portfolio managers utilize YCharts to monitor existing holdings, identify concentration risks, and rebalance portfolios. They set up custom alerts for price movements or fundamental changes in held securities. The economic indicators help managers understand macroeconomic trends that might impact portfolio performance, enabling proactive rather than reactive management.

3

Client Reporting and Communication

Wealth management firms use YCharts' report builder to create regular client statements, performance reviews, and market commentary. The white-label capabilities allow firms to maintain brand consistency while providing professional, data-rich reports. Live data links ensure clients always see current information without manual updates from staff.

4

Institutional Investment Research

Hedge funds, pension funds, and other institutional investors use YCharts for deep fundamental research and idea generation. The platform's normalized financial data allows for accurate peer comparisons, while the screening tools help identify mispriced securities. API access enables integration with proprietary models and trading systems.

5

Financial Education and Training

Educational institutions and training programs use YCharts to teach investment concepts with real-world data. Students can access the same tools professionals use, analyzing historical market events and testing investment hypotheses. The visual nature of the platform makes complex financial concepts more accessible to learners.

6

Corporate Finance and Investor Relations

Public companies use YCharts to monitor their stock performance relative to peers and benchmarks. Investor relations teams create materials for earnings calls and investor days using the presentation tools. The platform helps companies understand how they're perceived by the investment community and identify potential investor concerns.

How to Use

  1. Step 1: Visit ycharts.com and sign up for an account by providing business email, company information, and selecting a pricing plan that matches your needs (individual professional, team, or enterprise).
  2. Step 2: Complete the onboarding process which includes setting up your dashboard preferences, connecting any external data sources if needed, and configuring watchlists for securities you monitor regularly.
  3. Step 3: Use the search bar to find specific securities, economic indicators, or companies you want to analyze. The platform supports ticker symbols, company names, and keyword searches across its extensive database.
  4. Step 4: Create charts by selecting data series, applying technical indicators, and customizing timeframes. Use the drag-and-drop interface to combine multiple metrics and create comparative analyses between different securities or market segments.
  5. Step 5: Build custom screens using the screening tool to filter securities based on specific criteria such as valuation metrics, growth rates, dividend yields, or technical indicators. Save these screens for regular monitoring.
  6. Step 6: Generate reports and presentations using the built-in report builder. Add charts, tables, and commentary, then export to PDF, PowerPoint, or share directly with clients through the platform's sharing features.
  7. Step 7: Set up alerts and notifications for price movements, earnings announcements, or when securities meet your predefined screening criteria to stay informed about market developments.
  8. Step 8: Integrate YCharts data into your existing workflows by using their API for institutional clients, embedding charts in client portals, or connecting with portfolio management systems through available integrations.

Reviews & Ratings

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At a Glance

Pricing Model
Paid
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