### Contents

- [**Articles**](#resources-articles)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Financial Research Software Resources

##### Articles, Discussions, and Reports to expand your knowledge on Financial Research Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Financial Research Software Articles

[![The Problematic Entry of Big Tech Into Financial Services](https://learn.g2.com/hubfs/architectural-design-architecture-buildings-306519.jpg "The Problematic Entry of Big Tech Into Financial Services")](https://www.g2.com/articles/problematic-entry-of-techfin-in-financial-services)

[
### The Problematic Entry of Big Tech Into Financial Services
](https://www.g2.com/articles/problematic-entry-of-techfin-in-financial-services)
Techfin is still in its budding stages and has only recently started to shape its identity.

[
 ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel")
PS

](https://learn.g2.com/author/patrick-szakiel)

by Patrick Szakiel

[![Artificial Intelligence in Financial Research](https://learn.g2.com/hubfs/Stock%20images/Abstract%20high%20tech%20background%20with%20graphs%20and%20diagrams-1.jpeg "Artificial Intelligence in Financial Research")](https://www.g2.com/articles/artificial-intelligence-financial-research)

[
### Artificial Intelligence in Financial Research
](https://www.g2.com/articles/artificial-intelligence-financial-research)
Artificial intelligence (AI) has woven itself into the fabric of many types of software by leveraging data to produce relevant insights and carry out repetitive tasks; and financial research software is no exception. AI for financial research&nbsp; Financial research software aggregates data and documents on user-selected topics for analysts to use in their investment selection process. Financial services professionals use this software to properly vet investments based on the amount of acceptable risk. AI is instrumental in reducing the amount of time needed to aggregate relevant information and data from reputable sources and make sound investments.&nbsp;

[
 ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel")
PS

](https://learn.g2.com/author/patrick-szakiel)

by Patrick Szakiel

## Financial Research Software Discussions

0

Question on: YCharts
[How do I use YCharts?](/discussions/how-do-i-use-ycharts)

How do I use YCharts?

Check out these resources to learn how to use YCharts: Product Spotlight YouTube Videos: https://tinyurl.com/y5xxys5d and YCharts 101 YouTube Videos: https://tinyurl.com/3r6v9zjy . YCharts clients are paired with a dedicated customer success manager (direct line and email) and have access to online chat support. 

Answered: Kara Hughes on November 2, 2023

[Your answer](/discussions/how-do-i-use-ycharts/comments/new?remote=true)

0

Question on: YCharts
[What does YCharts cost?](/discussions/what-does-ycharts-cost)

What does YCharts cost?

YCharts offers several subscription plans with varying features and pricing. The cost of YCharts can depend on factors such as the level of access, the number of users, and additional features included in the subscription. As of November 2023, YCharts plans (Professional, Analyst and Presenter) range from $3,000- $6,000 per user. Discounted pricing is available for many partners, including Broker-Dealers and Asset Managers, so contact sales@ycharts.com for a customized quote.

Answered: Kara Hughes on November 2, 2023

[Your answer](/discussions/what-does-ycharts-cost/comments/new?remote=true)

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## Financial Research Software Reports

Mid-Market Grid® Report for Financial Research

Summer 2026

G2 Report: Grid® Report

Grid® Report for Financial Research

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Financial Research

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Financial Research

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Financial Research

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Financial Research

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Financial Research

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Financial Research

Spring 2026

G2 Report: Grid® Report

Grid® Report for Financial Research

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Financial Research

Spring 2026

G2 Report: Momentum Grid® Report