Top 10 YCharts Alternatives & Competitors

Top 10 Alternatives to YCharts Recently Reviewed By G2 Community

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Bloomberg Terminal
By Bloomberg Industry Group
4.4/5
(69)
Product Description
The Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subscribers turn knowledge into action.
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Reviewers say compared to YCharts, Bloomberg Terminal is:
More expensive
Better at meeting requirements
Categories in common with YCharts:
Financial Research

Sentieo by AlphaSense
By AlphaSense
4.5/5
(39)
Product Description
Sentieo is an equity research platform designed to integrate intelligent public document search, research management, team collaboration, equity data dashboards, advanced visualization tools, alternative data, and a suite of mobile applications.
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Categories in common with YCharts:
Financial Research

FactSet Workstation
By FactSet Research Systems
4.3/5
(35)
Product Description
Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.
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Reviewers say compared to YCharts, FactSet Workstation is:
Better at meeting requirements
Categories in common with YCharts:
Financial Research
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AlphaSense
By AlphaSense
4.6/5
(307)
Product Description
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
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Reviewers say compared to YCharts, AlphaSense is:
Better at meeting requirements
Categories in common with YCharts:
Financial Research

Morningstar Direct Advisory Suite (formerly Advisor Workstation)
By Morningstar
4.1/5
(270)
Product Description
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
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Categories in common with YCharts:
Financial Research

Morningstar Direct
By Morningstar
4.1/5
(348)
Product Description
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
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Categories in common with YCharts:
Financial Research

PitchBook
By PitchBook Data
4.5/5
(211)
Product Description
Global Private Equity & Venture Capital Data
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Reviewers say compared to YCharts, PitchBook is:
More expensive
Categories in common with YCharts:
Financial Research

Crunchbase
By Crunchbase
4.5/5
(392)
Product Description
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.
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Categories in common with YCharts:
Financial Research

Koyfin
By Koyfin
4.8/5
(105)
Product Description
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
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Reviewers say compared to YCharts, Koyfin is:
More expensive
Better at meeting requirements
More usable
Categories in common with YCharts:
Financial Research

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• Own your own software buying journey
• Discover exclusive deals on software

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