1. [Home](https://www.g2.com/) 2. ... 3. [Financial Research Software](https://www.g2.com/categories/financial-research) 4. [YCharts Discussions](https://www.g2.com/products/ycharts/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_39603e2d6a22745d09f77086848a6acf/ycharts.png "Product Avatar Image") ](/products/ycharts/reviews) [ YCharts ](/products/ycharts/reviews) (131)4.7/5 YCharts is an all-in-one platform for investment research, proposal generation, and risk/stress testing that is trusted by thousands of financial professionals. According to the 2025 Kitces Tech Report, YCharts leads the way in momentum and market-share growth and earns the highest satisfaction scores in risk and stress testing. With a 98% customer satisfaction rate and clients staying with us for an average of 8+ years, it’s clear teams rely on YCharts for the ideal balance of cost, capability, and user experience. Advisors use YCharts to make smarter investment decisions and communicate more effectively with clients—through FINRA-reviewed report templates, customizable dashboards, and comprehensive data coverage spanning equities, mutual funds, ETFs, and economic indicators. The platform also saves time with powerful stock and fund screeners, deep portfolio integrations, and a seamless Excel add-in. Join thousands of professionals who already trust YCharts, start a free trial today at www.ycharts.com. Show More * * * ### 86.0 Nps Score Already have YCharts? ### All YCharts Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is YCharts used for? ](/discussions/what-is-ycharts-used-for) What is YCharts used for? [ Financial Research Software ](https://www.g2.com/tags/financial-research-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.&title=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=YCharts+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%0aAsk+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=YCharts+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%0aAsk+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 3 years ago More Options - [ # What is a Ychart? ](/discussions/what-is-a-ychart) What is a Ychart? [ Financial Research Software ](https://www.g2.com/tags/financial-research-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.&title=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=YCharts+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%0aAsk+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=YCharts+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%0aAsk+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 4 years ago More Options - [ # Who owns YCharts? ](/discussions/who-owns-ycharts) Who owns YCharts? [ Financial Research Software ](https://www.g2.com/tags/financial-research-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.&title=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=YCharts+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%0aAsk+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.) 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[ Financial Research Software ](https://www.g2.com/tags/financial-research-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.&title=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=YCharts+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%0aAsk+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.) 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[ Financial Research Software ](https://www.g2.com/tags/financial-research-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.&title=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=YCharts+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=YCharts+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%0aAsk+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=YCharts+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%0aAsk+YCharts+questions+and+get+answers+from+expert+users+in+our+YCharts+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/ycharts/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/cce21f85d3d1e17d7cdf217298934066/ycharts.svg "Product Avatar Image") ### Have you used YCharts before? Answer a few questions to help the YCharts community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fycharts%2Fdiscuss%3Fsmall_ask%3Dycharts) No ## Top Contributors in YCharts 1 ![Kara H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kara H.") KH Loading... ### [Kara H.](https://www.g2.com/users/0f777b35-c463-4bf7-b31b-75712a7a5583 "Kara H.") 1 pt