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) [ ![YCharts](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_39603e2d6a22745d09f77086848a6acf/ycharts.png "YCharts") ](/products/ycharts/reviews) # YCharts Discussions 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. - **5** discussions - · **100%** answered ![YCharts](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_39603e2d6a22745d09f77086848a6acf/ycharts.png "YCharts") YCharts Discussions Most CommentedMost HelpfulCommon QuestionsNewest Showing **5** discussions ![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 • about 3 years ago More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=What+is+YCharts+used+for%3F&title=What+is+YCharts+used+for%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-ycharts-used-for) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=What+is+YCharts+used+for%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-ycharts-used-for&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-ycharts-used-for) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=What+is+YCharts+used+for%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-ycharts-used-for%0aWhat+is+YCharts+used+for%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=What+is+YCharts+used+for%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-ycharts-used-for%0aWhat+is+YCharts+used+for%3F) - Copy link - [ ## 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) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 1 (1 Comment) Add a comment [ View discussion ](/discussions/what-is-ycharts-used-for) ![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 - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=What+is+a+Ychart%3F&title=What+is+a+Ychart%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-a-ychart) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=What+is+a+Ychart%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-a-ychart&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-a-ychart) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=What+is+a+Ychart%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-a-ychart%0aWhat+is+a+Ychart%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=What+is+a+Ychart%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-a-ychart%0aWhat+is+a+Ychart%3F) - Copy link - [ ## What is a Ychart? ](/discussions/what-is-a-ychart) What is a Ychart? [ Financial Research Software ](https://www.g2.com/tags/financial-research-software) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 1 (1 Comment) Add a comment [ View discussion ](/discussions/what-is-a-ychart) ![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 • about 4 years ago More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Who+owns+YCharts%3F&title=Who+owns+YCharts%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwho-owns-ycharts) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Who+owns+YCharts%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwho-owns-ycharts&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwho-owns-ycharts) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Who+owns+YCharts%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwho-owns-ycharts%0aWho+owns+YCharts%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Who+owns+YCharts%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwho-owns-ycharts%0aWho+owns+YCharts%3F) - Copy link - [ ## Who owns YCharts? ](/discussions/who-owns-ycharts) Who owns YCharts? [ Financial Research Software ](https://www.g2.com/tags/financial-research-software) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 1 (1 Comment) Add a comment [ View discussion ](/discussions/who-owns-ycharts) ![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 4 years ago More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=How+do+I+use+YCharts%3F&title=How+do+I+use+YCharts%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-i-use-ycharts) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=How+do+I+use+YCharts%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-i-use-ycharts&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-i-use-ycharts) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=How+do+I+use+YCharts%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-i-use-ycharts%0aHow+do+I+use+YCharts%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=How+do+I+use+YCharts%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-i-use-ycharts%0aHow+do+I+use+YCharts%3F) - Copy link - [ ## How do I use YCharts? ](/discussions/how-do-i-use-ycharts) How do I use YCharts? 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[ Financial Research Software ](https://www.g2.com/tags/financial-research-software) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 1 (1 Comment) Add a comment [ View discussion ](/discussions/what-does-ycharts-cost) ## Browse by popular topics [Financial Research Software](/products/ycharts/discuss?filters%5Btags%5D%5B%5D=financial-research-software)