[ YCharts Reviews ](https://www.g2.com/products/ycharts/reviews) [ YCharts Reviews ](https://www.g2.com/products/ycharts/reviews) # YCharts Pricing Overview [Editedit](https://my.g2.com/ycharts/pricings) Free Trial ## YCharts Pricing Key Insights Last updated on Apr 09, 2026 * * * YCharts offers **2 pricing editions** , starting at **$6,000**. YCharts pricing tiers are designed to support different usage levels and team sizes. YCharts also offers a **free trial**. Compare the YCharts pricing table below to figure out the best fit for your needs. Some plans may require you to contact **YCharts** for **custom pricing**. * * * YCharts Professional — $6,000 / First User/Year Rated 4.7 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. YCharts Enterprise Custom Pricing Team-Wide Professional features PLUS Collaboration & Content Sharing Across Users, Tailored Onboarding & Training Program, Firm-wide Excel Model Conversion & Automation, Consolidated Billing & Account Admin YCharts Professional $6,000 First User/Year Standard features PLUS YCharts Excel Add-In and Integration Support, Model Portfolios, Comp Tables & Timeseries Analysis, Scoring Models, Dedicated Account Manager, Custom Branding, Custom Email Reports, Sector & Industry Data - SMA Data (Upgrade) - Dynamic Model Portfolios Show More Pricing information for YCharts is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase YCharts must be conducted with the seller. Pricing information was last updated on October 09, 2024 Show More ## YCharts Pricing FAQs Generated using AI ### Is YCharts free, or does it offer a free trial? YCharts does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details. ### Who is YCharts pricing best suited for? According to G2 reviews, YCharts pricing is best suited for independent financial advisors, registered investment advisors, and small-to-mid-sized financial services firms. The overwhelming majority of G2 reviewers identifying as Small Business users in Financial Services and Investment Management report exceptional value from YCharts Professional, particularly for portfolio research, client-facing reporting, and fund screening. Mid-Market firms in Financial Services also appear frequently among satisfied reviewers, leveraging dynamic portfolios and proposal generation. YCharts Enterprise is better aligned with larger organizations needing multi-user collaboration and firm-wide automation. G2 reviewers caution that individual investors without client management needs may find the $6,000 Professional tier feature set more than necessary for personal use. ### What are the key differences between the free and paid versions of YCharts? YCharts does not offer a permanent free version, but G2's pricing data for YCharts confirms a free trial is available for evaluation. The entry-level YCharts Professional tier, priced at $6,000, unlocks the Excel Add-In, Model Portfolios, Comp Tables, Timeseries Analysis, Scoring Models, Custom Branding, Custom Email Reports, and Sector and Industry Data. YCharts's Enterprise tier adds firm-wide collaboration, content sharing across users, tailored onboarding, Excel model conversion and automation, and consolidated billing. G2 reviewers frequently highlight the Excel integration and custom reporting as key drivers for upgrading beyond the trial, with the Enterprise tier suited for teams needing shared workflows and administrative controls. ### Is YCharts considered good value for its pricing? G2 reviewers overwhelmingly rate YCharts highly, with the vast majority awarding 5 out of 5 stars, suggesting strong satisfaction relative to cost. Multiple G2 users explicitly describe YCharts pricing as expensive but worth it, with one long-term user noting it 'continues paying for itself tenfold.' Reviewers frequently compare YCharts favorably to Morningstar and Kwanti, citing superior usability and data depth. However, some G2 reviewers, particularly individual investors and smaller organizations, flag the $6,000 Professional tier as prohibitive, noting features are tailored toward professional advisors with multiple clients. Overall, G2 reviews of YCharts indicate strong value for investment professionals but a steeper cost-benefit calculation for solo or non-advisory users. [ ![Nasdaq eVestment™](https://images.g2crowd.com/uploads/product/hd_favicon/3c2f2f14fb1c08d611a97c7d731ad55b/nasdaq-evestment.svg "Nasdaq eVestment™") Sponsored Nasdaq eVestment™ 4.4/5 (29) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Bloomberg Terminal](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_823e0a01e79219b12118492ea8672e84/bloomberg-terminal.jpg "Bloomberg Terminal") Bloomberg Terminal 4.4/5 (69) ](https://www.g2.com/products/bloomberg-terminal/reviews) [ ![Sentieo by AlphaSense](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e19986451fa734d5af25fba909ea50bd/sentieo-an-alphasense-company.png "Sentieo by AlphaSense") Sentieo by AlphaSense 4.5/5 (39) ](https://www.g2.com/products/sentieo-by-alphasense/reviews) [ ![FactSet Workstation](https://images.g2crowd.com/uploads/product/hd_favicon/1ea53e45360132c8f3934fac33b67ce6/factset-workstation.svg "FactSet Workstation") FactSet Workstation 4.3/5 (35) ](https://www.g2.com/products/factset-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/ycharts/competitors/alternatives) ## YCharts Alternatives Pricing The following is a quick overview of editions offered by other [Financial Research Software](https://www.g2.com/categories/financial-research) | ![Crunchbase](https://images.g2crowd.com/uploads/product/image/small_square/small_square_625bc11274b2de900fce87805fdcd1a8/crunchbase.png) [Crunchbase](https://www.g2.com/products/crunchbase/reviews) ##### Crunchbase Pro (Monthly) | $99.001 user Per Month | Find and prioritize opportunities with best-in-class private company data. Pro Includes: - Search 4M+ private companies with full results - Unlock all company and investor profile data, including growth signals and AI-powered insights - Track companies with saved searches and lists, alerts, and stages | | ![Koyfin](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png) [Koyfin](https://www.g2.com/products/koyfin/reviews) ##### Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments - 2Y financials & 1Y estimates - My Portfolio - Advanced charting - Market & macro dashboards - 2 watchlists & 2 screens - 2 custom dashboards - Limited company snapshots - Limited news [Show More](javascript:void(0);) | | ![Orion Risk Intelligence](https://images.g2crowd.com/uploads/product/image/small_square/small_square_fd0895aa9afb0e469537b69dd2dcca88/orion-risk-intelligence.jpg) [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) ##### Standalone Pricing | $275.001 User Per Month | Receive a 10% discount by option for annual billing. This price includes full access to Orion Risk Intelligence. - 100+ Stress Tests - Robust Regression Modeling - Portfolio Construction - 3D Risk Profile - Asset Drift Monitor - Custom Asset Builder - Personalized Proposal Builder - Fueled by Morningstar Data - Proposal and IPS Solution [Show More](javascript:void(0);) | Various alternatives pricing & plans Free Trial Pricing information for the above various YCharts alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ## YCharts Pricing Reviews (2) ![Vincent S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vincent S.") VS Vincent S. Financial Analyst Financial Services Small-Business (50 or fewer emp.) 4/3/2019 More Options - "Stellar Customer Service and Easy Set-Up" 5/5 What do you like best about YCharts? I love the ease of use that YCharts offers, making it an invaluable tool for our research on funds and portfolio performance. The dynamic models and visualizations are excellent for client presentations, and the visuals are impressive and client-friendly. The Excel worksheets are fantastic and allow me to reverse engineer and customize them to fit our models, which helps tremendously in showing the specific data our advisors need. I greatly appreciate the exceptional team and customer service at YCharts, which, in my opinion, is far superior to other vendors we've used. Setting up YCharts was straightforward, aided by the supportive team and helpful tutorials. The platform significantly benefits our work by providing performance analysis tools for portfolios, enabling easy searching of funds and performance attributions. The constant updates and the quality of the product are reasons I would choose it again; the dynamic model implementation is particularly beneficial. Additionally, using historical real-time data for stress testing and comparisons adds great value to our analysis process. Review collected by and hosted on G2.com. What do you dislike about YCharts? I wish there was a template for creating my own fact card within YCharts. Having this feature would allow us to customize templates, include our logo, obtain compliance approval, and then provide these customized templates to clients. Review collected by and hosted on G2.com. Recommendations to others considering YCharts: Do the trial and you will see for yourself how great it is. Review collected by and hosted on G2.com. What problems is YCharts solving and how is that benefiting you? I use YCharts for researching fund performance, leveraging dynamic modeling and visualizations for streamlined client presentations, enhancing communication, and efficient analysis. Review collected by and hosted on G2.com. Show More Rating Updated (10/22/2025) Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 2/23/2026 More Options - Business partner of the seller or seller's competitor, not included in G2 scores. "Instant Market Insights and Easy Portfolio holdings review" 4/5 What do you like best about YCharts? Instant access to the details of the market place , Stock, Fixed income funds and ETF and what stocks they are invested. Ability to set up portfolios and down load those portfolios your home office runs. Review collected by and hosted on G2.com. What do you dislike about YCharts? the fact that I do not use that many hours in a typical day yet another member of my team access for a team member and me like Morning Star offers Review collected by and hosted on G2.com. What problems is YCharts solving and how is that benefiting you? Clients during meeting ask specific questions that I can show them live the answers and be very specific and or get into greater detail if necessary . IE a funds holdings and then look at the regression model and see the stocks that are adding value and show the client. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic YCharts Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_823e0a01e79219b12118492ea8672e84/bloomberg-terminal.jpg "Product Avatar Image") Bloomberg Terminal 4.4/5 (69) [ Compare Now ](https://www.g2.com/compare/bloomberg-terminal-vs-ycharts) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_904e1c2a2821e519bb9d6292083882ad/factset-workstation.png "Product Avatar Image") FactSet Workstation 4.3/5 (35) [ Compare Now ](https://www.g2.com/compare/factset-workstation-vs-ycharts) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e19986451fa734d5af25fba909ea50bd/sentieo-an-alphasense-company.png "Product Avatar Image") Sentieo by AlphaSense 4.5/5 (39) [ Compare Now ](https://www.g2.com/compare/sentieo-by-alphasense-vs-ycharts) ##### Categories on G2 [ Financial Research ](https://www.g2.com/categories/financial-research) ##### Explore More [ Leading SAP store for office management software ](https://www.g2.com/discussions/leading-sap-store-apps-for-office-management-workflows)[ Top tools for managing team and client appointments ](https://www.g2.com/discussions/top-tools-for-managing-team-and-client-appointments)[ Recommended influencer marketing platforms with good ROI ](https://www.g2.com/discussions/recommended-influencer-marketing-platforms-with-good-roi) [ What platform provides automated job posting distribution? ](https://www.g2.com/discussions/what-platform-provides-automated-job-posting-distribution)[ Which website builder offers the most customizable design templates? ](https://www.g2.com/discussions/which-website-builder-offers-the-most-customizable-design-templates)[ Pros and Cons Details ](https://www.g2.com/products/ycharts/reviews?qs=pros-and-cons) Show More [ Leading SAP store for office management software ](https://www.g2.com/discussions/leading-sap-store-apps-for-office-management-workflows)[ Top tools for managing team and client appointments ](https://www.g2.com/discussions/top-tools-for-managing-team-and-client-appointments)[ Recommended influencer marketing platforms with good ROI ](https://www.g2.com/discussions/recommended-influencer-marketing-platforms-with-good-roi) [ What platform provides automated job posting distribution? ](https://www.g2.com/discussions/what-platform-provides-automated-job-posting-distribution)[ Which website builder offers the most customizable design templates? ](https://www.g2.com/discussions/which-website-builder-offers-the-most-customizable-design-templates)[ Pros and Cons Details ](https://www.g2.com/products/ycharts/reviews?qs=pros-and-cons)