YCharts Pricing Overview

Free Trial

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

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YCharts Alternatives Pricing

The following is a quick overview of editions offered by other Financial Research Software

Crunchbase 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 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
Orion Risk Intelligence 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

Various alternatives pricing & plans

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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)

Verified User in Investment Management

Small-Business (50 or fewer emp.)

10/4/2025

"Good coverage of securities, commodities and economic data, but a bit expensive for an individual"

5/5

What do you like best about YCharts?

The broad coverage of stocks, mutual funds, commodities and economic data. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

It is a bit expensive for an individual user like myself. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

2/20/2025

"Depth and Breadth of YCharts information"

4.5/5

What do you like best about YCharts?

YCharts is voluminous in the information it offers. The resources available to analyze stocks, mutual funds and ETFs is pretty amazing. Their customer service is incredible, too. When I encounter something I cannot seem to resolve, their online chat feature is always available. No other company's offering is as effective at providing the details and data that I require. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

Sometimes it doesn't seem as intuitive as I'd like, and it's not inexpensive. However, I do believe I receive good value for the dollars invested in it. Review collected by and hosted on G2.com.

What problems is YCharts solving and how is that benefiting you?

YCharts helps me analyze investments and provides a tool for easily evaluating historical performance even using initial investment information from decades ago. It also helps me provide some guidance to clients who are trying to decide whether to continue holding an investment or if to liquidate and look for other investment opportunities. I believe it has made money for my clients and me. Review collected by and hosted on G2.com.