YCharts Reviews & Product Details

There are three main benefits that I get out of YCharts:

1. The dashboards put relevant information in front of me without needing to run multiple programs or keep multiple windows open.

2. Clean User Interface: YCharts UI is much cleaner than Morningsar or Kwanti. I use YCharts every day, and a clean UI is important to me. Their UI also makes onboarding simple.

3. Efficient Research: YCharts has many facets. Being able to research and perform due diligence on one platform has boosted efficiency in my practice. Review collected by and hosted on G2.com.

It's hard to find something to dislike about YCharts. If I could add two things, it would be:

1. Adding an Excel plugin for Mac users.

2. Adding an Altruist integration. Review collected by and hosted on G2.com.

YCharts is intuitive and easy to use, with timely and relevant data presented through a clean, user-friendly interface. We rely on it for daily market and portfolio updates, as well as during our prospecting process. It’s also a valuable resource for delivering clear market and economic insights to our existing clients. YCharts has become an important part of our technology stack, and we appreciate the depth of resources it provides to support our work. Review collected by and hosted on G2.com.

The only challenge is keeping pace with ongoing updates and ensuring best practices for utilizing the full suite of tools. We also encounter some limitations when representing more complex or non-traditional asset classes, such as options or private alternatives. That said, we’re confident in YCharts and their continued commitment to innovation, and we expect these areas to improve as the platform evolves. Review collected by and hosted on G2.com.

I really like the ability to set up your mutual funds in Excel and call in all the data you need through the add-in.

I also really like the capital gains module that functions in the same way - set up your funds and it all refreshes with the add-in.

There are a ton of features that makes Y-Charts a formidable competitor to Morningstar and to a lesser extent Factset. Review collected by and hosted on G2.com.

There's no app for your phone or tablet.

There's not a lot of flexibility in the various cards on the tabs: you can't sort your stocks, you can't move columns,

The news you get is limited to mostly Yahoo and MT Newswires Review collected by and hosted on G2.com.

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.

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.

I use YCharts for investment research for our firm, and it significantly speeds up and enhances the depth and quality of my investment research. I find it to be a great educational tool, especially since I started with relatively little experience. It's simple, easy, and intuitive to learn more about investments. I like the sheer volume of data available which allows me to look for unique insights that aren't available on other platforms. The customizability is fantastic, letting me build dashboards, charts, reports, and analyses in any style or capacity I want. The support team is great and prompt, always helping me address any issues I've encountered. The setup was exceedingly simple, with no issues, though building out systems and dashboards has taken time. Review collected by and hosted on G2.com.

I've had issues with the Redtail integration, although I think that has more to do with Redtail than anything. I'd like to be able to use YCharts more effectively for live client account holdings, but I also think that's an issue on our custodian's end, since there is a Pershing integration. We've started using eMoney, which integrates with YCharts, but haven't actually taken advantage of the functionality. I guess two-way integration with eMoney would be cool instead of one-way, so we could pull in client accounts that we have built in YCharts, but again, I think that live portfolio reporting needs to come first before that works. Review collected by and hosted on G2.com.

I like the ability to do the portfolio optimizer the most in YCharts. It's great because it helps you shave off error and get rid of bias asymptotically. The presentation quality is good so I can use it right away to share data with my clients. YCharts is visually appealing and locks in accurate data, which is something I really appreciate. The user interface is easier to interact with, and the output is more visually appealing compared to what I used before. The initial setup was super easy. Once you learn where the buttons and dials are, you can start generating reports and getting actionable information from day one. I must ,mention the Team--they are ON THE BALL! They help anytime you need it, and will hold your hand if needed to help you succeed. Review collected by and hosted on G2.com.

There are a lot of options, and sometimes these can be overwhelming. I think there's a learning curve that probably takes a few months to get your arms around everything involved in it, but you can get useful actionable things out of it within the first few weeks. Its almost a refresher course in market concepts, as you'll be knee-deep in them as you explore YCharts' features. Review collected by and hosted on G2.com.

I find YCharts extremely valuable for investment research and portfolio comparison. The Excel plug-in is really powerful for showing differences in a client's current portfolio compared to what we propose. I love its ease of use and the aesthetically pleasing design. The portfolios feature is handy as it allows me to build a hypothetical model portfolio and compare it to others, which helps in decision making with the ability to tweak allocations and view potential outcomes. The charting of past performance and the allocation tab are very beneficial, especially the line charts on the fundamental chart tab, which are great for comparing against other funds, benchmarks, and indices. Additionally, the initial setup was pretty easy, and every interaction I've had with a team member has been knowledgeable, professional, and very helpful. Review collected by and hosted on G2.com.

It would be nice if it were cheaper. Review collected by and hosted on G2.com.

Their customer service is by far the best i've experienced. From their in-app chat to the account management team, all top notch and highly educated/informed on their platform.

The software shows continuous improvement and new features are constantly being added. I really appreciate that they take customer feedback to heart and develop appropriately. I’ve had instances where I’ve submitted a feature and it is updated within a month or so. I don’t anticipate this for all features, but really great to see such turn around time.

We use the software EVERY DAY. Not only for reasearch, but for proposals and tracking. Review collected by and hosted on G2.com.

No downsides to using the software right now. They've built it well and are continually improving.

For a small organization, we look for high value. Unfortunately, the cost of the platform is prohibitive for us to scale it across our org. Review collected by and hosted on G2.com.

I really like the ease of use and the breadth of information available on YCharts. I also appreciate the new AI feature, which allows us to pull information from various sources to research a particular question. It helps us build great comparative charts for many different variables and create comp reports that let us see fundamental information about multiple stocks quickly and easily. As a long-time user, I value the service and appreciate that the company is continually trying to improve. Review collected by and hosted on G2.com.

The tech chart has added a sliding calendar at the bottom which compresses the view and isn't something we can delete. I would love to see the option to delete. Review collected by and hosted on G2.com.

I find YCharts incredibly easy to use and appreciate how user-friendly the desktop and tools are. The setup process was very simple and straightforward, which made getting started with the product a breeze. I especially enjoy the fundamental charts and scatter plots, which not only are aesthetically pleasing but also enhance usability through their smooth, interactive design. The ability to access consolidated data and make quick charting and comparisons during meetings significantly shortens sales cycles, thereby maximizing efficiency. YCharts elegantly provides daily intraday data, which is a crucial feature for ongoing work in the financial sector. Review collected by and hosted on G2.com.

I don't like that YCharts is missing some data available in Morningstar that needs to be added. I would also recommend that YCharts send out a setup package to attach company logos and incorporate corporate color schemes. Maybe this was available, but I was excluded from this process. Review collected by and hosted on G2.com.