YCharts Reviews & Product Details

The best part of YCharts is it's simplicity and fundamentals charting. Gaining insight into financial information is easy because of the charting capabilities. YCharts allows users to chart any fundamental against any timeframe and equity. I like that economic data is readily available.

The screening tool is nice because you can build equations into the tool and filter. The tool is flexible and allows the user to screen almost any combination of financial parameters in a simple way.

The service excels at helping you cut out the noise to see underlying financial metrics, how they relate, and how you can execute. Review collected by and hosted on G2.com.

While YCharts is robust, I dislike that the comp tables and timeseries are a separate service. It seems these a la carte offerings are separated for no real reason. The time series table is just a compilation of data that is already available in the screener, so why break this out? Also, the service is on the expensive end of the spectrum. I also wish there was some sort of API at this price point, there isn't that I know of. Review collected by and hosted on G2.com.

Excellent tool for the analysis of stocks, ETFs and more of the stock markets. Access to data, news, personalized screens, graphics (very complete and with friendly designs).

Its excel add is very complete and allows us to keep our excel tables synchronized.

It also has access to economic information of interest.

Multiple tools that facilitate the monitoring and analysis of the markets. Review collected by and hosted on G2.com.

I currently have no constructive criticism to make. Review collected by and hosted on G2.com.

I am a very pleased customer. I use YCharts to evaluate the financial health of publically traded companies and economies. After over 18 months of use, I continue to stumble across new and insightful data within the vast array of in-depth world, US federal, and US state-specific data offered by YCharts. The enormous amount of easily digestible information is remarkable. The product offered by YCharts is put together very well by the product managers and developers to give users a clean and straightforward, yet in-depth, visual analysis of data. I feel this product was created by investors, for investors, with a focus on fundamental analysis.

Previously, I used TC2000 and was satisfied. However, I was more pleased with the vast array of fundamental financial metrics (particularly the trailing twelve months metrics) offered by YCharts. I have never used Bloomberg Terminal, so I cannot provide a comparison. Review collected by and hosted on G2.com.

I had a poor initial experience because I did not like the account representative assigned to me. When I informed the representative that we were not a good match, the reassignment process was professional.

Furthermore, there are some visually distracting elements, such as a popup chat window tab that reads "Have Questions". This would be acceptable to keep for users in the trial phase, but it is obnoxious and unnecessary for paying users. Additionally, it sometimes visually blocks charts and data, which is very annoying.

Moreover, the mobile experience is very poor. The product is best experienced on a desktop or laptop. Review collected by and hosted on G2.com.

The depth, broadness, and ease to merge and combine the data across different assets and time is truly remarkable. Review collected by and hosted on G2.com.

The features controlling the display of charts and dashboards seem pretty limited. As an example of that, I would like to be able to fully customize my dashboards (floater layout), rather than having my watchlists stacked vertically for example. Review collected by and hosted on G2.com.

YCharts has built an industry-leading platform that empowers me to build robust models. The fundamental and technical chart capabilities are fantastic. The ability to easily produce professional looking charts with my brand on them and seamlessly post on social is great for marketing. Review collected by and hosted on G2.com.

There are so many different features added on a regular basis it can be hard to keep up! Review collected by and hosted on G2.com.

The ability to put together my own charts and tracking of indexes Review collected by and hosted on G2.com.

Would like to see integration into other tools such as wealthscape, envestnet, emoney, etc. For example able to connect to other tech stack tools and analyze portfolios and investments without manually entering. I realize you can import model portfolios using csv files but would like to see direct integrations to save time. Also model portfolios not as helpful when many client portfolios are customized (or ability to analyze a prospective clients portfolio and compare side by side). Would like to see more esg tools Review collected by and hosted on G2.com.

Customer Service is very responsive, There's a lot you can do with the system Review collected by and hosted on G2.com.

I have no complaints or issues with Ycharts as of yet Review collected by and hosted on G2.com.

When I first started using YCharts, I like the fundamental charts with multiple metrics. Later I found Fastgraphs to be superior at much lower price. Review collected by and hosted on G2.com.

I was really upset when the estimates chart depict the wrong presentation of actual vs. estimate EPS and revenue. Very often I could find stocks when the actual is lesser than estimates but YCharts estimates chart show actual to be higher than estimates. This is really bad and I don't expect this for the price I paid. Review collected by and hosted on G2.com.

Simple to use and it is cloud-based, so that really helps us a lot. The amount of information at your fingertips is incredible and comparing fund performance using the charting system is a great visual for clients. To see your model portfolios all in one area is an amazing feature as well. Review collected by and hosted on G2.com.

No complaints at all. They are constantly updating the site to make it better and more user friendly. If you have any questions, the support team is more than willing to work with you and answer any questions that you may have on a certain question. Review collected by and hosted on G2.com.

Very intuitive and easy to use. I especially like the ability to track stocks, etfs and mutual funds across a variety of different data parameters. Saves me a bunch of time. Also enjoy the ability to track model portfolios. Review collected by and hosted on G2.com.

I would like to be able to compare the performance of individual stocks to ETFs and mutual funds. Review collected by and hosted on G2.com.

YCharts is easy to use yet a comprehensive data source. It has everything we need to evaluate ETFs, Mutual Funds, Stocks and Economic Data. Review collected by and hosted on G2.com.

YCharts does not have information on individual bonds or preferred stocks. Review collected by and hosted on G2.com.

The easy integration of excel into the mix. The number of options for filters. Key charts are easily viewed. I feel like this would be easily used by the professional to the new hire all in one. Review collected by and hosted on G2.com.

That it took me so long to come across this. The pricing is left off of the website which I find is a turn off. Not sure if I will like the sticker shock once I get that answer back. Review collected by and hosted on G2.com.

The screener helps find some of the most obscure stuff. The data visualization is very helpful and customizable. Consensus estimates also helpful for knowing what market expectations are. The team is very responsive. Review collected by and hosted on G2.com.

Financial data is sourced from Morningstar, which for funds and etfs is great, stocks it is OK Review collected by and hosted on G2.com.

I like y charts provides a ideal experience for the average user. They help the user be able to understand things about the user and the interface that it provides to the person. Review collected by and hosted on G2.com.

What I dislike about this program is that the program is that it does not provide a Versatel experience for the user as they only provide what the user sets for them selves. Review collected by and hosted on G2.com.

Quick access to a seemingly endless amount of economic and financial data that can be displayed and analyzed graphically with ease. Review collected by and hosted on G2.com.

Occasional absence of a security in the universe which is completely understandable. Review collected by and hosted on G2.com.

The amount of information is incredible. It has virtually all leading economic indicator with hyperlinks to that data set. The dashboard is a cool feature as well. To be able to see all of your portfolio information live. Review collected by and hosted on G2.com.

I wish the dashboard could be more customized aside from just adding pages. Review collected by and hosted on G2.com.

Offers build in 4 metrics and historical data, can view all necessary information on a single screen, data can be easily exported, and chat available for in time customer service actions. Review collected by and hosted on G2.com.

The chart customization options are limited. Review collected by and hosted on G2.com.

The Excel Add on features and ability to make great visual presentations using data charts. Review collected by and hosted on G2.com.

It did have a bit of a learning curve but I do not dislike anything at this moment in time. Review collected by and hosted on G2.com.

YCharts is one of the most comprehensive data sources out there. It was extremely helpful to obtain data on NYSE companies as I completed valuations. Review collected by and hosted on G2.com.

Frankly, it's hard to find a dislike for the software. Perhaps the free trial could be extended further? Review collected by and hosted on G2.com.

This is widely used in my comapny and good UI Review collected by and hosted on G2.com.

less VIsiualtion and should add more charts Review collected by and hosted on G2.com.

The visualization and user friendly components Review collected by and hosted on G2.com.

A little too complex and not commonly used by peers Review collected by and hosted on G2.com.

-Website is fast and easy to use

-So many options to sort and filter

-Huge database of mutual funds and ETFs

-Excel plug in to maintain dynamic comparisons Review collected by and hosted on G2.com.

-Very pricey

-Not integrated with many broker dealers Review collected by and hosted on G2.com.

The best part of YCharts is that it provides every piece of data about a company that one needs to conduct a thorough fundamental and technical analysis. Review collected by and hosted on G2.com.

There is nothing I dislike about using the program at all. Unfortunately, I have not signed into the program recently so my account is locked at the moment. Review collected by and hosted on G2.com.

Stock screening tools worthy of professional stockpickers Review collected by and hosted on G2.com.

Data visualisation tends to be a little jarring on the eye. The sharp contrast colours and slightly pixelly graphics are typical for stock charts but although they are precise, they don't make it easy to look at for hours on end. Review collected by and hosted on G2.com.

Unlike some other reviewers I LOVE the pared-back, simple interface. It's refreshing and non-distracting. Review collected by and hosted on G2.com.

The stocks universe is not completely comprehensive outside the U.S. Review collected by and hosted on G2.com.