YCharts Reviews & Product Details


What is YCharts?

YCharts, an “Inc. 5000 Fastest Growing Company”, is an online financial data platform that enables its customers to make smarter investment decisions. Thousands of devoted investors gain ready access to quality data, powerful visualization tools, and advanced analytics, all at an affordable price. Investors use YCharts for idea generation via stock and fund screeners; analysis through Model Portfolios and fundamental & technical charting; dynamically linking Excel spreadsheets with current market data, and staying up to date with real-time news feeds and alerts to monitor the markets. Contact sales@ycharts.com or (866) 965-7552 for more information on product and pricing.

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YCharts Profile Details

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Languages Supported
English
Vendor
YCharts, Inc.
Company Website
Year Founded
2009
HQ Location
Chicago, IL
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
63
Twitter
@ycharts
Twitter Followers
4,614
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YCharts Reviews

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1-18 of 18 total YCharts reviews

YCharts Reviews

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1-18 of 18 total YCharts reviews
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Director
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
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"Wrong chart data despite high price"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Just be careful that you do not assume the YCharts give you accurate data. You need to check to be sure if the charts are accurate.

What problems are you solving with the product? What benefits have you realized?

I wish I could rely on Ycharts to tell me quickly whether a stock is at fair value by looking at their fundamental charts with various metrics plotted in the same chart. I also wished I could tell if the stock's future is in the uptrend with actual results beating estimates but the chart gave me the wrong info. (I have uploaded a screenshot of Google revenue estimates vs. actual chart. This chart show GOOG actual beat estimates for all previous quarters but this is clearly not the case)

Worse of all, I feedback this to their staff and insisted their data provider is reliable when I provided them evidences that the chart is showing the wrong picture. This is so unprofessional!

Response from Kara Hughes of YCharts

Joshua, we're very sorry to hear that you weren't satisfied with your YCharts subscription and appreciate you raising your concerns. We do our best to ensure that our users have access to high-quality data, and that's why our equity data and estimates are sourced from Morningstar and S&P Global, respectively — both of which are very reputable sources. That said, we look forward to continued engagement with you to explore, and if possible, address your concerns.

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Financial Analyst
Financial Services
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
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"Better than Morningstar Advisor Workstation "

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Do the trial and you will see for yourself how great it is.

What problems are you solving with the product? What benefits have you realized?

Comparison of funds, seeing sector performance and model portfolio performance is great. Nice to see certain time frames and how portfolios/funds reacted.

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Freelancer
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"Very useful for potential investors"

What do you like best?

Well, the tool is very impressive i must say. In this current world almost everyone is looking to invest and it is important to do enough research before getting into anything. This tool offers a great opportuninity for potential investors both individual and institutional investors by providing comprehensive information on data. Its simplifies complivated data and presents it in an easier to understand format. Compared to other tools also,such as Telemet, it is more user friendly. Another great thing also is that there is a team that is always ready to answer questions and respond to complaints.

What do you dislike?

The tool can be relatively expensive but other than that i haven't seen much to dislike about it.

What problems are you solving with the product? What benefits have you realized?

The tool provides in-depth information on available investement opportunities.

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Partner
Investment Management
Small-Business
(2-10 employees)
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"Great Tool for Research and Tracking "

What do you like best?

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.

What do you dislike?

I would like to be able to compare the performance of individual stocks to ETFs and mutual funds.

What problems are you solving with the product? What benefits have you realized?

It is a great resource to research individual stocks, ETFs and mutual funds. Also helpful to track specific economic indicators that we use for forecasting in our practice.

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Front Desk
Validated Reviewer
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"From the complex to the simple"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Give the trial a go! I took a look and I like the idea of the product.

What problems are you solving with the product? What benefits have you realized?

The benefits have only started. The excel integration has become the most useful. Charts are great for others to view without the numbers.

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Project Manager
Civic & Social Organization
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"Ychart Creators"

What do you like best?

Ycharts provides well articulated database of mutual funds and ETFS. Its simple to use since it has simple interface. Its easy to access since its cloud based. Also it has ability to track stocks and also time saving.

What do you dislike?

In some cases security is not fixed, and its only comprehensive in limited places like US and its expensive.

Recommendations to others considering the product:

It has helped my company greatly,moreso in funds performance using charting structures. Give it a trial and see for yourself how amazing it is.

What problems are you solving with the product? What benefits have you realized?

It provides a good platform for research in respect to individual stock as well as mutual funds, it has greatly helped my company to tackle and track some economic prospect.

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Portfolio Manager
Financial Services
Mid-Market
(51-200 employees)
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Verified Current User
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"Great software, Even Better Support"

What do you like best?

Quick access to a seemingly endless amount of economic and financial data that can be displayed and analyzed graphically with ease.

What do you dislike?

Occasional absence of a security in the universe which is completely understandable.

Recommendations to others considering the product:

One thing is for certain, there is no other analytical software company out there willing/able to provide the same level of support for your business.

What problems are you solving with the product? What benefits have you realized?

The team has customized some its portfolio analytics tools for our practice.

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Chief Investment Officer
Small-Business
(2-10 employees)
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Verified Current User
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"Ycharts great visualization tools, excellent stock screener"

What do you like best?

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.

What do you dislike?

Financial data is sourced from Morningstar, which for funds and etfs is great, stocks it is OK

Recommendations to others considering the product:

Great for stocks, funds, visualizations, model portfolio snapshots

What problems are you solving with the product? What benefits have you realized?

Finding ideas, creating visualizations for clients, tracker portfolios

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Digital Marketing Manager
Financial Services
Small-Business
(11-50 employees)
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Verified Current User
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"Valuable financial data dashboard"

What do you like best?

Stock screening tools worthy of professional stockpickers

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Access to some of the features of a far more expensive system for a much lower price; ability to quickly source and present data to back up a story or point of view; starting point for original research.

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Vice President, Senior Compliance Officer
Financial Services
Enterprise
(10,001+ employees)
Validated Reviewer
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"YCharts is essential for reviewing publicly traded companies"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

It is an important program to use when conducting investment research. The data is reliable and in an easy to read format so it is simple to use.

What problems are you solving with the product? What benefits have you realized?

YCharts solves the problem of gathering reliable financial data about a company all in one place. This is a beneficial program as the data is reliable for fundamental research and technical analysis charts can also be created.

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Assistant Store Manager
Retail
Enterprise
(5001-10,000 employees)
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"Never Experienced"

What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

I have used Ycharts to help in everyday use to help make spreadsheets to help get my point across to other users.

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Director
Financial Services
Small-Business
(2-10 employees)
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"An awful lot of data in a smart intuitive package"

What do you like best?

Unlike some other reviewers I LOVE the pared-back, simple interface. It's refreshing and non-distracting.

What do you dislike?

The stocks universe is not completely comprehensive outside the U.S.

Recommendations to others considering the product:

Understand that it's going to take a little investment of time to get polished at using the interface and knowing its various elements and where to look for what you want. Once you push through that you will find it quick and intuitive.

What problems are you solving with the product? What benefits have you realized?

Quick and easy analysis. Reliable data sources. Lets us discover things we might otherwise have missed.

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U
Mid-Market
(51-200 employees)
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"Worth the hype"

What do you like best?

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.

What do you dislike?

The chart customization options are limited.

Recommendations to others considering the product:

very specific uses, not suitable for all industries.

What problems are you solving with the product? What benefits have you realized?

Assists with fundamental and quantitative data analysis

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Project Manager
Small-Business
(2-10 employees)
Validated Reviewer
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"Love it"

What do you like best?

The Excel Add on features and ability to make great visual presentations using data charts.

What do you dislike?

It did have a bit of a learning curve but I do not dislike anything at this moment in time.

What problems are you solving with the product? What benefits have you realized?

Ability to make better more efficient data charts

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Coordinador de capacitaciones
Small-Business
(2-10 employees)
Validated Reviewer
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"Ycharts free trial"

What do you like best?

Its the most complete suite in number of tools it brings together

What do you dislike?

It is to expensive not to offer fully global coverage of stocks.

Recommendations to others considering the product:

Not until you offer real fully coverage of global stocks

What problems are you solving with the product? What benefits have you realized?

I use it to follow multiple stock ratios abd indicators

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U
Small-Business
(2-10 employees)
Validated Reviewer
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"Great User Experience "

What do you like best?

-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

What do you dislike?

-Very pricey

-Not integrated with many broker dealers

What problems are you solving with the product? What benefits have you realized?

-Performance and risk metrics

-Portfolio optimization

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IH
Small-Business
(11-50 employees)
Validated Reviewer
Review Source
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"Y charts"

What do you like best?

This is widely used in my comapny and good UI

What do you dislike?

less VIsiualtion and should add more charts

Recommendations to others considering the product:

Giood Improvment a adh eas of acces

should improve UI according the market requiremnt

What problems are you solving with the product? What benefits have you realized?

Retail

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UF
Validated Reviewer
Review Source
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"Y charts review"

What do you like best?

The visualization and user friendly components

What do you dislike?

A little too complex and not commonly used by peers

Recommendations to others considering the product:

Na

What problems are you solving with the product? What benefits have you realized?

Analyzing client returns

Response from Kara Hughes of YCharts

Thank you for the feedback. We're glad to see you appreciate the visualization and user-friendly tools of our platform! We noticed the star rating wasn't selected, would you mind updating the rating to reflect your experience? Please reach out to hello@ycharts.com should you require additional support! Thank you again!

YCharts Features

  • Data Visualization
  • Financial Analysis
  • Charting
  • Risk Analysis
  • Alerts and Monitoring
  • Market Information

YCharts User Ratings

8.5
Ease of Use
Average: 8.4*
8.3
Quality of Support
Average: 8.5*
10.0
Ease of Setup
Average: 8.2*
* Financial Research Category
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