# YCharts Reviews **Vendor:** YCharts **Category:** [Financial Research Software](https://www.g2.com/categories/financial-research) **Average Rating:** 4.7/5.0 **Total Reviews:** 114 ## About YCharts YCharts is an all-in-one platform for investment research, proposal generation, and risk/stress testing that is trusted by thousands of financial professionals. According to the 2025 Kitces Tech Report, YCharts leads the way in momentum and market-share growth and earns the highest satisfaction scores in risk and stress testing. With a 98% customer satisfaction rate and clients staying with us for an average of 8+ years, it’s clear teams rely on YCharts for the ideal balance of cost, capability, and user experience. Advisors use YCharts to make smarter investment decisions and communicate more effectively with clients—through FINRA-reviewed report templates, customizable dashboards, and comprehensive data coverage spanning equities, mutual funds, ETFs, and economic indicators. The platform also saves time with powerful stock and fund screeners, deep portfolio integrations, and a seamless Excel add-in. Join thousands of professionals who already trust YCharts, start a free trial today at www.ycharts.com. ## YCharts Pros & Cons **What users like:** - Users appreciate the **ease of use** of YCharts, highlighted by its intuitive design and straightforward setup. (16 reviews) - Users find YCharts' **ease of use** invaluable for quick data access and effective client discussions. (16 reviews) - Users commend YCharts' **exceptional customer support** , highlighting knowledgeable assistance and a responsive team throughout their interactions. (14 reviews) - Users value YCharts for its **comprehensive research data** , enabling insightful analysis and effective communication with clients. (13 reviews) - Users value the **instant and accessible data** from YCharts, enhancing their analysis and reporting capabilities effortlessly. (10 reviews) - Efficiency (8 reviews) - Investment Analysis (7 reviews) - User Interface (7 reviews) - Users praise the **ease of use and exceptional features** of YCharts, enhancing their research and client presentations. (6 reviews) - AI Technology (5 reviews) **What users dislike:** - Users note **limited data availability** in YCharts, particularly for certain asset classes and missing Canadian information. (8 reviews) - Users feel that YCharts is **expensive** , noting high costs for subscriptions and additional product features. (7 reviews) - Users experience **integration issues** with YCharts, particularly with Redtail and limited connectivity to other financial tools. (5 reviews) - Users find **difficult learning** curves with YCharts' vast tools, requiring time to master their full potential. (4 reviews) - Users find **limited customization** in YCharts, facing challenges in adapting data and portfolios to their needs. (4 reviews) - Users find the **company exclusion** frustrating, particularly regarding missing data and branding integration challenges. (2 reviews) - Data Errors (2 reviews) - Outdated Information (2 reviews) - Poor Usability (2 reviews) - Information Overload (1 reviews) ## YCharts Reviews ### 1. YCharts is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel R. | Owner & Financial Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** 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. **What problems is YCharts solving and how is that benefiting you?** Client Interactions: My clients love YCharts. Whether I'm talking about a portfolio or a specific security, YCharts has clean outputs that help my clients understand what's happening with their money. The "Stress Test" module helps me and my clients understand the risks associated with their portfolio during different market environments. The custom reports help me put the most relevant information in front of clients, instead of overloading them with information. Talking points have helped me hone in on a specific attribute of a client's portfolio. Slide Decks: YCharts periodically publishes slide decks tailored to the questions investors currently have. The tariff slide deck helped me bring insights to my clients in a time of uncertainty. Support: As a solo advisor, YCharts customer support is a game-changer. If I need help creating a chart, fund screen, or updating a proposal, YCharts support is there to help within seconds. No need to call in and wait on hold, their staff is available through direct message in the YCharts program. Portfolio Management: Fund screens, weekly performance emails, technical charts, correlation analysis, and much more - all in one place. I have all of the information I need to create and manage models. YCharts is essential for my practice as I manage my own portfolios. ### 2. A Huge Upgrade for ETF Research and Branded Client Portfolio Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Director of Investment Management, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **What do you like best about YCharts?** We used to use Morningstar Workstation, and YCharts was a huge upgrade. It is way more compressive for research on ETFs (as well as mutual funds and stocks) and the markets. It's pretty remarkable what you have at your fingertips. You can customize your Dashboard experience for how you work and what is important for you. And we are just scratching the surface for YCharts capabilities. Additionally, the private branding on custom YCharts (logo and contact info) portfolio reports for clients is a huge advantage for Client Approved reports. YCharts allows us to identify all portfolio metrics from asset allocation to risk metrics, which we use in portfolio construction and management as an RIA. You can easily analyze client and prospective client portfolios, even upload a statement for easy analysis. This is especially helpful for required 401(k) Rollover analysis. YCharts is a must for investment professionals and they are always adding new features. Customer Support is top-notch and YCharts offers scheduled tutorial training classes to really maximize your experience. It is user-friendly and easy to implement in your daily routines and investment management practice. **What do you dislike about YCharts?** We update and archive our Model Portfolio Reports monthly. And while you can run them on month-end dates, with month-end data, the reports currently only show the date you run them on. If you want your report to be as of month-end, you have to run the report on that specific date. Otherwise, if you run the report on say January 3, it will show January 3 and not as of month-end or year-end as intended. I am told YCharts is working on this. YCharts listens to feedback and is always quick to respond. **What problems is YCharts solving and how is that benefiting you?** YCharts helps greatly in our Client Communications with the custom Allocation Insight reports we created to replace Morningstar's Snapshots. Like I mentioned above, we get to brand the reports with our logo and contact information. Internally, YCharts is one of our main hubs for market and ETF investment research, as well as asset allocation construction and ongoing management. ### 3. All-In-One Solution with Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Ethan W. | Financial Advisor & Investment Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2026 **What do you like best about YCharts?** I use YCharts to accurately track my team's model portfolio performance over time, including quarterly changes, which was something we couldn't do before. I appreciate how YCharts makes it super easy to research securities and potential changes in an intuitive, user-friendly place. It's very simple to use but can also go very deep for those who need it, a balance they've struck well. I also like that they're always releasing new updates and features and are open to feedback and questions. Having everything in one place has greatly consolidated our workflows. The platform's intuitive nature made the initial setup very easy, and with the guidance during onboarding, it didn't take me long to learn. **What do you dislike about YCharts?** Their portfolio comparison reports are pretty complex and less easy-to-understand for clients than Nitrogen Wealth. YCharts' reports are really good for deep dives, but there's just too much technical info and nothing easy to grasp things like Nitrogen's Risk Score for a client. **What problems is YCharts solving and how is that benefiting you?** I use YCharts to track model portfolio performance and research securities easily. It consolidates our workflows, replacing multiple tools for tracking, analysis, and research. ### 4. Great Tool for Fund Research, Pricing Too High for Individuals **Rating:** 4.0/5.0 stars **Reviewed by:** LARRY N. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2026 **What do you like best about YCharts?** I use YCharts to research mutual funds, and I love how it puts everything in one place, so I don't have to look in a hundred different places. The one-stop information gathering is fantastic, and the screeners help me find the mutual funds I'm interested in very quickly. It's great for finding mutual funds that continue to go up even when the market is falling. The initial setup was very easy, and I really appreciate the customer service reps at YCharts chat who were great to deal with and quickly answered all of my questions. **What do you dislike about YCharts?** I don't like that YCharts' price point. The features are tailored towards investment advisors with many clients, which doesn't suit me as an individual investor with zero clients. So I am paying for features that a professional advisor would utilize. I'd appreciate a cheaper package for individual investors like me. Also, I wish the trading data for the day was available earlier after the market closes for the day, as this would be really helpful. What I was recently told was the data for the day would be available after 2 am of the following day. **What problems is YCharts solving and how is that benefiting you?** I find YCharts centralizes data for mutual funds, so I don't need to search multiple sites. The screeners quickly identify funds that perform well even during market downturns, saving me time and effort. ### 5. Powerful Investment Research with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Corey K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about YCharts?** I use YCharts for my investment research and monitoring, and it solves the ease of compiling data and analytics of various investments or portfolios in a clear and concise way. I really enjoy the ease of use and broad chassis that YCharts offers. Specifically, I use the quickflow single and comparison features quite frequently. Another powerful tool I utilize is the fund screener to search for other investments not yet discovered. The initial setup was seamless. **What do you dislike about YCharts?** The filters in the screener can sometimes be confusing along with the different metrics to choose from. The integration to Albridge is currently not supported. Auto benchmark creation is an important feature YCharts does not yet offer. **What problems is YCharts solving and how is that benefiting you?** YCharts helps me compile data and analytics of various investments and portfolios clearly and concisely. ### 6. Efficient, Intuitive, and Client-Focused **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick S. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** 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. **What problems is YCharts solving and how is that benefiting you?** YCharts helps our team quickly and efficiently analyze prospective clients’ existing portfolios, making it a valuable part of our prospecting process. The platform also provides timely, high-quality market data that we can incorporate into client review meetings, reinforcing our credibility and helping us stay current on market developments. ### 7. Great research tool, simplicity is key! **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about YCharts?** I find YCharts to be a viable tool for group meetings and client meetings on the fly, as well as for my personal research. I also like the prebuilt slide decks, which I've used for multiple group meetings and presentations. The setup was easy, and I'm getting better with using it more. **What do you dislike about YCharts?** I wish it were easier to save prebuilt charts to use over time and see an automatic update. I also wish it were easier to build portfolios without having to manually work on the spreadsheet prior to upload. **What problems is YCharts solving and how is that benefiting you?** I use YCharts for comparing peer groups, companies, funds, and ETFs against benchmarks. It's a viable tool for meetings and personal research, and I like the prebuilt slide decks for presentations. ### 8. YCharts: Simple, Clean, and Easy to Use — With Wonderful Client Support!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Ian S. | Internal Client Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about YCharts?** I love that YCharts is simple, clean, easy to use, and has WONDERFUL CLIENT SUPPORT **What do you dislike about YCharts?** Unfortunately, what makes it amazing is also what makes it difficult - there is SO MUCH you can do with it. The depth of abilities and use cases are difficult to sift through - which again leads me to the WONDERFUL client supprt...lean on them!!! **What problems is YCharts solving and how is that benefiting you?** Helping me create compelling illustrations for sales and service conversations. It gives me the ability to put together custom data comparisons and present them clearly, so the message is easy to understand. ### 9. YCharts Boosted My Portfolio Research Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew B. | Founder, CEO, Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about YCharts?** YCharts has improved my portfolio research workflow with the iRebal 2-way integrationn along with the real-time data and AI chat. **What do you dislike about YCharts?** The numerous ways to screen for funds can be challenging. However, YCharts pre-built templates and the AI feature helps greatly with the screenning process. **What problems is YCharts solving and how is that benefiting you?** Ycharts helps me analyze portfolios to see if changes are beneficial or not, especially through stress testing. Also, I am able to create client facing material to tell a story that resonates with the client. ### 10. Effortless Fund Management with Powerful Excel Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Steve B. | Wealth manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** 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 **What problems is YCharts solving and how is that benefiting you?** Mutual fund analysis is better than Morningstar. Way easier to use and the excel integration makes it so easy to see all your mutual fund data on one worksheet, updated instantly and automatically. I also get a lot of canned charts for economic analysis and stock analysis. ### 11. Streamline Portfolio Management with Reliable Insights **Rating:** 5.0/5.0 stars **Reviewed by:** lucas s. **Reviewed Date:** January 28, 2026 **What do you like best about YCharts?** I use YCharts to build portfolios for clients and access updated market information. I also use the Market Overview AI tool to highlight key market areas. It helps me save time daily by providing up-to-date information from one reliable source. I like the reports and portfolio build-outs, as they give in-depth analysis and present it in a nice and simple format, making it easy to discuss with clients and highlight key areas. The initial setup of YCharts was very easy and informative, and I received good support from the team. **What do you dislike about YCharts?** As a Canadian, sometimes there are differences in areas, but that's very minor. **What problems is YCharts solving and how is that benefiting you?** I use YCharts to build client portfolios and get updated market information. It saves me time daily, providing all up-to-date information from one reliable source. The in-depth analysis and simple report format help me easily highlight key portfolio areas to clients. ### 12. Essential Portfolio Tracking with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 08, 2026 **What do you like best about YCharts?** Using the dynamic portfolios has made it easier to track our clients' trade-based performance compared to the benchmark. This feature has become an essential part of our client review meetings and proposals. The customized dashboard enables me to quickly analyze real-time market data and information. Additionally, the help service is both convenient and knowledgeable. Whenever I have encountered an issue with the program or had a question, the support team has promptly assisted me through the chat feature. **What do you dislike about YCharts?** Occasionally, certain securities are not recognized, which means I have to search for suitable proxies to keep my statistical data usable. While I do have the option to create custom securities, this process can be quite time-consuming. **What problems is YCharts solving and how is that benefiting you?** We are able to accurately track our clients' portfolio performance and offer comparative analyses between their portfolios and our recommended portfolios. The analysis also provides useful statistical data, which helps educate both our clients and advisors by supplying them with relevant information. ### 13. User-Friendly, Client-Centric Powerhouse **Rating:** 5.0/5.0 stars **Reviewed by:** Brian N. **Reviewed Date:** January 07, 2026 **What do you like best about YCharts?** I find YCharts to be much more user-friendly, especially when working with clients compared to our previous software. I like the format of the webpages and the presentation of data on the site, which we can leverage effectively as we research funds. The software's ease of use and visual appeal are great when used in client meetings. YCharts provides a friendly interface and rich data beneficial for both clients and advisors. It allows us to operate more efficiently in a client-facing manner during reviews. The research tools for specific market sectors are better, similar to the old Thomson InvestmentView scatterplot. The initial setup was very easy, and their support is excellent and fast. **What do you dislike about YCharts?** I would like to see an easier way to be able to look at annual returns further back than 10 years. I think there is a way through reporting, but would like it more if it were under the performance tab or something. Yahoo Finance does this fairly easily. **What problems is YCharts solving and how is that benefiting you?** YCharts is user-friendly and great for client presentations. It allows efficient use for client-facing reviews and offers better research tools, enhancing our fund analysis and sector research. ### 14. Stellar Customer Service and Easy Set-Up **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent S. | Financial Analyst, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2019 **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. **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. **Recommendations to others considering YCharts:** Do the trial and you will see for yourself how great it is. **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. ### 15. Quick Portfolio Dashboard and Easy Statement Uploads **Rating:** 5.0/5.0 stars **Reviewed by:** Richard T. | Financial Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about YCharts?** I like the Dashboard for a quick view of my portfolio. I really like the ability to load statements on to the platform for analysis rather than manually inputting holdings. **What do you dislike about YCharts?** Honestly, I don’t really have any complaints about it. **What problems is YCharts solving and how is that benefiting you?** The biggest value-add for me is that my assistant no longer has to spend time entering data for reviews of prospective clients like she used to. ### 16. Empowers Investment Research with Robust Features **Rating:** 5.0/5.0 stars **Reviewed by:** Jake P. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** 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. **What problems is YCharts solving and how is that benefiting you?** YCharts significantly speeds up and enhances the depth and quality of investment research, while also being an educational tool for someone with limited experience. It's simple, easy, and intuitive to dive deeper into learning. ### 17. Visually Appealing with User-Friendly Interface--Robust Modelling and Iterating for Efficient Frontier **Rating:** 4.0/5.0 stars **Reviewed by:** David T. **Reviewed Date:** December 18, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** 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. **What problems is YCharts solving and how is that benefiting you?** I find YCharts solves presentation quality issues with visually appealing, accurate data. It maximizes technical accuracy, helps optimize portfolios, and reduces error and bias. It also helps to communicate to clients in a way that is ethical, full-picture, and presenting information in a way that elevates their understanding. ### 18. Powerful Investment Analysis with YCharts **Rating:** 4.5/5.0 stars **Reviewed by:** James M. | Financial Advisor **Reviewed Date:** December 18, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** It would be nice if it were cheaper. **What problems is YCharts solving and how is that benefiting you?** I use YCharts for investment research and portfolio analysis. The Excel plugin is powerful for comparing portfolios, while the charting and allocation features help visualize and tweak model portfolios against benchmarks. It's user-friendly and visually appealing. ### 19. They set the standard for customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Summit P. | Co-Chief Investment Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** 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. **What problems is YCharts solving and how is that benefiting you?** They provide us a location for research, data aggreagation, tracking, model performance management, MVO/EF analysis, proposal generation and comp studies. ### 20. Powerful Fund & ETF Research for Confident Due Diligence **Rating:** 5.0/5.0 stars **Reviewed by:** C V. | Owner / Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about YCharts?** The ability to research funds and ETFs, compare their performance, and present the information in a format I can use for due diligence. This helps support my decision to include or exclude a holding from my portfolio selections. **What do you dislike about YCharts?** The learning curve can be steep if you’re not used to their terminology and the processes involved in creating filters. **What problems is YCharts solving and how is that benefiting you?** I use this to research and rank different investment alternatives when building my portfolios. ### 21. Intuitive and Valuable Investment Analysis Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Charles E. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about YCharts?** I find YCharts to be very intuitive and easy to use. Its charts are very explanatory, which I really like. We moved to YCharts and just love it because it's very user-friendly and offers great economic value for the cost. The initial setup was exceptionally easy. **What do you dislike about YCharts?** There is nothing that I dislike **What problems is YCharts solving and how is that benefiting you?** I use YCharts to document the changes and performance of our portfolio models over the last decade. It provides a comprehensive overview of how our portfolios have performed. ### 22. YCharts is great for Trust Departments and RIAs **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel W. | Head of Investment Research, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about YCharts?** Ability to quickly build client portfolios and compare to prospects and generate proposals. Also excel integration is fantastic. **What do you dislike about YCharts?** doesn't integrate with our trust platform. but that's more of an issue with our platform. **What problems is YCharts solving and how is that benefiting you?** Build research models in excel. Measuring our portfolio modification decisions and comparing to benchmarks. ### 23. Excellent content and Continued Product Innovation **Rating:** 5.0/5.0 stars **Reviewed by:** Michael W. B. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2023 **What do you like best about YCharts?** YCharts team are always striving to improve their product content, tools and deliverables. I also like the videos they make to assist with how to use the platform. **What do you dislike about YCharts?** Can't think of a downside about YCharts. **What problems is YCharts solving and how is that benefiting you?** Effective client communications with clear and concise deliverables (i.e., charts, tables, etc..). ### 24. Comprehensive Data with Intuitive Design **Rating:** 5.0/5.0 stars **Reviewed by:** David B. **Reviewed Date:** January 19, 2026 **What do you like best about YCharts?** I like that YCharts provides all the information I am looking for in an easy to use format. The ease of use of the graphs and the home page with a lot of pertinent information really stand out to me. I also found the initial setup very easy. **What do you dislike about YCharts?** An 'on the fly' model portfolio builder that can quickly add funds and allocations. Instead of going on to build a full model, it would be nice to quickly add them together on the fundamental chart, add allocations, and compare to an index. **What problems is YCharts solving and how is that benefiting you?** YCharts helps me understand stock metrics, fund characteristics, and look up analyst recommendations. It provides all the information I need in an easy-to-use format. ### 25. Comprehensive, User-Friendly Financial Analysis Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Kerby W. **Reviewed Date:** December 18, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** 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. **What problems is YCharts solving and how is that benefiting you?** We can build watchlists, compare fundamentals, screen stocks, build reports, and research effectively with YCharts. ### 26. Fast, Reliable, and Incredibly Detailed—Amazing Support Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about YCharts?** Fast, reliable, very detailed, and covers pretty much the entire universe of securities that we deal in. Support is amazing! I always get the answer I am looking for. **What do you dislike about YCharts?** I am still new. I have not seen anything yet to dislike about YCharts. It is way better than Morningstar Direct. **What problems is YCharts solving and how is that benefiting you?** Friendly presentation of data, speed of anlysis, and the ease of producing an output that I can share with clients. ### 27. Effortless to Use, Highly Effective for Wholesalers **Rating:** 4.5/5.0 stars **Reviewed by:** Alex M. **Reviewed Date:** October 28, 2025 **What do you like best about YCharts?** 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. **What do you dislike about YCharts?** 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. **What problems is YCharts solving and how is that benefiting you?** YCharts shortens sales cycles by providing quick access to consolidated data, enabling real-time charting and comparisons during meetings. ### 28. Efficient Reporting with Customizable Features **Rating:** 4.0/5.0 stars **Reviewed by:** Austin S. **Reviewed Date:** December 09, 2025 **What do you like best about YCharts?** I really like how YCharts saves me a lot of time by allowing me to make reports quickly that look sharp and can provide a lot of information about allocations in sectors. I enjoy the Home Page and being able to customize everything. The AI Market Commentary is also a nice feature. Additionally, I appreciate the analyst coverage on their thoughts on certain individual stocks. The initial setup of YCharts was very simple. **What do you dislike about YCharts?** Probably integration into LPL accounts don't all necessarily work. Also we use UITs in portfolios and those do not show up at all on YCharts. **What problems is YCharts solving and how is that benefiting you?** YCharts saves me a lot of time by allowing fast creation of reports that look very sharp and provide detailed information about allocations in various sectors. ### 29. Fantastic Support and Seamless Excel Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Ben J. **Reviewed Date:** December 19, 2025 **What do you like best about YCharts?** I really appreciate YCharts for providing instant, refreshable ticker-based data and easily accessible financial ratios. It allows me to assemble Excel files from quick asks to in-depth workbooks with ease thanks to the Excel plugin. I also enjoy the beautifully crafted visuals on YCharts itself when I look into portfolios I construct or just general stocks. The customer support is really helpful; I've received great training and help with my questions. The Excel plugin, its visuals, and portfolio construction features stand out to me. **What do you dislike about YCharts?** Delisted securities get hairy sometimes for our portfolios **What problems is YCharts solving and how is that benefiting you?** I use YCharts for instant, refreshable ticker-based data and financial ratios, making it easy to assemble Excel files. The visuals aid in portfolio construction and stock analysis. ### 30. A nimble and aesthetically pleasing research platform **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas C. | Portfolio Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about YCharts?** Ycharts is a nimble platform that simplifies the process of gathering research and makes information readily accessible. Although it may lack some of the data offered by much more expensive platforms, it still provides most of the resources you could need, all easily within reach. What truly sets Ycharts apart from its competitors is the user-friendly interface and the clear presentation of data throughout its system. The Quickflows feature, in particular, has been extremely helpful for conducting complex analyses almost instantly—tasks that might otherwise take half an hour to set up on other platforms. Additionally, one off charts and tables are easily exported in a format that is ready for presentation. **What do you dislike about YCharts?** Although the report builder provides a wide range of metrics and insights, its rigid structure can make it frustrating to work with. In particular, the lack of flexibility regarding table sizes and disclosures often disrupts the overall flow of a report. **What problems is YCharts solving and how is that benefiting you?** Ycharts is serving as both a research platform and a tool for creating presentations. ### 31. Instant Market Insights and Easy Portfolio holdings review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2026 **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. **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 **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. ### 32. Easy Data Entry with Client-Ready Outputs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about YCharts?** Relative ease of inputting data and client-ready outputs. **What do you dislike about YCharts?** So far, I haven’t come across anything I dislike enough to keep me from recommending this software. **What problems is YCharts solving and how is that benefiting you?** The biggest problem this software solves for me is how easily I can input client holdings, and how quickly I can generate reports that are both easy to understand and visually pleasing. ### 33. Super Easy to Use with All the Data You Need **Rating:** 5.0/5.0 stars **Reviewed by:** Colin O. | Relationship Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about YCharts?** Super easy to use and has all the data you would need **What do you dislike about YCharts?** I wish I could use AI to set up dashboard or provide recommendations to make dashboard better **What problems is YCharts solving and how is that benefiting you?** Puts all the data in one place right on a call with a client - saves time ### 34. Easy to Use, but Data Errors Persist **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan K. **Reviewed Date:** January 15, 2026 **What do you like best about YCharts?** I like YCharts for its ease of use and simple reporting. It's easy to use and doesn't require any coding knowledge, which is a big plus for me. The reports are clean and easy to understand. The initial setup was also very easy. **What do you dislike about YCharts?** I often encounter data errors in YCharts. It would be better if the engineering team could implement quicker fixes. **What problems is YCharts solving and how is that benefiting you?** I use YCharts for optimizing portfolio data and determining allocations. I like its ease of use and simple reporting that doesn't require coding knowledge, making reports clean and easy to understand. ### 35. Easy Portfolio Reports and Intuitive Tools Backed by Helpful Support Chat **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2026 **What do you like best about YCharts?** Easability of creating portfolio reports for existing clients and prospects. **What do you dislike about YCharts?** This is a pro and a con but with the vast capabilities YCharts offers, sometimes it can be challenging to begin using a new feature/tool. That said, I do think the tools are as intuitive as they can be and the online support chat feature is very helpful. **What problems is YCharts solving and how is that benefiting you?** YCharts signifigantly improves the quality of portfolio construction we are able to produce as well as reduces the time to do so. ### 36. Intuitive, Fast, and Packed with Powerful Data Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Clint C. | Founder + Wealth Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about YCharts?** I find user experience on Y Charts to be very intuitive. You can get up and running quickly. The process of running reports is very straightforward. I also appreciate the depth of data and analysis that is available for research purposes. It's one of my top 5 software apps out of many. **What do you dislike about YCharts?** I haven't come across anything that bothers me so far. **What problems is YCharts solving and how is that benefiting you?** Quickly researching various investment solutions. ### 37. Advanced Analysis and Effortless Portfolio Optimization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2025 **What do you like best about YCharts?** Before discovering YCharts, we relied on Morningstar. However, I find that the analysis provided by YCharts is much more advanced. I especially appreciate the portfolio optimization feature, and the one-page tear sheets make it easy to review all the relevant data for a portfolio. **What do you dislike about YCharts?** I think it would be helpful if there were more variables available for portfolio optimization. **What problems is YCharts solving and how is that benefiting you?** This tool allows us to review the portfolios of prospects and compare them to those we manage ourselves. It helps us identify potential weaknesses in their portfolios, while also offering opportunities to discover ideas that could enhance our own portfolio management. ### 38. Client-Friendly Analytics, Effortless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Raybo and Maria D. **Reviewed Date:** December 22, 2025 **What do you like best about YCharts?** I like YCharts because it gives me a better drill-down view of what the portfolio holds, and the client-friendly materials are without a ton of hard-to-understand language. The high-level information is easy for clients to understand, while the detailed info is perfect for my analysis. I find the setup to be very easy, and I appreciate that YCharts offers better client-facing information compared to Morningstar, as it doesn't overwhelm clients. **What do you dislike about YCharts?** N/A **What problems is YCharts solving and how is that benefiting you?** YCharts provides better drill-down views for portfolio analysis and client-friendly materials with high-level information that's easy to understand, unlike Morningstar, which overwhelmed clients with detail. ### 39. Easy Investment Research and Comparison with a User-Friendly Interactive Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Eli P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about YCharts?** So easy to research and compare different investments. The interactive functions are much more user friendly than any other software we looked at **What do you dislike about YCharts?** The international holdings are defined differently than what most people are used to seeing on reports. **What problems is YCharts solving and how is that benefiting you?** Market research, portfolio building and review, and also checking on intraday market movement ### 40. Powerful Charting & Portfolio Management That Delivers Results **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about YCharts?** The charting and portfolio management capabilities are both extremely useful in my profession as a financial advisor and portfolio manager. **What do you dislike about YCharts?** It’s not really a downside but the software has a lot of tools that take time to learn how to use most efficiently. Once I discovered which of the tools I needed, I was impressed with the results. **What problems is YCharts solving and how is that benefiting you?** Stock screening is impossible without good software. YCharts solves that problem for me. ### 41. Incredibly Intuitive Financial Analysis Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Miguel U. | Investment Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2026 **What do you like best about YCharts?** It is incredibly intuitive compared to other financial analysis platforms. Great value for the price **What do you dislike about YCharts?** Data is limited compared to competitors. **What problems is YCharts solving and how is that benefiting you?** I use YCharts to perform analysis and create portfolios. ### 42. Makes me look like a Genius in front of clients **Rating:** 5.0/5.0 stars **Reviewed by:** Spencer L. | Regional Wholesaler, Enterprise (> 1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about YCharts?** It helps me do my job better and makes me look like a genius in meetings. **What do you dislike about YCharts?** Missing some Canadian data such as SMA data and estimated Cap Gains. **What problems is YCharts solving and how is that benefiting you?** Shortening the sales cycle - whether it’s pre-meeting, in meeting, or post meeting. It’s helping me maximize my compensation and improve outcomes for our business. ### 43. Historical Performance Reporting That Beats Proprietary Programs **Rating:** 5.0/5.0 stars **Reviewed by:** Curtis F. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2026 **What do you like best about YCharts?** Historical performance reporting behind what is available with proprietary programs **What do you dislike about YCharts?** Figuring out the names of different programs to create the portfolio I need to. **What problems is YCharts solving and how is that benefiting you?** Analyzing blended portfolios and comparing historical performance for future planning. ### 44. Essential Tool for Research and Portfolio Management **Rating:** 4.5/5.0 stars **Reviewed by:** CHRIS C. **Reviewed Date:** October 16, 2025 **What do you like best about YCharts?** I find YCharts extremely valuable for saving time in case preparation and gaining confidence by reviewing historical data. I love the asset allocation breakdown feature, which aids storytelling and is an excellent visual tool for sharing with my team, clients, and other advisors. The setup was very easy, and the internal support from YCharts was extremely helpful. **What do you dislike about YCharts?** I should be able to have more of my lead advisors use it for free.... **What problems is YCharts solving and how is that benefiting you?** YCharts saves me time on case preparation, boosts confidence with historical data, and provides valuable visuals for asset allocation and client presentations, enhancing my storytelling capabilities. ### 45. Increased efficiency and communication **Rating:** 5.0/5.0 stars **Reviewed by:** Glenn H. | Private Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2025 **What do you like best about YCharts?** YCharts allows us to get data into the software and then review it in several different ways. It also functions well with Excell which allows for a familiar experience and largely universal application. The pre-developed templates create an ease of implementation and the staff of YCharts has been world-class. **What do you dislike about YCharts?** Additional subscription cost for certain products and sub-accounts. **What problems is YCharts solving and how is that benefiting you?** Investment Analysis specifically regarding allocation, costs and tax strategy. ### 46. User-Friendly with Great Graphs, but Info Can Be Hard to Find **Rating:** 5.0/5.0 stars **Reviewed by:** Tom C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about YCharts?** Ease of use and the graphics. I use the export feature quite often in my quarterly letters. **What do you dislike about YCharts?** Trying to find some of the basic business information such as Fed Rates took a bit getting used to **What problems is YCharts solving and how is that benefiting you?** Stock analysis, portfolio design, graphics for my news letter. ### 47. Robust Tool with Excellent Excel Integration, Albeit Pricey **Rating:** 4.5/5.0 stars **Reviewed by:** Jake K. **Reviewed Date:** December 08, 2025 **What do you like best about YCharts?** I use YCharts for portfolio management, and it's a tremendous tool, especially with its killer Excel add-in. The Excel integration is excellent, along with the screener and Comp Tables too. Setup was easy. **What do you dislike about YCharts?** It ain't cheap, and sometimes I find data integrity issues, though infrequently. **What problems is YCharts solving and how is that benefiting you?** Ycharts really streamlines our screening, allocation comparisons, and portfolio reviews. It's a time-saver. ### 48. Comprehensive Data and Insightful Investment Comparisons **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about YCharts?** Tons of accurate data to review and analyze along with the ability to compare additional investments of similar style **What do you dislike about YCharts?** Don't really have anything negative to say in my use of the software **What problems is YCharts solving and how is that benefiting you?** Solving investment analysis for my firm ### 49. User-Friendly Platform That Simplifies Client Discussions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about YCharts?** YCharts is more user-friendly than many other platforms. The accessible and well-organized data presentation simplifies discussions with clients, making those conversations much smoother. **What do you dislike about YCharts?** I wish YCharts had more integrations. Being able to connect to financial planning software would be helpful. **What problems is YCharts solving and how is that benefiting you?** Data aggregation and research. Both help me make more informed investment decisions. ### 50. YCharts makes fundamental analysis easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Jake G. | Financial Paraplanner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about YCharts?** You can find the most important financial data all in one place. I use it every day. **What do you dislike about YCharts?** I have not found anything I dislike about YCharts. **What problems is YCharts solving and how is that benefiting you?** We create our own models, so it has helped with tracking those and their performance. ## YCharts Discussions - [What is YCharts used for?](https://www.g2.com/discussions/what-is-ycharts-used-for) - 1 comment - [What is a Ychart?](https://www.g2.com/discussions/what-is-a-ychart) - 1 comment - [Who owns YCharts?](https://www.g2.com/discussions/who-owns-ycharts) - 1 comment - [How do I use YCharts?](https://www.g2.com/discussions/how-do-i-use-ycharts) - 1 comment - [What does YCharts cost?](https://www.g2.com/discussions/what-does-ycharts-cost) - 1 comment - [View YCharts pricing details and edition comparison](https://www.g2.com/products/ycharts/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+08%3A25%3A02+-0500&secure%5Bsession_id%5D=ee1159ee-f7e5-447a-be4b-18c0c211fe6e&secure%5Btoken%5D=80697361983bfd9794b4116ecd9ca3f4e608e60a590019deb3d57dfc22475ac7&format=llm_user) ## YCharts Integrations - [eMoney](https://www.g2.com/products/emoney/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Orion](https://www.g2.com/products/orion-labs-orion/reviews) - [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Schwab Compliance Technologies](https://www.g2.com/products/schwab-compliance-technologies/reviews) - [Schwab EquiView](https://www.g2.com/products/schwab-equiview/reviews) ## YCharts Features **Financial Information** - Data Visualization **Analysis** - Financial Analysis - Charting - Risk Analysis - Document Annotation - Collaboration **Market News** - Alerts and Monitoring - Market Information - Market News **Platform Basics** - Mobility - Interoperability **Agentic AI - Financial Research** - Multi-step Planning ## Top YCharts Alternatives - [Bloomberg Terminal](https://www.g2.com/products/bloomberg-terminal/reviews) - 4.4/5.0 (69 reviews) - [Sentieo by AlphaSense](https://www.g2.com/products/sentieo-by-alphasense/reviews) - 4.5/5.0 (39 reviews) - [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews) - 4.3/5.0 (35 reviews)