--- title: YCharts Reviews meta_title: 'YCharts Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 137 reviews by the users' company size, role or industry to find out how YCharts works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 137 scale: '5' date_modified: '2026-09-28' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # YCharts Reviews **Vendor:** YCharts **Category:** [Financial Research Software](https://www.g2.com/categories/financial-research) **Average Rating:** 4.7/5.0 **Total Reviews:** 137 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## 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 Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users value YCharts for its **ease of use** , featuring intuitive navigation and seamless integration with Excel tools. (16 reviews) - Users praise the **ease of use** of YCharts, which enhances data access and simplifies client interactions. (16 reviews) - Users highly value the **exceptional customer support** of YCharts, noting their knowledgeable and responsive assistance throughout the experience. (14 reviews) - Users value **detailed and accessible research data** from YCharts, enhancing portfolio analysis and client communication. (13 reviews) - Users appreciate the **instant and accessible data** YCharts provides, enhancing their financial analysis and client discussions. (10 reviews) - Efficiency (7 reviews) - Investment Analysis (7 reviews) - Users praise the **ease of use and exceptional features** of YCharts, enhancing their research and client presentations. (6 reviews) - User Interface (6 reviews) - AI Technology (5 reviews) **What users dislike:** - Users find **limited data availability** in YCharts, lacking essential information for comprehensive analysis and reporting. (8 reviews) - Users find YCharts to be **expensive** , often wishing for more affordable pricing and fewer additional costs. (7 reviews) - Users face **integration issues** with YCharts, particularly with Redtail and custodian compatibility, limiting overall functionality. (5 reviews) - Users find the **difficult learning** curve due to the vast capabilities of YCharts challenging despite its useful features. (4 reviews) - Users face **limited customization** options in YCharts, making it challenging to tailor their investment experience effectively. (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: Powerful Visuals, Deep Research, and Time-Saving AI **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn W. | Financial Advisor | CEO | Partner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 03, 2026 **What do you like best about YCharts?** YCharts has become an invaluable tool for our practice. From a client facing standpoint, it has significantly improved the way we present investment information. The ability to take complex data and turn it into clear, understandable visuals has made our client conversations much more effective. Where I think YCharts really separates itself, though, is the research side. I use it extensively for portfolio construction, analyzing existing portfolios, comparing strategies, and researching individual positions. Having that depth of information available in one place has made my investment process both more efficient and more thorough. The addition of the new AI capabilities has taken it another step forward. Research and analysis that previously required significantly more time can now be completed much faster, without sacrificing the depth of information we need. That time savings has been substantial. **What do you dislike about YCharts?** If there is one area I would like to see continue to improve, it is the amount of data available on certain alternative investments. That is certainly not unique to YCharts and is an industry wide challenge when it comes to data availability and standardization. To their credit, YCharts has continued to add additional data feeds and expand the information available in this area, and I have already seen improvement. **What problems is YCharts solving and how is that benefiting you?** YCharts solves two major problems for us: having the research and data we need in one place and being able to translate that information into something clients can easily understand. ### 2. Intuitive, Fast Reporting with Smart Scan-to-Data Retrieval **Rating:** 4.0/5.0 stars **Reviewed by:** Jason C. | Partner/ Wealth Consultant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 20, 2026 **What do you like best about YCharts?** What I like most is how easy the software is to use, and how intelligently it can retrieve data directly from a scan instead of requiring me to manually input that information. The intuitive nature of the software made onboarding easy. I also appreciate the interactive nature of the outputs, which helps support more meaningful conversations with clients. On top of that, the software processes the outputs quickly, which makes the overall workflow smoother. The pricing was competitive with the previous software I was using for analysis and I am getting better reporting and analysis from this software **What do you dislike about YCharts?** Doing a side-by-side comparison between a client’s current portfolio and the one I’m recommending isn’t very easy to do in the system. Also, when I household a client’s accounts and then try to compare just one account within that household, I can’t figure out how to complete it. **What problems is YCharts solving and how is that benefiting you?** The software has helped me save a lot of time when developing and testing our recommendations for clients’ accounts. It also gives me the ability to accurately track and maintain a clear record of every adjustment my firm makes to any model portfolio we’ve developed. ### 3. Essential Visualization Tool for Solo Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** mark p. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 20, 2026 **What do you like best about YCharts?** I appreciate YCharts for its nice interface and excellent tech-first tools, which allow me to self-serve many activities. The portfolio comparison tool and visualization tools are really useful. I find the stress test feature super valuable for comparing portfolios and understanding their potential performance during different market conditions. The detailed analysis and visualizations help me provide actionable advice to improve client portfolios. I also like the good quality human support, and being able to dive deep into portfolio analysis beyond what a microstudy and brokerage provide. As a solo adviser, YCharts helps me cut down on manual review time and research, allowing me to focus on client interaction and experience while providing robust tools. It saves me time and helps me provide better visuals and presentations to my customers. **What do you dislike about YCharts?** I think there's an opportunity to consolidate the dashboard. There's a lot of different tabs and a lot of different subsections that you can click on. It's somewhat overwhelming, and I think there's a chance to make the navigation a little bit simpler while keeping all the robust tools available. **What problems is YCharts solving and how is that benefiting you?** YCharts helps me with detailed analysis and visualizations of investment performance, comparing them to others. It's great for visualizing stress tests and potential security choices. It saves me time on manual research and enhances client interaction with better visuals and presentations. ### 4. Streamlined Portfolio Analysis & Market Monitoring with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Bill D. | CCO, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 19, 2026 **What do you like best about YCharts?** I find YCharts intuitive and easy to use, and I really appreciate the great tech support they offer. The ability to upload portfolios directly from Black Diamond is very useful and saves a lot of time. I also like the AI tools that were recently introduced, as they provide an easy way to navigate YCharts even without knowing the system very well. **What do you dislike about YCharts?** I'd like to be able to build unique "place holder" type positions (privately traded, structured notes, etc) & so that they show on the heat map even if they don't change price etc. Right now, we try to find a somewhat similar ETF etc & use it as a placeholder, but that can end up sending alerts etc that aren't actually related to anything really held in the portfolio. **What problems is YCharts solving and how is that benefiting you?** I use YCharts for staying on top of the market, monitoring portfolios, finding information easily, and it saves time with its ability to upload portfolios directly and adjust screens flexibly. ### 5. YCharts is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel R. | Owner & Financial Consultant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 20, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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. ### 6. Y Charts: A Powerful, Invaluable Analytical and Marketing Tool **Rating:** 5.0/5.0 stars **Reviewed by:** James S. | Partner & Managing Director , Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 05, 2026 **What do you like best about YCharts?** Y Charts is a powerful analytical and marketing tool, and it has become invaluable in my practice. **What do you dislike about YCharts?** YCharts is expensive and definitely comes with a learning curve. While there are good resources available to help you get up to speed, the platform still isn’t very intuitive to use. **What problems is YCharts solving and how is that benefiting you?** I use it for client presentations, portfolio analysis, and preparing client performance reports and transition analysis. It’s also helpful for integrating with Virgl and Raymond James. ### 7. Intuitive Charts and Y AI Agent That Saves Us So Much Time **Rating:** 5.0/5.0 stars **Reviewed by:** Scott M. D. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 02, 2026 **What do you like best about YCharts?** The detail, charts, and due diligence that YCharts provides in a very intuitive way is excellent. And I'm in love with 'Y', its AI agent. It has started to save me SO MUCH time and will allow us to provide better service and insights to our clients without adding a huge amount of time. **What do you dislike about YCharts?** If there could be fewer clicks to get to some things, like commonly used items such as Tear Sheets. We all get used to using what we use, and if those items could be 'bookmarked' and easier to repeatedly access that would be great. But again, 'Y' is starting to do some of that for me assuming I provide the correct 'ask'. **What problems is YCharts solving and how is that benefiting you?** Quickly researching, comparing, analyzing investments. Creating, monitoring and adjusting portfolios. ### 8. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** February 09, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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. ### 9. AI Charts is a great addition / tool to learn from. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 24, 2026 **What do you like best about YCharts?** I really like the Ai charts. I'm new to my firm and have played with that new tool a lot lately. Just wish the transition analysis was easier for buys and sell recommendations section. **What do you dislike about YCharts?** new tool AI / ychrts is really good. seems like the reports that I generate have alot of overlap. **What problems is YCharts solving and how is that benefiting you?** ycharts is helping with a professional looking report that allows me to deliver some content to my practice clients when integrating their outside accounts. ### 10. Effortless Portfolio Management with YCharts **Rating:** 4.5/5.0 stars **Reviewed by:** Kurt S. A. | Publisher, Chief Investment Strategist, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 12, 2026 **What do you like best about YCharts?** I use YCharts for client reporting, portfolio construction, portfolio optimization and charting. I really like the nice and clean reporting, and it's very easy to use. Another feature I appreciate is the portfolio optimizer, which is the best for constructing a customized portfolio. Additionally, the initial setup was super easy with no setup required. **What do you dislike about YCharts?** I think the technical charting could use improvement. **What problems is YCharts solving and how is that benefiting you?** YCharts allows me to formalize my entire process. I like the nice and clean reporting, and it's very easy to use. The portfolio optimizer is the best feature for constructing a customized portfolio. ### 11. Organized Data, Clear Portfolio Visualization, and Fast Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jim B. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 09, 2026 **What do you like best about YCharts?** the way the data is organized helps me to easily show clients where they have been and what's been going on. It's also easy to visualize portfolio construction to see potential performance **What do you dislike about YCharts?** Have not run into anything that is a true 'negative' about it. simple, direct, easy to use and the support is quick and direct **What problems is YCharts solving and how is that benefiting you?** Y-Charts helps me to visualize my clients' portfolios, see what's been going on and helps me to create portfolios by letting me see not only performance but a deep dive into what's actually going on. things like internal expenses. overlap, risk assessment. ### 12. 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.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 13. Great Tool for Fund Research, Pricing Too High for Individuals **Rating:** 4.0/5.0 stars **Reviewed by:** LARRY N. | Private User, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a review partner **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 14. Robust Economic Insights with Ycharts **Rating:** 5.0/5.0 stars **Reviewed by:** Luke R. | Finance advisor, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 20, 2026 **What do you like best about YCharts?** I enjoy Ycharts robust economic where i’ve now integrated Claude for a more dynamic experience. **What do you dislike about YCharts?** The price of Ycharts has been increasing and i may start looking for an alternative. **What problems is YCharts solving and how is that benefiting you?** Stock comparisons. ### 15. Consistent, Consolidated Securities and Economic Data in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Hayden M. | Market Research Intern, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 01, 2026 **What do you like best about YCharts?** The consolidation and consistency across securities and economic data **What do you dislike about YCharts?** With all the great features comes complexity. Sometimes it can be hard to utilize certain features or tools. **What problems is YCharts solving and how is that benefiting you?** Ycharts serves as a holy grail of investment and economic data for all of the advisors at my firm. Gives us a team approach to share insights and projects. ### 16. Powerful Investment Research with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Corey K. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 17. Efficient, Intuitive, and Client-Focused **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick S. | Managing Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 18. Great research tool, simplicity is key! **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew S. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 19. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 20. Effortless Analysis with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew Q. | Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 06, 2026 **What do you like best about YCharts?** I like the ease of use of YCharts. It's simple to make changes and get what you need. The support and service have been fantastic so far. The initial setup has been very easy. **What do you dislike about YCharts?** The ability to share information within YCharts across our organization could be improved. **What problems is YCharts solving and how is that benefiting you?** I use YCharts for analysis and reporting. It makes it easy to compare portfolios to our investment models and saves time by providing all the information advisors need at their fingertips. ### 21. Excellent Isssn-Person Chat Support anSd Helpful AI Assistant **Rating:** 5.0/5.0 stars **Reviewed by:** conrad s. | Senior Investment Analyst, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 30, 2026 **What do you like best about YCharts?** The in person chat support and AI assistant **What do you dislike about YCharts?** The different return metrics i.e., the difference between YTD or 6M Total Return Level (unchanged, normalized, Growth) are not super intiutive and could have a guide that explains exactly what the numbers mean. **What problems is YCharts solving and how is that benefiting you?** Coming up with custom charts to tell narrative (i.e., wages are not rising as fast as inflation) ### 22. Simple Layout, Powerful AI Tools, and Easy Custom Portfolios **Rating:** 5.0/5.0 stars **Reviewed by:** Robert I. | Director of Wealth Management, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 09, 2026 **What do you like best about YCharts?** Simple layout, powerful AI tools, custom portfolios, ease of use. **What do you dislike about YCharts?** Creating Dynamic charts is a learning process, but not terribly difficult. **What problems is YCharts solving and how is that benefiting you?** Portfolio management and implementation. Client meetings for visual guides. ### 23. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 24. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 25. Streamline Portfolio Management with Reliable Insights **Rating:** 5.0/5.0 stars **Reviewed by:** lucas s. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 26. Fast, Helpful Support That Consistently Solves Issues. **Rating:** 4.5/5.0 stars **Reviewed by:** Eric H. | Financial Advisor, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 18, 2026 **What do you like best about YCharts?** They respond very quickly to any questions I have, and their answers consistently solve my problem. **What do you dislike about YCharts?** We use structured products, so we’re unable to enter that information. **What problems is YCharts solving and how is that benefiting you?** Screening for funds, running comparisons, and general investment research ### 27. Essential Portfolio Management Tool with Seamless Excel Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 18, 2026 **What do you like best about YCharts?** I really appreciate YCharts for portfolio management as it helps by modeling performance and making it easy to represent. The Excel add-in feature is something I love because it pulls data for specific companies or portfolios, making customizable dynamic Excel sheets. Additionally, the report builder feature is great for creating client-ready documents. The initial setup of YCharts was very easy as well. **What do you dislike about YCharts?** Wish there was a way to create custom metrics **What problems is YCharts solving and how is that benefiting you?** I use YCharts for portfolio management. It helps by modeling performance, making it easy to represent, and pulling data into Excel. The Excel add-in pulls in data for customizable sheets, and the report builder helps create client-ready documents. ### 28. Essential Portfolio Tracking with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 29. User-Friendly, Client-Centric Powerhouse **Rating:** 5.0/5.0 stars **Reviewed by:** Brian N. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 30. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 03, 2019 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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. ### 31. Quick Portfolio Dashboard and Easy Statement Uploads **Rating:** 5.0/5.0 stars **Reviewed by:** Richard T. | Financial Advisor, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 32. Empowers Investment Research with Robust Features **Rating:** 5.0/5.0 stars **Reviewed by:** Jake P. | Financial Advisor, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 33. Visually Appealing with User-Friendly Interface--Robust Modelling and Iterating for Efficient Frontier **Rating:** 4.0/5.0 stars **Reviewed by:** David T. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 34. Powerful Investment Analysis with YCharts **Rating:** 4.5/5.0 stars **Reviewed by:** James M. | Financial Advisor **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 35. Efficient for Detailed Stock Analysis and Presentation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 24, 2026 **What do you like best about YCharts?** I like the stock in ETF and mutual fund analysis. The ability to look back and see the performance, sharp ratio, standard deviation, beta, alpha, all the key indicators for investments. I also appreciate the ability to generate portfolio reports to share with clients. It provides the ability to determine which investments are most beneficial to clients. The initial setup was very easy. **What do you dislike about YCharts?** Being able to integrate with other software that I am able to use. **What problems is YCharts solving and how is that benefiting you?** Providing a one stop shop for research and analysis as well as being able to generate client facing presentations. ### 36. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 research, 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 aggregation, tracking, model performance management, MVO/EF analysis, proposal generation and comp studies. ### 37. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 38. Intuitive and Valuable Investment Analysis Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Charles E. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 39. Unmatched Data Depth with Fantastic AI and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Dan R. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 17, 2026 **What do you like best about YCharts?** The depth of data is second to none. It is easy to use and the new AI tool is fantastic. Also their training and support is wonderful. **What do you dislike about YCharts?** Too much info available? haha, Just kidding, I love using YCharts **What problems is YCharts solving and how is that benefiting you?** Streamilne portfolio building ### 40. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 41. Client Deliverables That Shine in Review Meeting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 08, 2026 **What do you like best about YCharts?** The client deliverables are very helpful in client and prospect review meetings. **What do you dislike about YCharts?** The updates needed after a model has been updated can take a little while. **What problems is YCharts solving and how is that benefiting you?** Pulling dynamic performance for models to show accurate performance reports. ### 42. Excellent Portfolio Builder and Custom Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 24, 2026 **What do you like best about YCharts?** Portfolio builder and custom dashboards. **What do you dislike about YCharts?** Unable to chart return tables with multiple variables. Unable to overlay portfolio returns on a fixed time horizon over volatility of the same portfolios in one chart. **What problems is YCharts solving and how is that benefiting you?** Keeping up with market indicators and running portfolio analysis ### 43. Excellent content and Continued Product Innovation **Rating:** 5.0/5.0 stars **Reviewed by:** Michael W. B. | Member, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 10, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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..). ### 44. Comprehensive Data with Intuitive Design **Rating:** 5.0/5.0 stars **Reviewed by:** David B. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 45. Comprehensive Data Sets That Make Comparison and Analysis Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Sandra L. | Senior Sales Manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 18, 2026 **What do you like best about YCharts?** Comprehensive data set for comparison and analysis **What do you dislike about YCharts?** not really, but the screeen layout can be a bit more user friendly but with some online support like live chat, this is not an issue **What problems is YCharts solving and how is that benefiting you?** Comparison for the most part ### 46. Comprehensive, User-Friendly Financial Analysis Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Kerby W. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 47. 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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 48. Effortless to Use, Highly Effective for Wholesalers **Rating:** 4.5/5.0 stars **Reviewed by:** Alex M. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 49. Tech Charts, Data Research, and a Great New AI Addition **Rating:** 4.5/5.0 stars **Reviewed by:** James M. | Financial Advisor, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 24, 2026 **What do you like best about YCharts?** Tech charts, data research, and the latest AI addition. **What do you dislike about YCharts?** so many tools to learn about and where they are located **What problems is YCharts solving and how is that benefiting you?** Real-time data would be good to have. ### 50. Efficient Reporting with Customizable Features **Rating:** 4.0/5.0 stars **Reviewed by:** Austin S. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ## 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=2026-09-29+22%3A09%3A19+-0500&secure%5Bsession_id%5D=4a4ce39e-5e6b-4f9a-8b81-b8f48ac5569c&secure%5Btoken%5D=27831a50d18d85bb94032b9aa9a43b65eb54705601d540e8411c3d864d0950bf&format=llm_user) ## 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 - [AlphaSense](https://www.g2.com/products/alphasense/reviews) - 4.6/5.0 (347 reviews) - [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews) - 4.2/5.0 (71 reviews) - [Bloomberg Terminal](https://www.g2.com/products/bloomberg-terminal/reviews) - 4.4/5.0 (69 reviews)