YCharts Reviews & Product Details

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

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

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

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

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

1. Adding an Excel plugin for Mac users.

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

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

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

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

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

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

There's no app for your phone or tablet.

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

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

I 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. Review collected by and hosted on G2.com.

As a Canadian, sometimes there are differences in areas, but that's very minor. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I love the ease of use that YCharts offers, making it an invaluable tool for our research on funds and portfolio performance. The dynamic models and visualizations are excellent for client presentations, and the visuals are impressive and client-friendly. The Excel worksheets are fantastic and allow me to reverse engineer and customize them to fit our models, which helps tremendously in showing the specific data our advisors need. I greatly appreciate the exceptional team and customer service at YCharts, which, in my opinion, is far superior to other vendors we've used. Setting up YCharts was straightforward, aided by the supportive team and helpful tutorials. The platform significantly benefits our work by providing performance analysis tools for portfolios, enabling easy searching of funds and performance attributions. The constant updates and the quality of the product are reasons I would choose it again; the dynamic model implementation is particularly beneficial. Additionally, using historical real-time data for stress testing and comparisons adds great value to our analysis process. Review collected by and hosted on G2.com.

I wish there was a template for creating my own fact card within YCharts. Having this feature would allow us to customize templates, include our logo, obtain compliance approval, and then provide these customized templates to clients. Review collected by and hosted on G2.com.