--- title: YCharts Reviews meta_title: 'YCharts Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 131 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: 131 scale: '5' date_modified: '2026-08-12' 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:** 131 ## 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 value the **intuitive user experience** of YCharts, allowing quick access and understanding of data with ease. (16 reviews) - Users commend the **ease of use** of YCharts, appreciating its user-friendly setup and intuitive design for analysis. (16 reviews) - Users rave about YCharts' **exceptional customer support** , with responsive teams and helpful resources readily available. (14 reviews) - Users value the **depth of research data** on YCharts, enabling efficient analysis and confident decision-making. (13 reviews) - Users appreciate the **instant, refreshable data accessibility** of YCharts, simplifying their research and analysis processes significantly. (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 desire more comprehensive data, citing **limited data availability** compared to competitors like Morningstar. (8 reviews) - Users find YCharts **a bit expensive** , especially for individuals and small organizations looking for better value. (7 reviews) - Users experience challenges with **integration issues** in YCharts, affecting portfolios, custom models, and coding compatibility. (5 reviews) - Users face a **difficult learning curve** with YCharts, requiring time to master its extensive tools and features. (4 reviews) - Users find YCharts offers **limited customization** , making it frustrating to manage and report financial data 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. 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. ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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 ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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. ### 12. 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. ### 13. 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. ### 14. 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. ### 15. 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 ### 16. 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. ### 17. 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. ### 18. Very Happy Y Charts User **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about YCharts?** Y Charts is straight forward with a comprehensive amount of data for the economy, markets, and individual stocks. Customer service is excellent which has really helped my user experience in a very positive way. **What do you dislike about YCharts?** I struggle with custom portfolios and the inability for them to integrate cash flows. For example, if I'm running an investment strategy and create a model in Y Charts, the change to that model is not reflected in model performance for the custom portfolio. **What problems is YCharts solving and how is that benefiting you?** Offers market data and comprehensive info for equity research at a compelling price point compared to other platforms. ### 19. Depth and Breadth of YCharts information **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about YCharts?** YCharts is voluminous in the information it offers. The resources available to analyze stocks, mutual funds and ETFs is pretty amazing. Their customer service is incredible, too. When I encounter something I cannot seem to resolve, their online chat feature is always available. No other company's offering is as effective at providing the details and data that I require. **What do you dislike about YCharts?** Sometimes it doesn't seem as intuitive as I'd like, and it's not inexpensive. However, I do believe I receive good value for the dollars invested in it. **What problems is YCharts solving and how is that benefiting you?** YCharts helps me analyze investments and provides a tool for easily evaluating historical performance even using initial investment information from decades ago. It also helps me provide some guidance to clients who are trying to decide whether to continue holding an investment or if to liquidate and look for other investment opportunities. I believe it has made money for my clients and me. ### 20. Good coverage of securities, commodities and economic data, but a bit expensive for an individual **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2025 **What do you like best about YCharts?** The broad coverage of stocks, mutual funds, commodities and economic data. **What do you dislike about YCharts?** It is a bit expensive for an individual user like myself. **What problems is YCharts solving and how is that benefiting you?** I use YCharts data to track and manage my investment portfolio. ### 21. Best Aggregate Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about YCharts?** Aggregated and objective; cutting edge and under constant development. **What do you dislike about YCharts?** Certain imposed limitations and pricing models. **What problems is YCharts solving and how is that benefiting you?** Aggregated data analysis ### 22. Great experience with Tyler **Rating:** 5.0/5.0 stars **Reviewed by:** Malek D. | Investment Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about YCharts?** Great customer service Lots of available excel add ins **What do you dislike about YCharts?** Unable to integrate Ycharts with code/ python **What problems is YCharts solving and how is that benefiting you?** Get data and create portfolios ### 23. Y Charts has elevated my brand and reputation **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron P. | Financial Advisor / Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about YCharts?** Y Charts gives users so much more than stock, index, ETF and mutual fund information and portfolio building. It literally has statistics on everything. You want to compare the average Canadian home price vs. teh U.S? no problem. Y Charts has provided me as a investment professional the ability to raise the bar and elevate my brand and image. When I first was introduced I was a bit sticker shocked but 4 years later and I can confidently say this program continues paying for itself ten fold to win new clients and provide more insight and value to my clientel. Furthermore, the software is so user friendly that I was able to quickly implement and integrate it into my business. The reports can be as user friendly or indepth as your require. I tunr to Y Charts every single day and its part of my daily routine when I get to the office. While implementing any new routine or software into your practice can seem overwhleming, the customer support offered by Y CHarts and your personal customer support personal if you need anything just reach out via email and you can expect a timely repsonse. **What do you dislike about YCharts?** There really isn't a glaring downfall of Y Charts but if I did have to find a funstion that I would loove to have is the ability for me to intergrate Y Charts with my dealers trading platform to quickly build client reports and portfolio positionning statements. Currently I need to do this manually but with the ease of use of the system it doesn't take typically longer than 5 min. **What problems is YCharts solving and how is that benefiting you?** It helps me quickly compare portfolios or a prospects current holdings to have a better handle on whats under the hood of their portfolio. The client frinedly reports make it a very client friendly expeirience. ### 24. YCharts continues to grow in value **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about YCharts?** In the year or so I've been a subscriber, YCharts continues to add more and more features and value to its offering. Its research capabilities, market insghts, and report offerings are terrific. I was a Morningstar user and fan before, but YCharts has been perfect for the level of investment research and portfolio development and management I need for my clients. On top of that, their customer service is amazing. They are always quick to respond and extremely thorough when providing help. They have weekly webcasts on how to use the app to service clients, which are archived for later viewing. And they listen to customer suggestions for improvements. **What do you dislike about YCharts?** Don't like how portfolios are organized. Would much prefer to have folders. **What problems is YCharts solving and how is that benefiting you?** I use it mto research investments and compare, build, and manage portfolios. ### 25. Fantastic **Rating:** 5.0/5.0 stars **Reviewed by:** Joe P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2024 **What do you like best about YCharts?** Fantastic Tools, Model Tracking, and Charts. Love this program. The Support I receive from Molly Fernandez is also top notch! **What do you dislike about YCharts?** Can't think of anything. Ycharts has met my expectation at every turn. **What problems is YCharts solving and how is that benefiting you?** YCharts helps me with ETF and Mutual Fund Research, Back testing, and comparison. I also run reporting on a set number of securities on a weekly basis that YCharts has made automated vs. the manual process it was prior. An amazing time saver! ### 26. Find and use quality data quickly!! **Rating:** 4.5/5.0 stars **Reviewed by:** Alec D. | Adjoint en placement, Investment Management, Enterprise (> 1000 emp.) **Reviewed Date:** October 04, 2023 **What do you like best about YCharts?** The interface is very user-friendly. Once you get used to it, it seems so simple that you forget how tedious these tasks would be without YCharts. But even when there is something that you are not able to figure out, the chat support function will get you an answer in a matter of minutes (my problems were always solved within 10 minutes). The model portfolio tool is one of our favorites, because it is great at tracking your own holdings and it also creates your portfolio as a security in YCharts, allowing you to compare it to other funds and create custom charts and pdf reports with it. Once you start playing with the software, you will quickly see which tools are best for your practice and which ones you will end up using almost every day. It reallys blends well in your day-to-day tasks and will save you time! **What do you dislike about YCharts?** The collaborative features are great in general, but the notes are a bit limiting. There is no way to streamline notes for all holdings in a portfolio and create a "feed" to quickly see the toughts of all team members on each stocks. Also, the excel add-in and its templates are great, but you should know that it is an external download, so if you are using YCharts on a work computer, your IT department might not allow the download. The solution would be to use the add-in with a personal computer, but that can sometimes be a little bit annoying. **What problems is YCharts solving and how is that benefiting you?** It allows us to have an accurate tracking of our model portfolios and useful historical metrics. We can also quickly find stocks or ETFs that meet our search criteria and create reports to meet our KYP requirements. ### 27. Ycharts is awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Hector A. L. | Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about YCharts?** Everything, custom dashboards, the tracking/modeling, reports and indicators! All of it, is awesome. **What do you dislike about YCharts?** Nothing I can think of... I don't currently dislike anything. **What problems is YCharts solving and how is that benefiting you?** Tracking and analysis ### 28. Y Charts is an extremely comprehensive tool for ETFs and stock selection. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about YCharts?** There are several things I like, the build your own screener is probably my favorite as the screener has tons of things I have wanted elsewhere, especially digging under the cover of ETFs that I wasn't able to find elsewhere. I also like the comparison model I can use, as a lot of times I will look at two similar ETF's, and I can really get extremely detailed information on Ycharts. I use Y charts virtually every day, and when I have a question, I get answers or the help that I need fast. I have also found the app is easy to use and integrate into my daily workflow. **What do you dislike about YCharts?** I have asked to add moving averages to the arsenal of screeners, but I don't know if they implemented it. They have a few, like the 200EMA I believe, but I asked for some they don't have. That really isn't a big deal, but if I suggest adding something, I wish I knew if they ignore or implement it. **What problems is YCharts solving and how is that benefiting you?** The screener for me is enormous. I was trying to find ETFs that have stocks that have strong free cash flow, revenue growth, and EPS growth. And I can then look under the hood easily within the app to see the holdings, percentages, amongst a number of other things. ### 29. Fantastic tool for financial research **Rating:** 5.0/5.0 stars **Reviewed by:** Brian F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2023 **What do you like best about YCharts?** The ease of use and the high availability of important information. I am able to use it all week and every day with ease. I'm increasingly finding great features to add into my process and it was extremely easy to integrate **What do you dislike about YCharts?** I like everything. I'd say add more international and it would be perfect **What problems is YCharts solving and how is that benefiting you?** Compiled financials and historical data in one place. Easily integrates into excel etc. g ### 30. Extremely helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about YCharts?** What I like best about Y charts is the ease and speed of screening funds amongst peer groups, getting valuable data and individual funds, and the ability to have my models inside of YCHARTS and to use during my client meetings **What do you dislike about YCharts?** Figuring out your home page and how to create a user friendly homepage that gives me a lot of the information I want to see right away without needing to click through menu tabs **What problems is YCharts solving and how is that benefiting you?** Have not had any problems ### 31. Ycharts consistently delivers new tools that make my job significantly easier **Rating:** 5.0/5.0 stars **Reviewed by:** Jon N. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2023 **What do you like best about YCharts?** Y-charts constantly improves its platform by adding new tools and resources. The user interface is entirely customizable, meaning the information that matters to you is always at your fingertips. I am also super excited about the new PDF report builder, which will allow you to build fully customizable reports for clients. **What do you dislike about YCharts?** I'm a converted morningstar user, and one of the hangups some members of our team have had is that Ycharts doesn't have a broadly recognized rating system, ie... the morningstar star rating. **What problems is YCharts solving and how is that benefiting you?** My job is to help direct investment strategy and manage client accounts. Ycharts provides me with the tools I need to review tons of information in a clean, well-organized manner. I use Ycharts daily to compare portfolios, analyze securities, track the news, and during every investment conversation with clients. I really can't describe how useful it is. Once you see what Ycharts is capable of, I promise you will be sold. ### 32. Excellent platform for stock market research **Rating:** 5.0/5.0 stars **Reviewed by:** Jesus D. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2020 **What do you like best about YCharts?** Excellent tool for the analysis of stocks, ETFs, and more in the stock markets. Access to data, news, personalized screens, graphics (very comprehensive and with user-friendly designs). Its Excel add-in is very complete and allows us to keep our Excel tables synchronized. It also provides access to economic information of interest. Multiple tools that facilitate the monitoring and analysis of the markets. **What do you dislike about YCharts?** I currently have no constructive criticism to make. **Recommendations to others considering YCharts:** I have used multiple platforms before. Undoubtedly, the cost-benefit of Y Chart has made me feel pleased. **What problems is YCharts solving and how is that benefiting you?** With this platform, I conduct fundamental analysis of EFF, stocks, and the US economy. I keep track of the most important market events, study company and ETF charts, and keep my custom Excel tables in sync. ### 33. The Best Investment Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2023 **What do you like best about YCharts?** YCharts has an amazingly comprehensive overview on the current economy and stocks. What I used to do with three or four platforms, I can now just use YCharts for. The support from Eric Scelzi has also been stellar. **What do you dislike about YCharts?** If they included a Monte Carlo, I could replace yet another platform with them! It would also be great to see individual bond data. **What problems is YCharts solving and how is that benefiting you?** YCharts gives me a great platform for all of my investment research. It is also an amazing tool for building reports for clients and for executive team members. ### 34. Great and accurate data **Rating:** 5.0/5.0 stars **Reviewed by:** Doug O. | Retired, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2023 **What do you like best about YCharts?** YCharts has fantastic data and a website designed to display it through flexible visuals. The data is quickly updated each day and is accurate. Customer service is fantastic. Worth every penny. **What do you dislike about YCharts?** Nothing. It's fantastic. There is absolutely nothing to dislike. **What problems is YCharts solving and how is that benefiting you?** Turning complex data into something that is easily understood ### 35. A Great Research Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel J. | Financial Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about YCharts?** For me, the Fund and Stock screener tools are the most helpful. I am able to enter as many screening criteria as I need/want to get the results for which I am looking. Then the detail pages for each security are a nice compact gathering of all information on that security, so I can pick the exact ones My clients need. **What do you dislike about YCharts?** There is so much information and tools available with this software that even after a year, I know I am not using it to its full capacity. They have very good tutorials and webinars, so I am learning more every day. **What problems is YCharts solving and how is that benefiting you?** Research, research, research! Also, having the data, charts and proposals ready to print makes compliance issues easy. The allocations I design for my clients are much more effective and efficient. ### 36. Upgrade from Morningstar **Rating:** 5.0/5.0 stars **Reviewed by:** Jerrad B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about YCharts?** I like the easy of use, flexiblity, options we have with the data and support staff. **What do you dislike about YCharts?** Auto-generated benchmark, more customization with reports and error tracking on portfolios. **What problems is YCharts solving and how is that benefiting you?** Data extraction, more robust reporting, stock/fund selection and more up-to-date information. ### 37. Easy to use platform that helps you close business **Rating:** 5.0/5.0 stars **Reviewed by:** Michael L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2023 **What do you like best about YCharts?** Easy to track a universe of competitors and stay on top of them. Allows you to run a variety of analytics & reports that help provide objective advice that drives allocations. **What do you dislike about YCharts?** I don't have any real complaints or issues **What problems is YCharts solving and how is that benefiting you?** It allows me to compare our funds with others and in turn demonstrate how we fit into portfolios and help improve risk adjusted returns. ### 38. YCharts has been instrumental to my firm and I. **Rating:** 5.0/5.0 stars **Reviewed by:** Andy K. | Branch Operations Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2022 **What do you like best about YCharts?** What I like the most about YCharts is its various scheme of analysis tools and visuals and the client support that comes with it. Compared to Morningstar, it's much better. Though it lacks in a couple of particular places in terms of identifying the risk of a portfolio, it covers mostly all of the important areas for our fund analysis. **What do you dislike about YCharts?** What I dislike about YCharts is the limitations to the Risk analysis for specific client reports. I guess these would be necessary implementations for the stats and the tech team at YCharts, but there are portfolio risk statistics that I can only find by going to Morningstar. Standard deviation, Alpha, Beta - mainly for stock portfolios, they don't show up. **What problems is YCharts solving and how is that benefiting you?** YCharts has solved a ton of problems for our firm. One of the best and most valuable capabilities is how it can show portfolio progress over time. This capability helps us prove that our fund selection process is owrkking. ### 39. Delighted with YCharts **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2023 **What do you like best about YCharts?** YCharts is easy to navigate, find and analyze information, and can be used to create tables, charts and reports. We use it in an educational setting and it has been an amazingly useful tool for us. YCharts has far more functionality than you might expect - we keep learning about new features and functionalities. **What do you dislike about YCharts?** YCharts has enormous functionality and it takes a while to learn what you can accomplish with it. **What problems is YCharts solving and how is that benefiting you?** Financial research. ### 40. Second best money I spend in a year **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about YCharts?** The most helpful features are the visuals and the comp tables. Taking historical numbers and converting them into pictures, seamlessly, is very powerful with clients. Running comp tables to see "what's behind" a product or company is very enlightening. **What do you dislike about YCharts?** The core of the data is US, and I am in Canada. It would be more helpful to have all of the relevant information for Canadian clients. Go, Canada, Go! **What problems is YCharts solving and how is that benefiting you?** The paradox of this industry is that there are one million ways to tell a story, and you really only need one concise one. YCharts absolutely does that. It helps you get to the bottom line quickly, either with a client communication or with your own research. Nothing else does that. ### 41. Every easy to use with scalability and customization **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammad A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about YCharts?** Simplicity and ease of use and integration with MS excel **What do you dislike about YCharts?** No mobile app... API only for Ms operating system **What problems is YCharts solving and how is that benefiting you?** Integration with MS excel. Limitations is only us and Canada markets. Only. ### 42. Content & Data at Your Fingertips! **Rating:** 5.0/5.0 stars **Reviewed by:** Ron B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2023 **What do you like best about YCharts?** I have several screens set up on my dashboard and this is where I go every morning when I get to the office. It gives me a great feel for what happened yesterday. **What do you dislike about YCharts?** I wish that the indexes and quotes were in real-time instead of delayed. **What problems is YCharts solving and how is that benefiting you?** Easy creation of charts helps immensely with client meetings. ### 43. YCharts Excellence **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2023 **What do you like best about YCharts?** Ycharts has great tools for analysis, but equally importantly, the customer service is top notch. The platform is very user friendly and customizabble. **What do you dislike about YCharts?** I have few dislikes to note about Ycharts, although sometimes the amount of data available can be a bit overwhelming. **What problems is YCharts solving and how is that benefiting you?** Model management. Ycharts allows in depth analysis of model performance and useful reporting features. ### 44. I have been pleasantly surprised and happy with YCharts. **Rating:** 5.0/5.0 stars **Reviewed by:** J. Pablo H. | Founder - CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about YCharts?** Its fluidity and ease of use. Being able to access data quickly and navigate back and forth with ease. Very user-friendly interface and tools. **What do you dislike about YCharts?** Limited to no data access to Fixed Income and Alternatives. **What problems is YCharts solving and how is that benefiting you?** Analyze data quickly and create reports to better assess portfolio construction decisions. ### 45. Investment management made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Vishal B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2023 **What do you like best about YCharts?** The Portfolio management tool. It is easy to use and quick to calculate. **What do you dislike about YCharts?** The excel is clunky. The API seems dated. Often breaks down on me. **What problems is YCharts solving and how is that benefiting you?** YCharts allows me to track my investments and understand the risks associated with the holdings ### 46. YCharts for Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Allan P. | President and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about YCharts?** Simplicity and ease of use. Once you understand the platform, getting data and information is super easy. **What do you dislike about YCharts?** I am always surprised if there is something I can do in YCharts. I have come to have super high expectations. **What problems is YCharts solving and how is that benefiting you?** You name it. The ability to analyze data and portfolios is only limited by what questions and problems you can think of. We use spreadsheets, model portfolios, screens and basic research and performance functions all day. ### 47. Excellent platform with a helpful and friendly team to support you! **Rating:** 5.0/5.0 stars **Reviewed by:** Shane S. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about YCharts?** I like that YCharts 1) easy to use 2) has a team of responsive people that are ready to help 3) has a plethora of data available. **What do you dislike about YCharts?** I don't dislike any parts of YCharts. As long as you can justify the cost of the platform, it's a great resource to have. **What problems is YCharts solving and how is that benefiting you?** YCharts makes obtaining data and modeling portfolios very simple. ### 48. YCharts Rocks! **Rating:** 5.0/5.0 stars **Reviewed by:** Richard D. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2022 **What do you like best about YCharts?** YCharts is an excellent tool for securities analysis, portfolio construction and creating client-facing reports. **What do you dislike about YCharts?** I wish you were able to create folders within the Model Portfolios feature to better organize client portfolios. **What problems is YCharts solving and how is that benefiting you?** Securities analysis and historical performance reporting. Client-facing reports are easy to compile and aesthetically pleasing when reviewing with clients. ### 49. Great tool for analysis with good Excel Plugin **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2022 **What do you like best about YCharts?** The simplicity of the website, and the special reports combined with the Excel Plugin, make yCharts exceptional at helping with top notch research and development of reports to back that research up. **What do you dislike about YCharts?** Sometimes the data being pulled from the website in order to populate Excel is slow and causes some issues. Also, some features are hidden on the website or are a little difficult to find at times. **What problems is YCharts solving and how is that benefiting you?** Research on investments and reporting. The Excel plugin also allows us to download large amounts of data into spreadsheets that we can manipulate to detect trading signals in our proprietary models. ### 50. Great product. Great Service. **Rating:** 5.0/5.0 stars **Reviewed by:** Joe G. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2022 **What do you like best about YCharts?** Easy to use. The support and service are great. They are always available to help me learn and understand new functions. **What do you dislike about YCharts?** Can't think of anything I dislike. I just wish I had more time to learn more about the tool. **What problems is YCharts solving and how is that benefiting you?** I'm able to better communicate with my clients. ## 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?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+05%3A19%3A59+-0500&secure%5Bsession_id%5D=e4b1a944-c0cf-4c09-99ca-cbc399ea5c51&secure%5Btoken%5D=94a626efd534cc250a8fae51d4657b3753c0e6ea66774e9959f687c5dc4a3683&format=llm_user) ## YCharts Integrations - [eMoney](https://www.g2.com/products/emoney/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - [Orion](https://www.g2.com/products/orion-labs-orion/reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/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) - [AlphaSense](https://www.g2.com/products/alphasense/reviews) - 4.6/5.0 (331 reviews) - [Sentieo by AlphaSense](https://www.g2.com/products/sentieo-by-alphasense/reviews) - 4.5/5.0 (40 reviews)