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YCharts

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95 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2009
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YCharts Reviews

Review Filters
Profile Name
Star Rating
84
7
1
1
2
lucas s.
LS
lucas s.
01/28/2026
Validated Reviewer
Review source: Organic

Streamline Portfolio Management with Reliable Insights

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.
David B.
DB
David B.
01/19/2026
Validated Reviewer
Review source: Organic

Comprehensive Data with Intuitive Design

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.
BK
Bryan K.
01/15/2026
Validated Reviewer
Review source: Organic

Easy to Use, but Data Errors Persist

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.

About

Contact

HQ Location:
Chicago, IL

Social

@ycharts

What is YCharts?

YCharts Inc. is a comprehensive financial data and investment research platform that caters to investors, financial advisors, and asset managers. Known for its robust tools and capabilities, YCharts offers in-depth data on stocks, mutual funds, ETFs, and economic indicators to help users analyze investment opportunities and market trends effectively. With its user-friendly interface, the platform allows subscribers to create custom charts, build investment portfolios, and access a wealth of financial analysis resources. YCharts supports data-driven decision-making by providing actionable insights and time-saving features that streamline the research process for individual and professional investors alike.

Details

Year Founded
2009