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YCharts

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103 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
89
10
1
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2
SR
Samuel R.
03/13/2026
Validated Reviewer
Verified Current User
Review source: Organic

YCharts is a game changer

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.
EP
Eli P.
03/12/2026
Validated Reviewer
Review source: Organic

Easy Investment Research and Comparison with a User-Friendly Interactive Experience

So easy to research and compare different investments. The interactive functions are much more user friendly than any other software we looked at
LN
LARRY N.
03/11/2026
Validated Reviewer
Review source: Organic

Great Tool for Fund Research, Pricing Too High for Individuals

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.

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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