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YCharts

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88 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.6
Serving customers since
2009
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YCharts Reviews

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Profile Name
Star Rating
77
7
1
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2
Verified User in Financial Services
UF
Verified User in Financial Services
12/24/2025
Validated Reviewer
Verified Current User
Review source: Organic

Advanced Analysis and Effortless Portfolio Optimization

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.
Raybo and Maria D.
RD
Raybo and Maria D.
12/22/2025
Validated Reviewer
Review source: Organic

Client-Friendly Analytics, Effortless Setup

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.
SR
Samuel R.
12/20/2025
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.

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HQ Location:
Chicago, IL

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@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