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YCharts

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121 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
107
10
1
1
2
Verified User in Financial Services
UF
Verified User in Financial Services
06/24/2026
Validated Reviewer
Verified Current User
Review source: Organic

Excellent Portfolio Builder and Custom Dashboards

Portfolio builder and custom dashboards.
James M.
JM
James M.
Founder/CEO @ High Ridge Advisory | Financial Services Expertise | Wealth Management - Helping executives and business owners build wealth with clarity and confidence
06/24/2026
Validated Reviewer
Review source: Organic

Tech Charts, Data Research, and a Great New AI Addition

Tech charts, data research, and the latest AI addition.
Verified User
G
Verified User
06/24/2026
Validated Reviewer
Review source: Organic

Efficient for Detailed Stock Analysis and Presentation

I like the stock in ETF and mutual fund analysis. The ability to look back and see the performance, sharp ratio, standard deviation, beta, alpha, all the key indicators for investments. I also appreciate the ability to generate portfolio reports to share with clients. It provides the ability to determine which investments are most beneficial to clients. The initial setup was 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
Website
www.ycharts.com