Product Avatar Image

YCharts

Show rating breakdown
131 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2009
Profile Filters

All Products & Services

Profile Name

Star Rating

116
11
1
1
2

YCharts Reviews

Review Filters
Profile Name
Star Rating
116
11
1
1
2
Kurt S. A.
KA
Kurt S. A.
Financial Advisor For 7-Figure Entrepreneurs & Closely Held Businesses | Pension & 401k | Wealth Management | Inventor of the RiskSIGNAL™ | Fiduciary
08/12/2026
Validated Reviewer
Review source: Organic

Effortless Portfolio Management with YCharts

I use YCharts for client reporting, portfolio construction, portfolio optimization and charting. I really like the nice and clean reporting, and it's very easy to use. Another feature I appreciate is the portfolio optimizer, which is the best for constructing a customized portfolio. Additionally, the initial setup was super easy with no setup required.
James S.
JS
James S.
Managing Director - Investments, Certified Financial Planner at Steward Partners Global Advisory
08/05/2026
Validated Reviewer
Verified Current User
Review source: Organic

Y Charts: A Powerful, Invaluable Analytical and Marketing Tool

Y Charts is a powerful analytical and marketing tool, and it has become invaluable in my practice.
conrad s.
CS
conrad s.
07/30/2026
Validated Reviewer
Review source: Organic

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