YCharts

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

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Profile Name
Star Rating
127
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2
Shonn C.
SC
Shonn C.
Investment Operations and Portfolio ManagementSmall-Business (50 or fewer emp.)
11/04/2026
Validated Reviewer
Verified Current User
Review source: Organic

Easy to Use, Helpful AI, and Seamless Home Platform Integration

Ease of use is great. The new AI feature is extremely helpful and consistently produces valuable content. It also integrates seamlessly with my home platform, which makes it easy to use day to day.
Verified User
U
Financial Advisor
Small-Business (50 or fewer emp.)
4/5

The platform is user-friendly and provides comprehensive data, allowing advisors to navigate it easily. However, some essential data points were missing, making portfolio tracking challenging.

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Alex O.
AO
Alex O.
Small-Business (50 or fewer emp.)
10/28/2026
Validated Reviewer
Review source: Organic

Fast, AI-Powered Portfolio Research—At a Premium

I use YCharts with its LPL integration to evaluate client portfolios, build model portfolios, and run comparison reports against clients’ existing portfolios. It makes fund research, investment proposals, and model portfolio creation easy. I particularly like the recent addition of AI, which makes fund research and portfolio building faster, and I appreciate the AI market notes. The initial setup was very easy.

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HQ Location:
Chicago, IL

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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