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YCharts

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129 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
114
11
1
1
2
Jim B.
JB
Jim B.
07/09/2026
Validated Reviewer
Review source: Organic

Organized Data, Clear Portfolio Visualization, and Fast Support

the way the data is organized helps me to easily show clients where they have been and what's been going on. It's also easy to visualize portfolio construction to see potential performance
Verified User in Financial Services
CF
Verified User in Financial Services
07/08/2026
Validated Reviewer
Verified Current User
Review source: Organic

Client Deliverables That Shine in Review Meeting

The client deliverables are very helpful in client and prospect review meetings.
AQ
Andrew Q.
07/06/2026
Validated Reviewer
Review source: Organic

Effortless Analysis with Stellar Support

I like the ease of use of YCharts. It's simple to make changes and get what you need. The support and service have been fantastic so far. The initial setup has been 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