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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
Scott M. D.
SD
Scott M. D.
Founder and CERTIFIED FINANCIAL PLANNER™, Equanimity Wealth Management
07/02/2026
Validated Reviewer
Verified Current User
Review source: Organic

Intuitive Charts and Y AI Agent That Saves Us So Much Time

The detail, charts, and due diligence that YCharts provides in a very intuitive way is excellent. And I'm in love with 'Y', its AI agent. It has started to save me SO MUCH time and will allow us to provide better service and insights to our clients without adding a huge amount of time.
Hayden M.
HM
Hayden M.
Helping WNY Teachers & Professionals Build a Retirement Plan | Financial Advisor @ Sgroi Lawley | CFP® Candidate
07/01/2026
Validated Reviewer
Verified Current User
Review source: Organic

Consistent, Consolidated Securities and Economic Data in One Place

The consolidation and consistency across securities and economic data
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.

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