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YCharts

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137 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2009
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Star Rating

121
12
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2

YCharts Reviews

Review Filters
Profile Name
Star Rating
121
12
1
1
2
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.
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.

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