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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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YCharts Reviews

Review Filters
Profile Name
Star Rating
121
12
1
1
2
Verified User
G
Verified User
06/24/2026
Validated Reviewer
Review source: Organic

Efficient for Detailed Stock Analysis and Presentation

I like the stock in ETF and mutual fund analysis. The ability to look back and see the performance, sharp ratio, standard deviation, beta, alpha, all the key indicators for investments. I also appreciate the ability to generate portfolio reports to share with clients. It provides the ability to determine which investments are most beneficial to clients. The initial setup was very easy.
Eric H.
EH
Eric H.
06/18/2026
Validated Reviewer
Verified Current User
Review source: Organic

Fast, Helpful Support That Consistently Solves Issues.

They respond very quickly to any questions I have, and their answers consistently solve my problem.
Verified User
G
Verified User
06/18/2026
Validated Reviewer
Review source: Organic

Essential Portfolio Management Tool with Seamless Excel Integration

I really appreciate YCharts for portfolio management as it helps by modeling performance and making it easy to represent. The Excel add-in feature is something I love because it pulls data for specific companies or portfolios, making customizable dynamic Excel sheets. Additionally, the report builder feature is great for creating client-ready documents. The initial setup of YCharts was very easy as well.

About

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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