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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
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Corey K.
CK
Corey K.
04/16/2026
Validated Reviewer
Review source: Organic

Powerful Investment Research with Ease

I use YCharts for my investment research and monitoring, and it solves the ease of compiling data and analytics of various investments or portfolios in a clear and concise way. I really enjoy the ease of use and broad chassis that YCharts offers. Specifically, I use the quickflow single and comparison features quite frequently. Another powerful tool I utilize is the fund screener to search for other investments not yet discovered. The initial setup was seamless.
Verified User in Financial Services
UF
Verified User in Financial Services
04/09/2026
Validated Reviewer
Verified Current User
Review source: Organic

Fast, Reliable, and Incredibly Detailed—Amazing Support Team!

Fast, reliable, very detailed, and covers pretty much the entire universe of securities that we deal in. Support is amazing! I always get the answer I am looking for.
DW
Daniel W.
04/09/2026
Validated Reviewer
Verified Current User
Review source: Organic

YCharts is great for Trust Departments and RIAs

Ability to quickly build client portfolios and compare to prospects and generate proposals. Also excel integration is fantastic.

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