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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
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2
Michael W. B.
MB
Michael W. B.
Member at MBIA Capital Advisors
03/26/2026
Validated Reviewer
Verified Current User
Review source: Organic

Excellent content and Continued Product Innovation

YCharts team are always striving to improve their product content, tools and deliverables. I also like the videos they make to assist with how to use the platform.
Ian S.
IS
Ian S.
Internal Client Consultant | Vanguard Financial Advisor Services
03/25/2026
Validated Reviewer
Verified Current User
Review source: Organic

YCharts: Simple, Clean, and Easy to Use — With Wonderful Client Support!!!

I love that YCharts is simple, clean, easy to use, and has WONDERFUL CLIENT SUPPORT
EW
Ethan W.
03/18/2026
Validated Reviewer
Review source: Organic

All-In-One Solution with Intuitive Interface

I use YCharts to accurately track my team's model portfolio performance over time, including quarterly changes, which was something we couldn't do before. I appreciate how YCharts makes it super easy to research securities and potential changes in an intuitive, user-friendly place. It's very simple to use but can also go very deep for those who need it, a balance they've struck well. I also like that they're always releasing new updates and features and are open to feedback and questions. Having everything in one place has greatly consolidated our workflows. The platform's intuitive nature made the initial setup very easy, and with the guidance during onboarding, it didn't take me long to learn.

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