Product Avatar Image

YCharts

Show rating breakdown
110 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2009
Profile Filters

All Products & Services

Profile Name

Star Rating

96
10
1
1
2

YCharts Reviews

Review Filters
Profile Name
Star Rating
96
10
1
1
2
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.
Richard T.
RT
Richard T.
04/08/2026
Validated Reviewer
Verified Current User
Review source: Organic

Quick Portfolio Dashboard and Easy Statement Uploads

I like the Dashboard for a quick view of my portfolio. I really like the ability to load statements on to the platform for analysis rather than manually inputting holdings.

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