YCharts Pricing Overview
Name | Price | Features |
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YCharts Enterprise | Custom Pricing Team-Wide | Professional features PLUS Collaboration & Content Sharing Across Users, Tailored Onboarding & Training Program, Firm-wide Excel Model Conversion & Automation, Consolidated Billing & Account Admin |
YCharts Professional | $6,000First User/Year | Standard features PLUS YCharts Excel Add-In and Integration Support, Model Portfolios, Comp Tables & Timeseries Analysis, Scoring Models, Dedicated Account Manager, Custom Branding, Custom Email Reports, Sector & Industry Data
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YCharts pricing & plans
Top Rated YCharts Alternatives
YCharts Alternatives Pricing
The following is a quick overview of editions offered by other Financial Research Software
![]() Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments
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![]() Standalone Pricing | $275.001 User Per Month | Receive a 10% discount by option for annual billing. This price includes full access to Orion Risk Intelligence.
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![]() Irwin Pricing | Contact UsPer Year |
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Various alternatives pricing & plans
YCharts Pricing Reviews
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Y Charts gives users so much more than stock, index, ETF and mutual fund information and portfolio building. It literally has statistics on everything. You want to compare the average Canadian home price vs. teh U.S? no problem. Y Charts has provided me as a investment professional the ability to raise the bar and elevate my brand and image. When I first was introduced I was a bit sticker shocked but 4 years later and I can confidently say this program continues paying for itself ten fold to win new clients and provide more insight and value to my clientel.
Furthermore, the software is so user friendly that I was able to quickly implement and integrate it into my business. The reports can be as user friendly or indepth as your require. I tunr to Y Charts every single day and its part of my daily routine when I get to the office.
While implementing any new routine or software into your practice can seem overwhleming, the customer support offered by Y CHarts and your personal customer support personal if you need anything just reach out via email and you can expect a timely repsonse. Review collected by and hosted on G2.com.
There really isn't a glaring downfall of Y Charts but if I did have to find a funstion that I would loove to have is the ability for me to intergrate Y Charts with my dealers trading platform to quickly build client reports and portfolio positionning statements. Currently I need to do this manually but with the ease of use of the system it doesn't take typically longer than 5 min. Review collected by and hosted on G2.com.