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YCharts Pricing Overview

NamePriceFeatures
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
    • SMA Data (Upgrade)
    • Dynamic Model Portfolios

    YCharts pricing & plans

    Free Trial is available
    Pricing information for YCharts is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase YCharts must be conducted with the seller.
    Pricing information was last updated on October 09, 2024

    Top Rated YCharts Alternatives

    YCharts Alternatives Pricing

    The following is a quick overview of editions offered by other Financial Research Software

    Koyfin
    Free
    $0.00
    The ultimate beginner package; everything you need to get started gaining insight on your investments
    • 2Y financials & 1Y estimates
    • 2 watchlists & portfolios
    • Advanced charting
    • Global stock screener
    • Market news
    Orion Risk Intelligence
    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.
    • 100+ Stress Tests
    • Robust Regression Modeling
    • Portfolio Construction
    • 3D Risk Profile
    • Asset Drift Monitor
    Irwin
    Irwin Pricing
    Contact UsPer Year
    • The most powerful investor relations software made for modern IR teams

    Various alternatives pricing & plans

    Free Trial is available
    Pricing information for the above various YCharts alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.
    YCharts Categories on G2

    YCharts Pricing Reviews

    Aaron P.
    AP
    Financial Advisor / Broker
    Small-Business(50 or fewer emp.)
    More Options
    Validated Reviewer
    Verified Current User
    Review source: Organic
    (Original )Information
    What do you like best about YCharts?

    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.

    What do you dislike about YCharts?

    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.

    What problems is YCharts solving and how is that benefiting you?

    It helps me quickly compare portfolios or a prospects current holdings to have a better handle on whats under the hood of their portfolio. The client frinedly reports make it a very client friendly expeirience. Review collected by and hosted on G2.com.

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