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YCharts Reviews & Product Details - Page 3

YCharts Overview

What is YCharts?

The “Investment Research” market leader in the 2023 Kitces Report and the #1 Investment data/analytics AND Economic analysis/stress-testing software respondents plan to add in the 2024 T3 Report, YCharts surpasses competitors in client satisfaction. YCharts enables smarter investment decisions and better client communication with Finra-reviewed report templates, customizable dashboards, and extensive data coverage of equities, mutual funds, ETFs, and economic indicators. YCharts delivers improved efficiency with stock and fund screeners, portfolio integrations, and seamless data flow with Excel. Join the growing community at www.ycharts.com for a free trial and experience why YCharts is rated among the fastest-growing companies by Inc.

YCharts Details
Languages Supported
English, French, Spanish
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Product Description

The Financial Terminal of the Web.


Seller Details
Year Founded
2009
HQ Location
Chicago, IL
Twitter
@ycharts
38,205 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®

Kara H.
KH
Overview Provided by:
Vice President of Marketing at YCharts

Recent YCharts Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Depth and Breadth of YCharts information"
YCharts is voluminous in the information it offers. The resources available to analyze stocks, mutual funds and ETFs is pretty amazing. Their cus...
Hector A. L.
HL
Hector A. L.Small-Business (50 or fewer emp.)
5.0 out of 5
"Ycharts is awesome"
Everything, custom dashboards, the tracking/modeling, reports and indicators! All of it, is awesome.
Aaron P.
AP
Aaron P.Small-Business (50 or fewer emp.)
5.0 out of 5
"Y Charts has elevated my brand and reputation"
Y Charts gives users so much more than stock, index, ETF and mutual fund information and portfolio building. It literally has statistics on everyth...
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YCharts Media

YCharts Demo - Growth of 10K
Growth of 10K
YCharts Demo - Dashboard
Adding metrics
YCharts Demo - Scenarios
Scenarios
YCharts Demo - Report Builder
Report Builder
YCharts Demo - Fund Screener
Fund Screener
YCharts Demo - Model Portfolio
Model Portfolio
Answer a few questions to help the YCharts community
Have you used YCharts before?
Yes

Video Reviews

62 YCharts Reviews

4.6 out of 5
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62 YCharts Reviews
4.6 out of 5
62 YCharts Reviews
4.6 out of 5

YCharts Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for YChartsQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
MA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about YCharts?

Simplicity and ease of use and integration with MS excel Review collected by and hosted on G2.com.

What do you dislike about YCharts?

No mobile app... API only for Ms operating system Review collected by and hosted on G2.com.

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

Integration with MS excel. Limitations is only us and Canada markets. Only. Review collected by and hosted on G2.com.

RB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about YCharts?

I have several screens set up on my dashboard and this is where I go every morning when I get to the office. It gives me a great feel for what happened yesterday. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

I wish that the indexes and quotes were in real-time instead of delayed. Review collected by and hosted on G2.com.

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

Easy creation of charts helps immensely with client meetings. Review collected by and hosted on G2.com.

Michael W. B.
MB
Member
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about YCharts?

YCharts team are always striving to improve their product content, tools and deliverables. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

Can't think of a downside about YCharts. Review collected by and hosted on G2.com.

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

Effective client communications with clear and concise deliverables (i.e., charts, tables, etc..). Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about YCharts?

Ycharts has great tools for analysis, but equally importantly, the customer service is top notch. The platform is very user friendly and customizabble. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

I have few dislikes to note about Ycharts, although sometimes the amount of data available can be a bit overwhelming. Review collected by and hosted on G2.com.

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

Model management. Ycharts allows in depth analysis of model performance and useful reporting features. Review collected by and hosted on G2.com.

J. Pablo H.
JH
Founder - CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about YCharts?

Its fluidity and ease of use. Being able to access data quickly and navigate back and forth with ease. Very user-friendly interface and tools. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

Limited to no data access to Fixed Income and Alternatives. Review collected by and hosted on G2.com.

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

Analyze data quickly and create reports to better assess portfolio construction decisions. Review collected by and hosted on G2.com.

VB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about YCharts?

The Portfolio management tool. It is easy to use and quick to calculate. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

The excel is clunky. The API seems dated. Often breaks down on me. Review collected by and hosted on G2.com.

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

YCharts allows me to track my investments and understand the risks associated with the holdings Review collected by and hosted on G2.com.

Allan P.
AP
President and CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about YCharts?

Simplicity and ease of use. Once you understand the platform, getting data and information is super easy. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

I am always surprised if there is something I can do in YCharts. I have come to have super high expectations. Review collected by and hosted on G2.com.

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

You name it. The ability to analyze data and portfolios is only limited by what questions and problems you can think of. We use spreadsheets, model portfolios, screens and basic research and performance functions all day. Review collected by and hosted on G2.com.

SS
Financial Planner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about YCharts?

I like that YCharts 1) easy to use 2) has a team of responsive people that are ready to help 3) has a plethora of data available. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

I don't dislike any parts of YCharts. As long as you can justify the cost of the platform, it's a great resource to have. Review collected by and hosted on G2.com.

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

YCharts makes obtaining data and modeling portfolios very simple. Review collected by and hosted on G2.com.

RD
Vice President
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?

YCharts is an excellent tool for securities analysis, portfolio construction and creating client-facing reports. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

I wish you were able to create folders within the Model Portfolios feature to better organize client portfolios. Review collected by and hosted on G2.com.

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

Securities analysis and historical performance reporting. Client-facing reports are easy to compile and aesthetically pleasing when reviewing with clients. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about YCharts?

The simplicity of the website, and the special reports combined with the Excel Plugin, make yCharts exceptional at helping with top notch research and development of reports to back that research up. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

Sometimes the data being pulled from the website in order to populate Excel is slow and causes some issues. Also, some features are hidden on the website or are a little difficult to find at times. Review collected by and hosted on G2.com.

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

Research on investments and reporting. The Excel plugin also allows us to download large amounts of data into spreadsheets that we can manipulate to detect trading signals in our proprietary models. Review collected by and hosted on G2.com.