YCharts
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YCharts
By YCharts, Inc.
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4.6 out of 5 stars
See all 62 YCharts reviews
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YCharts Reviews & Product Details - Page 6

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YCharts Overview

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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
Discussions
YCharts Community
Languages Supported
English, French, Spanish
Show LessShow More
Product Description

The Financial Terminal of the Web.

Seller Details
Seller
YCharts, Inc.
Year Founded
2009
HQ Location
Chicago, IL
Twitter
@ycharts
38,240 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®
Kara H.
KH
Overview Provided by:
Kara Hughes
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...
Read more
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.
Read more
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...
Read more

YCharts Pricing

YCharts Enterprise
Custom Pricing
Team-Wide
YCharts Professional
$6,000
First User/Year
See all 2 YCharts pricing levels
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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

Review by Red G.
YCharts review by Red G.
Play YCharts review by Red G.
Always improving on an already great service
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62 YCharts Reviews

4.6 out of 5
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62 YCharts Reviews
4.6 out of 5
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62 YCharts Reviews
4.6 out of 5
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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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Thomas G.
TG
Portfolio Manager
Financial Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about YCharts?

Quick access to a seemingly endless amount of economic and financial data that can be displayed and analyzed graphically with ease. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

Occasional absence of a security in the universe which is completely understandable. Review collected by and hosted on G2.com.

Recommendations to others considering YCharts:

One thing is for certain, there is no other analytical software company out there willing/able to provide the same level of support for your business. Review collected by and hosted on G2.com.

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

The team has customized some its portfolio analytics tools for our practice. Review collected by and hosted on G2.com.

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Share
Admin Approval Link
Verified User in Investment Management
UI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about YCharts?

The amount of information is incredible. It has virtually all leading economic indicator with hyperlinks to that data set. The dashboard is a cool feature as well. To be able to see all of your portfolio information live. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

I wish the dashboard could be more customized aside from just adding pages. Review collected by and hosted on G2.com.

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

Monitoring portfolios Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Verified User in Civil Engineering
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about YCharts?

Offers build in 4 metrics and historical data, can view all necessary information on a single screen, data can be easily exported, and chat available for in time customer service actions. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

The chart customization options are limited. Review collected by and hosted on G2.com.

Recommendations to others considering YCharts:

very specific uses, not suitable for all industries. Review collected by and hosted on G2.com.

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

Assists with fundamental and quantitative data analysis Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
AW
Project Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about YCharts?

The Excel Add on features and ability to make great visual presentations using data charts. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

It did have a bit of a learning curve but I do not dislike anything at this moment in time. Review collected by and hosted on G2.com.

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

Ability to make better more efficient data charts Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Verified User in Investment Banking
UI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about YCharts?

YCharts is one of the most comprehensive data sources out there. It was extremely helpful to obtain data on NYSE companies as I completed valuations. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

Frankly, it's hard to find a dislike for the software. Perhaps the free trial could be extended further? Review collected by and hosted on G2.com.

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

We were able to successfully understand data about companies to better value them and potentially invest in. This was helpful to the organization I used it through because it made our research much easier. Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Verified User in Automotive
IA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about YCharts?

This is widely used in my comapny and good UI Review collected by and hosted on G2.com.

What do you dislike about YCharts?

less VIsiualtion and should add more charts Review collected by and hosted on G2.com.

Recommendations to others considering YCharts:

Giood Improvment a adh eas of acces

should improve UI according the market requiremnt Review collected by and hosted on G2.com.

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

Retail Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about YCharts?

The visualization and user friendly components Review collected by and hosted on G2.com.

What do you dislike about YCharts?

A little too complex and not commonly used by peers Review collected by and hosted on G2.com.

Recommendations to others considering YCharts:

Na Review collected by and hosted on G2.com.

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

Analyzing client returns Review collected by and hosted on G2.com.

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Response from Kara Hughes of YCharts
Editedit
(Original )

Thank you for the feedback. We're glad to see you appreciate the visualization and user-friendly tools of our platform! We noticed the star rating wasn't selected, would you mind updating the rating to reflect your experience? Please reach out to hello@ycharts.com should you require additional support! Thank you again!

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

-Website is fast and easy to use

-So many options to sort and filter

-Huge database of mutual funds and ETFs

-Excel plug in to maintain dynamic comparisons Review collected by and hosted on G2.com.

What do you dislike about YCharts?

-Very pricey

-Not integrated with many broker dealers Review collected by and hosted on G2.com.

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

-Performance and risk metrics

-Portfolio optimization Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Daniel R.
DR
Vice President, Senior Compliance Officer
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about YCharts?

The best part of YCharts is that it provides every piece of data about a company that one needs to conduct a thorough fundamental and technical analysis. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

There is nothing I dislike about using the program at all. Unfortunately, I have not signed into the program recently so my account is locked at the moment. Review collected by and hosted on G2.com.

Recommendations to others considering YCharts:

It is an important program to use when conducting investment research. The data is reliable and in an easy to read format so it is simple to use. Review collected by and hosted on G2.com.

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

YCharts solves the problem of gathering reliable financial data about a company all in one place. This is a beneficial program as the data is reliable for fundamental research and technical analysis charts can also be created. Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Mark C.
MC
Digital Marketing Manager
Financial Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about YCharts?

Stock screening tools worthy of professional stockpickers Review collected by and hosted on G2.com.

What do you dislike about YCharts?

Data visualisation tends to be a little jarring on the eye. The sharp contrast colours and slightly pixelly graphics are typical for stock charts but although they are precise, they don't make it easy to look at for hours on end. Review collected by and hosted on G2.com.

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

Access to some of the features of a far more expensive system for a much lower price; ability to quickly source and present data to back up a story or point of view; starting point for original research. Review collected by and hosted on G2.com.

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YCharts Categories on G2
Financial Research
Financial Research

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