RB
Ron B.
Small-Business (50 or fewer emp.)
"Content & Data at Your Fingertips!"
5/5
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.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"YCharts Excellence"
5/5
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.

J. Pablo H.
JH
J. Pablo H.
Founder - CEO
Small-Business (50 or fewer emp.)
"I have been pleasantly surprised and happy with YCharts."
5/5
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.

VB
Vishal B.
Small-Business (50 or fewer emp.)
"Investment management made easy"
5/5
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.

Allan P.
AP
Allan P.
President and CEO
Small-Business (50 or fewer emp.)
"YCharts for Advisors"
5/5
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.

SS
Shane S.
Financial Planner
Small-Business (50 or fewer emp.)
"Excellent platform with a helpful and friendly team to support you!"
5/5
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.

RD
Richard D.
Vice President
Small-Business (50 or fewer emp.)
"YCharts Rocks!"
5/5
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.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Great tool for analysis with good Excel Plugin"
4.5/5
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.

JG
Joe G.
Partner
Small-Business (50 or fewer emp.)
"Great product. Great Service."
5/5
What do you like best about YCharts?

Easy to use. The support and service are great. They are always available to help me learn and understand new functions. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

Can't think of anything I dislike. I just wish I had more time to learn more about the tool. Review collected by and hosted on G2.com.

Drazen V.
DV
Drazen V.
Investment Advisor/Life Insurance Representative
Small-Business (50 or fewer emp.)
"Investment Advisor"
5/5
What do you like best about YCharts?

The most useful is the ability to download almost 5000 points into Excel. I created my own trading system. Also, quality of available reports. The client support is impeccable. Review collected by and hosted on G2.com.

What do you dislike about YCharts?

It would be helpful to have live quotes. Review collected by and hosted on G2.com.