I find YCharts to be a viable tool for group meetings and client meetings on the fly, as well as for my personal research. I also like the prebuilt slide decks, which I've used for multiple group meetings and presentations. The setup was easy, and I'm getting better with using it more. Review collected by and hosted on G2.com.

I wish it were easier to save prebuilt charts to use over time and see an automatic update. I also wish it were easier to build portfolios without having to manually work on the spreadsheet prior to upload. Review collected by and hosted on G2.com.

I love that YCharts is simple, clean, easy to use, and has WONDERFUL CLIENT SUPPORT Review collected by and hosted on G2.com.

Unfortunately, what makes it amazing is also what makes it difficult - there is SO MUCH you can do with it. The depth of abilities and use cases are difficult to sift through - which again leads me to the WONDERFUL client supprt...lean on them!!! Review collected by and hosted on G2.com.

I like the ease of use of YCharts. It's simple to make changes and get what you need. The support and service have been fantastic so far. The initial setup has been very easy. Review collected by and hosted on G2.com.

The ability to share information within YCharts across our organization could be improved. Review collected by and hosted on G2.com.

The in person chat support and AI assistant Review collected by and hosted on G2.com.

The different return metrics i.e., the difference between YTD or 6M Total Return Level (unchanged, normalized, Growth) are not super intiutive and could have a guide that explains exactly what the numbers mean. Review collected by and hosted on G2.com.

Simple layout, powerful AI tools, custom portfolios, ease of use. Review collected by and hosted on G2.com.

Creating Dynamic charts is a learning process, but not terribly difficult. Review collected by and hosted on G2.com.

YCharts has improved my portfolio research workflow with the iRebal 2-way integrationn along with the real-time data and AI chat. Review collected by and hosted on G2.com.

The numerous ways to screen for funds can be challenging. However, YCharts pre-built templates and the AI feature helps greatly with the screenning process. Review collected by and hosted on G2.com.

I really like the ability to set up your mutual funds in Excel and call in all the data you need through the add-in.

I also really like the capital gains module that functions in the same way - set up your funds and it all refreshes with the add-in.

There are a ton of features that makes Y-Charts a formidable competitor to Morningstar and to a lesser extent Factset. Review collected by and hosted on G2.com.

There's no app for your phone or tablet.

There's not a lot of flexibility in the various cards on the tabs: you can't sort your stocks, you can't move columns,

The news you get is limited to mostly Yahoo and MT Newswires Review collected by and hosted on G2.com.

I use YCharts to build portfolios for clients and access updated market information. I also use the Market Overview AI tool to highlight key market areas. It helps me save time daily by providing up-to-date information from one reliable source. I like the reports and portfolio build-outs, as they give in-depth analysis and present it in a nice and simple format, making it easy to discuss with clients and highlight key areas. The initial setup of YCharts was very easy and informative, and I received good support from the team. Review collected by and hosted on G2.com.

As a Canadian, sometimes there are differences in areas, but that's very minor. Review collected by and hosted on G2.com.

They respond very quickly to any questions I have, and their answers consistently solve my problem. Review collected by and hosted on G2.com.

We use structured products, so we’re unable to enter that information. Review collected by and hosted on G2.com.

I really appreciate YCharts for portfolio management as it helps by modeling performance and making it easy to represent. The Excel add-in feature is something I love because it pulls data for specific companies or portfolios, making customizable dynamic Excel sheets. Additionally, the report builder feature is great for creating client-ready documents. The initial setup of YCharts was very easy as well. Review collected by and hosted on G2.com.

Wish there was a way to create custom metrics Review collected by and hosted on G2.com.