I find YCharts to be very intuitive and easy to use. Its charts are very explanatory, which I really like. We moved to YCharts and just love it because it's very user-friendly and offers great economic value for the cost. The initial setup was exceptionally easy. Review collected by and hosted on G2.com.

There is nothing that I dislike Review collected by and hosted on G2.com.

The depth of data is second to none. It is easy to use and the new AI tool is fantastic. Also their training and support is wonderful. Review collected by and hosted on G2.com.

Too much info available? haha, Just kidding, I love using YCharts Review collected by and hosted on G2.com.

Ability to quickly build client portfolios and compare to prospects and generate proposals. Also excel integration is fantastic. Review collected by and hosted on G2.com.

doesn't integrate with our trust platform. but that's more of an issue with our platform. Review collected by and hosted on G2.com.

The client deliverables are very helpful in client and prospect review meetings. Review collected by and hosted on G2.com.

The updates needed after a model has been updated can take a little while. Review collected by and hosted on G2.com.

Portfolio builder and custom dashboards. Review collected by and hosted on G2.com.

Unable to chart return tables with multiple variables. Unable to overlay portfolio returns on a fixed time horizon over volatility of the same portfolios in one chart. Review collected by and hosted on G2.com.

YCharts team are always striving to improve their product content, tools and deliverables. I also like the videos they make to assist with how to use the platform. Review collected by and hosted on G2.com.

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

I like that YCharts provides all the information I am looking for in an easy to use format. The ease of use of the graphs and the home page with a lot of pertinent information really stand out to me. I also found the initial setup very easy. Review collected by and hosted on G2.com.

An 'on the fly' model portfolio builder that can quickly add funds and allocations. Instead of going on to build a full model, it would be nice to quickly add them together on the fundamental chart, add allocations, and compare to an index. Review collected by and hosted on G2.com.

Comprehensive data set for comparison and analysis Review collected by and hosted on G2.com.

not really, but the screeen layout can be a bit more user friendly but with some online support like live chat, this is not an issue Review collected by and hosted on G2.com.

I really like the ease of use and the breadth of information available on YCharts. I also appreciate the new AI feature, which allows us to pull information from various sources to research a particular question. It helps us build great comparative charts for many different variables and create comp reports that let us see fundamental information about multiple stocks quickly and easily. As a long-time user, I value the service and appreciate that the company is continually trying to improve. Review collected by and hosted on G2.com.

The tech chart has added a sliding calendar at the bottom which compresses the view and isn't something we can delete. I would love to see the option to delete. Review collected by and hosted on G2.com.

Fast, reliable, very detailed, and covers pretty much the entire universe of securities that we deal in. Support is amazing! I always get the answer I am looking for. Review collected by and hosted on G2.com.

I am still new. I have not seen anything yet to dislike about YCharts. It is way better than Morningstar Direct. Review collected by and hosted on G2.com.