I find YCharts incredibly easy to use and appreciate how user-friendly the desktop and tools are. The setup process was very simple and straightforward, which made getting started with the product a breeze. I especially enjoy the fundamental charts and scatter plots, which not only are aesthetically pleasing but also enhance usability through their smooth, interactive design. The ability to access consolidated data and make quick charting and comparisons during meetings significantly shortens sales cycles, thereby maximizing efficiency. YCharts elegantly provides daily intraday data, which is a crucial feature for ongoing work in the financial sector. Review collected by and hosted on G2.com.

I don't like that YCharts is missing some data available in Morningstar that needs to be added. I would also recommend that YCharts send out a setup package to attach company logos and incorporate corporate color schemes. Maybe this was available, but I was excluded from this process. Review collected by and hosted on G2.com.

Tech charts, data research, and the latest AI addition. Review collected by and hosted on G2.com.

so many tools to learn about and where they are located Review collected by and hosted on G2.com.

I really like how YCharts saves me a lot of time by allowing me to make reports quickly that look sharp and can provide a lot of information about allocations in sectors. I enjoy the Home Page and being able to customize everything. The AI Market Commentary is also a nice feature. Additionally, I appreciate the analyst coverage on their thoughts on certain individual stocks. The initial setup of YCharts was very simple. Review collected by and hosted on G2.com.

Probably integration into LPL accounts don't all necessarily work. Also we use UITs in portfolios and those do not show up at all on YCharts. Review collected by and hosted on G2.com.

I really appreciate YCharts for providing instant, refreshable ticker-based data and easily accessible financial ratios. It allows me to assemble Excel files from quick asks to in-depth workbooks with ease thanks to the Excel plugin. I also enjoy the beautifully crafted visuals on YCharts itself when I look into portfolios I construct or just general stocks. The customer support is really helpful; I've received great training and help with my questions. The Excel plugin, its visuals, and portfolio construction features stand out to me. Review collected by and hosted on G2.com.

Delisted securities get hairy sometimes for our portfolios Review collected by and hosted on G2.com.

Ycharts is a nimble platform that simplifies the process of gathering research and makes information readily accessible. Although it may lack some of the data offered by much more expensive platforms, it still provides most of the resources you could need, all easily within reach. What truly sets Ycharts apart from its competitors is the user-friendly interface and the clear presentation of data throughout its system. The Quickflows feature, in particular, has been extremely helpful for conducting complex analyses almost instantly—tasks that might otherwise take half an hour to set up on other platforms. Additionally, one off charts and tables are easily exported in a format that is ready for presentation. Review collected by and hosted on G2.com.

Although the report builder provides a wide range of metrics and insights, its rigid structure can make it frustrating to work with. In particular, the lack of flexibility regarding table sizes and disclosures often disrupts the overall flow of a report. Review collected by and hosted on G2.com.

Instant access to the details of the market place , Stock, Fixed income funds and ETF and what stocks they are invested. Ability to set up portfolios and down load those portfolios your home office runs. Review collected by and hosted on G2.com.

the fact that I do not use that many hours in a typical day yet another member of my team access for a team member and me like Morning Star offers Review collected by and hosted on G2.com.

Relative ease of inputting data and client-ready outputs. Review collected by and hosted on G2.com.

So far, I haven’t come across anything I dislike enough to keep me from recommending this software. Review collected by and hosted on G2.com.

Super easy to use and has all the data you would need Review collected by and hosted on G2.com.

I wish I could use AI to set up dashboard or provide recommendations to make dashboard better Review collected by and hosted on G2.com.

Amazing source of information and a great screening tool. Review collected by and hosted on G2.com.

It's costly but worth it. Can take a little bit of time to really know it in and out. Review collected by and hosted on G2.com.

I like YCharts for its ease of use and simple reporting. It's easy to use and doesn't require any coding knowledge, which is a big plus for me. The reports are clean and easy to understand. The initial setup was also very easy. Review collected by and hosted on G2.com.

I often encounter data errors in YCharts. It would be better if the engineering team could implement quicker fixes. Review collected by and hosted on G2.com.