YCharts

ABOUT YCHARTS

• YCharts is a premier financial technology SaaS platform built to help wealth management teams, financial advisors, and asset managers make smarter investment decisions and deliver stronger client engagement.

• Designed for financial advisors, asset managers, enterprises, and sophisticated individual investors, YCharts delivers scalable solutions that ensure consistency in client communication, investment research, and portfolio strategy development.

• The platform provides comprehensive financial data, powerful visualization tools, and advanced analytics to streamline workflows and enhance decision-making.

• As of 2026, YCharts is recognized as a market leader, placing #19 on G2’s Best Financial Services Software Products, placing it in the top 0.6% of its category globally.

YCHARTS NOTABLE FEATURES

• Fundamental Charts – A flagship feature that allows users to visualize over 4,000 metrics across equities, mutual funds, and ETFs, with historical data spanning over 30 years.

• Quickflows – Automated, single-click workflows that allow advisors to instantly run complex analyses, such as side-by-side security comparisons or "what-if" economic scenarios.

• Economic Indicators – A robust library featuring over 500,000 indicators from sources like the Federal Reserve and the Bureau of Labor Statistics, allowing advisors to overlay macroeconomic trends onto portfolio performance.

• Technical Charting – Advanced overlays including Parallel Channels and Pitchfork Bands, enabling advisors to monitor price action and identify potential support or resistance levels for specific assets.

• AI Chat Integration – An award-winning conversational assistant that generates fundamental charts, meeting talking points, and market summaries, now featuring customizable disclosure language for firm-level compliance.

• Private Market Benchmarking – Through a strategic partnership with Hamilton Lane, YCharts provides institutional-grade data to help advisors evaluate and explain private equity and private credit exposures alongside traditional holdings.

• Individual Bond Data – A comprehensive fixed-income dataset launched in late 2025 that covers millions of municipal and corporate bonds, providing faster ways to evaluate and communicate bond-ladder strategies.

PRICING & SUBSCRIPTION TIERS

• Analyst (Best for Research & Monitoring) – Full access to fundamental charts, stock/fund screeners, and 500,000+ economic indicators.

• Presenter (Best for Growth & Proposals) – Focuses on proposal generation, branded PDF reports, and "Quick Extract" statement scanning.

• Professional (Best for Portfolio Strategy) – Combines all research and proposal tools with advanced model portfolio construction and stress testing.

• Enterprise (Best for Large Organizations) – Offers compliance oversight, custom API integrations, and white-glove onboarding for large advisor networks.