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YCharts

Research, charting and client-reporting platform aimed at advisors and analysts

Paid🧠 Fundamental Research💼 Portfolio Trackers
Visit ycharts.com ↗

About YCharts

YCharts combines financial data, charting, screening, model portfolios and client-ready reports. It is built mainly for financial advisors and wealth managers rather than retail traders, and pricing is per user with quotes needed for teams.

Best for: Advisors and analysts who need research plus client-ready output.

Pros

  • Strong charting and comparison tools
  • Advisor-focused reporting
  • Mutual fund and ETF coverage

Cons

  • Too expensive for most individuals
  • Pricing is opaque

Tags

#stocks#etfs#bonds#pro#institutional#web-app#api

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