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YCharts

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Smarter investment research.

About YCharts

YCharts is a highly aggressive, incredibly modern, and visually stunning financial analysis platform that actively markets itself as the "affordable, modern alternative to the Bloomberg Terminal" for mid-sized Wealth Managers, Registered Investment Advisors (RIAs), and independent financial analysts. It completely abandoned the archaic, DOS-style black screens of legacy terminals in favor of beautiful, highly intuitive, web-based data visualization. The absolute core superpower of YCharts is its "Visual Charting and Client Communication." An RIA can use YCharts to instantly generate a stunning, visually compelling chart comparing the 10-year return of their client's portfolio against inflation and the S&P 500. These charts are easily exportable into PDFs and PowerPoints, making YCharts an incredibly powerful sales and communication tool for advisors trying to explain complex financial concepts to retail clients. Furthermore, YCharts features incredibly robust stock and mutual fund screening, macroeconomic data (unemployment rates, housing starts), and deep integration with standard model portfolios. Because it costs a fraction of a Bloomberg Terminal while providing 90% of the fundamental data an RIA actually needs, it has experienced massive, explosive growth in the independent wealth management sector.

Deployment

  • Cloud, SaaS, Web

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support

Training

  • Live Online
  • Documentation

Ideal Company Size

Small, Medium Employees

Pricing Overview

$3600

Starting price / month

LicensingNot specified
Supported LanguagesNot specified
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