YCharts
ycharts.com
Research, charting and client-reporting platform mainly for advisors, with 4,000+ metrics on 100,000+ securities and 500,000+ economic indicators.
What it is
YCharts is a research and presentation platform aimed at financial advisors, RIAs, asset managers and wealth teams, with individual investors as a smaller audience. It holds more than 4,000 metrics across over 100,000 securities, including stocks, ETFs and mutual funds, plus more than 500,000 economic indicators, SEC filings and news. The tools are built around that data: fundamental charts, screeners, fund comparisons, dashboards for monitoring markets and holdings, and alerts on SEC filings with automated summaries.
Much of the product is about client work rather than trading. It includes portfolio analytics and optimization with rebalancing and tax-loss harvesting monitoring, Quick Extract to turn a client's statement into a portfolio, proposal generation, and a Risk & Proposal Manager add-on that links risk questionnaires to proposals. A Y AI agent answers research questions and compares funds.
Plans are Analyst (research and monitoring), Presenter (proposals and meeting prep), Professional (portfolio construction plus research and proposals) and Enterprise (broker-dealers and advisor networks). None of them has a published price; YCharts quotes by phone or after a demo. A free trial is offered, but its length is not stated.
Key features
- Fundamental data
- More than 4,000 metrics on over 100,000 securities, charted over time and compared across companies and funds.
- Economic indicators
- More than 500,000 economic data series alongside security data.
- Screeners and dashboards
- Screen stocks and funds and monitor markets, indicators and holdings on customizable dashboards.
- Portfolio analytics
- Portfolio optimization with monitoring for rebalancing needs and tax-loss harvesting opportunities.
- Client proposals
- Quick Extract turns client statements into portfolios; proposal and report tools for meetings; Risk & Proposal Manager add-on.
- Y AI agent
- An AI assistant for research questions, fund comparisons and market summaries.
- SEC filing alerts
- Alerts on new filings with automated summaries, plus integrated financial news.
Pricing
We could not confirm current prices on YCharts's own site, so none are shown here.
Pricing is by quote: the plans page lists Analyst, Presenter, Professional and Enterprise and asks you to call (866) 965-7552. A free trial is available; its length is not stated. Risk & Proposal Manager is an add-on.
Free option: A free trial is offered from the website; its length and limits are not published. There is no ongoing free plan.
Checked September 25, 2026 on get.ycharts.com. Prices change; confirm on the provider's site before you subscribe.
Strengths
- Very broad data: fundamentals, funds and more than 500,000 economic series in one place
- Presentation and proposal tools designed for client meetings
- Portfolio analytics that flag rebalancing and tax-loss harvesting opportunities
- Several plan levels so advisors can pay for research only or for proposals too
Limitations
- No published prices; every plan is quoted by sales
- Built for advisors, so many features (proposals, client statement import) are of little use to individual traders
- No trading, options analytics or intraday tools
- Trial length and terms are not stated on the plans page
Good fit for
- Financial advisors who present research and proposals to clients
- Investors who study fundamentals and economic data over long periods
- Teams that want shared dashboards and reports
Look elsewhere if
- Short-term traders who need charts, flow or real-time tools
- Individual investors who want a low, published monthly price
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YCharts questions
How much does YCharts cost?
YCharts does not publish prices. Its plans (Analyst, Presenter, Professional and Enterprise) are quoted by the sales team.
Does YCharts have a free trial?
Yes, a free trial can be started from the website, but its length is not stated publicly.
Who is YCharts for?
Mainly financial advisors, RIAs and asset managers. Individual investors can use it, but much of the product is built around client proposals and reporting.
What data does YCharts cover?
More than 4,000 metrics across over 100,000 securities, more than 500,000 economic indicators, SEC filings and financial news.
Written from YCharts's own website and documentation. All Trading Tools lists and compares tools; it does not recommend trades or give financial advice. Sources: ycharts.com, get.ycharts.com/plans.