Press

Is Your Stock Too Risky?

Barrons, December 7, 2013

When opportunity knocks, you have to move. But in the rush to grab after a stock's potential, don't forget to check its downside–especially with market valuations getting stretched.

YCharts Aims to Be ‘Bloomberg for Advisors’

ThinkAdvisor, November 7, 2013

Shawn Carpenter aims to solve the problem. The former Google executive is the co-founder and CEO of YCharts, a research and information provider that he considers a “Bloomberg for advisors,” only without the static desktop terminal. YCharts' cloud design lets subscribers have access to information “whenever and wherever they need it.

YCharts: Bloomberg for the rest of us?

InvestmentNews, July 17, 2013

A data service providing real time market info -- at a fraction of the cost of that more-famous terminal...

Morningstar takes a big stake in a startup gunning to be the Bloomberg for RIAs

RIA Biz, August 13, 2013

Flush with $8 million in VC dollars, YCharts is betting that its data feed and content can challenge the Bloomberg behemoth by filling a hole for wealth and hedge fund managers.

YCharts Snags Reed Elsevier Investment

Chicago Business, May 9, 2013

YCharts Inc., a Chicago company that sells an online stock information tool, has raised another nearly $4 million in capital, including from a big new investor, information services company Reed Elsevier Group PLC's venture capital arm.

Web-Based Financial Terminal YCharts Raises $3.875M Round Led By Morningstar And Reed Elsevier Ventures

TechCrunch, May 9, 2013

YCharts, a Chicago and New York-based startup that calls itself a financial terminal for the web, today announced that it has raised $3.875 million in its third funding round. The round was led by Morningstar and Reed Elsevier Ventures, with participation from all of the company’s earlier investors, including Hyde Park Angels, I2A and Amicus.

Weighing Value's Value

Barrons, April 13, 2013

Because beauty is in the eye of the beholder, stock-charting is a never-ending search for the right metrics. Here are some good services.

YCharts Adds Technical Analysis, Preps Global Coverage

Inside Market Data, April 4, 2013

Chicago-based fundamental data analysis provider YCharts has rolled the availability of technical charts on its web-based platform, and is completing testing of fundamental data for Canadian companies, as it continues to expand its charting capabilities and data coverage in response to customer demand.

YCharts Boosts Platinum Data Export, Preps Global Content

Inside Market Data, January 11, 2013

Chicago-based fundamental data analysis provider YCharts has expanded the data export capabilities of its Platinum-level YCharts Pro subscription-based platform for institutional investors, to provide more flexible options for firms to take advantage of the vendor’s content, while continuing to broaden the data available on its platform with the addition of global data early this year.

YCharts Unveils Institutional-Level Platform

Inside Market Data, October 5, 2012

Chicago-based fundamental data analysis provider YCharts will this week launch its Platinum-level YCharts Pro subscription-based platform, which includes more advanced calculations and more flexible options for exporting data from the platform for use in traders' own models, providing institutional investors with content and functionality similar to what they may be accustomed to from professional financial terminals.

Should I sell my Stock?

Barrons, September 25, 2012

Websites like YCharts and CapitalCube give you ways to value your holdings so you know whether it's worth it to sell a hot stock.

YCharts Targets Institutional Investor Needs with ‘Platinum’ Content, Analytics

Inside Market Data, August 10, 2012

Chicago-based fundamental data analysis provider YCharts is preparing to roll out a new subscription-based platform, dubbed YCharts Platinum, with more advanced data, calculations and charting capabilities, developed specifically to meet the requirements of institutional investors.

How Much Is It Worth?

Barrons, July 28, 2012

Three investment Websites add new tools to help you discover how much value is in your Wal-Mart or Facebook stock. And why great value doesn't always mean great returns.

YCharts CEO Shawn Carpenter on Off the Charts Success

Built In Chicago, July 27, 2012

YCharts may be the David to Yahoo! Finances’ Goliath. With strong growth over the past 18 months, the small-but-mighty financial services company is poised to follow in those Biblical footsteps—or at least take on the giant.

Building A Better Yahoo Finance: YCharts Hits Its Stride As A Reliable Destination For Financial Data

TechCrunch, July 18, 2012

Founded in 2009, YCharts set out to offer a legitimate alternative to the Yahoo Finances of the world by becoming a full-service resource for detailed and reliable financial information.

YCharts Bows Streaming Updates, Alerts

Inside Market Data, April 30, 2012

Chicago-based fundamental data analysis provider YCharts will this week add streaming stock quotes and alerting functionality to its Web-based fundamental analysis platform, to more proactively deliver the information required by value-based investor and investment advisor clients, and provide a better user experience.

The Online Ben Graham

Barron's, April 14th, 2012

A site that lets you view investments through his eyes, and others'.

YCharts Enables ‘Flexible’ Multi-Metrics Charting

Inside Market Data, February 6, 2012

Chicago-based fundamental data analysis provider YCharts last week upgraded the Interactive Charts in its web-based platform, to enable users to plot more metrics, economic indicators and companies on a single chart for more flexible analysis.

Two Sites That Stress Fundamentals

Barron's, January 28th, 2012

YCharts and GuruFocus have broadened beyond technical charting to add lots of fundamental information for investors.

Former Crain's editor Bailey joins YCharts

Chicago Business, January 5th, 2012

Former Crain's Chicago Business Editor Jeff Bailey has been named editor of Chicago-based investor information firm YCharts.com.

Stock Research Startup YCharts Raises $3.25M From Morningstar

TechCrunch, Nov 27, 2011

YCharts, a startup that provides stock research, tools and analysis, has raised $3.25 million in Series B financing led by investment research company, Morningstar with participation from existing investors including the Hyde Park Angels, I2A, and others.

Morningstar, Hyde Park, others pour $3.25M into stock-research startup YCharts

Crain's, Chicago Nov 17, 2011

Morningstar Inc. led a group to invest $3.25 million in YCharts Inc., a Chicago-based online stock-research startup. Morningstar, the investment research company led by billionaire Joe Mansueto, is investing $2.45 million while Hyde Park Angels, I2A Fund of Chicago and several other angel investment firms are pitching in another $800,000, YCharts said in a news release.

Morningstar Backs Chicago Investment Data Startup

Portfolio, Nov 17, 2011

Shawn Carpenter learned a thing or two in his three years working at Google—like how to turn massive amounts of data into something people could actually understand and use. He’s applied that knowledge to investing with YCharts, the company he cofounded with Ara Anjargolian, to put the kind of tools Wall Street analysts and hedge fund managers use in the hands of individual investors.

YCharts Adds Dividend Tracking: Another Reason Never to Return to Yahoo Finance

TechCrunch, July 27, 2011

YCharts excels at digging into past long-tail data that’s publicly available from a variety of sources– things like P/E ratios, R&D spending, or cash flows graphed over time. The focus is on determining what works in the markets in the long run. This doesn’t just differentiate YCharts, it’s a cheaper way to build the company. Historical data is cheaper to aggregate than real time data, so the company is starting there and will bootstrap its way into more of the real time fray once it builds and audience, says co-founder Shawn Carpenter.

YCharts Delivers Professional Stock Charts With Economic Indicators

Yahoo! Finance, April 25, 2011

“We continue to invest in providing the fastest, most flexible stock charts. And now we’ve added key economic indicators,” Ara Anjargolian, co-founder and chief technology officer of YCharts. “Offering this capability free-of-charge helps make for a better-informed equities marketplace and we’re proud to do that.”

YCharts Boosts Pro Charting, Plans Advisor Product

Inside Market Data, April 18, 2011

Some macro data may be a leading indicator of what’s happening in a particular industry… so by overlaying individual company data with economic indicators together in one chart, you can make your own judgment on where you think the stock is headed based on the macro trends,” Carpenter says, adding that YCharts’ historical database of economic indicators—some of which date back as far as 1913—enables users to review past cycles of data to assess whether cycles are likely to repeat.

The Odds of Picking the Next Apple

New York Times, February 7, 2011

Nathan Pinger at YCharts describes this situation perfectly. “Trying to pick a stock’s future growth path based on past growth is like trying to guess if a coin will come up heads or tails when you know that the last toss was a heads. The previous toss tells you nothing.”

Professional Tools for the Average Investor

Fox Business, June 1, 2010

YCharts CEO Shawn Carpenter on how technology can help people invest more wisely.

YCharts helps put stocks in focus

Chicago SunTimes, May 24, 2010

"When a lot of people look and talk about stocks, they tend to overcomplicate things," said Shawn Carpenter, CEO of Chicago-based YCharts. "What we do is help you look at companies the same way you look at any business you are running."

Q&A: YCharts.com chief talks growth, partnerships

Crain's Chicago, May 4, 2010

The company, which launched in 2009 after a round of venture funding (the company won’t specify the amount, but confirms it was more than $1 million), has a three-part revenue model: advertisements, subscriptions and partnerships with other finance sites.

YCharts Online Investment Research Attracts Series A Funding From Broad Venture Capital Mix

BusinessWire, April 7, 2010

Hyde Park Angels, I2A, Amicus Capital, Social Leverage Combine to Help Launch Website Featuring Sophisticated Analytical Tools and Market Trend Data for Individuals, Professionals..

Data is Money: How Geeks are Changing Finance

SXSWi, March 13, 2010

Clearly the financial world needs some innovation, and fast. This panel will bring together experts in finance and technology to talk about how the future of finance will be influenced by data geeks and technologists..

YCharts Delivers Professional Investing Tools to Individual Investors

BusinessWire, January 6, 2010

YCharts covers over 5,000 U.S. companies and 40 million investor trends in real-time. Fifty thousand investors already take advantage of YCharts every month. YCharts is offered free of charge with subscription based PRO and institutional versions coming in 2010.

YCharts Launches Fundamentals Analysis Platform, Mulls Pro Tools

Inside Market Data, January 4, 2010

Chicago-based fundamental data analysis provider YCharts will this week launch a Web-based platform for fundamental analysis of US-listed companies, enabling users to track and analyse company fundamental data to help identify and incorporate trends into their trading strategies.

The portal was initially aimed at individual investors, but YCharts chief executive Shawn Carpenter says it will appeal to anyone taking a fundamental approach to company analysis, adding that professional money managers have been using the platform since it entered alpha testing in June...

Stock market will tread water in 2010

Chicago Sun-Times, December 27, 2009

It's worth checking out if you can't afford a Bloomberg terminal...

Review of YCharts.com

Bullishness, December 27, 2009

Where Does YCharts Shine? Definitely the best part about YCharts is that it gives you a lot of information in one little snapshot. Instead of scouring tables of figures and ratios, you get a nice clean set of charts that visualize the data on a dime. You can customize which charts show up in each snapshot to best suit your strategy and research goals. YCharts also has a very clean and easy to use interface and has very few advertisements. YCharts also makes good use of current web technologies like JavaScript and AJAX to make features that are actually useful, and not just eye candy.

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