Smart investment decisions made simple.

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A powerful financial data platform
designed for you.

YCharts was built to do one thing: help you make smarter investment decisions.

Accessing expert information shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a customizable, web-based tool for anyone to analyze, track, and communicate investment opportunities.

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Better tools for a better portfolio.

With more than $500B of assets under management, our clients rely on the power of YCharts to make smarter investment decisions.

“Having the power of all of the data at our fingertips in a customized format gives me a lot of flexibility to be creative with clients and highlight the important concepts to both clients and prospects.”

Matt Kocanda

Group Leader at Balasa Dinverno Foltz LLC

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“YCharts is an elegant way to monitor our portfolios and it has demonstrated its value multiple times in helping us communicate with our clients. I’m expecting our use will only grow as we move forward and as YCharts continues to add features and functionality.”

Ben Peters

CCO, Financial Planner at Burton Enright Welch

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“Previously, everything was ad hoc in Excel, and it was a really slow-moving process. Now, constructing new portfolios for clients is easy, efficient, and much more manageable.”

Jeff Kilburg

Founder, CEO at KKM Financial

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“YCharts saves us several hours a week. We are very process-driven, and with its tools, YCharts gives us an effective, all-encompassing solution that we rely on to make us more efficient.”

Andrew Comstock

President, CFA at Castlebar Asset Management, LLC

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