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.Watch an Overview
Better tools for a better portfolio.
Clearly communicate investment strategies.
With our visual charting capabilities—including Excel for marketing materials, proposals, and reports—effectively share insights with clients.Explore Our Solutions
“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.”
Group Leader at Balasa Dinverno Foltz LLCRead more case studies
“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.”
CCO, Financial Planner at Burton Enright WelchRead more case studies
“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.”
Founder, CEO at KKM FinancialRead more case studies
“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.”
President, CFA at Castlebar Asset Management, LLCRead more case studies