A powerful investment research platform
designed for you.
YCharts was built to help you make smarter investments & visually communicate your insights.
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities.Watch an Overview
Better tools for a better portfolio and client experience.
Uncover new opportunities.
Our screening and comparison tools help you analyze security data, develop new investment ideas, and build better portfolios through data-driven decision making.Explore Our Solutions
Clearly communicate investment strategies.
Visualization tools for securities, portfolios, and the broader economy create more effective touchpoints when you meet with prospects and clients, create marketing materials, or share your insights with peers and beyond.Explore Our Solutions
Monitor markets for continued performance.
Market movement alerts, customizable email updates, and our interactive dashboard combine to keep you informed and never miss an opportunity to make smarter investments.Explore Our Solutions
“I’m familiar with the wealth-tech landscape and there hasn’t been a great solution for model management and creating presentations and client materials. We love the direction of YCharts’ Model Portfolios functionality. The tool has really helped with our team collaboration.”
Chief Investment Officer at Savant Wealth ManagementRead more case studies
“I really see YCharts as a tool that can sync up many different parts of our organization. From our distribution team to our capital markets team, I see it making a big impact on our collaboration as a whole.”
SVP - Divisional Sales Manager at John Hancock Investment ManagementRead more case studies
“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
“Previously, everything in our operations 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