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“YCharts has…rapidly become one of the foundational pieces of technology to consider for RIA shops looking for affordable, high-quality investment research and analysis.
Mike Golaszewski, Ezra Group

From Research to Client Engagement, All in One Place

Streamlining your research & client communication

Large RIAs

Solutions to drive scalable organic growth, profitability, and efficiency across your entire organization.

Advisors

Custom proposals, portfolio analytics, and time-saving workflows for more efficient AUM growth.

Wholesalers

Sales tools that highlight fund family strategies and generate more effective sales collateral.

Individuals & Educators

Professional-grade tools for self-guided investors and investing education.

See how YCharts helps you & your clients reach new goals.

Proposals & Client Engagement

Proposals & Client Engagement

Streamline your workflow by effortlessly uploading client statements to extract data from both documents and images to create portfolios in seconds. Incorporate these directly into proposals and reports, crafting customized meeting materials that tell a compelling story, enhance understanding, and drive meaningful client engagement.

PRPSL RPRTS
Proposals
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Acquire Clients & Grow AUM

Portfolio Construction

Portfolio Construction

Optimize portfolio holdings, allocations, and exposures to meet and exceed client goals. Test hypothetical replacements and contribution scenarios to refine strategies and continuously improve client outcomes.

MDL PORT
Model Portfolios
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Create & Share Insights

Research & Analysis

Research & Analysis

Add efficiency to your workflow with pre-built comparison tables, fundamental charts, and investment screeners. Quickly evaluate opportunities, analyze performance, and deliver actionable insights.

CHART ING
Fundamental Charts
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Research Securities

Market & Position Monitoring

Market & Position Monitoring

Keep your team aligned and informed with centralized access to market data, economic indicators, key holdings, your proprietary model strategies, and approved research lists. Easily share updates with clients and colleagues to drive informed decisions and ensure consistent communication.

DASH BRD
Dashboard
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Lead Advisor Teams

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Advisor
Wholesaler

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Learn How Advisors Make the Most of YCharts
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How we think

Economy
July 23, 2025, 3:48 p.m.
Helping Clients Navigate the “Big Beautiful Bill”
Major Policy Changes Ahead: What Advisors Need to Know Less than six months into President Trump’s second term, a signature piece of legislation has already been passed by both houses and signed into law. Though many of the provisions contained in The One Big Beautiful Bill Act (“OBBBA”) of 2025 don’t kick in until at …
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Economy
July 22, 2025, 5:56 p.m.
Trade War Winners: Who Benefits from Tariffs as Deadline Looms
Equity Sectors Shifting Under Tariffs (April–July 2025) The U.S. stock market’s reaction to Tariff Day on April 2, 2025, was dramatic but temporary. Indices like the Nasdaq entered correction or bear territory amid fears of a slowdown. But by July, the S&P 500 reached new highs, driven by improving sentiment, resilient earnings, and strategic sector …
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Advisors
July 16, 2025, 11:08 p.m.
Structure Prospect Meetings to Improve Engagement and Close More Clients
Financial advisors face a common challenge in prospect meetings: converting initial conversations into long-term client relationships. Between explaining market conditions, understanding prospect goals, presenting investment strategies, and addressing concerns about portfolio transitions, these meetings can easily become unfocused and ineffective.  To help advisors overcome this, we’ve created agenda templates for three distinct prospect meeting types. …
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Economy
July 16, 2025, 6:49 p.m.
Higher for Longer? Why CPI Data May Delay Fed Rate Cuts
Inflation Stays Above Target: What the Latest CPI and PPI Data Means Higher-for-longer inflation concerns are in focus as mid-2025 data showed both US CPI and PPI running above 2%. June’s CPI came in at 2.7% and PPI at about 2.3% YoY. These US CPI trends keep inflation above the Fed’s 2% target. As long …
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