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“...a really elegant way to monitor our portfolios. YCharts has demonstrated its value multiple times in helping us communicate with clients.”
Ben Peters, Burton Enright Welch

Streamlining your research & client communication

Streamlining your research & client communication

Enterprise

Solutions to boost productivity, compliance best-practices, and access to firm models.

Advisors

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

Asset Managers

Sales tools that highlight fund family strengths & boost wholesaler productivity.

Individuals & Educators

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

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

Proposals & Client Communications

Proposals & Client& Communications

Customize meeting materials & sales collateral to tell a story, build understanding, and maintain momentum throughout prospect & client meetings.

PRPSL RPRTS
Proposals
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Acquire Clients & Grow AUM

Portfolio Construction

Portfolio Construction

Optimize portfolio holdings, allocations & exposures to meet and exceed client goals. Test hypothetical replacements and contribution scenarios for ongoing improvement.

MDL PORT
Model Portfolios
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Create & Share Insights

Research & Analysis

Research & Analysis

Add efficiency to research workflows with pre-built comparison tables, charts & screens, and investment analysis tools built for wealth management use cases.

CHART ING
Fundamental Charts
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Research Securities

Market & Position Monitoring

Market & Position Monitoring

Align your whole team around market and economic data, key holdings, and approved research lists. Share updates with your clients & your team.

DASH BRD
Dashboard
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Lead Advisor Teams

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How we think

Economy
July 9, 2025, 1:14 p.m.
June 2025’s Top Market Movers: Stocks, ETFs, and Mutual Funds That Led the Way
Why This Matters For financial advisors and investors, keeping tabs on top-performing securities reveals where market momentum is building. Such insights can spot tactical opportunities or validate existing strategies. June 2025’s top market movers brought plenty of surprises but also kept the heat from May’s rally (as highlighted in May 2025’s Top Market Movers). In …
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Advisors
July 8, 2025, 12:49 p.m.
The 10 Best Performing Stocks in the Last 25 Years
Introduction Understanding which companies have stood the test of time is invaluable for advisors guiding clients through uncertain markets. That’s why we used the YCharts Stock Screener to identify the best performing stocks across key lookback periods, including year-to-date, 1, 3, 5, 10, and 25 years, across the entire Russell 1000. Rather than focus solely …
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Economy
July 7, 2025, 6:34 p.m.
Tariff Countdown: Copper and USD to JPY React to Trade Uncertainty
Introduction As the clock ticks down on a U.S.-China 90-day tariff pause (now extended to August 1st, 2025), global markets are sending mixed signals. Copper prices and the USD to JPY exchange rate, two bellwethers of economic sentiment, are fluctuating amid trade uncertainty. Advisors who remember the temporary truce of the 90-day tariff pause know …
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Economy
July 3, 2025, 9:07 p.m.
June 2025 Jobs Report: Advisors Brace for Yield Curve Steepening
Introduction The June 2025 jobs report delivered a jolt to markets and portfolios, underscoring why financial advisors must pay attention. U.S. payrolls rose by 147,000 in June, handily topping consensus for 110,000, while unemployment dipped to 4.1%, defying expectations of an uptick. Coming just a day after ADP’s shocking -33,000 private payroll reading, the stronger …
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