Financial Advisor Magazine, October 19, 2018
YCharts just announced its new Model Portfolios feature that can be leveraged to visualize portfolio analysis, share ideation with clients and prospects, and monitor portfolio performance on an ongoing basis on any device, at any time, in any place.
Think Advisor, October 18, 2018
On Oct. 18, the company announced its newest product enhancement, which allows its advisor users to compare model portfolios on its platform. The upgrade is free to existing subscribers of YCharts Professional.
After winning Merrill Lynch, FactSet CEO Phil Snow is challenging Big Data for downmarket RIAs, but convincing them to buy a box is an up-sell nightmare
RIA Biz, September 13, 2018
RIAs are challenging the supremacy of the broker-terminal model means that market data firms that adapt early and offer greater customization stand to gain.
Financial Advisor Magazine, August 2, 2018
The recent announcement of a high-level addition to the board of directors at YCharts—a leading investment research platform and fast growing financial technology (FinTech) company—underscores how important it is for growing companies to strategically fill their board seats.
Built In Chicago, July 30, 2018
The summer is a busy time for everyone, but July was particularly busy for the following 13 Chicago tech leaders. These individuals were either hired or promoted to high-level positions at companies in the city.
Business Wire, July 19, 2018
YCharts, a modern investment research platform that enables smarter investments, today announced Michael Kraines, President and CFO at Trading Technologies International, Inc. (TT), has been appointed to its Board of Directors.
Kraines brings more than 25 years of investment banking and fintech leadership experience to support YCharts in its accelerated growth trajectory
WealthManagement.com, July 17, 2018
Liquid alts on their last legs, a new fintech competition and YCharts adds a new feature.
Forbes, July 13, 2018
For stock traders, a company's quarterly earnings report is one of the most important metrics for gauging the financial health of a potential investment. There's a lot of information to be gleaned from these reports: net income, earnings per share, sales, etc. But what part of the report will give an investor the best insights into the company's future?
Forbes, June 20, 2018
There's an old saying in trading that “the trend is your friend,” and that can surely be true. But can volatility be your friend, too? Maybe, if you get to know it well and have a plan.
Waters Technology, May 29, 2018
Applying the principles of analyzing body language to corporate behavior can yield insights into a company’s health or strategies. But what reliable datasets exist in this area, and how effective are they?
ETF.com, May 22, 2018
Factor ETFs have grown in popularity, whether single factor or multifactor. While multifactor funds say they can smooth out the ride, sometimes it’s hard to tell which factor may be contributing (or detracting) from performance.
U.S. News & World Report, May 17, 2018
After years of tranquil trading, stock market volatility returned with a vengeance in 2018, making some investors seasick from the way equities lurched from headline to headline.
Overreacting to stock market dips and rallies can wreak havoc with your investment plans and portfolio performance. One way to tune out the noise of short-term market movements is to use technical analysis
WealthManagement.com, May 4, 2018
TD Ameritrade continues integrating third-party applications into its advisor portal Veo One. The latest is data visualization and research provider YCharts.
Forbes, March 30, 2018
YCharts is a Chicago-based online financial data research company that helps users track the markets without the use of terminals. This is the story behind the company.
ThinkAdvisor, March 16, 2018
Advisors can educate their clients by creating visuals comparing traditional assets to 25 largest cryptocurrencies.
WealthManagement.com, March 13, 2018
YCharts, a financial data platform with information on 50,000 stocks, exchange traded funds and mutual funds, is adding prices for cryptocurrencies.
Waters Technology, March 13, 2018
YCharts is the latest vendor to wade into provision of cryptocurrency data, noting the challenges of cryptocurrencies' lack of fundamental data.
Forbes, March 12, 2018
Right around now, you’re probably getting inundated with March Madness pool invites. As I complete my bracket, I’m reminded that picking winners is much like investing in stocks.
Financial Advisor Magazine, February 23, 2018
The Institute for Innovation Development recently talked with both Sean Brown, CEO of YCharts, and Ed Swenson, COO of Dynasty Financial Partners, to discuss their recent announcement of a strategic partnership between the web-based investment research platform and a leading nationwide RIA advisor network.
Financial Planning, February 21, 2018
After the market correction in early February, digital-first firms across the spectrum were challenged on how they would operate in volatility.
Dynasty Financial Partners and YCharts Team Up to Provide RIAs With a Tailored Institutional Investment Platform
Business Wire, February 6, 2018
The Long-Term Partnership Ensures Dynasty’s Advisor Network Taps a Sophisticated Institutional Investment Research Platform Within the Dynasty Desktop
Technori, January 17, 2018
YCharts is helping investors make smarter decisions on a SAS platform. Sean Brown is CEO and started his career by accidentally accepting a software development job out of college. 25 years later, he’s still doing it, using modern tools to organize and display your data. While other investment platforms are lagging behind, YCharts is repping Chicago by updating the game.
Benzinga, January 17, 2018
The Benzinga Global Fintech Awards are a yearly showcase of the best and brightest in fintech. In preparation for its biggest installment yet in May 2018, we're profiling the companies competing for the BZ Awards.
InvestmentNews, January 10, 2018
Bloomberg remains a powerhouse eight years later, but YCharts, and other startups with similar products, have found success with financial advisers, a segment of financial services that traditionally eschewed high-priced finance terminals.
Chicago Tribune, December 15, 2017
Federal regulators’ decision to end net neutrality and roll back regulations that some say kept data flowing freely on the internet has left some Chicago business owners concerned for their companies’ futures.
Financial Advisor Magazine, December 1, 2017
YCharts is a financial data research platform (a software-as-a-service application). The company’s latest product, YData, gives its clients access to publicly traded company events. The goal is to better inform its users about investment strategies, YCharts said in a statement, and give information and tools that handle fee justification, time savings and upgraded presentations. To support that, YCharts made “Corporate Events” as the first available feed.
Chicago Tribune, November 6, 2017
What's it really like to work at Chicago startups and tech companies? Blue Sky's Inside Job article series profiles YCharts Director of Customer Success, James Han.
YCharts: Modern Financial Tools To Help Business Professionals Make Informed Decisions and Enjoy Increased Returns on Investments
HostingAdvice.com, October 18, 2017
Developed in 2009 as a web-based platform granting easier access to financial and economic data sets, YCharts has been helping businesses and professionals make better investment decisions and turn larger profits ever since.
Harvest, October 6, 2017
We asked Sean Brown, CEO of YCharts – the fintech platform that has become the Swiss Army Knife of investment research – about the potential of alternative data sets in investment research and to discuss their efforts in this space.
InvestmentNews, October 3, 2017
YCharts launches a new YData service that will scour the internet for unique Corporate Events information which are distributed to YCharts users as a proprietary data feed.
Illinois Technology Association (ITA), September 12, 2017
YCharts is a 40-person, venture-backed, Chicago-headquartered SaaS company with a fun, competitive culture. Not only are we all about investment research, but we also place a heavy emphasis on creating a workplace that employees are excited to come to every day.
YCharts Provides Enterprise-Level Economic Data and Online Tools to Interpret the Bottom-Line Impact of Business Decisions
DealCrunch, September 6, 2017
YCharts caters to professionals who may not spend every waking hour thinking about equities and funds but who need actionable financial information to help them make business decisions in context. Since 2009, YCharts has made enterprise-level, customizable financial data, and analytics tools accessible to those who need information to better their bottom line.
John Lothian News, August 30, 2017
Professionals in the trading world are turning to all sorts of data tools, from technology that scrapes Twitter for actionable sentiment to satellite imagery of shipments, all in search of alpha. Now, Chicago-based YCharts is getting into the tradeable intelligence field.
Business Wire, August 29, 2017
YCharts, Inc, a SaaS financial data and investment research platform, today announced the launch and availability of YData, a proprietary data offering that leverages machine learning and natural language processing to build a comprehensive, highly-structured database tailored for data-driven investment professionals.
Waters Technology, August 29, 2017
YData will focus on providing datasets of event types not already covered by other data providers.
Inc., August 14, 2017
Our annual ranking of the fastest-growing private companies in America.
Illinois Technology Association (ITA), August 7, 2017
Today the Illinois Technology Association (ITA) announced the 38 industry fast trackers being recognized as finalists at the 18th annual CityLIGHTS Awards. The ITA CityLIGHTS Awards, presented by Deloitte, is the premier annual event that elevates and honors achievements from the local tech community.
Financial Advisor Magazine, July 24, 2017
The Institute for Innovation Development recently had a discussion with Sean Brown, the president and CEO of YCharts.
TechWeek, July 18, 2017
During Chicago’s Growth Summit, we brought together a veritable cast of experts to discuss data science (aka data intelligence), one of the buzziest of business buzzwords this year. Panelists included Sean Brown: CEO, YCharts – a SAAS company, taking data and providing the tools and analytics to help investors make smarter investment decisions.
CardRates.com, July 12, 2017
For many people concentrating on achieving financial security for the latter parts of their lives, seeking assistance from a financial advisor is common. However, even financial professionals need help. Offering massive amounts of well-curated, accurate data and the proper tools to help clients pinpoint and understand their best investment options, experts are turning to YCharts.
ThinkAdvisor, July 10, 2017
According to the “Physician, Heal Thyself” proverb, it’s imperative for doctors to cure themselves before they are fit to heal their patients. Similarly, wealth advisors must paint a path toward a healthy future for their own businesses, as they do so for their clients’ financial futures.
ThinkAdvisor, June 21, 2017
So what are you going to do to make sure you can attract that next desired customer or to ensure that your current customers stick with you, and that your fees are deemed “fair”? How is your value proposition compelling? If nothing comes to mind right away, or concern and discomfort crept into your head, don’t worry. You don’t need to break new ground. Here are a couple of ideas for how you can discover your future-state value proposition just by committing to listening and learning.
ThinkAdvisor, June 6, 2017
At YCharts, we find that our customers’ time and fees are under attack. Advisors need to recoup time to develop and implement better strategies to justify their fees. To help advisors understand how to get their valuable time back, I’ve put together a 3-part series of posts, based on the “Physician, heal thyself” proverb.
Business Wire, May 16, 2017
YCharts, Inc, a financial data and investment research tool, today announced its enterprise partnership with tru Independence, a consulting and service platform for investment professionals seeking to launch independent firms.
Business Wire, April 25, 2017
YCharts, Inc, a SaaS financial data and investment research tool, today announced the launch of Portfolio Sync, an automatic client portfolio holdings integration with Morningstar® ByAllAccountsSM. This expanded relationship further demonstrates both companies’ dedication to listening to feedback from wealth advisors and delivering meaningful solutions to meet their needs.
Advisor Perspectives and Inside Information, March 20, 2017
An analysis of the market share and user satisfaction rates in the financial planning/investment advisor space.
Chicago Inno, March 1, 2017
Sean Brown, CEO at YCharts, and Jeff Kleban, Hyde Park Angels Member and Board Observer at YCharts, shared their experiences growing successful businesses, including what challenges they faced and best practices they learned. In particular, they both emphasized the importance of never forgetting that as entrepreneur, you do not operate within a closed, controlled environment and must be aware of existing processes, customer expectations, and market needs.
Hear what Sean and Jeff have to say in this video and read a few of their thoughts below in the post.
Waters Technology, October 31, 2016
New CEO Sean Brown outlines what makes him right to lead YCharts, and what he's done since joining the vendor.
Built in Chicago, October 12, 2016
The financial industry and new technology go hand in hand. Innovative tech allows for faster trading, smarter loans and better understanding of where money is moving. And with Chicago's history as a trading and banking city, the biggest institutions have inspired a generation of talented, tech-minded financial professionals to build startups that use tech to solve the industry's biggest problems.
Business Wire, December 21, 2015
Dynasty Financial Partners and YCharts announced that YCharts will now be an integrated offering through Dynasty’s proprietary advisor Desktop.
Investors Business Daily, November 13, 2015
Over the last year, YCharts launched its Excel plug-in feature, which provides more comprehensive data screening. Advisors can construct spreadsheets that calculate in real time the performance of every investment in a client's portfolio.
Inside Market Data, October 1, 2015
Chicago-based fundamental data analysis provider YCharts has rolled out the ability for clients to run correlations and ratios against all the data in its system, in response to client demand for the ability to identify trends and patterns in potentially unrelated securities and asset classes.
WealthManagement.com, May 19, 2015
YCharts, a Chicago-based financial data startup, announced Monday that it raised another $6 million in venture capital funding from a group led by Morningstar. The latest round brings YCharts’ total capital raised to $14.5 million.
Chicago Tribune, May 18, 2015
The Chicago-based company, founded in 2010 by Shawn Carpenter and Ara Anjargolian, has now raised $14.5 million. Morningstar led the funding round, which closed May 4 and included investments from I2A, Amicus Capital Partners, Hyde Park Angels and Reed Elsevier. The company said it would use the money to spur the growth of its sales team.
Forbes, April 28, 2015
YCharts provides information in a useful way, but it does not provide advice, Carpenter said. It covers equities, 42,000 mutual funds, ETFs, 400,000 economic indicators and tools such as charting, advanced screens, and an Excel plug-in, which has proved very popular with investors.
Barron's, February 24, 2015
The new YCharts screener is the more traditional of the two, its strength being a database covering almost 43,000 exchange-traded and mutual funds.
Think Advisor, December 15, 2014
There is certainly no shortage of investment research and analytical tools available today. However, every now and then a new application hits the market and makes a splash. YCharts may well be today's wave-maker.
ETF Trends, December 11, 2014
Dave Lubnik, director of sales at YCharts, joined ETF Trends Publisher Tom Lydon at Charles Schwab Impact Conference in Denver to discuss his firm’s technology offerings for registered investment advisors and individual investors.
Barron's, November 21, 2014
A new Website from Robur Terminal as well as existing ones from YCharts and Financial Visualizations can help pinpoint companies with lots of it.
Built in Chicago, September 17, 2014
Since starting financial software company YCharts in 2010, CEO Shawn Carpenter and CTO Ara Anjargolian have been dreaming of launching an insanely data-heavy financial dashboard that solves all issues of all financial institutions. Well, this summer they released it: YCharts’ Dashboard, the most advanced financial dashboard around.
How YCharts is Changing the Face of Investing
AdvisorHub, September 12, 2014
What YCharts offers is better investing through data. The site claims to have over 395,000,000 data points that can be analyzed and put into charts. Additionally the site is mobile and does not have to be viewed from a desktop, which makes investing mobile as well.
The Big Picture, August 22, 2014
Barry Ritholz shares YCharts Research's paper on this popular market-level valuation metric.
Barrons, July 19, 2014
Two Websites, ExitPoint and YCharts, can provide you with alerts on whether your portfolio is getting too pricey.
Waters Technology, June 4, 2014
Waters Technology, January 8, 2014
Barrons, December 7, 2013
When opportunity knocks, you have to move. But in the rush to grab after a stock's potential, don't forget to check its downside–especially with market valuations getting stretched.
ThinkAdvisor, November 7, 2013
Shawn Carpenter aims to solve the problem. The former Google executive is the co-founder and CEO of YCharts, a research and information provider that he considers a “Bloomberg for advisors,” only without the static desktop terminal. YCharts' cloud design lets subscribers have access to information “whenever and wherever they need it.
RIA Biz, August 13, 2013
Flush with $8 million in VC dollars, YCharts is betting that its data feed and content can challenge the Bloomberg behemoth by filling a hole for wealth and hedge fund managers.
InvestmentNews, July 17, 2013
A data service providing real time market info -- at a fraction of the cost of that more-famous terminal...
Chicago Business, May 9, 2013
YCharts Inc., a Chicago company that sells an online stock information tool, has raised another nearly $4 million in capital, including from a big new investor, information services company Reed Elsevier Group PLC's venture capital arm.
Web-Based Financial Terminal YCharts Raises $3.875M Round Led By Morningstar And Reed Elsevier Ventures
TechCrunch, May 9, 2013
YCharts, a Chicago and New York-based startup that calls itself a financial terminal for the web, today announced that it has raised $3.875 million in its third funding round. The round was led by Morningstar and Reed Elsevier Ventures, with participation from all of the company’s earlier investors, including Hyde Park Angels, I2A and Amicus.
Weighing Value's Value
Barrons, April 13, 2013
Because beauty is in the eye of the beholder, stock-charting is a never-ending search for the right metrics. Here are some good services.
YCharts Adds Technical Analysis, Preps Global Coverage
Inside Market Data, April 4, 2013
Chicago-based fundamental data analysis provider YCharts has rolled the availability of technical charts on its web-based platform, and is completing testing of fundamental data for Canadian companies, as it continues to expand its charting capabilities and data coverage in response to customer demand.
YCharts Boosts Platinum Data Export, Preps Global Content
Inside Market Data, January 11, 2013
Chicago-based fundamental data analysis provider YCharts has expanded the data export capabilities of its Platinum-level YCharts Pro subscription-based platform for institutional investors, to provide more flexible options for firms to take advantage of the vendor’s content, while continuing to broaden the data available on its platform with the addition of global data early this year.
YCharts Unveils Institutional-Level Platform
Inside Market Data, October 5, 2012
Chicago-based fundamental data analysis provider YCharts will this week launch its Platinum-level YCharts Pro subscription-based platform, which includes more advanced calculations and more flexible options for exporting data from the platform for use in traders' own models, providing institutional investors with content and functionality similar to what they may be accustomed to from professional financial terminals.
Barrons, September 25, 2012
Websites like YCharts and CapitalCube give you ways to value your holdings so you know whether it's worth it to sell a hot stock.
YCharts Targets Institutional Investor Needs with ‘Platinum’ Content, Analytics
Inside Market Data, August 10, 2012
Chicago-based fundamental data analysis provider YCharts is preparing to roll out a new subscription-based platform, dubbed YCharts Platinum, with more advanced data, calculations and charting capabilities, developed specifically to meet the requirements of institutional investors.
Barrons, July 28, 2012
Three investment Websites add new tools to help you discover how much value is in your Wal-Mart or Facebook stock. And why great value doesn't always mean great returns.
Built In Chicago, July 27, 2012
YCharts may be the David to Yahoo! Finances’ Goliath. With strong growth over the past 18 months, the small-but-mighty financial services company is poised to follow in those Biblical footsteps—or at least take on the giant.
Building A Better Yahoo Finance: YCharts Hits Its Stride As A Reliable Destination For Financial Data
TechCrunch, July 18, 2012
Founded in 2009, YCharts set out to offer a legitimate alternative to the Yahoo Finances of the world by becoming a full-service resource for detailed and reliable financial information.
YCharts Bows Streaming Updates, Alerts
Inside Market Data, April 30, 2012
Chicago-based fundamental data analysis provider YCharts will this week add streaming stock quotes and alerting functionality to its Web-based fundamental analysis platform, to more proactively deliver the information required by value-based investor and investment advisor clients, and provide a better user experience.
Barron's, April 14, 2012
A site that lets you view investments through his eyes, and others'.
YCharts Enables ‘Flexible’ Multi-Metrics Charting
Inside Market Data, February 6, 2012
Chicago-based fundamental data analysis provider YCharts last week upgraded the Interactive Charts in its web-based platform, to enable users to plot more metrics, economic indicators and companies on a single chart for more flexible analysis.
Barron's, January 28, 2012
YCharts and GuruFocus have broadened beyond technical charting to add lots of fundamental information for investors.
Chicago Business, January 5, 2012
Former Crain's Chicago Business Editor Jeff Bailey has been named editor of Chicago-based investor information firm YCharts.com.
TechCrunch, November 27, 2011
YCharts, a startup that provides stock research, tools and analysis, has raised $3.25 million in Series B financing led by investment research company, Morningstar with participation from existing investors including the Hyde Park Angels, I2A, and others.
Crain's Chicago, November 17, 2011
Morningstar Inc. led a group to invest $3.25 million in YCharts Inc., a Chicago-based online stock-research startup. Morningstar, the investment research company led by billionaire Joe Mansueto, is investing $2.45 million while Hyde Park Angels, I2A Fund of Chicago and several other angel investment firms are pitching in another $800,000, YCharts said in a news release.
Portfolio, November 17, 2011
Shawn Carpenter learned a thing or two in his three years working at Google—like how to turn massive amounts of data into something people could actually understand and use. He’s applied that knowledge to investing with YCharts, the company he cofounded with Ara Anjargolian, to put the kind of tools Wall Street analysts and hedge fund managers use in the hands of individual investors.
TechCrunch, July 27, 2011
YCharts excels at digging into past long-tail data that’s publicly available from a variety of sources– things like P/E ratios, R&D spending, or cash flows graphed over time. The focus is on determining what works in the markets in the long run. This doesn’t just differentiate YCharts, it’s a cheaper way to build the company. Historical data is cheaper to aggregate than real time data, so the company is starting there and will bootstrap its way into more of the real time fray once it builds and audience, says co-founder Shawn Carpenter.
Yahoo! Finance, April 25, 2011
“We continue to invest in providing the fastest, most flexible stock charts. And now we’ve added key economic indicators,” Ara Anjargolian, co-founder and chief technology officer of YCharts. “Offering this capability free-of-charge helps make for a better-informed equities marketplace and we’re proud to do that.”
YCharts Boosts Pro Charting, Plans Advisor Product
Inside Market Data, April 18, 2011
Some macro data may be a leading indicator of what’s happening in a particular industry… so by overlaying individual company data with economic indicators together in one chart, you can make your own judgment on where you think the stock is headed based on the macro trends,” Carpenter says, adding that YCharts’ historical database of economic indicators—some of which date back as far as 1913—enables users to review past cycles of data to assess whether cycles are likely to repeat.
New York Times, February 7, 2011
Nathan Pinger at YCharts describes this situation perfectly. “Trying to pick a stock’s future growth path based on past growth is like trying to guess if a coin will come up heads or tails when you know that the last toss was a heads. The previous toss tells you nothing.”
Fox Business, June 1, 2010
YCharts CEO Shawn Carpenter on how technology can help people invest more wisely.
Chicago SunTimes, May 24, 2010
"When a lot of people look and talk about stocks, they tend to overcomplicate things," said Shawn Carpenter, CEO of Chicago-based YCharts. "What we do is help you look at companies the same way you look at any business you are running."
Crain's Chicago, May 4, 2010
The company, which launched in 2009 after a round of venture funding (the company won’t specify the amount, but confirms it was more than $1 million), has a three-part revenue model: advertisements, subscriptions and partnerships with other finance sites.
BusinessWire, April 7, 2010
Hyde Park Angels, I2A, Amicus Capital, Social Leverage Combine to Help Launch Website Featuring Sophisticated Analytical Tools and Market Trend Data for Individuals, Professionals..
SXSWi, March 13, 2010
Clearly the financial world needs some innovation, and fast. This panel will bring together experts in finance and technology to talk about how the future of finance will be influenced by data geeks and technologists..
BusinessWire, January 6, 2010
YCharts covers over 5,000 U.S. companies and 40 million investor trends in real-time. Fifty thousand investors already take advantage of YCharts every month. YCharts is offered free of charge with subscription based PRO and institutional versions coming in 2010.
YCharts Launches Fundamentals Analysis Platform, Mulls Pro Tools
Inside Market Data, January 4, 2010
Chicago-based fundamental data analysis provider YCharts will this week launch a Web-based platform for fundamental analysis of US-listed companies, enabling users to track and analyse company fundamental data to help identify and incorporate trends into their trading strategies.
The portal was initially aimed at individual investors, but YCharts chief executive Shawn Carpenter says it will appeal to anyone taking a fundamental approach to company analysis, adding that professional money managers have been using the platform since it entered alpha testing in June...
Chicago Sun-Times, December 27, 2009
It's worth checking out if you can't afford a Bloomberg terminal...
Bullishness, December 27, 2009