Describe task.
Y executes.

An AI agent built for financial workflows. Request proposals, reports, research, or market commentary. Y handles the rest.

See Y In Action Download the Compliance Brief

You didn’t become an advisor to spend your day like this.

Y handles the time-intensive work, so you can focus on the clients who matter.

  • Proposals

    Quickly turn a brokerage statement into a client-ready proposal.

  • Reports

    Run comprehensive portfolio reports on demand or on a schedule.

  • Research

    Surface answers from 300K+ data points — without leaving the page you're on.

  • Market Commentary

    Stay current without the manual monitoring, refreshed every 15 minutes.

From meeting prep to chart creation — to research and planning, Y supports your full workflow.

This is the most sophisticated thing I've ever done in YCharts. I could have never done this without the AI agent.

— YCharts User

The AI Agent Built for Financial Workflows

  1. Brief Y

    Tell Y what you need, in plain language.

  2. Y Executes

    Y runs the workflow across the full YCharts platform.

  3. Get Results

    Your output is ready. Review, save, or send.

FAQs

Will our compliance team approve this?

Y was built with compliance in mind from day one. Reports include customizable disclosure language and structured permissions that keep you in control. YCharts is SOC 2 Type I and II compliant, all client data is encrypted at rest and in transit, and our workflows carry 16 years of regulatory validation. If your compliance team wants to review, we’re happy to support that conversation directly.

What if our team isn’t tech forward?

That’s exactly who Y was built for. No commands to memorize. No workflows to learn. Describe what you need in plain language and Y handles the rest. Your team doesn’t have to change how they work today; Y is there when they’re ready.

How do we know the outputs are accurate?

Y shows its work. For any action that saves or creates something new, click “See Details” to review the decision logic. Y can model changes and generate new reports, but it won’t edit or delete existing portfolios or watchlists without your direction. Any changes require human in the loop validation. All AI-generated content should be reviewed before it goes to clients, the same standard you apply to any team output.

Ready to put Y to work?

See Y in Action