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OUR FLAGSHIP PRODUCT
We have several levels of service to
meet your needs and budget.
Recommended For
Institutions
Investment Advisors
Hedge Funds
Consultants
Research Analysts
PE / VC
Investment Bankers
High Net Worth Individuals
Family Offices
Individual Investors
Use Case
Quantitative Investing
Feed your quant models with reliable data accessible via Excel add-in or pre-formatted downloads.
Comparable Analysis
Our Screener makes creating comp lists easy, Data Tables and Excel Add-In complete your analysis quickly.
Financial Modeling
Whether it's a DCF, ROE decomposition, or Liquidity & Solvency analysis, YCharts has the data for your model and tools to automate it.
Industry Analysis
Use our aggregated industry data or efficiently compile your own averages for benchmarking.
Stock Screening
Value, momentum, income, any strategy can be implemented with our easy to create, custom filters.
ETF and Mutual Fund Screening
Find the best funds for your portfolios by filtering by fees, exposure stats, performance, and fundamental statistics.
Security Analysis
Research companies with minute granularity thanks to 4000 financial metrics and 30+ years of history.
Monitoring Markets & Economy
Custom watchlists, streaming news, and customized charts make YCharts' Dashboard best in class.
Marketing Visuals
Instantly save images, generate embed codes, or share chart images.
Tools
Excel Add-in
Feed data directly into your Excel spreadsheets. Building models has never been this simple (Windows only).
Fund Screener
Narrow our universe of 40,000 funds by easily creating filters using thousands of qualitative and quantitative metrics.
Equity Screener
Add unlimited data filters, create custom stock lists, save your screens, and export your results to a watchlist.
Comparison Tables
Custom comparisons across any group of securities in minutes. Export results formatted to auto update in Excel or in a CSV with a single click.
Timeseries Analysis
View, organize, aggregate, and export historical datasets from securities, economic indicators, and indices.
Dashboard
Create watchlists, then follow them with constantly updating streams of data and news.
Fundamental Charts
Over 4000 financial metrics available to chart with up to 30 years of history for each.
Technical Charts
More than 40 technical indicators paired with concise, easy to read charts.
Streaming News
MT Newswires, along with several other sources, provide insight on what is driving the market throughout the trading day.
Alerts
Be the first to know when your stock is a buy. Get an email as soon as your stocks hit your data targets.
Support
Quarterly Training Sessions
Customized to address the pain points of your business.
Dedicated Modeling Resources
Leverage your dedicated resources to build and maintain complex Excel models.
Dedicated Account Manager
Best in the business support from our knowledgable account managers.
Live Chat
9-5 EST, Monday through Friday.
Email
Data
Analyst Metrics
View, chart and analyze analyst metrics like price targets and buy/sell/hold recommendations.
Premium Data Series
View, chart and analyze thousands of important, hard-to-find indices and economic indicators from providers such as MSCI, Barclays and S&P.
Export Limits
Monthly data download allowance per user account.
Features
Consolidated Billing & Admin
Manage billing, provision and de-provision accounts, and check account status all from one easy to use admin.
Single Sign On
One click access from your company's intranet.
Proprietary Data Integration
Import and analyze data specific to your company.
Sector & Industry Data
See recent data for entire sectors and industries.
Advanced Charting Functions
Add correlations, ratios, and spreads to charts to visualize the relationship between any two metrics.
Spreadsheet Conversion Service
YCharts wants to make the transition to using our Excel Add-in as smooth as possible. If you have existing models, we will convert a limited number of Excel tabs free of charge.
Charts Branded w/ your logo
Create charts on YCharts with your logo for added professionalism.
Custom Comparables
Choose your own comparables to quickly review the comps most relevant to you.
Valuation & Performance Pages
Easily evaluate performance and valuation metrics with pre-canned views of securities compared to a customizable list of comps.
Estimates Page
The Estimates Page provides a succinct view of analysts' past, present and future expectations of a stock, including revision trends, surprise statistics and recommendations.
Scoring Models
Build custom scoring systems in our Screeners by combining and weighting metrics. Sort, filter, and rank results based on your custom scores.
Unlimited Saved Screens
Your custom created strategies will always be just a click away.
Groups and Shared Content
Create groups with your team to easily share saved charts, screens, notes, and more for easy collaboration.
Pro Investment Strategies
We rank stocks using proven and backtested methodologies and show you portfolios that outperform the market.
Saved Chart Images
Save any chart on our website as an image to use in documents, presentations, or emails.
PDF One-Page Reports
Download a single paged report featuring Key Stats, Performance Metrics, Valuations Metrics, and Financials in an easy-to-print format.
Y-Rating Reports
Download a multi-paged report featuring a deeper dive of a company's Ratings, Key Stats, Performance, Valuations, and Financials in an easy-to-print format.
ENTERPRISE
Call (866) 937-0776 for Pricing
 
 
 
 
 
1 GB / month
 
Unlimited
Unlimited
Unlimited
PROFESSIONAL
Call (866) 937-0776 for Pricing
 
 
 
 
 
500 MB / month
 
Unlimited
Unlimited
Unlimited
STANDARD
Call (866) 937-0776 for Pricing
 
 
 
 
 
50 MB / month
 
500 / month
500 / month
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