Solutions for Asset Managers and Hedge Funds
Great investment ideas do not find you. You find them. By combining your investment expertise, the scope of our database, and the analytical power of our tools, you will have the edge you need to consistently beat the benchmark.
"Pittsburgh hedge fund Schenley Park Advisors relies on YCharts for most of its research, such as corporate balance sheets and cash flow statements, at a fraction of the cost charged by bigger competitors, such as Bloomberg LP, Managing Director Emory Redd says. ‘For our fundamental research, YCharts is it.’ he says."Read more press coverage
Fundamental Equity Research
• With more than 30 years of history on 4,500+ fundamental company metrics and 50+ years of price history you can dive deep into a company's drivers faster and easier than ever before.
• Data available in whichever format you prefer - visually in our industry leading charts, numerically via our Tables tool, or delivered automatically with our Excel add-in.
Data Driven Investment Management
• Whether you program your criteria into our stock screener or access our database directly to feed your financial models, you can implement your quantitative investment strategy with data from YCharts
• Set alerts on any companies or watchlists to know if the key metrics are changing or if relevant headlines are being released.
Marketing and Reporting Materials
• Create visuals for your correspondence materials. Charts showing performance of individual positions, correlations between indices and economic data, or pertinent trends based on recent market news can cement your points.
• Automate your performance tracking and benchmarking models by integrating YCharts’ data into Microsoft Excel. Update models with a single click for each reporting period.