Home/New SaaS Software/YCharts vs Morningstar DirectUpdated on: January 30, 2023

Compare YCharts vs Morningstar Direct

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YCharts New SaaS Software (35 Ratings)
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YCharts

New SaaS Software (35 Ratings)
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Overview

Summary

YCharts is an intuitive investment research platform for enterprises, facilitating better client communication and smarter investments. Business houses can depend on the solution to analyze securities, communicate investment opportunities with clients and in-house teams, and build robust portfolios as well. Industry-leading tools offered by the software, helps businesses generate compelling visuals showcasing the strength factors of their investment strategies. The fundamental charting feature within the platform helps organizations showcase multiple investment metrics, starting from PE ratio to alpha. Businesses can incorporate the logo of their brand to enhance the overall value of the distributed charts. They can even use YCharts to create compare and visualize multiple portfolio strategies along with different performance levers. Business houses can monitor the volatile market with personalized email updates and alerts from the software. It provides on-time alerts regarding earning reports, securities, price movements and newly revised financial statements. An interactive dashboard featuring detailed metrics, helps users make smarter decisions in real-time. ..show more

Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Chicago, Illinois / (866) 937-0776

Chicago, Illinois / +1 312 696-6000

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Standard
Custom

Best for Individual Investors, Students, Consultants, Educators & Professors
Features

  • Fundamental & Technical Charting
  • Stock & Fund Screeners
  • Live News and Customizable Alerts
  • Analyst Estimates & Recommendations
  • Dashboard For Monitoring Markets & Securities
Professional
Custom

Best for Individual Investment Advisors, Portfolio Managers, Sophisticated Individual Investors

Features

  • Includes features of Standard plan, plus
  • YCharts Excel Add-In and Integration Support
  • Model Portfolios
  • Comp Tables & Timeseries Analysis
  • Scoring Models
  • Dedicated Account Manager
  • Custom Branding
  • Custom Email Reports
  • Sector & Industry Data
Enterprise
Custom

Best for Investment Advisor Teams, Investment Committees, Asset Management Firms

Features

  • Includes features of Professional plan, plus
  • Collaboration & Content Sharing Across Users
  • Tailored Onboarding & Training Program
  • Firm-wide Excel Model Conversion & Automation
  • Consolidated Billing & Account Admin
View Price Page
Morningstar Direct
Custom

Features

  • Peer Analysis and Manager Research
  • Sustainability Risk Mitigation
  • Portfolio Management
  • Independent Insights
  • Risk Analysis
  • Centralized Data
View Price Page

SCREENSHOTS

YCharts Screenshots
View 4 screenshot(s)
Morningstar Direct Screenshots
View 0 screenshot(s)

ALTERNATIVES

Top alternatives to YCharts

Morningstar Office
Morningstar Office
Koyfin
Koyfin
TradingView
TradingView
IFTTT
IFTTT
Online Check Writer
Online Check Writer

Top alternatives to Morningstar Direct

Office 365
Office 365
Investipal
Investipal
Alto
Alto
Portseido
Portseido
Orion Advisor Trading
Orion Advisor Trading