Morningstar Office |
| Description | 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. Read 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. Read more |
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Ease of Use, Comprehensive Data, Excellent Customer Support, High-Quality Visualizations & Reports Limited International Coverage, Lack of Real-Time Quotes, Limited Collaboration Features, Lack of Bond Data |
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| Review Summary |
YCharts is generally well-received by its users, with many positive reviews praising its user-friendly interface, powerful visualization tools, and extensive data coverage. The platform is seen as a valuable resource for financial professionals and investors seeking comprehensive market insights and actionable trading ideas. However, some users have expressed concerns regarding occasional technical glitches, limited customization options, and the need for improved customer support responsiveness. Overall, YCharts appears to be a reliable and feature-rich financial data and analytics platform that caters to the needs of professionals seeking data-driven insights. |
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AI-Generated from the text of User Reviews
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Standard Custom Professional Custom Enterprise Custom |
Morningstar Direct Custom |
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Koyfin
5 Based on 3 Ratings 
FactSet
4.6 Based on 12 Ratings
Morningstar Office
4.3 Based on 14 Ratings |
MProfit
4.3 Based on 3 Ratings |
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| Company Details | Located in: Chicago, Illinois Founded in: 2009 | Located in: Chicago, Illinois |
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(866) 937-0776 https://ycharts.com/ |
+1 312 696-6000 https://www.morningstar.com/products/direct |
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