YCharts Pricing, Reviews and Features (April 2024)

About YCharts

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.

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Pricing

Free Trial Available
YCharts Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Large Enterprises
Medium Business

API Support

Available

Modes of Support

Online

YCharts Features

Show Feature Explanation

Dashboard

A digital insight of reports and other workings on a single screen

Reports

Comes with reporting capabilities and features custom pre-built reports

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Onboarding

Helps to integrate newly recruited employees into the organization through an automated process

Data Security

Ensures secure storage of data by encryption

Customizable Branding

Facilitates brand marketing as per the brand-owner's requirement and preference

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Reporting and Visualization

Generate reports, visualizations and dashboards of any Job or Task

YCharts Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based )

Pricing 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

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 13/12/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about YCharts Pricing.

YCharts Alternatives

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YCharts Reviews

User Rating

4.6/5 (Based on 87 Ratings)

Ratings Distribution

Excellent
79.3%
Very Good
11.5%
Average
2.3%
Poor
2.3%
Terrible
4.6%

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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.