Market data terminals & research · YCharts, Inc.
YCharts
Charting and fundamentals platform built for financial advisors to research, screen and build client-facing reports.
YCharts is a research and visualization platform centered on economic and company data charting, fund and stock screening, model portfolios, and advisor-facing proposal and reporting tools. It is aimed primarily at financial advisors and asset managers rather than retail investors, with tiers ranging from an individual analyst plan up to enterprise packages for broker-dealers and advisor networks that add compliance oversight and lead-advisor distribution. The platform is entirely web-based, with a 7-day free trial but no persistent free tier, and its own pricing page does not list dollar figures, directing prospects to call sales instead.
At a glance
| Vendor | YCharts, Inc. |
|---|---|
| Pricing model | Quote only |
| Free tier | No |
| Deployment | Cloud |
| Open source | No |
| Best for | Financial advisors who need client-ready charts and proposals more than raw terminal data. |
Pricing
Four named tiers (Analyst, Presenter, Professional, Enterprise); the vendor's pricing page lists no dollar figures and directs buyers to call sales.
Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.
Features
- Economic and company data charting
- Stock and fund screeners
- Model portfolios
- Client-facing proposal and report generation
- Compliance oversight tools (Enterprise)
- Fund comparison and correlation tools
- Excel add-in
Integrations
Profile last reviewed September 21, 2026