YCharts

What is YCharts?

YCharts is a comprehensive financial technology software that empowers wealth managers and investment professionals to make informed decisions and enhance client communication. With its robust data coverage, intuitive tools, and seamless integration capabilities, YCharts stands out as a market leader in the investment data and analysis space

Highlights

• Fully customizable dashboards for real-time monitoring of watchlists and market trends
• Extensive data coverage encompassing over 29,000 equities, 77,000 mutual funds and ETFs, and 500,000 economic indicators
• Diverse client communication outputs, including line and scatter plot charts, email reports, portfolio tearsheets, Finra-reviewed reports, and downloadable branded content
• Comprehensive stock and fund screeners for in-depth security analysis and comparison across thousands of financial metrics, qualitative attributes, and timeframes
• Portfolio holding and single-sign on integrations with leading third-party providers
• Seamless data flow between YCharts and Excel, enabling smooth workflow integration