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SPECIFICTION
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YCharts

ycharts.com

From $200/mo Free trial WebWindows
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Spec score 5.6 #8 of 10 in Financial Data Analytics Software

Spec sheet

Purpose
YCharts describes itself as an investment research and client communication platform for financial professionals.Read 13 Nov 2026 · get.ycharts.com
Integrations
Portfolio holdings integrations include custodians and CRM platforms such as Orion, Schwab, Fidelity, and Redtail.Read 13 Nov 2026 · go.ycharts.com
Security
YCharts states that it encrypts client data at rest and in transit and complies with SOC 2 Type I and Type II standards.Read 13 Nov 2026 · get.ycharts.com
Support
YCharts offers customer support by phone, email, chat, and account specialists, with dedicated account manager/live chat listed for Presenter.Read 13 Nov 2026 · get.ycharts.com
Headquarters
YCharts lists its address as 350 N LaSalle St Suite 600, Chicago, Illinois 60654.Read 13 Nov 2026 · get.ycharts.com
Company history
YCharts says it was founded in 2009 and launched in Chicago and New York City.Read 13 Nov 2026 · get.ycharts.com
Excel add-in limitation
The Excel add-in requires Windows and desktop Microsoft Office; it is not compatible with Mac, Google Sheets, or online Office.Read 13 Nov 2026 · go.ycharts.com
Excel data limitation
The Excel add-in does not currently support bond and alternatives data.Read 13 Nov 2026 · go.ycharts.com
Investment analysis
The platform provides charting and portfolio analysis tools for investment strategies.Read 13 Nov 2026 · get.ycharts.com
Reports
Report Builder creates customized investment reports and PDF presentations using more than 30 modules.Read 13 Nov 2026 · get.ycharts.com
Screeners
Its fund screener covers more than 45,000 funds, while its stock screener filters equities and ADRs using thousands of metrics.Read 13 Nov 2026 · get.ycharts.com
Trial limitations
Free trial access may omit some features and services; third-party licensed content access during a trial may not exceed 21 days.Read 13 Nov 2026 · get.ycharts.com

Plans and prices

Analyst Priced on request Stock and fund screeners · Charting and timeseries analysis · Equities and indices data · Live chat support Read 4 Oct 2026 · go.ycharts.com
Analyst additional seat Priced on request Analyst features for additional seats Read 4 Oct 2026 · go.ycharts.com
Presenter Priced on request Firm-branded proposals and reports · Model portfolios · Custom alerts · Live support chat Read 4 Oct 2026 · go.ycharts.com
Presenter additional seat Priced on request Presenter features for additional seats Read 4 Oct 2026 · go.ycharts.com
Professional Priced on request Portfolio optimizer · Report Builder and Talking Points · Excel add-in and integration support · Compliance controls Read 4 Oct 2026 · go.ycharts.com
Professional additional seat Priced on request Professional features for additional seats Read 4 Oct 2026 · go.ycharts.com
Presenter $2,400 a year Annual commitment; additional seats Price shown for additional seats only Read 13 Nov 2026 · go.ycharts.com
Analyst $3,000 a year Annual commitment; first seat Additional seats: $1,500 annually Read 13 Nov 2026 · go.ycharts.com
Professional $6,300 a year Annual commitment; first seat Additional seats: $3,600 annually · includes Presenter and Analyst features Read 13 Nov 2026 · go.ycharts.com

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