VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
YCharts Review, Pricing, and Features
YCharts
YCharts is a professional charting and reporting platform for market data, fundamentals, economics, portfolios, comparisons, and client-ready visuals. It suits advisors and analysts building repeatable research or reports, not retail brokerage execution.
Best for
- Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.
- Teams comparing funds, ETFs, portfolios, and securities with custom tables, charts, stress tests, and scenarios.
- Firms that need sharing, compliance controls, integrations, and Excel or reporting workflows.
Watch out
- The current plans page directs buyers to call or schedule a pricing conversation.
- It is aimed at advisors, RIA firms, asset managers, and analysts, not casual beginners.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
From $3000/yr · 7-day trial · Enterprise · 10 plans
Analyst
Research and market-monitoring tier for screeners, tables, charting, dashboards, watchlists, alerts, and most data; annual commitment in the official plans PDF.
Presenter
Proposal/reporting-focused tier for client-facing professionals (firm-branded proposals, risk profiles, model portfolios, shared items, and custodian integrations). Annual commitment; PDF shows additional-seat price but not a first-seat price.
Professional
Full platform for portfolio construction, research, proposal generation, market monitoring, and sales collateral: all tools, all data, firm-wide sharing, proposals, talking points, Portfolio Optimizer, Scenarios, Y/AI, Excel Add-in support, Transition Tax Analysis, and compliance controls; annual commitment.
Enterprise
Sales-led tier for broker-dealers, OSJs, advisor networks, model-portfolio distribution, compliance oversight, and support/lead-advisor teams; current plans page says to call YCharts for pricing.
SMA Data (add-on)
Optional data add-on priced annually per license.
Enhanced Fund Data (Morningstar) (add-on)
Optional data add-on priced annually per license.
Bond Data (add-on)
Optional data add-on priced annually per license.
Bond Ratings Data (add-on)
Optional data add-on priced annually per license.
Alternatives Data (add-on)
Optional data add-on priced annually per license.
CapGainsValet (add-on)
Optional data add-on priced annually per license.
Key features
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
- Upload PDFs, images, CSV, or Excel files through Quick Extract to identify holdings, weights, and cost basis. YCharts tells users to review extracted values before saving them.
- Y can build charts, compare investments, draft client material, generate reports, and schedule recurring work. It cannot send material to clients or modify live portfolios without confirmation.
- Connections for advisor and platform workflows through integrations such as Addepar, Advyzon, Black Diamond, Broadridge, eMoney, Fidelity, LPL ClientWorks, Orion, Pershing, Redtail, Schwab Advisor Center, and VRGL.
- Sales-led pricing and add-ons: Bond Data, Bond Ratings, Alternatives Data, Enhanced Fund Data, SMA Data, and CapGainsValet can require additional licensing.
- YCharts is professional advisor and asset-manager software, not trade execution, tax filing, a self-serve consumer app, or a complete data package without plan review.
Data partners
The plan table identifies Morningstar as the source for Enhanced Fund Data.
S&P Global Market Intelligence
Fixed income pricing and bond data source for Bond Data add-on, delivered via Quodd.
Credit ratings provider for the optional bond ratings add-on (additional fee).
FAQ
Is YCharts free?
No. YCharts does not offer a free plan. Expect subscription and other pricing when you onboard. Check the vendor site for the most recent offers. A 7-day free trial is available on select plans. Enterprise quotes are handled directly with the vendor.
Who is YCharts best for?
YCharts is built for Financial Advisors, RIAs / Wealth Firms, Asset Managers, and Analysts. It suits intermediate and advanced users.
What platforms and connections does YCharts support?
You can use YCharts on Web and Desktop. Integrations include Addepar, Advyzon, Aviso, Black Diamond, Broadridge Wealth Aggregation, eMoney + 11 more.
Which markets does YCharts cover?
It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, and Cryptos. Identifiers include Ticker and CUSIP.
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