Analyst
$3000/yrBilled annuallyFor professional market research
- Charts, screeners, and comparison tables.
- Dashboards, watchlists, and alerts.
- Market and economic datasets with Y assistant.
VOL. XCIV, NO. 247
Checking
YCharts Review, Pricing, and Features
By Jera Value · Verified Sep 2026
YCharts helps professional analysts and advisers turn market data into research and client-ready reports. Build charts, compare securities or portfolios, screen candidates, and create branded proposals. Higher tiers add portfolio optimization, scenarios, tax analysis, and team controls; some datasets are separate add-ons. The Y assistant drafts source-linked material, but requires review before use. Pricing is arranged through sales, making it most relevant to repeat professional reporting workflows.
Verdict
Worth it if you produce repeatable professional research charts and client reports.
- Analyst work: build market charts and comparison tables
- Adviser reports: prepare branded proposals and supporting material
- Portfolio teams: test allocations and share research
Skip it if you need retail trade execution or every dataset in one base subscription.
- Sales-led pricing: choose terms through a vendor conversation
- Dataset add-ons: bonds and other specialist data cost extra
- AI drafts: outputs require adviser review before client use
- Credit limits: unused Y credits expire monthly
YCharts
Web / Desktop · How this site is funded
Pricing
Prices checkedBilled annually3 plans · 6 add-ons
Presenter
SubscriptionBilled annuallyFor advisor client presentations
- Branded proposals and report generation.
- Quick Extract and model portfolios.
- Shared dashboards and custodian integrations.
Professional
$6300/yrBilled annuallyFor full advisor research platform
- Portfolio Optimizer and scenario analysis.
- Tax analysis and Excel integration.
- Team research and compliance controls.
Add-ons
- SMA Data (add-on)$1200/yr
- Enhanced Fund Data (Morningstar) (add-on)$600/yr
- Bond Data (add-on)$600/yr
- Bond Ratings Data (add-on)$600/yr
- Alternatives Data (add-on)$600/yr
- CapGainsValet (add-on)$300/yr
Enterprise: contact sales for a quote.
Key features
Research charts
Plot securities, economic series, and financial ratios.
Comparison tables
Compare stocks, funds, and portfolios over time.
Saved screens
Filter candidates and organize dashboards, watchlists, or alerts.
Client reports
Create eligible branded proposals, disclosures, and PDFs.
Portfolio scenarios
Professional adds optimization and deeper scenario tools.
Holdings extraction
Quick Extract parses holdings from uploaded files on eligible plans.
Y assistant
Draft source-linked charts and report material using monthly AI credits.
FAQ
Is YCharts free?
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?
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?
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?
Which markets does YCharts cover?
It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, and Cryptos. Identifiers include Ticker and CUSIP.
Tool details
Highlights
- Free trial
- Tested: I used the product myself, long enough to have an opinion about it. Not a full audit.
- Domain rating80: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Asset types
- Stocks
- ETFs
- Mutual Funds
- Closed-End Funds
- Bonds
- Cryptos
Target audience
Data partners
Alternatives
If YCharts is not the right fit, these substitutes come closest.
Comparisons
Already weighing YCharts against something specific? Start here.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.