YCharts Review, Pricing, and Features

Key features

• Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment.
• Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices).
• Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs.
• Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
• Portfolio Optimizer provides correlation analysis and an efficient frontier; supports optimizing by Sharpe ratio, portfolio returns, and standard deviation (per product page).
• Stress Test tool: pre-built stress windows (e.g., Great Financial Crisis, Coronavirus Crisis) with 1-click PDF download of stress test charts.
• Scenarios tool models deposits/withdrawals and projects outcomes; Monte Carlo simulation methodology is documented (e.g., 1,000 simulations using a GBM approach).
• Timeseries Analysis exports to CSV/XLSX or directly to the YCharts Excel Add-in (and Professional tier includes “Excel Add-in & Integration Support”).
• Quick Extract: upload PDFs/images to extract holdings data to build portfolios/model portfolios; documented limits include ≤100 pages, ≤32MB, and 50 uploads/month. YCharts states it does not store uploaded files and notes OpenAI may retain uploads up to 30 days.
• Bond Data add-on: fixed income pricing/bond data sourced from S&P Global (via Quodd); Moody’s credit ratings available for an additional fee; bond data refreshed daily and can be exported to CSV (bond metrics not yet supported in Excel Add-in per FAQ).
• ETF & mutual fund holdings history (“All Holdings”): view monthly holdings over a 10-year rolling window, save to watchlists, and export holdings to CSV.
• CapGainsValet add-on: weekly-updated estimated mutual-fund distributions/capital gains dataset integrated into workflows (screener, comp tables, quote pages).
• Custom Securities: create proxy securities (from historical returns/levels) for instruments outside the coverage universe and use them in portfolios.
• Multi-factor authentication is supported (help-center documented).

Data partners

FAQ