★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
YCharts Review, Pricing, and Features
YCharts is an advisor- and asset-manager-focused investment research, portfolio analytics, proposal, reporting, and client-communication platform. It is strongest for professionals who need client-ready charts, comparison tables, model portfolios, portfolio optimization, scenarios, stress tests, Monte Carlo analysis, Excel workflows, proposal generation, and firm sharing controls. Public pricing is sales-led on the current plans page, with several datasets and modules represented as add-ons. YCharts is not built as a casual free screener, brokerage account, or low-cost consumer portfolio tracker.
Community votes (overall)
Vote to see how the community rates this tool. One vote unlocks results across the whole site, or sign in to see them now.
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.
- Tools for creating 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 support for PDFs, images, CSV, or Excel files through Quick Extract to identify holdings, weights, and cost basis for portfolio or model creation.
- AI workflows such as Y, AI Chat, AI Smart Compare, AI market commentary, Fast Track prompts, and YCharts MCP Server capabilities where available.
- 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
Enhanced Fund Data add-on is labeled “(Morningstar)” in plan add-ons.
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, Black Diamond, Broadridge Wealth Aggregation, eMoney, Fidelity + 8 more.
Which markets does YCharts cover?
It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, and Cryptos. Identifiers include Ticker and CUSIP.
Suggest an edit
Keep Exploring
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.