About YCharts

YCharts is an investment management software designed to help financial advisors, investors, and asset managers create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.

Features of YCharts include data export, an interactive dashboard, customer experience management, collaboration, analytics, customizable branding, and more. It provides a reporting module, which lets supervisors analyze and compare portfolios, mutual funds, and other securities through visual reports. The application allows administrators to view business data using graphs, charts, and other metrics by setting up custom date ranges and adding economic indicators or indexes.

YCharts offers an API, which lets businesses integrate the system with several third-party platforms to automatically populate clients’ portfolios with relevant data. Finance teams can utilize a built-in securities filtering tool, stock screener to add or modify scoring models based on investment strategies, create client portfolios, and manage qualitative or quantitative filters for comparing stocks.


Business size



United States

Supported Languages



YCharts quote management
YCharts input
YCharts metric filters
YCharts exposure filters
YCharts timeseries analysis
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YCharts video
YCharts screenshot: YCharts quote management YCharts screenshot: YCharts input YCharts screenshot: YCharts metric filters YCharts screenshot: YCharts exposure filters YCharts screenshot: YCharts timeseries analysis


Total features of YCharts: 34

  • API
  • Activity Dashboard
  • Alerts / Escalation
  • Analytics
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Custom Charts
  • Customizable Branding
  • Data Capture and Transfer
  • Data Connectors
  • Data Format Management
  • Data Import
  • Data Import/Export
  • Data Replication
  • Data Synchronization
  • Data Visualization
  • Email Alerts
  • Financial Analysis
  • Financial Management
  • Graphical Planning
  • Monitoring
  • Portfolio Management
  • Progress Reports
  • Prospecting Tools
  • Real Time Reporting
  • Reporting & Statistics
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Search Functionality
  • Strategic Planning
  • Template Management
  • Third Party Integration


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YCharts FAQs

Below are some frequently asked questions for YCharts.

YCharts offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

YCharts offers a 7-day free trial for new users, after which the software is available across 3 pricing tiers - Enterprise, Professional, and Standard. Please contact YCharts directly for pricing information.

YCharts offers the following features:

  • Client Management
  • Data Import/Export

YCharts has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

YCharts supports the following languages:


We do not have any information about what devices YCharts supports

YCharts integrates with the following applications:

Microsoft Excel

YCharts offers the following support options:

Online Support, Phone Support, FAQs, Knowledge Base, Video Tutorials

Related categories

See all software categories found for YCharts.