YCharts Review

YCharts is a comprehensive financial research and analysis platform designed to meet the needs of asset managers and advisors. With its intuitive interface, powerful charting tools, and vast database of financial data, YCharts has become the go-to platform for professionals looking to make informed investment decisions. In this review, we’ll explore the features and benefits of YCharts and evaluate its usefulness for asset managers and advisors.

YCharts Review
YCharts Review

Ease of Use

One of the most notable features of YCharts is its ease of use. The platform is designed to be intuitive and user-friendly, making it easy for even novice investors to navigate. The homepage provides a quick overview of market trends, news, and company information. The navigation menu is well-organized, with clear categories for stocks, funds, and economic data. The search function is also robust, allowing users to quickly find specific stocks or funds and access a wealth of information about them.

Charts and Graphs

YCharts is well-known for its powerful charting tools, which allow users to create customizable charts and graphs to analyze market trends and individual stocks or funds. The platform offers a variety of chart types, including line charts, bar charts, and candlestick charts. Users can also add technical indicators and compare multiple securities on a single chart.

Data and Analytics

In addition to its charting tools, YCharts provides a wealth of data and analytics for asset managers and advisors. The platform offers financial statements, earnings estimates, and valuation metrics for individual companies. Users can also access historical price data, dividend information, and insider trading data. YCharts also provides macroeconomic data, including economic indicators, interest rates, and GDP growth rates.

Collaboration and Sharing

YCharts offers a variety of collaboration and sharing features, allowing users to work together on research and analysis. Users can create and share custom dashboards, charts, and watchlists. YCharts also offers a publishing platform, where users can publish their research and analysis for others to view and comment on. This feature is particularly useful for asset managers and advisors who want to share their insights with clients or colleagues.

Customer Support

YCharts offers excellent customer support, with a dedicated team of experts available to help users with any questions or issues they may have. The platform also provides a comprehensive knowledge base, with articles and tutorials to help users get the most out of the platform. Users can also contact YCharts via email or phone for personalized assistance.


YCharts offers a variety of pricing plans to meet the needs of different types of users. The Basic plan is free and provides access to basic charting tools and limited data. The Professional plan is designed for individual investors and offers more advanced charting tools and data, as well as access to YCharts’ customer support team. The Institutional plan is designed for asset managers and advisors and offers the most comprehensive set of tools and data, as well as dedicated account management and training.


Overall, YCharts is an excellent web-based financial research and analysis platform for asset managers and advisors. Its intuitive interface, powerful charting tools, and vast database of financial data make it a valuable resource for making informed investment decisions. The platform’s collaboration and sharing features, as well as its excellent customer support, further enhance its usefulness. While pricing plans can be a bit steep for smaller investors, the platform’s comprehensive features and benefits make it well worth the investment for those who rely on it regularly.