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Intuitive solutions. Smarter investments. Stronger Relationships. Thousands of financial advisors, asset managers and investors rely on YCharts to develop insights, make smarter investment decisions and effectively communicate with prospects and clients. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies. YCharts was founded in 2009 to democratize investment research. Starting with the ability to visualize any metric for a few thousand stocks, YCharts has grown to become a full-service fundamental research platform. Our guiding principle has always been to create a platform that actually works for investors — tools that are easy to use, data that is reliable and timely, and customer service that stands head and shoulders above the industry.
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Robust charting and tracking tool. Helpful customer service. If you're a trader or an active manager of portfolio(s), this can be helpful. Luke B was resourceful, responsive, and creative when helping me with membership decisions and selection of options/features.
I have been using Charts now for 1 year, and it has become a very useful and essential tool for my investment decision making that I wouldn't want to miss.
I am currently a student who has recently slowly built up an interest in investing with a plan to do this for the long-term. YCharts naturally became a research tool for equities that I came across. Compared to some of the other resources I've been using like Yahoo, Macrotrends, or Morningstar, etc, YCharts is definitely the most comprehensive of the bunch. It really saves time for the investor. The function to visually plot a chart with almost any fundamental metric is a great way to spot trends and anomalies. These points make more efficient and aid any due diligence an investor is conducting. The experience during my free trial was so good that I decided to even upgrade to a subscription plan because I believed that the value I got from the investing capital I would either earn or save (e.g. protect from speculative losses) from using YCharts would be worth the price. Additionally, the staff at YCharts provided exceptional service when I contacted them about any questions/concerns I would have. Overall, I highly recommend YCharts.
My experience with the YCharts platform has been excellent. I am a simple investor who likes to do a lot of research (reviewing Income Statement, Balance Sheet, Statement of Cash Flows, SEC filings, etc.) before making an investment in a company. The sheer amount of data, along with the fundamental and technical tools on the YCharts platform makes this process so much quicker and efficient. Conservatively, I save about an hour or two per company I research using YCharts. In addition, they offer webinars to increase your knowledge of how to use the tools, and their support has been quite helpful. I can't say enough how pleased I am to be a YCharts customer.
Happy with the service. Their platform is really exhaustive for someone looking for macroeconomic data and GAAP financials on US and Canadian securities. A one stop solution. Highly recommended.
It's a pretty exhaustive platform. We've been a regular customer for several quarters and their staff is friendly.
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