YCharts

Ranked the “Investment Data” market leader, #1 for most-adopted in the last year, and #2 in market share according to The 2022 Kitces Report, YCharts is a fast growing investment research platform that enables smarter investments and better client communications. Serving RIAs, financial planners, and asset managers who oversee more than $750 billion in assets, YCharts helps easily demonstrate your value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for SMA, equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.