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YCharts

Financial data visualization and research platform for investors, advisors, and financial professionals. Provides comprehensive charting, screening, and model portfolio tools. Won 2025 WealthManagement.com Industry Award for AI Chat Innovation.

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Reputation & Trust

86 reviews

Overview

Pricing Model
subscription
Price Range
$300 - $500 / month
Free Trial
7 days
Founded
2009

Products & Services

YCharts Standard

platform

Investment research platform with charting, screening, and client reporting tools

$300 / month
7-day trial (CC required)
  • Stock/ETF/Fund research
  • Data visualization
  • Fundamental metrics
  • Client reporting
Learn more

YCharts Professional

platform

Enhanced platform with Excel add-in, model portfolios, comp tables, and dedicated account manager

$500 / month
7-day trial (CC required)
  • Excel Add-In
  • Model Portfolios
  • Comp Tables
  • Timeseries Analysis
  • Scoring Models
  • Custom Branding
  • Sector & Industry Data
Learn more

YCharts Enterprise

platform

Custom enterprise solution with full features and dedicated support

  • All Professional features
  • Custom integrations
  • Enterprise support
Learn more

Company Information

Legal Name
YCharts, Inc.
Headquarters
Chicago, United States
Team Size
51-250
Primary Timezone
America/Chicago

Founding

Founded
2009
Founder
Shawn Carpenter, Ara Anjargolian
Background
Shawn Carpenter is Co-Founder & former CEO. Ara Anjargolian is Co-Founder & CTO, former Tribune development lead, studied EE & CS at UC Berkeley

Competitive Analysis

Proposition: Investment research and proposal generating tools at fraction of Bloomberg cost

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