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YCharts

Read 13 YCharts reviews and testimonials from customers, explore 11 case studies and customer success stories, and watch customer videos to see why companies chose YCharts as their Analytics & Forecasting Software

YCharts, the premier cloud-based financial data platform, enables investors to make smarter decisions. As one of the Top 25% Inc. 5000 Fastest Growing Companies, YCharts is the one-stop shop for equities, mutual funds, ETFs, economic and market data. Thousands of devoted investors gain ready access to quality data, powerful visualization, and advanced analytics, all at an affordable cost.

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Customer Rating Review Score based on 1862 reference ratings
4.8/5.0 (1862)

13Testimonials

  • "We also learned about the Excel Add-in functionality and how it saved us time, as well as the Google-esque search capabilities on performance data for mutual funds and ETFs."

    Matt Kocanda Wealth Manager and Financial Professionals Practice Group Leader

  • "Using YCharts, the advisor can develop a proper riskand performance-balanced portfolio designed for their needs and circumstances."

    Bob Simpson Founder

  • "YCharts is an elegant way to monitor our portfolios and it has demonstrated its value multiple times in helping us communicate with clients. I’m expecting our use will only grow …

    Ben Peters Financial Planner
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11 Case Studies

  • KKM Financial - Customer Case Study

    Jeff Kilburg Chief Executive Officer

  • YCharts helps ANB to streamline and facilitate mutual fund screening investments

    DJ Hunt Vice President and Investment Officer

  • Synchronicity Performance Consultants - Customer Case Study

    Bob Simpson Founder
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Additional YCharts Information & Resources

Read YCharts Reviews, Testimonials & Customer References from 13 real YCharts customers.

Browse YCharts Case Studies, Customer Success Stories, & Customer References from 11 businesses that use YCharts.

FeaturedCustomers has 1,984,847+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.