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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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  • 13 Testimonials View
  • 11 Case Studies View
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Customer Rating Review Score based on 1940 reference ratings
4.8/5.0 (1940)

13Testimonials

  • “Processes that used to take us a whole day, now take only a few minutes. It saves me so much time and allows me to be in front of my …

    DJ Hunt Vice President and Investment Officer

  • “YCharts is crucial not only in powering our investment research, but in enabling us to share our thinking in a way that is easy for people to understand.”

    Rob Isbitts Co-Founder and Chief Investment Strategist

  • "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
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11 Case Studies

  • Amarillo National Bank cuts model-building from a full day to 20 minutes …

    DJ Hunt Vice President and Investment Officer

  • Sungarden Investment Research uses YCharts to combine 60-70 stock metrics into one …

    Rob Isbitts Co-Founder and Chief Investment Strategist

  • Origin Wealth Advisers speeds security screening and client reporting with YCharts

    Morgen Beck 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.

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