Excel Add-in

Automate your analysis & save time.

Request a Demo

Save time and increase efficiency

Manually updating Excel models can be tedious, time-consuming, and full of #ERRORs. The YCharts Excel Add-In is dynamically linked to pull in data and update your models with a single click. Additionally, YCharts formulas are the most intuitive on the market.

Leverage YCharts’ bespoke templates & amplify your brand

We give you access to over 40 pre-built templates encompassing portfolio comparisons, individual security analysis, financial statements, macroeconomics, and more. Each of these unique templates is fully customizable with your firm’s branding to share with clients and prospects.

Create models with YCharts’ dedicated Excel team

Each YCharts Professional client has full access to our in-house Excel wizards to help convert existing models to the YCharts Add-In, tweak our existing templates to best fit your needs, and help get the most out of this powerful tool.

Try YCharts for yourself.

Complimentary access

To YCharts Professional. No credit card, no obligations.

Powerful tools

In one platform to drive idea generation, portfolio construction, analysis, visualization, and communication.

Robust data

Covering thousands of metrics on 25k+ equities, 40k+ mutual funds, and 26k+ indices, and 400k+ economic indicators

Start Your 7-Day Free Trial