Excel Add-in
Automate your analysis & save time.
Save time and increase efficiency
The YCharts Excel Add-In is dynamically linked to pull in data and update your models with a single click, reducing the need for tedious manual updating. YCharts formulas are also the most intuitive on the market, giving you more results and less #ERRORs.
Leverage YCharts’ bespoke templates & amplify your brand
Over 40 pre-built Excel templates encompass 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 who can 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.
Learn how the Excel Add-in can help you make smarter investing decisions
