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YCharts – Meet Y Hero

Meet Y:
Your New Favorite Assistant

Y is your specialized AI Agent, a CFA-level analyst with a masters in YCharts. Work alongside Y or hand off entire projects to be completed immediately or at scheduled intervals.

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Ask Y…

Amplify your expertise, eliminate busywork, and scale your practice with a credentialed AI partner.

Outperform,
Not Overwork

Y handles the data work so you can pursue more opportunities without expanding headcount.

Eliminate Manual
Drudgery

Hand Y a client statement—get back a fully formatted portfolio. No more tedious data entry or spreadsheet wrangling.

CFA-Level
Expertise

Y scours market data, filings, and news, then builds visualizations and screens automatically.

1. Brief Y

Describe what you need in plain language.

2. Y Investigates

Mines 4,000+ metrics, market intelligence, and SEC documents.

3. Get Results

Portfolio analysis, screens and charts ready for client eyes.

4. Take the Wheel

Y opens the exact tools you need to add your finishing touches.

5. Impress Clients

Export publication-ready reports and presentations.



No complex commands. No technical expertise. Just ask, and Y handles the rest.

Build a chart of the Magnificent 7 Stocks over the last 3 years.
Show me all technology stocks in the S&P 500 with a PE ratio below 15.
How have AAPL's business risks changed from 2023 to 2024?
Result
Research that took hours now takes seconds.
I just uploaded my client's statement PDF. Can you extract all of their holdings and build a portfolio?
Pull out all the positions from this brokerage account and set up a portfolio so I can run an analysis.
Once you've pulled the holdings of this fund account, I want to see our total equity exposure and flag any positions over 5% concentration.
Result
Eliminate manual data entry.
Write a 150-word summary highlighting current market risks and opportunities.
Compare key metrics for RMDUX, NSTLX, and PIMIX.
What is going on with Starbucks (SBUX)?
Result
Draft client communications in seconds.
Extract a prospect's current holdings, run an analysis, and help me build a proposal showing how I'd reposition the portfolio.
Pull the holdings from this statement, flag anything that looks misaligned with a moderate growth profile, and draft a proposal I can send.
Extract the holdings from this statement, identify where our funds could replace what they're currently using, and put together a proposal.
Result
Complete proposals during the meeting.
Build a chart of the Magnificent 7 Stocks over the last 3 years.
Show me all technology stocks in the S&P 500 with a PE ratio below 15.
How have AAPL's business risks changed from 2023 to 2024?
Result

Research that took hours now takes seconds.

I just uploaded my client's statement PDF. Can you extract all of their holdings and build a portfolio?
Pull out all the positions from this brokerage account and set up a portfolio so I can run an analysis.
Once you've pulled the holdings of this fund account, I want to see our total equity exposure and flag any positions over 5% concentration.
Result

Eliminate manual data entry.

Write a 150-word summary highlighting current market risks and opportunities.
Compare key metrics for RMDUX, NSTLX, and PIMIX.
What is going on with Starbucks (SBUX)?
Result

Draft client communications in seconds.

Extract a prospect's current holdings, run an analysis, and help me build a proposal showing how I'd reposition the portfolio.
Pull the holdings from this statement, flag anything that looks misaligned with a moderate growth profile, and draft a proposal I can send.
Extract the holdings from this statement, identify where our funds could replace what they're currently using, and put together a proposal.
Result

Complete proposals during the meeting.

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Book a Live Demo

A Complete AI Ecosystem,
Not Just One Tool

YCharts AI Suite

AI chat input showing: Compare SPY vs QQQ over the last 5 years

Instant Answers

Converse naturally to unlock sophisticated financial intelligence.

Smart Compare mockup showing VOO vs QQQ comparison table

Smart Compare

Offload complex fund evaluations to Y.

Document Extract mockup showing file upload and portfolio generation

Document Extract

Feed Y any PDF or screenshot and receive structured portfolio data.

AI Market Commentary mockup showing market rotation insight

AI Market Commentary

Y monitors conditions continuously, refreshing insights every 15 minutes.

Fast Track Scenarios

Describe hypotheticals in plain English, Y engineers the models.

Fast Track Scenarios mockup showing rate increase impact chart
Each feature amplifies the others which compounds your professional impact.

Connect AI Agents to YCharts

Use the YCharts MCP Server to give external AI agents like Claude and ChatGPT direct access to YCharts tools, data, and reports.

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AI You Can Trust

Built with compliance, security, and transparency at the core, so you can use AI with confidence.

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Compliance-Safe Outputs

  • Customizable disclosure language aligns AI-generated content with your firm's standards
  • Compliance controls let you lock required sections while maintaining flexibility
  • 16 years of regulatory-validated workflows built into every AI feature

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Software Allstar in T3 2026 Software Survey 5x Winner

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Multiply Your Impact
to the Power of Y

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