
See what YCharts can do for you
Call (866) 965-7552 to speak with a team member regarding pricing.

Enterprise
Best for:
Advisor Teams
Home Offices & OCIOs
Asset Management Firms
Customizations
All Tools
All Data
Firm-wide Sharing
Compliance Controls
MOST POPULAR
Professional
Best for:
Financial Advisors & Planners
Portfolio Managers
CFAs & CFPs
Customizations
All Tools
All Data
Standard
Best for:
Individual Investors
Educators
Consultants
Select Tools
Select Data
Enterprise | Professional | Standard | |
CUSTOMIZATIONS | |||
Dedicated Support | |||
Firm-branded Reports | |||
Custom Colors & Logo | |||
Custom Disclosures | |||
Sharing Charts, Screens & More | |||
Proprietary Strategy Oversight & Sharing | |||
Managed Research Lists | |||
Compliance Controls | |||
Firm-wide Implementation Support | |||
Open to Bespoke Integrations | |||
TOOLS | |||
Dashboard | |||
Fundamental Charts | |||
Custom Ratios, Spreads & Correlations | |||
Technical Charts | |||
Quickflows | ALL | ALL | SELECT |
Stock Screener | |||
Fund Screener | |||
Model Portfolios | |||
Custodian Integrations | |||
Custom Portfolio Reports | |||
Custom Securities | |||
Email Reports | |||
Scatter Plot | |||
Scoring Models | |||
Comp Tables | |||
Timeseries Analysis | |||
Excel Add-in | |||
Report Builder | SELECT | ALL | |
DATA | |||
20K+ Stocks | |||
45K+ Mutual Funds, ETFs & CEFs | |||
250K+ Economic Indicators | |||
Market Indices (S&P, BBG, MSCI & more) | ALL | ALL | SELECT |
Custom Benchmarks | |||
4,000+ Financial Metrics | |||
Fwd. Estimates for Select Securities | |||
Environmental, Social & Governance (ESG) | |||
For stocks, funds and ETFs & portfolios | |||
Analyst Estimates & Recommendations | |||
Price Targets (Stocks) | |||
Separately Managed Accounts (SMAs) | + $ | + $ | + $ |
Sector & Industry Data | |||
30+ Cryptocurrencies | |||
SUPPORT & MORE | |||
Live News Feed | |||
Customizable Alerts | |||
Live Support Chat | |||
Dedicated Support | |||
Excel Add-in Support | |||
Excel Model Automation |