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Enterprise

Best for: Investment Advisor Teams,
Investment Committees,
Asset Management Firms

Professional features plus:

Collaboration & Content Sharing Across Users
Tailored Onboarding & Training Program
Firm-wide Excel Model Conversion & Automation
Consolidated Billing & Account Admin

Our Flagship Product

Professional

Best for: Individual Investment
Advisors, Portfolio Managers,
Sophisticated Individual Investors

Standard features plus:

YCharts Excel Add-In and Integration Support
Model Portfolios
Comp Tables & Timeseries Analysis
Scoring Models
Dedicated Account Manager
Custom Branding
Custom Email Reports
Sector & Industry Data

Standard

Best for: Individual Investors,
Students, Consultants,
Educators & Professors

Includes:

Fundamental & Technical Charting
Stock & Fund Screeners
Live News and Customizable Alerts
Analyst Estimates & Recommendations
Dashboard For Monitoring Markets & Securities

YCharts has been featured in:

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