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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


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

Standard features plus:

    • YCharts Excel Add-In and Integration Support
    • Dynamic Model Portfolios
    • Comp Tables & Timeseries Analysis
    • Scoring Models
    • Dedicated Account Manager
    • Custom Branding
    • Custom Email Reports
    • Sector & Industry Data
    • SMA Data (please inquire for pricing)


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


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

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