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Start My 7-Day Free TrialEnterprise
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
- SMA Data (please inquire for pricing)
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
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