Your wealth management platform for smarter insights & better conversations
Conduct due-diligence, optimize portfolios, and generate reports for client and prospect meetings—all in less time.
Tools
Dashboard
Keep your portfolios, top holdings, research lists, and favorite market & economic data front-and-center. Add watchlists, visuals, and earnings calendars & share with your team to stay aligned.
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Model Portfolios
Visualize your investment strategies to test and validate new investment ideas, compare performance & risk, and drive report-generation. Seamlessly import portfolio data via integration or file upload.
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Fundamental Charts
Visualize any trend, any metric, and any security. From alpha to z-score & equities to SMAs, annotate charts with call-outs, overlay economic data, and add your firm’s logo and color scheme.
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Custom Reports
Create an engaging experience for all your clients & prospects. Pre-built reports for portfolios, funds & stocks are customizable for length, data, visuals, and a logo & colors of your choosing.
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Fund Screener
Narrow a universe of 45,000+ mutual funds, ETFs & CEFs using your chosen criteria like performance & risk metrics, category rankings, brokerage-availability, security exposures & more.
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Stock Screener
Filter 20,000+ equities and ADRs using 4,500+ qualitative and quantitative metrics. Generate smarter ideas and construct better portfolios using custom Scoring Models & your choice of data.
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Integrations
Orion
Easily import client accounts and model portfolios from Orion to YCharts. Create compelling portfolio comparison reports, test hypothetical replacements, and identify drivers of performance & risk.
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Black Diamond
Integrate Black Diamond and YCharts to analyze asset allocations and security-level holdings, create custom reports, and streamline sharing of client communication and prospecting materials.
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Schwab Advisor Center
Import and analyze client portfolio data, and quickly jump to Schwab Advisor Center® from within your YCharts account. Test replacements, create custom reports, and share visuals with clients & colleagues.
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Redtail
Generate proposals and portfolio comparison reports, analyze performance & risk, and save time by importing Redtail data for client accounts and model portfolios into YCharts.
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Addepar
Quickly and seamlessly access client data from Addepar within YCharts to prepare meeting materials, create reports & visuals, and dig deeper on exposures, allocations & holdings.
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Data
Stocks
Intraday pricing and 30 years of history for 20,000+ equities and ADRs traded on North American exchanges. Financial statements, consensus analyst recommendations, and firm-branded tearsheets.
Mutual Funds & ETFs
A universe of 45,000+ funds, plus CEFs and UITs, including asset flows, manager info, brokerage availability, category rankings, and more. Sourced from Morningstar.
ESG
More than 30 environmental, social & governance data points for North American companies, including greenhouse gas (GHG) emissions. Also aggregated at the portfolio & fund levels. Sourced from MSCI.
Economic Data
An industry-leading compilation of 500,000+ economic indicators & data points, plus a sortable calendar. Sourced by YCharts from the Federal Reserve, Bureau of Labor Statistics, and other institutions.
Fundamentals
Full suite of valuation ratios and metrics including earnings-per-share (EPS), price-to-earnings (P/E), sales (P/S), and free cash flow (P/FCF). Plus sector and industry averages for holistic comparisons.
SMAs
A centralized, researchable database of nearly 10,000 Separate Accounts (SMAs) from dozens of asset managers. Fundamental metrics and fund characteristics sourced from Morningstar.
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