Skip to content
YCharts

Your solution for smarter insights & better conversations

Conduct due-diligence, optimize portfolios, and generate reports for client and prospect meetings—all in less time.

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

YCharts

See what YCharts can do for you.

Talk to one of our experts.

Reach out for a personalized demo with a YCharts product specialist.