Data
Always current. Always reliable.
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 ESG 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.
Economic Calendar
View recent and upcoming economic data prints in an organized, filterable calendar. Sort by country, topic, source, and more.
Events Calendar
Filter, search, and set alerts for important security-related events including earnings, dividends, stock splits, spinoffs, and more.
Index Data
Up to 50 years of history for more than 25,000 indices. Sourced from Standard & Poors, Bloomberg, MSCI and other reputable firms, covering US and global markets.
Cryptocurrencies
Historical pricing data, updated daily, for 25 of the largest and most popular cryptocurrencies, including Bitcoin, Ethereum, and more.
CEFs
Closed-End Funds (CEFs) are mutual funds that issue a fixed number of shares through an IPO. Hundreds of CEFs are available on YCharts across 175 distinct fund families.
UITs
Unit Investment Trusts (UITs) are investment companies that offer portfolios to investors in redeemable units for a set period of time. Over 12,000 UITs are available on YCharts.
SPAC Units
A Special Purpose Acquisition Company (SPAC) unit is a security that consists of one common share and a fraction of a warrant. Analyze hundreds of units and their related performance and risk data.
Analyst Recommendations
Consensus analyst estimates for revenue, EPS, and EBITDA, plus “buy”, “sell”, and “hold” recommendations for all securities receiving analyst coverage.
Y-Rating
Rooted in YCharts’ proprietary calculations, the “Y-Rating” uses fundamental and valuation data to determine a security’s favorability.
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