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Data
Always current. Always reliable.
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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.
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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.
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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.
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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.
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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.
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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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Economic Calendar
View recent and upcoming economic data prints in an organized, filterable calendar. Sort by country, topic, source, and more.
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Events Calendar
Filter, search, and set alerts for important security-related events including earnings, dividends, stock splits, spinoffs, and more.
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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.
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Cryptocurrencies
Historical pricing data, updated daily, for 25 of the largest and most popular cryptocurrencies, including Bitcoin, Ethereum, and more.
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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.
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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.
![](https://get.ycharts.com/wp-content/uploads/2023/06/Spac.png)
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.
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Analyst Recommendations
Consensus analyst estimates for revenue, EPS, and EBITDA, plus “buy”, “sell”, and “hold” recommendations for all securities receiving analyst coverage.
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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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