Analyze & Research Securities
Save hours on research and uncover the best investment opportunities for your clients.
Get Your Day Back with More Efficient Research
Investment research is essential to your role, but it shouldn’t consume your day. YCharts streamlines common workflows with a fast, intuitive platform, so you can quickly gather insights, refine portfolios, and better serve your clients.
Dive Deep, but Stay Out of the Weeds
Cut through the noise with tools that filter thousands of securities into a focused, actionable list. Use pre-built templates and shareable screens to quickly refine portfolios, collaborate with your team, and act on insights.
Evaluate and Compare Investment Ideas
Compare and evaluate investments side-by-side to build stronger portfolios. YCharts supports informed decision-making with powerful tools to analyze risk, returns, and exposures, helping you confidently refine strategies and present well-informed recommendations to both your clients and investment committee.
Case Study
Leshnak Wealth
The Challenge
With a holistic take on financial planning, Bob Leshnak, founder and “Financial Coach” at Leshnak Wealth, needed a research platform that was flexible, comprehensive, and visually appealing for clients. “We found our old system cumbersome to use and not very client-friendly. I used it for screening stocks, ETFs and mutual funds that I would download into spreadsheets and then grade,” says Bob.
The Solution
After hearing about how YCharts helped other advisors with productivity, Bob decided it was time to see for himself. Bob said he was immediately impressed by the ability to research individual stocks, ETFs, and mutual funds in different capacities. And with the help of his account manager, Bob transitioned his existing processes to the platform with ease.
The Playbook
Stock Screener
Fund Screener
See What YCharts Can Do for You.
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