YCharts for Personal Investors & Educators
Screen for New Investment Ideas
The YCharts Stock Screener narrows an expansive universe of 20,000+ equities using 4,500 quantitative and qualitative metrics. Build screens that bring your investment strategy to life or leverage any of 24+ pre-built screening templates, and receive alerts as securities enter or leave your Screener results.
Upon adding YCharts to his tech stack, Zel was able to streamline his research process and eliminate disparate tools. It’s proven to be the tool he uses most often because of its powerful functionality and expansive data.
Compare and Rank Investment Opportunities
Build comprehensive data tables that compare and contrast securities, whether your current holdings or a watchlist of companies. To holistically evaluate different opportunities, use Scoring Models to select metrics of importance, assign weights to each, and create a custom ranking of your investment options.
Monitor the Markets, Economic Trends, and Your Portfolio at a Glance
Stay ahead of market movements with a personalized Dashboard, intra-day pricing, and over a quarter million economic indicators. Customize all visuals, metrics, and data points to your liking to understand market trends at-a-glance.
Bring Real-World Investing Scenarios to the Classroom
Professors, instructors & educators of varying levels use YCharts to teach their students about financial statements, valuation techniques, diversification & portfolio construction, and market cyclicality. High horsepower research tools with real market data, and none of the financial risk.
Eric Robbins, CFA, CFP®, Penn State Behrend, Black School of Business
See What YCharts Can Do for You.
Talk to one of our Experts.
Request a demo to have one of our product specialists walk you through the platform.