Monitor Markets & Macroeconomic Trends

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Email Reports

The data you need to stay informed

Stay ahead of market movements with custom updates. Email Reports can include charts, data tables, or events calendars for the securities and economic indicators you care about. Choose from daily, weekly, or monthly cadences to get the information you need — when you need it.

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Customizable Alerts

Receive notifications wherever, whenever

Receive notifications for securities’ earnings reports, new financial statements, significant price movements, and more. Alerts can also be set for whenever a security fulfills or no longer fulfills your defined criteria, fully integrated with YCharts’ Screeners. Receive alerts directly to your inbox, YCharts Dashboard, or both.

Email Reports

Fundamental Charts

Visualize any metric with ease

Analyze and monitor the markets visually and intuitively. YCharts’ Fundamental Charts can be built using nearly any stock metric or macroeconomic data. Add charts to your YCharts Dashboard for quick monitoring, and seamlessly share with your clients and prospects via blogs, email, newsletters or social media.

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Castlebar calls YCharts their “super-intern”

Castlebar is an RIA, wealth management, and financial planning firm in the Kansas City area, with approximately $30 million in assets under management. Always looking for new technology to improve internal processes, Castlebar turned to YCharts to save time and keep their investment models up to date.

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