YCharts
YCharts: A web-based research platform combining screening, market data, portfolio tools, and reports. Ranked #7 of 54 in Equity Research Platforms by our editors (8.3/10); pricing: Paid; best for investment teams needing screening and reporting tools.
At a glance
- Editor score8.3 / 10
- PricingPaid
- Best forInvestment teams needing screening and reporting tools
- Free planNo
- Company financialsYes
- Facts checked4 Oct 2026
Where it wins
- Combines stock and fund screening with company fundamentals and estimates
- Offers portfolio analysis, optimization, and custom reports
- Professional includes an Excel add-in and compliance controls
Where it doesn't
- Paid product with a stated starting price of $3,000
- Available on the web only
- Coverage focuses on U.S. and Canadian-listed equities
Our verdict on YCharts
YCharts brings screening, financial data, analysis, and reporting into a cloud-based platform for investment advisers, analysts, and asset managers. Teams can screen stocks and funds, review company financial statements and fundamental metrics, compare securities, and track watchlists through dashboards and alerts. Coverage includes U.S. and Canadian-listed equities, with consensus analyst recommendations and stock estimates alongside charting and timeseries analysis. Its combination of research and presentation tools suits teams that need to move from evaluating securities to sharing investment work.
The plans add capabilities in stages. Analyst includes stock and fund screeners, charting, equities and indices data, and live chat support. Presenter adds firm-branded proposals and reports, model portfolios, and custom alerts. Professional adds a portfolio optimizer, Report Builder and Talking Points, an Excel add-in, integration support, and compliance controls. Additional-seat plans provide the corresponding Analyst, Presenter, or Professional features for more seats. The stated starting price is $3,000, and there is no free plan, so buyers should weigh the intended plan and team needs against that entry cost.
For teams with a reporting workflow, YCharts connects research tools with custom investment reports and presentations; its Professional tier also includes compliance controls. Support channels include email, phone, and chat, while SOC 2 and two-factor authentication are listed as security measures. Delivery is web-only, and the stated market focus is regional rather than broad global coverage. Stock pricing data and estimates do not share one uniform update cadence, so teams should consider their specific data requirements. YCharts is a fit for investment teams seeking screening, portfolio analysis, and reporting in one cloud service; buyers seeking free access, desktop delivery, or wider geographic coverage should look elsewhere.
YCharts pricing
All 6 YCharts plans and prices →
YCharts fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Company financials | Yes |
| Equity screening | Yes |
| Earnings estimates | Yes |
| Market coverage | Regional |
| Data freshness | Near_real_time |
| Research reports | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, 2FA |
| Support | Email, Phone, Live chat |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Paid (source) |
| Website | ycharts.com |
| Facts checked | 4 Oct 2026 |
Alternatives to YCharts
- Bloomberg TerminalA broad real-time research terminal for institutional market teams.9.4
- FactSet WorkstationBroad company research, market data and portfolio analysis across desktop, web and mobile.9.3
- Bloomberg IntelligenceA research-led platform for company, industry and market analysis with Excel and API export.9.1
See all YCharts alternatives →
YCharts vs the competition
- YCharts vs Bloomberg Terminal
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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