Smarter insights. Better conversations. Stronger growth.

YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement. YCharts serves a client base of financial advisors, asset managers and sophisticated personal investors, offering comprehensive data, powerful visualization tools, and advanced analytics capabilities.

Features

• Comprehensive Data Universe: Access 500,000+ economic indicators, 30,000+ stocks, and 75,000+ funds from trusted sources.
• Custom Dashboards: Real-time, tailored views of portfolios, benchmarks, and economic trends for better decision-making.
• Advanced Portfolio Tools: Build, analyze, and optimize portfolios with stress testing, attribution models, and comparisons.
• Client Proposal Generator: Create branded, data-rich reports and proposals to enhance client communication and trust.
• Interactive Charting: Visualize complex financial data with intuitive, customizable charts and comparison tools.