YCharts
4.4
50
YCharts is a financial research platform that provides comprehensive data, visualization tools, and analytics for equity, mutual fund, and ETF data and analysis. It serves a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals enhance client engagements and simplify complex financial topics using visuals. It is a modern, user-friendly platform that enables vast time savings and serves as an affordable alternative to terminal-based tools.
Strengths
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Data Visualization
Provides interactive charts and graphs for easy data analysis
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Financial Data Coverage
Offers comprehensive financial data coverage for stocks, funds, and indices
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Collaboration Tools
Enables team collaboration and sharing of insights and reports
Weaknesses
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Pricing
Pricing may be too high for small businesses or individual investors
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Limited Customization
Limited customization options for charts and reports
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Learning Curve
May require some time to learn and navigate the platform
Opportunities
- Opportunity to expand financial data coverage to include more markets and asset classes
- Opportunity to integrate with other financial tools and platforms
- Opportunity to develop a mobile app for on-the-go data analysis
Threats
- Competition from other financial data and analysis platforms
- Potential impact of regulatory changes on financial data and analysis
- Potential impact of economic downturn on demand for financial data and analysis services
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YCharts Plan
YCharts offers three pricing plans ranging from $200 to $500 per month, with varying features such as data access and customization options.
YCharts Enterprise
Custom Pricing
Team-Wide
Professional features PLUS Collaboration & Content Sharing Across Users, Tailored Onboarding & Training Program, Firm-wide Excel Model Conversion & Automation, Consolidated Billing & Account Admin
YCharts Professional
6
First User/Year
Standard features PLUS YCharts Excel Add-In and Integration Support, Model Portfolios, Comp Tables & Timeseries Analysis, Scoring Models, Dedicated Account Manager, Custom Branding, Custom Email Reports, Sector & Industry Data
SMA Data (Upgrade)
Dynamic Model Portfolios
YCharts Standard
3
First User/Year
Fundamental & Technical Charting, Stock & Fund Screeners, Live News and Customizable Alerts, Analyst Estimates & Recommendations,
Dashboard For Monitoring Markets & Securities
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
