YCharts

YCharts operates on an annual subscription model with three primary tiers. The 'Analyst' tier (starting at approximately $3,600/year) is geared toward self-guided investors and basic research needs. The 'Professional' tier (approximately $6,000/year) is the flagship offering for financial advisors, adding critical tools like the Excel Add-In, Model Portfolios, and the Proposal Builder. The 'Enterprise' tier is priced on a custom basis for large firms, offering volume discounts and advanced governance features. No free perpetual tier exists, but a 7-day free trial is available.