YCharts provides a suite of professional investment tools including fundamental charting, interactive stock and fund screeners, model portfolio construction, and an Excel Add-In for automated modeling. The platform is designed to support the entire investment lifecycle from initial research to client presentation.
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Fundamental ChartingModel PortfoliosProposal GenerationAI ChatStock & Fund ScreenersExcel Add-InQuick ExtractRisk ProfilesEconomic DataTimeseries AnalysisTalking PointsDashboard MonitoringComp TablesPortfolio OptimizerAlerts & NotificationsIntegration Auto-RefreshCustom SecuritiesESG DataAnalyst EstimatesChatEmailPhone SupportKnowledge BaseHelp DeskForumCloud, SaaS, Web-BasedSaaSCloud, SaaS, Web-BasedMobile - AndroidDesktop - MacMobile - iPhoneDesktop - Windows
YCharts
By YCharts, Inc.
