YCharts

Chicago, Illinois, USA · ≈200 employees · ycharts.com

YCharts is a cloud-based investment research and client communication platform founded in 2009, headquartered in Chicago, Illinois, with an additional office in New York City. The company aims to democratize investment research for financial professionals by providing comprehensive data, powerful visualization tools, and advanced analytics. YCharts is trusted by thousands of financial professionals and manages over $750 billion in assets. The platform offers an all-in-one solution for investment research, portfolio construction, and proposal generation. Key features include an advanced screener with over 4,000 financial metrics, an Excel add-in for live data integration, and visualization tools for creating fundamental and technical charts. YCharts also provides capabilities for risk profiling, portfolio stress testing, and AI-driven tools to assist with investment analysis. The service is tailored for financial professionals, including registered investment advisors, wealth managers, asset managers, and sophisticated personal investors.