YCharts - Financial Research and Proposal Platform

Intelligence Embedded. Insights Delivered. Growth Unlocked.

Transforming how advisors and asset managers operate with intelligent automation that accelerates insights, personalizes engagement, and drives growth.

Start a Free Trial Today

Explore Y, our AI Agent

Trusted by leading firms, including...

From Research to Client Engagement,

Intelligence That Multiplies Your Impact

Large RIAs

Drive organic growth, profitability, and efficiency across your entire organization with AI-powered workflows.

Wholesalers

Intelligent sales tools that highlight product strategies and generate more effective, personalized sales stories.

Advisors

Custom proposals, AI-enhanced portfolio analytics, and intelligent workflows for efficient AUM growth.

Individuals & Educators

Professional-grade tools for self-guided investors and investing education.

Meet Y

Your New, Favorite Assistant Has Arrived

Y is your specialized AI Agent. A CFA-level analyst with a masters in YCharts. Have Y work alongside you or delegate entire tasks to be completed immediately or at scheduled intervals.

How can Y help you?

I'm evaluating SCHD vs. VYM for income-focused clients. Compare their yield, expense ratios, sector exposure, and 10-year performance. Highlight which aligns better with our Dividend Growth model.

Let me grab the fund-specific metrics with the correct internal names, and also look up the holdings and characteristics of your Dividend Growth Model.

See What Else Y Can Do

With YCharts, you're AI-enabled & ready to help clients reach their goals.

CSV

Proposals & Client Engagement

Upload client statements and instantly extract data from documents and images, creating portfolios in seconds. YCharts automatically identifies optimization opportunities, flags high-fee holdings, and detects allocation drift, surfacing recommendations before you even ask. Easily generate charts and client commentary, then incorporate them directly into proposals, crafting customized materials that drive meaningful engagement.

Acquire Clients & Grow AUM

Portfolio Construction

Build and optimize portfolios faster with seamless integrations to Orion, Redtail, Salesforce, eMoney, and more. YCharts continuously monitors your portfolios in the background, alerting you to rebalancing needs, tax-loss harvesting opportunities, and better-performing alternatives. Ask Y to compare funds, screen securities, or let it proactively notify you when market conditions create opportunities. Test hypothetical replacements and scenarios to refine strategies and improve outcomes.

Construct & Optimize Portfolios

1.88%

75.36%

16.96%

SEC Filings

Financial News

Financial Data

Research & Due Diligence

Access instant insights from 4,000+ metrics, 100,000 securities, 500,000+ economic indicators, SEC filings, and financial news. YCharts monitors your watchlists and holdings around the clock, automatically surfacing breaking news, SEC filing alerts, and significant price movements. Generate visualizations, comparison tables, and screens in seconds, or receive AI-generated summaries of what matters most, delivered without you having to search.

Transform Your Research

Market & Position Monitoring

Keep your team aligned with Dashboards that centralize market data, economic indicators, holdings, models, and research lists. YCharts automatically refreshes insights throughout the day, generates AI market commentary each morning, and alerts your team to portfolio changes and market events. Access the latest news and SEC filings instantly, with automated summaries distributed to ensure consistent communication, no manual monitoring required.

Explore Monitoring Tools

Get Your Team Up & Running, Fast

Experience White-Glove Onboarding & Support

Day 1

Seamless Onboarding

Experience personalized onboarding, with the platform configured for your team. Each firm gets dedicated, unlimited support at no additional cost.

Day 30

Client Support

Get responses to chat questions in under 90 seconds during market hours, so advisory teams can get real help quickly when market or client needs shift.

Day 90+

Proven Growth

YCharts grows with you and your team. With an average customer tenure of 8+ years, our clients continue to gain value from YCharts.

Firms Prefer

All of our advisors are using it. If clients come in, our advisors bring up YCharts, walk them through everything, and any [client] question can be answered right there.

Vincent Scarsella

CFP, Director of Research and Investment Development, Sgroi Lawley Group

We started at about $95 million in assets when I left. Today, we are at $830 million. That is an eight-times increase in 6 years, and YCharts is my most-used platform by far.

Wes Burns

CEO, Transformational Advisory Group

Equipping every advisor at our firm with YCharts is a huge win. Seamless, intuitive, and impactful—this is the kind of tech that drives better decisions and happier clients.

Dani Fava

Chief Strategy Officer, Carson

High advisor satisfaction ratings in our Tech Survey paired with growing presence across categories signals that YCharts is evolving from a point solution into a broader advisor platform.

Bob Veres

Co-Author of the T3 / Inside Information Software Survey

Our AUM has grown by 63%. There are many factors... but YCharts has clearly played an important role in helping us win new business and present our strategies.

Ben Hadley

Lead Portfolio Strategist

Learn How Advisors Make the Most of YCharts

How We Think

View blog

We go beyond our platform to keep you informed on the latest market trends and YCharts product releases, while providing actionable insights along the way.