YCharts Overview

YCharts is a powerful investment management software designed to help financial professionals analyze and visualize market data effectively. The platform provides tools for creating interactive charts, generating reports, and tracking investment performance, ensuring that users can make informed decisions based on real-time data. With its intuitive interface, YCharts allows analysts to access a wide range of financial data, including stock prices, economic indicators, and historical performance metrics. The software also offers features for portfolio management and risk assessment, empowering organizations to optimize their investment strategies. Ideal for financial advisors, portfolio managers, and institutional investors, YCharts enhances market analysis, improves investment decision-making, and supports effective wealth management practices.

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YCharts Screenshot & Video

Contact Details

  • Vendor Name YCharts
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, French, Spanish


Industries

Investment Management, Real Estate, Venture Capital

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YCharts Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

YCharts Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

YCharts FAQs

YCharts is a powerful investment management software designed to help financial professionals analyze and visualize market data effectively. The platform provides tools for creating interactive charts, generating reports, and tracking investment performance, ensuring that users can make informed decisions based on real-time data. With its intuitive interface, YCharts allows analysts to access a wide range of financial data, including stock prices, economic indicators, and historical performance metrics. The software also offers features for portfolio management and risk assessment, empowering organizations to optimize their investment strategies. Ideal for financial advisors, portfolio managers, and institutional investors, YCharts enhances market analysis, improves investment decision-making, and supports effective wealth management practices.

  • No, YCharts does not offer a free version.

  • Yes, YCharts offers a free trial.

  • No, Credit Card details are not required for the YCharts trial.

  • YCharts supports the following payment frequencies:

    • Annual Subscription

  • No, YCharts does not offer an API.

  • YCharts offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • YCharts offers training with the following options:
    • Videos

  • YCharts supports the following languages:
    • English , French , Spanish

  • Following are the typical users of the YCharts:
    • Self-Employed , Small-Business , Midsize-Business

  • YCharts supports the following deployment:
    • Cloud Hosted

  • YCharts supports the following devices and operating systems:
    • Web-Based