---
description: Review of YCharts Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: YCharts | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [YCharts](/software/119047/ycharts)

# YCharts

Canonical: https://www.softwareadvice.co.uk/software/119047/ycharts

> YCharts is an investment management solution that helps financial advisors and investors create client portfolios and compare investment strategies. Finance teams can gain insights into mutual funds, financial assets and market trends, communicate with prospects and monitor risks via a unified platform.


It offers a variety of features including data visualization, a centralized dashboard, client management, collaboration, reporting and more. YCharts allows managers to set up custom date ranges, compare securities and add custom indicators or indexes to automate analysis via graphs and visuals. Additionally, the platform comes with custom branding capabilities, which allow organizations to personalize the reports using custom logos, colors and themes.


YCharts provides an application programming interface (API), which lets organizations integrate the system with various third-party platforms to automatically synchronize data across systems and clients’ portfolios. Pricing is available on request and support is extended via phone, email, documentation, FAQs and other online measures.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: YCharts

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: YCharts offers a 7-day free trial for new users, after which the software is available across 3 pricing tiers - Enterprise, Professional, and Standard. Please contact YCharts directly for pricing information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Activity Dashboard
- Alerts/Notifications
- Bonds/Stocks
- Client Management
- Data Import/Export
- Financial Analysis
- Financial Management
- For Investment Advisors
- For Investors & Traders
- Fund Management
- Investment Research
- Modeling & Simulation
- Portfolio Management
- Portfolio Rebalancing
- Reporting/Analytics
- Third-Party Integrations

## Integrations (1 total)

- Microsoft Excel

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.uk/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.uk/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.co.uk/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.co.uk/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.co.uk/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/119047/ycharts)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/investment-management/ycharts-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/119047/ycharts> |
| en-GB | <https://www.softwareadvice.co.uk/software/119047/ycharts> |
| en-IE | <https://www.softwareadvice.ie/software/119047/ycharts> |
| en-NZ | <https://www.softwareadvice.co.nz/software/119047/ycharts> |

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