On the recordRead 13 Nov 202612 facts
YCharts
YCharts lists its address as 350 N LaSalle St Suite 600, Chicago, Illinois 60654.
Plans and prices
Analyst additional seat
Priced on request
Analyst features for additional seats
Read 4 Oct 2026 · go.ycharts.com
Presenter additional seat
Priced on request
Presenter features for additional seats
Read 4 Oct 2026 · go.ycharts.com
Professional additional seat
Priced on request
Professional features for additional seats
Read 4 Oct 2026 · go.ycharts.com
Presenter
$2,400a year
Price shown for additional seats only
Read 13 Nov 2026 · go.ycharts.com
Analyst
$3,000a year
Additional seats: $1,500 annually
Read 13 Nov 2026 · go.ycharts.com
Professional
$6,300a year
Additional seats: $3,600 annually · includes Presenter and Analyst features
Read 13 Nov 2026 · go.ycharts.com
On the record
- Company history
- YCharts says it was founded in 2009 and launched in Chicago and New York City.get.ycharts.com · read 13 Nov 2026
- Excel add-in limitation
- The Excel add-in requires Windows and desktop Microsoft Office; it is not compatible with Mac, Google Sheets, or online Office.go.ycharts.com · read 13 Nov 2026
- Excel data limitation
- The Excel add-in does not currently support bond and alternatives data.go.ycharts.com · read 13 Nov 2026
- Integrations
- Portfolio holdings integrations include custodians and CRM platforms such as Orion, Schwab, Fidelity, and Redtail.go.ycharts.com · read 13 Nov 2026
- Investment analysis
- The platform provides charting and portfolio analysis tools for investment strategies.get.ycharts.com · read 13 Nov 2026
- Purpose
- YCharts describes itself as an investment research and client communication platform for financial professionals.get.ycharts.com · read 13 Nov 2026
- Reports
- Report Builder creates customized investment reports and PDF presentations using more than 30 modules.get.ycharts.com · read 13 Nov 2026
- Screeners
- Its fund screener covers more than 45,000 funds, while its stock screener filters equities and ADRs using thousands of metrics.get.ycharts.com · read 13 Nov 2026
- Security
- YCharts states that it encrypts client data at rest and in transit and complies with SOC 2 Type I and Type II standards.get.ycharts.com · read 13 Nov 2026
- Support
- YCharts offers customer support by phone, email, chat, and account specialists, with dedicated account manager/live chat listed for Presenter.get.ycharts.com · read 13 Nov 2026
- Trial limitations
- Free trial access may omit some features and services; third-party licensed content access during a trial may not exceed 21 days.get.ycharts.com · read 13 Nov 2026
