Review (March 2024)

7.16M

Estimated Revenue

3.01M

Website Visitors

4.2/5

Trustpilot Score

What do we know about YCharts?

Estimated Revenue (2020)

$7.16M

Total Funding

$15.65M

Total Employees

86

Founded

2009

Industry

Computer Software

Last Funding Date

Series C May 2015

Location

Chicago, United States

About

YCharts: YCharts is a modern financial data research platform. The platform offers financial tools such as stock screening, charting and an Excel Add In and in-depth data for more than 20K stocks, 40K funds, 10K indices and over 200K economic indicators.

Social Links

Alexa Ranking: 14435

What is YCharts's Revenue?

YCharts's estimated revenue for 2023 is $7.16M.

What does YCharts do?

YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.

What are the monthly traffic metrics for Ycharts?

6/mo Traffic Growth

59.30%

All Time Traffic Growth

Create Free Account

Monthly Hits

3M

Time on Site

1.6Mins

Bounce Rate

69%

How fast is Ycharts growing?

Ycharts has grown by -18.7% in the last 6 months according to SimilarWeb.

How do people interact with Ycharts?

Last month, Ycharts received 3M visitors who spent an average of 1.6 minutes on the website and visited 2.0 different pages per session. Overall, 69% of people bounce on the first visit.

How do people find Ycharts?

713.1k people (24%) visit Ycharts directly. 2.2M (74%) people search for them in Google. Whereas, 16.3k (1%) discover Ycharts through Facebook, Reddit, and YouTube. 3.5k (0%) visitors come from Ycharts's email newsletters. Finally, 388.1 (0.0%) people come from affiliates and or paid referrals.

Who uses Ycharts?

Ycharts's top market is the United States and they receive 1.3M (43.3%) people.
Then the 2nd is Canada with 286.4k (9.5%).
The 3rd is is United Kingdom with 97.5k (3.2%).

Traffic Growth (last 6 months)

All Traffic Source

Country Share

Traffic Growth (last 12 months)

See 12/mo Traffic Stats

What are Ycharts's ads on Google?

Google Ads

Sort & Filter Stocks - YCharts Official Site

https://ycharts.com/

Combine 4,500+ metrics to generate smarter investment ideas & construct better portfolios. How are you monitoring current markets & answering client questions? We can help. Web-Based. Fund Screener. Model Portfolio. Chat in. Robust Market Data. Stock Screener.

YCharts.com - YCharts - Build Better Portfolios - New SMA Data

https://ycharts.com/

Tools & data to help investors communicate new investment ideas & build better portfolios. Enabling smarter investment decisions & better client communications. Start Your Free Trial. Contact us. Chat in. Request a Demo. Types: Model Portfolios, New SMA Data.

YCharts.com - YCharts Official Site - Start Your Free Trial

https://ycharts.com/

Tools & data to help investors communicate new investment ideas & build better portfolios. Enabling smarter investment decisions & better client communications. Request a Demo. Contact us. Chat in. Types: Model Portfolios, New SMA Data, Fully Customizable.

YCharts Official Site - YCharts - YCharts.com

https://ycharts.com/

Tools & data to help investors communicate new investment ideas & build better portfolios. Enabling smarter investment decisions & better client communications. Start Your Free Trial. Request a Demo. Contact us. Chat in. Types: Model Portfolios, New SMA Data.

45,000+ funds, ETFs, & CEFs - YCharts

https://ycharts.com/

Show advisor-partners what's under the hood of your funds & competitors to get more AUM. Get a holistic view of fund flows & performance data to stay ahead of competing funds. Fund Screener. Model Portfolio. Robust Market Data. Web-Based. Comprehensive Analysis.

Keyword: etf wholesaler

What do Ycharts's customers say about them?

Review Score

4.2/5

Total Reviews

7

Info

YCharts

[email protected]

(866) 965-7552

Chicago

5 Star
85.7%
4 Star
14.3%
3 Star
0.0%
2 Star
0.0%
1 Star
0.0%
Read reviews that mention
Gary Partoyan

Robust charting and tracking tool, helpful service!

Reviewed on 2021-03-09T14:50:42

Robust charting and tracking tool. Helpful customer service. If you're a trader or an active manager of portfolio(s),this can be helpful. Luke B was resourceful, responsive, and creative when helping me with membership decisions and selection of options/features.
read more
Thomas

Great product and service at a fair price!

Reviewed on 2021-02-10T07:47:57

I have been using Charts now for 1 year, and it has become a very useful and essential tool for myinvestment decision making that I wouldn't want to miss.
read more
Kevin

Easy to Use Comprehensive Research Tool & Fantastic Customer Support

Reviewed on 2020-12-17T22:18:47

I am currently a student who has recently slowly built up an interest in investing with a plan to do this for the long-term.YCharts naturally became a research tool for equities that I came across. Compared to some of the other resources I've been using like Yahoo, Macrotrends, or Morningstar, etc, YCharts is definitely the most comprehensive of the bunch. It really saves time for the investor. The function to visually plot a chart with almost any fundamental metric is a great way to spot trends and anomalies. These points make more efficient and aid any due diligence an investor is conducting. The experience during my free trial was so good that I decided to even upgrade to a subscription plan because I believed that the value I got from the investing capital I would either earn or save (e.g. protect from speculative losses) from using YCharts would be worth the price. Additionally, the staff at YCharts provided exceptional service when I contacted them about any questions/concerns I would have. Overall, I highly recommend YCharts.
read more
Rick Hennig

YCHARTS

Reviewed on 2020-11-19T19:17:18

My experience with the YCharts platform has been excellent. I am a simple investor who likes to do a lot of research (reviewing Income Statement,Balance Sheet, Statement of Cash Flows, SEC filings, etc.) before making an investment in a company. The sheer amount of data, along with the fundamental and technical tools on the YCharts platform makes this process so much quicker and efficient. Conservatively, I save about an hour or two per company I research using YCharts. In addition, they offer webinars to increase your knowledge of how to use the tools, and their support has been quite helpful. I can't say enough how pleased I am to be a YCharts customer.
read more
Arnold Barrett

Hope to see more.

Reviewed on 2020-09-27T04:04:28

Hope to see more.
Lance Minter

Happy with the service

Reviewed on 2019-07-03T07:34:44

Happy with the service. Their platform is really exhaustive for someone looking for macroeconomic data and GAAP financials on US and Canadian securities.A one stop solution. Highly recommended.
read more
Ignacio M.

Great!

Reviewed on 2019-06-29T09:38:09

It's a pretty exhaustive platform. We've been a regular customer for several quarters and their staffis friendly.
read more

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