Header banner
Revain logoHome Page
ycharts logo

YCharts Review

3

·

Excellent

Revainrating 5 out of 5  
Rating 
5.0
Vertical Industry, Financial Services

View on AmazonView on ЯM

Description of YCharts

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. For more information, start a free trial via ycharts.com, contact hello@ycharts.com, or follow us on Twitter at @ycharts.

Reviews

Global ratings 3
  • 5
    3
  • 4
    0
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 5 out of 5

Easy way of using various tools plus many more

The ease at which you can add custom dashboards or create your own charts from scratch makes this software easy for new users as well older ones too! You have plenty customization options once inside so making it very flexible when creating content - be sure not get overwhelmed by all available choices!! I do recommend getting help if needed right away after installation since some features might require training/learning curve adjustment period (ease-of use) before fully understanding how…

Pros
  • Easy To Use Interface,
  • Great Customer Support Team And Community For Help On All Issues Including Technical As Well Financial Questions Too; )
Cons
  • Some little things

Revainrating 5 out of 5

Powerful but glitchy for the most part

The ability for me to create my own custom graphs was great because I could make them exactly how I wanted! It would sometimes get glitchy when you were trying to add certain elements like text or arrows but it's not something too big of a deal since it can be fixed pretty easy if need be. There are definitely some other graph creation options out there that do this as well without having to pay quite so much money. We use it for internal sales presentations at work which allows us to show our…

Pros
  • Customizable
  • Ability To Create Your Own Graphs With Any Number Of Data Points And Types (Bar Chart/Line Chor)
  • Great For Internal Sales Presentations At Work Or Personal Use
  • Easy Way In Which You Can Show Progress Over Time As WellAs Compare Current Month Versus Last Year On A Single Page.
  • Very Helpful When Tracking Various Goals & Objectives That May Change From Day
  • DayOr Week By weekAnd So Much
Cons
  • Nothing here

Revainrating 5 out of 5

Great product, great support and even better customer service!!!

I like how it's easy for my team members (and myself) as well! It makes our work easier by giving us all one place where we can see everything at once instead having multiple places throughout different platforms or apps which causes confusion among ourselves when trying figure out what needs attention first/what will be done next etc.. Not much but just some minor things such as maybe being able pull up historical data quicker? Maybe have options within each report type so you could do…

Pros
  • Very simple yet full featured dashboard with tons possibilities, i used before in excel
  • Quick access through web portal works great across devices whether mobile app OR website is down / slow.
  • Customizable dashboards that give flexibility without needing any expensive coding skills required :)
Cons
  • Not the best