at Financial Technnology Year
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YCharts Professional from YCharts
Comprehensive market data, visualization tools, stock screener, fund screener, model portfolios, and automated report generation. Includes fundamental metrics, technical indicators, and economic data with Excel integration.
Product analysis by function
Investment Research Systems for Investment Banking
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Data Coverage
(4 Yes /8 Known /12 Possible features)
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Not as far as we are aware.* YCharts covers US markets extensively and provides some international data (e.g., ADRs and international ETFs), but it does not offer comprehensive global market coverage across all asset classes like commodities, FX, or international fixed income. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
Not as far as we are aware.* The YCharts feature set does not mention ingesting true alternative data such as satellite imagery or credit card spend data. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
YCharts includes detailed company financial statements, filings, and fundamental metrics (e.g., income statement, balance sheet, ratios) for equities. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
YCharts provides economic and macroeconomic indicators (e.g., CPI, GDP, FRED data integration). | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Earnings estimates are available, with consensus and snapshot data presented for major US-listed companies. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
No information available | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
YCharts provides event calendars including earnings, dividends, and economic data releases. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
Not as far as we are aware.* No mention of integrated news aggregation or filtering from multiple global sources. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Not as far as we are aware.* Credit ratings data is not part of the standard YCharts dataset. |
Analytical Tools
(7 Yes /11 Known /11 Possible features)
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Financial modeling templates (DCF, comp tables, scenario analysis) are available in YCharts, including Excel plug-in functionality. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Not as far as we are aware.* No mention of VaR, stress testing, or advanced risk analysis modules in YCharts. | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Powerful screening and filtering tools for stocks, funds, and ETFs are a core feature of YCharts. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Not as far as we are aware.* YCharts does not provide an explicit backtesting engine as seen in quant-oriented platforms. | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
YCharts includes portfolio analytics (allocation, performance attribution, historical returns, risk stats). | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced charting, visualizations, and custom chart builder are prominent features. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Competitive peer comparison tools for companies, funds, and portfolios are integrated. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
YCharts offers a formula builder to create custom financial metrics. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
Analytics and chart data accessible through the Excel add-in and API. | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Not as far as we are aware.* Standard forecasting models beyond basic trend regression are not a focus of YCharts. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
Not as far as we are aware.* Deal analytics (M&A, ECM, DCM) are not found in YCharts' documentation and product features. |
Collaboration & Workflow
(2 Yes /2 Known /10 Possible features)
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
No information available | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
No information available | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
No information available | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
No information available | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
No information available | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
YCharts can generate automated and branded reports; report templates are included. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
No information available | |
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Version Control Tracking and management of updates/edits to research documents and models. |
No information available | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Content search and retrieval is available for securities, charts, and notes throughout the platform. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
No information available |
Integration Capabilities
(4 Yes /4 Known /8 Possible features)
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
YCharts offers a REST API for data and Excel integration. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
No information available | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
SSO is available according to YCharts' enterprise documentation. | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Data export to Excel, CSV, and PDF is standard. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
No information available | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
Supports custom API-based integrations for enterprise clients. | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
No information available | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
No information available |
User Experience & Customization
(5 Yes /6 Known /8 Possible features)
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Intuitive Navigation Clean user interface with logical navigation structure. |
User interface is widely regarded as intuitive and very easy to navigate per user reviews. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Custom dashboard creation is a core feature. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Branding and theming options (logos, colors) for reports are available. | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
No information available | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Mobile-responsive web platform and partial mobile app support. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Alerts, notifications, dashboard, and report preferences can be deeply customized. | |
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Multi-Language Support Availability of platform in multiple languages. |
No information available | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Not as far as we are aware.* Keyboard shortcut support is not highlighted in YCharts' documentation or platform overview. |
Performance & Scalability
(1 Yes /1 Known /6 Possible features)
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
No information available | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
YCharts is cloud-based and scales horizontally to serve institutional clients. |
Security & Compliance
(5 Yes /5 Known /8 Possible features)
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
Data transmissions use HTTPS, which implies TLS/SSL encryption in transit. | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
No information available | |
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Role-Based Access Control Granular user and permission management. |
Role-based access for enterprise accounts is documented as supported. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
No information available | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
YCharts privacy policy indicates GDPR compliance and general industry certifications; SOC2 is available on request. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication is supported for enterprise accounts. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Platform allows control over user and data access levels, supporting privacy controls and retention. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
No information available |
Customer Support & Training
(4 Yes /4 Known /6 Possible features)
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24/7 Support Access to live support around the clock. |
No information available | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Some customer tiers are assigned a dedicated account manager per pricing documentation. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
In-platform step-by-step tutorials and onboarding guides are available for new users. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Extensive online knowledge base (support.ycharts.com) is available. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom training is offered as part of enterprise onboarding packages. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
Cost & Licensing
(5 Yes /5 Known /5 Possible features)
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Pricing is clearly disclosed on the website, including enterprise and add-on data fees. | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Modular licensing available by features/modules and data add-ons. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Usage-based pricing is an option for certain account types, as is per-seat licensing. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Annual contracts and multi-user discounts are available. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Free trial and live demo are offered on ycharts.com. |
Innovation & AI
(1 Yes /1 Known /6 Possible features)
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
YCharts uses natural language search and summary insights for stocks/funds, supporting limited NLP. | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
No information available | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
No information available | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
No information available | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
No information available | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
No information available |
Audit & Reporting
(3 Yes /3 Known /5 Possible features)
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Report builder functionality allows custom template creation and scheduled report delivery. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
No information available | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
User and admin dashboards show platform usage stats. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
No information available | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
YCharts allows direct export and API access to BI tools such as Excel and Tableau. |
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