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Maximizing Investments and Education with YCharts for Personal Investors & Educators

Uncover Opportunities through Stock Screening

YCharts offers a robust Stock Screener that allows users to narrow down a vast universe of over 20,000 equities using 4,500 quantitative and qualitative metrics. Whether you want to build custom screens aligning with your investment strategy or leverage pre-built templates, this tool provides flexibility and efficiency. Receive alerts as securities enter or exit your screening results, keeping you informed about new investment possibilities.

Compare & Analyze Investment Opportunities

Create comprehensive data tables with YCharts to compare and analyze securities, be it your current holdings or companies on your watchlist. Utilize Scoring Models to select vital metrics, assign weights to each, and generate a customized ranking of investment options. This feature enables users to make informed decisions based on a holistic evaluation of different opportunities.

Monitor Markets and Your Portfolio with Ease

Stay informed about market movements, economic trends, and your portfolio performance through YCharts' personalized Dashboard. Access intra-day pricing and over a quarter million economic indicators to track market trends effortlessly. Customize visuals, metrics, and data points according to your preferences for a clear, concise view of the market.

Empower Education with Real-World Investing Scenarios

YCharts serves as a valuable tool for educators to bring real-world investing scenarios into the classroom. Professors and instructors can utilize the investment software to teach students about financial statements, valuation techniques, diversification, portfolio construction, and market cyclicality. With high-quality research tools and real market data, students can engage in hands-on learning experiences without any financial risk.

Empowering Wholesalers with YCharts Asset Manager Solutions

Increase Sales & Win New Business

YCharts for Wholesalers offers a comprehensive institutional investment solution that reduces friction in the sales process and enables wholesalers to engage in more meaningful conversations with advisors and prospects. By leveraging this dynamic asset manager software, wholesalers can visually demonstrate the value of their funds, provide real-time answers to questions, and maintain momentum throughout the sales journey. This helps establish credibility, position themselves as industry experts, and ultimately win new business.

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Empowering Financial Advisors with YCharts: Streamlined Solutions for Building Client Relationships and Boosting AUM

Acquire Clients & Grow AUM

In the competitive landscape of financial advising, effective communication is crucial for both attracting new clients and maintaining strong relationships with existing ones. YCharts offers a comprehensive solution that helps advisors stand out by highlighting portfolio strengths, facilitating complex conversations with confidence, and maintaining a cohesive client experience across various communication channels. By providing tools that simplify meeting preparation and enable the creation of impactful visuals, advisors can capture attention, establish trust, and ultimately grow their book of business.

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