YCharts
Investment research: screening, models, fundamentals, client reports.
Overview
Investment research platform with screening, model portfolios, fundamental data, visualizations, and client-ready reports. Strong on ETF/mutual fund analysis.
Key Features
- Fund/ETF screening
- Model portfolio builder
- Fundamental data
- Custom visualizations
- Client reports
- API access
Integrations
OrionRedtailWealthboxSalesforceMorningstarFactSet
Details
- Platforms
- Web, API, Excel Add-in
- Target Users
- RIAs, Portfolio Managers, Analysts, Family Offices
- Pricing Model
- Subscription
- Starting Price
- USD 200/mo
- Full Pricing Details
- From $200/mo per user
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