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New SaaS Software

4.7 62 user ratings

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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description YCharts is an intuitive investment research platform for enterprises, facilitating better client communication and smarter investments. Business houses can depend on the solution to analyze securities, communicate investment opportunities with clients and in-house teams, and build robust portfolios as well. Industry-leading tools offered by the software, helps businesses generate compelling visuals showcasing the strength factors of their investment strategies. The fundamental charting feature within the platform helps organizations showcase multiple investment metrics, starting from PE ratio to alpha. Businesses can incorporate the logo of their brand to enhance the overall value of the distributed charts. They can even use YCharts to create compare and visualize multiple portfolio strategies along with different performance levers. Business houses can monitor the volatile market with personalized email updates and alerts from the software. It provides on-time alerts regarding earning reports, securities, price movements and newly revised financial statements. An interactive dashboard featuring detailed metrics, helps users make smarter decisions in real-time. Read more Koyfin is an intuitive financial data and analytics platform that provides investment companies with the right kind of information regarding research stocks and market trends. A variety of graph template charts available within the software help users highlight different information with a quick identification process. These charts can be shared with other people through a link or can be even posted on websites or blogs. Moreover, users can also depend on Koyfin to create separate dashboards and watchlists based on individual asset classes that they follow or the client portfolio that they manage. Further, the software turns out to be quite helpful in highlighting balance sheet and income & cash flow statements as per individual companies. Brands are provided with a detailed analysis of all the information present on the financial statements page in different formats - graphically or in columns. Koyfin assures accurate information about currency & commodities prices, equity & credit and factor-based investment data, within a simplified portal. Read more
Pricing Options
  • Free Trial Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $39.00. Offers Free-forever and Custom plan.
SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    96%
  • Reviews
    91%
  • Momentum
    63%
  • Popularity
    91%

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • Online
  • Online
API Support
  • Available
  • NA

Reviews & Ratings

User Rating
4.7/5 62 user ratings
5/5 3 user ratings
Rating Distribution
  • Excellent

    85.5%
  • Very Good

    8.1%
  • Average

    1.6%
  • Poor

    1.6%
  • Terrible

    3.2%
  • Excellent

    100%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
User Sentiments

    Ease of Use, Comprehensive Data, Excellent Customer Support, High-Quality Visualizations & Reports

    Limited International Coverage, Lack of Real-Time Quotes, Limited Collaboration Features, Lack of Bond Data

    Not Available
Review Summary

YCharts is generally well-received by its users, with many positive reviews praising its user-friendly interface, powerful visualization tools, and extensive data coverage. The platform is seen as a valuable resource for financial professionals and investors seeking comprehensive market insights and actionable trading ideas. However, some users have expressed concerns regarding occasional technical glitches, limited customization options, and the need for improved customer support responsiveness. Overall, YCharts appears to be a reliable and feature-rich financial data and analytics platform that caters to the needs of professionals seeking data-driven insights.

Not Available
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Pricing

Pricing Options
  • Free Trial Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $39.00. Offers Free-forever and Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Standard Custom

Professional Custom

Enterprise Custom

Free Free

Plus $39.00 $49.00 per month

Pro $79.00 $110.00 per month

Enterprise Custom

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Fund Draw Down Chart
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Videos Video Thumbnail
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Video Thumbnail
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Vendor information

Company Details Located in: Chicago, Illinois Founded in: 2009 Located in: New York City, New York
Contact Details

(866) 937-0776

https://ycharts.com/

Not available

https://www.koyfin.com/

Social Media Handles

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