How does YCharts integrate with my existing software?

YCharts offers native integrations with major advisor platforms like Orion, Redtail, Salesforce, and eMoney, allowing for seamless data syncing, portfolio import/export, and workflow automation.

What kind of support and onboarding do you offer?

All clients receive dedicated, unlimited onboarding and support at no extra cost. Expect sub-90-second chat responses during market hours and a guided setup configured for your team's specific needs.

Is my data secure with YCharts?

YCharts adheres to institutional-grade security standards, including SOC 2 Type II compliance, to protect firm and client data. Specific protocols are detailed in their security documentation.

Can I try YCharts for free before committing?

Yes, YCharts offers a free 7-day trial that provides access to the platform's core features, allowing you to test its tools and workflows with your own data.

What are 'Y-Ratings' and how are they calculated?

Y-Ratings are YCharts' proprietary, quantitative scoring system for evaluating funds and securities. The methodology is based on factors like performance, risk, and cost, providing a proprietary analytical layer.

Directory/Search/AI Financial Assistant/YCharts

YCharts

YCharts is an investment research and client engagement platform built for financial advisors, asset managers, and institutions. It combines deep financial data (stocks, ETFs, mutual funds, economic indicators) with AI-powered tools for portfolio analysis, proposal generation, and risk management. The platform's core strength is transforming complex data into actionable insights and client-ready materials through tools like Quick Extract, portfolio optimization, and its AI agent 'Y'. Key capabilities include 4,000+ financial metrics, screeners, charting, dynamic model portfolios, and compliance controls. It integrates with major custodians and CRM systems (Orion, Salesforce, Redtail) to streamline workflows from prospecting to ongoing client reviews. The tool is designed to save advisors significant time on research and reporting, allowing them to focus on client relationships and business growth.

Visit website

Added on

Sep 18, 2026

Financial AI AgentPortfolio AnalyticsProposal GenerationMarket MonitoringRisk AssessmentCustodian IntegrationsCompliance Tools

Product information

Everything worth knowing about YCharts

The complete picture — from everyday features to the technical detail builders and IT folks dig for.

Core features

What it actually does

AI Agent 'Y'

A specialized AI assistant that is fluent in the platform's tools. It can answer complex financial questions, generate comparisons, and execute tasks on a schedule or immediately.

Proposals & Client Engagement

Turn prospect statements into portfolios via Quick Extract, then run analysis for optimization, high-fee holdings, and allocation drift. Integrates with Risk & Proposal Manager for the full client lifecycle.

Portfolio Construction & Monitoring

Build and optimize portfolios with integrations to major custodians/CRMs (Orion, Redtail, etc.). The platform monitors for rebalancing needs, tax-loss harvesting, and better alternatives, with proactive alerts from Y.

Research & Due Diligence

Access 4,000+ metrics, 100,000 securities, and 500,000+ economic indicators. Monitor watchlists for news, SEC filings, and price movements. Generate visualizations and AI summaries.

Market & Position Monitoring Dashboards

Centralize market data, holdings, and research for team alignment. Features auto-refreshing insights, AI-generated morning market commentary, and automated alerts for portfolio changes.

Technical capabilities

Firm-Wide Sharing & Compliance Controls

Enterprise-level features for firm-wide implementation, proprietary model oversight, managed research lists, and firm-branded reports with custom disclosures.

Custodian & Third-Party Integrations

Seamless integrations with platforms like Orion, Redtail, Salesforce, and eMoney, plus proprietary CRM and compliance tool integration.

Must watch videos

YCharts 101: Getting Started with Questionnaires

4:21

Tutorial4:21

YCharts 101: Getting Started with Questionnaires

Want to see how YCharts can enhance your investment research? Get started with a Free 7-Day Trial here: https://tinyurl.com/ysrdy97k More YCharts videos like this: https://tinyurl.com/5n97nv8k Follow us on social media! https://x.com/intent/follow?screen_name=ycharts https://www.linkedin.com/company/ycharts https://www.facebook.com/ychartsinc/ *Disclaimer: Any investment ideas communicated in this video are solely for product demonstration purposes, and are not meant to serve as investment advice.

YCharts 101: Customizing Your Questionnaires with Questionnaire Builder

4:28

Tutorial4:28

YCharts 101: Customizing Your Questionnaires with Questionnaire Builder

YCharts 101: Getting Started with RPM Clients

8:18

Tutorial8:18

YCharts 101: Getting Started with RPM Clients

Who uses it

Real use cases, no hype

Proposal Generation

Create personalized, branded investment proposals and client presentations at scale.

Portfolio Construction & Analysis

Build, optimize, and monitor portfolios using AI and comprehensive financial data.

Risk Assessment & Management

Conduct risk tolerance questionnaires, assess portfolio drift, and manage client risk profiles.

Client Acquisition & Engagement

Transform prospects into clients with Quick Extract, comparative analysis, and engaging visual stories.

Market Research & Due Diligence

Perform in-depth security analysis, screen stocks/ETFs/funds, and monitor news and SEC filings.

Firm-Wide Workflow & Compliance

Centralize data, sharing, and oversight for advisor networks, broker-dealers, and large RIAs.

Wholesaler & Sales Enablement

Generate tailored sales collateral, product comparisons, and distribution support for asset managers.

What's great

Integrated Risk & Proposal Manager streamlines client onboarding workflow.
Comprehensive dataset: 4,000+ metrics, 100k+ securities, 500k+ economic indicators.
Firm-wide sharing and compliance controls for large teams.
Rapid client support response times (under 90 seconds during market hours).

Technical strengths

AI agent 'Y' generates insights, charts, and analysis from natural language.
Deep integrations with major advisor CRMs (Orion, Redtail, Salesforce).
Proprietary 'Quick Extract' turns client statements into portfolios instantly.

Where it falls short

Pricing is opaque; requires contacting sales for quotes.
Free trial is time-limited (7 days), not usage-limited.
Learning curve for the full suite of advanced tools (scenarios, optimizers).
Add-on costs for certain data (Bonds, Alternatives, SMAs).

Technical limitations

No self-serve API access mentioned; reliance on UI or specific integrations.
Proprietary data sources (e.g., Y-Ratings) may not align with all methodologies.

For technical folks

The deep-dive specs

FAQ

Includes technical Q&A

Y is a specialized AI agent built into YCharts. It interprets natural language queries to perform tasks like comparing securities, charting data, analyzing portfolios, and generating market commentary directly within the platform.