YCharts is a Powerful, Customizable & Affordable Bloomberg Terminal Alternative

In search of the best Bloomberg alternative? YCharts enables you to make smarter investment decisions and demonstrate your value to clients and prospects with best-in-class research tools, expansive market and economic data, and powerful sales-enabling collateral.

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Customize Your Market Dashboard

Your YCharts Dashboard gives a holistic yet personalized view of the market with intraday price quotes and visual charts for every stock, fund and portfolio you follow closely. You control the data and layout of your Dashboard so that you can stay abreast of the market movements most relevant to you and your clients. YCharts features intraday price quotes on a 90-120 second delay—if you’re a day trader or need real-time price quote data, Bloomberg may be a better solution for you.

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Find Opportunities with Stock and Fund Screeners

The YCharts Stock and Fund Screeners empower you to be faster and more data-driven when finding new opportunities. Qualitative and quantitative filters, plus customizable Scoring Models, give you full control to narrow universes of 20,000+ stocks and 65,000+ mutual funds and ETFs. Each tool also provides more than a dozen pre-built screens set you on the right path to outperformance. To measure Wall Street’s sentiment, YCharts enables you to screen for analysts’ consensus recommendations and price targets; if you need more detail, Bloomberg offers individual analyst reports.

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2-excel add in copy-4Power Your Investment Models with a Dynamic Excel Add-in

Data on the YCharts platform is easily exportable to our Excel Add-In, which uses intuitive formulas to automatically populate your models and save you hours per week. You can access more than 40 pre-built templates in the YCharts Excel Add-in, encompassing portfolio comparisons, individual security analysis, financial statement breakdowns and more. A strong alternative to Bloomberg’s Excel features, the YCharts Add-in is fully customizable to generate firm-branded reports and other outputs to share with clients and prospects.

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econ data narrow viewIdentify Trends with Robust Economic Data & News Feeds

The best investment strategies use leading economic indicators and news developments as inputs for decision-making. Unlike other Bloomberg terminal alternatives, YCharts provides more than 600,000 economic data series, sourced from the Federal Reserve, Bureau of Labor Statistics and the like, that add context to market movements and help you make predictions. Similarly, the YCharts News Feed consolidates articles from several outlets and can be filtered by ticker, company/fund name and news source. YCharts does not include articles from Bloomberg News or similar proprietary content.

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Even More Reasons YCharts is the Best Bloomberg Terminal Alternative

 

Model Portfolios

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Build, visualize and compare
investment strategies

Custom Reports

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Create an engaging,
personalized client experience

Stock Screener

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Uncover data-driven
investment ideas

FUND Screener

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Compare funds and managers
head-to-head

Fundamental Charts

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Create visuals to
share your insights

Comp Tables

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Create peer groups of stocks, ETFs,
mutual funds and portfolios

Timeseries Analysis

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Better, faster historical analysis

Excel Add-in

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Automate your analysis
and save time

EMAIL REPORTS

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A customizable market update
sent straight to your inbox

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