Where Animal Spirits Listeners Save Time &
Win Business
YCharts gives you the tools to save time, simplify investment decisions, and turn market data into client-ready insights. And the results* speak for themselves:
$33 Million
Generated in new AUM (on average)
20 Hours
Saved on research, proposals, and prep
4.5/5 Star Rating
 Trusted by Users on G2

*Based on YCharts’ 2024 client survey

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*Discount valid for new customers subscribing to the YCharts Professional plan only. 

How Can YCharts Help You

  • Streamline Workflows & Save Time
    Cut hours from prep with automated updates, firm-approved templates, and integrations that centralize your workflows, from research to client-ready outputs.
  • Acquire Clients & Grow AUM
    Build trust with proposals and comparisons that clearly communicate the “why” behind every investment strategy, customized at scale for consistency and speed.
  • Analyze & Research Faster
    Screen, compare, and monitor securities in minutes, all in one platform built to support both quick insights and in-depth analysis.
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Animal Spirits’ Go-To YCharts Tools

  • Proposals
    Create clean, data-rich visuals that highlight your strategy and help clients see why it’s the right fit. 
  • Dashboards
    Monitor markets, portfolios, and watchlists all in one place, so you’re always ready with timely insights for clients.
  • Fundamental Charts
    Quickly chart performance, risk, and valuation trends to uncover insights and guide smarter client conversations.
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Try YCharts for free, and save 20% when you subscribe!