Like many YCharts customers, Zel’s first experience with the platform and its capabilities came through a free trial. He was immediately hooked. “With other resources, there was just too much information thrown at you. It was overwhelming,” he recounts. “The first time I used YCharts, it reminded me of Google with the search bar always available. It helped me find what I needed easily and focus on the information I was interested in without any distractions”

YCharts’ design and layout were a major selling point. Zel highlighted his appreciation for individual stock quote pages and all the comprehensive information they include. Everything from fundamental data and valuation ratios, to analyst coverage and performance charts was front and center.

From there, he can easily transition to YCharts’ other tools like Comp Tables or Fundamental Charts. Combined with its userfriendly search capabilities and the flow of information between each tool, Zel had found the platform he needed to perform better as an investor.

While he notes that he has yet to use YCharts to its full potential, he can see the value that it brings to its users, whether as a personal investor just starting in the industry or brand name hedge funds with teams allocated to performing research and analysis. “There’s still so much for me to learn, but as I continue to grow I know I’ll always have YCharts available to me along the way.”

Upon adding YCharts to his tech stack, Zel was able to consolidate a number of his research processes into a single, integrated platform. In a typical workflow, he will create a Watchlist of saved companies to explore further, then dive into each of their quote pages to examine fundamental data, saving Zel hours of time over reading through 10-Ks. From there, he’ll navigate to Comp Tables to perform a head-to-head technical analysis that pits companies against each other, and Timeseries Analysis to track a company’s balance sheet and income statement metrics including revenue, gross profit, and expenses to understand where they allocate their spending to fund their operations. To stay efficient, Zel saves metric sets within YCharts so he can apply them to any security he wishes to analyze further.

Fundamental Charts is his most-leveraged YCharts tool as he relies on visuals when conducting comparative analyses. Easy-to-create and customizable charts provide a holistic overview of a company's performance against their competitors or their respective industry.

“YCharts save me a lot of time and make it easier to analyze a company’s performance. Being able to visualize and see where a company is heading and understand its potential at a glance is amazing,” says Zel. He also uses the customizable Dashboard to track securities of interest and chart economic data such as the current inflation rate, market estimates, and treasury rates.

YCharts has proven to be the tool he uses most often because of its intuitive functionality, comprehensive datasets, and integration capabilities. “Time is very important to me,” explains Zel. “YCharts enables me to complete tasks in a couple of hours which used to take medays. I’m researching twenty companies in depth each day when I used to only do three. Now I use that extra time to continue learning and improve my process.”

As an up-and-coming investor, YCharts has provided Zel with significant learning and educational opportunities. Whenever he learns about a new financial metric or economic indicator, his immediate impulse is to get into YCharts and implement it. “I want to become a better investor and learn new strategies to build my knowledge base. With YCharts, it’s the first place I go to whenever I learn something new.”