YCharts
NewAI-enhanced investment research and client communication platform for financial advisors.
About YCharts
YCharts is a cloud-based investment research and client communication platform used by financial advisors, wealth managers, and investment analysts to conduct data-driven research, build custom charts, and create professional client-facing reports. Its AI-powered natural language query enables users to ask questions like 'which S&P 500 stocks have revenue growth over 20% and a P/E under 25?' and instantly receive a filtered stock screener result. YCharts' Model Portfolio Analytics and Client Communication tools help advisors demonstrate portfolio performance and explain investment decisions to clients with compelling visualizations.
Pros
- Natural language stock screening makes complex queries accessible to any advisor