Made in IndiaFree plan
Starts at
Free plan
YCharts
by YCharts, Inc. · Chicago, United States
Investment research and client communication platform for financial advisors and asset managers.
Investing platforms & toolsRecommended
- Starting price
- On request
- Ask for a quote
- Free trial / plan
- Not advertised
- Deployment
- Cloud
- Web
- App Advisor rating
- 4.2
- transparency & India fit
What is YCharts?
YCharts is investing platforms & tools from YCharts, Inc., based in Chicago, United States. Investment research and client communication platform for financial advisors and asset managers.
Investing tools span brokerage and investing apps, portfolio tracking, research and screening, and the back-office platforms used by advisers and wealth managers. In India the category is shaped by SEBI regulation: brokers, research analysts and investment advisers each operate under distinct registrations, and what a tool may legally tell you depends on which one it holds.
Pricing is quoted per organisation, so ask the vendor for a proposal that matches your size.
What works well
- +One of the top-ranked investing platforms & tools options in our catalogue
What to watch out for
- −Pricing is not published — expect a sales conversation before you see costs
- −No permanently free plan
- −Global vendor — check India-specific compliance (GST, TDS) and support hours before you commit
Best suited for: Mid-market · Enterprise
AI analysis of YCharts
Analysing YCharts — pricing, features, reviews and alternatives…
Generated by App Advisor's native engine from this listing's verified data — not a paid placement.
YCharts features
Category-standard capabilities plus what YCharts adds. Verify depth in a demo.
- Equity, mutual fund and ETF investing
- Portfolio tracking and consolidated holdings
- Screening, research and fundamentals
- Goal planning and SIP management
- Capital gains and tax reporting
- Adviser and wealth-management back office
- Demat and broker integrations
- Brokerage, subscription or free models
YCharts pricing
Entry price
On request
Quoted per organisation after a discovery call
How YCharts charges. YCharts, Inc. prices per organisation based on users, modules and implementation scope. Ask for a quote that includes onboarding, training and annual increases.
Read from the vendor's official website. Prices change — confirm on ycharts.com.
Specifications
- Category
- Investing platforms & tools
- Vendor
- YCharts, Inc.
- Headquarters
- Chicago, United States
- Founded
- Not published
- Pricing model
- Quote-based
- Starting price
- On request
- Deployment
- Cloud
- Platforms
- Web
- Best for
- Mid-market, Enterprise
- Made in India
- No
More software like YCharts
Alternatives, the same vendor's other products and India-first picks.
Compare all YCharts alternatives with pricing →
YCharts — frequently asked questions
What is YCharts?+
YCharts is investing platforms & tools by YCharts, Inc.. Investment research and client communication platform for financial advisors and asset managers.
How much does YCharts cost?+
YCharts is priced on request. Request a demo through App Advisor and we will ask the vendor for a written quote.
Does YCharts offer a free trial or free plan?+
YCharts does not advertise a free plan; ask the vendor for a trial or a guided demo.
Is YCharts made in India?+
No. YCharts is developed by YCharts, Inc. in Chicago, United States.
Who is YCharts best suited for?+
YCharts suits mid-market, enterprise buyers looking for investing platforms & tools.
What are the best alternatives to YCharts?+
Popular alternatives in investing platforms & tools include Angel One, Zerodha Kite, Upstox. Use App Advisor's compare tool to see them side by side.
How is YCharts deployed?+
YCharts is available as a cloud (SaaS) product, with web access.
About YCharts, Inc.
YCharts, Inc. · Chicago, United States · 1 product in our catalogue
Get an instant demo