YCharts Review
  • Data & Features
  • Fundamental Charts
  • Screener
  • Ease of Use
  • Value


YCharts is not your average charting and analysis platform. YCharts focuses on a stock’s fundamentals using difficult metrics while incorporating a user friendly format. Read more to learn about YCharts and discover if this is what your trading has been missing.

About YCharts

YCharts is a comprehensive charting and analysis platform that focuses on a stock’s fundamentals more than technical analysis, in contrast to many other charting platforms. The service offers hard-to-calculate metrics in an easy to navigate format, filling in the gap in finding advanced financial data beyond the basic metrics that are available in free online platforms. YCharts is targeted at both individual investors and financial managers, and the platform offers extensive analyst research into stocks in order to provide value-driven traders with the most information possible while also highlighting potentially winning stocks.

YCharts Pricing Options

YCharts offers two pricing tiers: Standard and Professional.

The Standard plan is billed at $300 per month (billed annually) and is recommended primarily for individual investors. This plan includes all of YCharts charting, watchlist, and scanner features, as well as most of the tools available on the platform. Notably, the Standard plan lacks the advanced time-series analysis that allows investors to visualize how a company’s fundamentals have changed over time, as well as the Excel add-on that will enable you to apply this timeseries analysis in Excel. There is also a data export limit of 50 megabytes per month, although most retail traders will have difficulty coming up against this limit.

The Professional plan is billed at $500 per month (billed annually) and is recommended for financial professionals and money managers, including hedge fund managers, investment advisors, and research analysts. However, it can also be useful for individual traders who want the time series analysis capabilities, as well as the ability to run financial models for a stock and to quickly compare multiple stocks based on screener results. The Professional plan also has an increased data export limit of 500 megabytes per month.

There’s no doubt that YCharts is expensive (especially since it is billed annually), but they do offer a 7-day free trial so you can test out the service before you commit to a paid subscription.

Ycharts Pricing

YCharts Features


As the name suggests, charts are at the heart of YChart’s platform. That said, YCharts isn’t your typical charting platform, and there are many differentiations between this service and services like TradingView, TC2000, and StockCharts.com.

There are two types of charts available in YCharts – fundamental charts and technical charts. 

Fundamental charts are handy for visualizing the change in a stock’s fundamentals over time and for comparing two or more companies in the same industry. The list of fundamental data types that can be plotted is quite exhaustive and includes revenue and profit metrics, returns over multiple time periods, and information about various asset types. Fundamentals can be searched and added to the graph, or there is a browser window to see all available fundamental data types. In addition, fundamental charts can be viewed on timescales ranging from one day to 10 years. This is one of the most unique features of the YCharts platform. The ability to be able to plot fundamental data, such as a company’s revenue and EPS, on a chart is an incredibly valuable analysis tool.

YCharts Fundamental Charts

Technical charts are more similar to the candlestick charts commonly used to conduct technical analysis. The flexibility of these charts is limited as they are intended primarily for long-term technical analyses. Thus, the bars can only be toggled between candlestick and line patterns. A variety of technical indicators are available, both via search and via a browser window, as for fundamental data types on fundamental charts. However, the selection of technical indicators is somewhat limited to popular indicators, especially compared to charting software that is specifically designed for technical analysis.

YCharts Technical Charts

Stock Fundamentals

The most useful aspect of YCharts for many investors is the extensive data that it provides, which can be found by clicking on any stock ticker or searching for a stock. The quote landing page shows a rough chart, analyst recommendations, key stats related to income and performance, and news and upcoming stock events like dividends and earnings reports.

The Key Stats and Financials tabs allow you to dig into the data underlying the stock, with options to export data for additional analyses in Excel or other programs. The Key Stats page is essentially an organized list of tables showing statistics related to price performance, company income and losses, EPS and PE estimates, and other fundamental data that is useful for investors to evaluate a company’s value. It is also simple to compare these statistics across other companies within the same industry. The financials page is a digitized version of the company’s income statement, balance sheet, and cash flow, organized for easy export and re-analysis.

YCharts Key Stats Comparison

YCharts Financials


One of the most helpful features of YCharts, especially for individual investors who do not have a team of analysts, is the rating that YCharts gives to every stock based on its fundamental data. The YRating takes into account earnings yield, EPS and revenue, and the stock’s valuation compared to its historical valuation to assign a stock a rating similar to analyst buy, hold, and sell ratings. We’ve seen ratings and metrics like these in platforms like Value Line, Stockopedia, and StockInvest.us and they are always helpful for doing quick analyses.

YCharts YRatings

Timeseries Analysis

Only available in the Professional plan, timeseries analysis is an extremely powerful interface within YCharts for evaluating how a company’s fundamentals – and those of its competitors – have changed over time. The full range of fundamental data types is available for timeseries analysis and can be examined over multiple timescales ranging from daily to monthly to annually. In addition, it is possible to save sets of fundamental data types as frequently used data sets for quick loading in the future. The data in timeseries analysis is formatted for export for additional analysis and organization.

YCharts Timeseries


YCharts is equipped with screeners for both stocks and mutual funds. In contrast to the stock screeners found on other platforms, the screener on YCharts focuses on fundamental data rather than at-the-moment technical indicators. The mutual fund screener resembles that of Morningstar, with filters based on fund performance as well as risk and fees.

The screeners in Ycharts cater to self-directed investors who rely on very specific criteria that you may not be able to find in other screening platforms. Some interesting filters include:

  • Consensus analyst estimates
  • Upcoming earnings and dividends
  • Company headquarters locations
  • Investment firms
  • Investment strategies
  • And more

These filters are actually very impressive, but they will be overkill for most retail investors.

YCharts Stock Screener

Customization and Saved Layouts

YCharts operates inside your browser, so there is little in the way of customizing or saving screen layouts. However, the dashboard screen does allow you to save multiple dashboard formats as individual windows. Also, many of the screener searches and sets of fundamental data parameters, such as used for charting and timeseries analysis, can be saved to sets so that they can be loaded quickly in the future.

YCharts Platform Differentiators

YCharts differs from many of the charting and analysis platforms available in that it focuses on fundamental corporate data rather than technical analysis of historical stock data. The fundamental charting capabilities, and especially the ability to compare multiple stocks within an industry on the same set of charts, are extremely useful for traders looking to benchmark a company against its competitors. In addition, the timeseries data tool available in the Professional plan can be extremely useful in determining the value of a company compared to its current stock price and its potential future trajectory. In addition, the inclusion of data for mutual funds and a fund screener is useful for traders who invest in funds as well as in individual stocks.

What Type of Traders is YCharts Best for?

YCharts is designed primarily for long-term investors who are interested in investing in companies that they believe are undervalued based on their fundamentals. The platform lacks many of the technical analysis tools commonly associated with charts, instead focusing on providing traders with the ability to compare fundamental data across companies within the same sector. The YCharts rating system gives investors additional analytical insight into companies’ value, while the inclusion of data and a screener for mutual funds makes the platform suitable for traders who also invest in mutual funds.

It seems like the platform is trying to cater to big investors and firms. With rates starting at $300 per month and running upwards of $500 per month, most casual retail investors will be priced out. If you are looking for a cheaper alternative, you may consider Stock Rover, a service that offers fundamental charting alongside an impressive range of other features. You can purchase an entire year of Stock Rover access for close to the same price you would pay for a single month of Ycharts access.


  • Fundamental data for multiple companies can be displayed on the same fundamental charts
  • Table organization makes exporting to Excel simple for further analysis
  • YRatings feature offers simple analytical insight into stock’s valuations
  • Timeseries analysis provides a detailed look into companies’ financial histories with comparisons
  • Includes screeners for stocks and mutual funds based on fundamental data


  • Lacks many of the technical indicators found on other charting platforms
  • Technical charts are relatively limited in their customizability and flexibility
  • Monthly subscription is relatively expensive as some fundamental data can be obtained for free