---
description: Learn more about YCharts. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: YCharts Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [YCharts](/software/2038131/ycharts)

# YCharts

Canonical: https://www.getapp.com.au/software/2038131/ycharts

> YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: YCharts

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: YCharts offers a 7-day free trial for new users, after which the software is available across 3 pricing tiers - Enterprise, Professional, and Standard. Please contact YCharts directly for pricing information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Activity Dashboard
- Alerts/Notifications
- Bonds/Stocks
- Client Management
- Data Import/Export
- Financial Analysis
- Financial Management
- For Investment Advisors
- For Investors & Traders
- Fund Management
- Investment Research
- Modeling & Simulation
- Portfolio Management
- Portfolio Rebalancing
- Reporting/Analytics
- Third-Party Integrations

## Integrations (1 total)

- Microsoft Excel

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Investment Management Software](https://www.getapp.com.au/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.com.au/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.getapp.com.au/software/2047632/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.getapp.com.au/software/2068610/wows) — 4.7/5 (97 reviews)
4. [Avestor](https://www.getapp.com.au/software/2078775/avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.getapp.com.au/software/2047952/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on GetApp](https://www.getapp.com.au/software/2038131/ycharts)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/ycharts/> |
| en-AE | <https://www.getapp.ae/software/2038131/ycharts> |
| en-AU | <https://www.getapp.com.au/software/2038131/ycharts> |
| en-CA | <https://www.getapp.ca/software/2038131/ycharts> |
| en-GB | <https://www.getapp.co.uk/software/2038131/ycharts> |
| en-IE | <https://www.getapp.ie/software/2038131/ycharts> |
| en-NZ | <https://www.getapp.co.nz/software/2038131/ycharts> |
| en-SG | <https://www.getapp.sg/software/2038131/ycharts> |
| en-ZA | <https://www.getapp.za.com/software/2038131/ycharts> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Review, Compare and Evaluate small business software. GetApp Australia has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.com.au","url":"https://www.getapp.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.com.au/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"YCharts","description":"YCharts is an investment management software designed to help financial advisors, investors, and asset managers create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.\n\nFeatures of YCharts include data export, an interactive dashboard, customer experience management, collaboration, analytics, customizable branding, and more. It provides a reporting module, which lets supervisors analyze and compare portfolios, mutual funds, and other securities through visual reports. The application allows administrators to view business data using graphs, charts, and other metrics by setting up custom date ranges and adding economic indicators or indexes.\n\nYCharts offers an API, which lets businesses integrate the system with several third-party platforms to automatically populate clients’ portfolios with relevant data. Finance teams can utilize a built-in securities filtering tool, stock screener to add or modify scoring models based on investment strategies, create client portfolios, and manage qualitative or quantitative filters for comparing stocks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/82ca35f0-bf15-4102-b985-47affc87df78.png","url":"https://www.getapp.com.au/software/2038131/ycharts","@id":"https://www.getapp.com.au/software/2038131/ycharts#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"applicationCategory":"BusinessApplication","operatingSystem":"Cloud"},{"@id":"https://www.getapp.com.au/software/2038131/ycharts#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/17/investment-portfolio-management/software","@type":"ListItem"},{"name":"YCharts","position":3,"item":"/software/2038131/ycharts","@type":"ListItem"}]}]}
</script>