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Smarter insights.
Better conversations.
Stronger growth.
A powerful, flexible, and time-saving platform empowering growth for both your clients & your business.
[Schedule a Conversation](https://get.ycharts.com/request-a-demo/?utm_source=home-page&utm_campaign=home-page)
“...a really elegant way to monitor our portfolios. YCharts has demonstrated its value multiple times in helping us communicate with clients.”
Ben Peters, Burton Enright Welch
“...a tool that lives within every advisor's computer that, in essence, provides a real-time portal into Integrated's portfolios.”
Dr. Rob Brown PhD, CFA - Integrated Financial Partners
“...with YCharts, we're able to better put our investment solutions in the context of the markets in a way that works for people on the go.”
Jeff Duckworth - John Hancock Investment Management
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Streamlining your research & client communication
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### Enterprise
Solutions to boost productivity, compliance best-practices, and access to firm models.
](https://get.ycharts.com/solutions/enterprise/)
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### Advisors
Custom proposals, portfolio analytics, and time-saving workflows for more efficient AUM growth.
](https://get.ycharts.com/solutions/advisors/)
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### Asset Managers
Sales tools that highlight fund family strengths & boost wholesaler productivity.
](https://get.ycharts.com/solutions/asset-managers-wholesalers/)
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### Individuals & Educators
Professional-grade tools for self-guided investors & investing education.
](https://get.ycharts.com/solutions/individual-investors-educators/)
See how YCharts helps you & your clients reach new goals.
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### Proposals & Client Communications
Customize meeting materials & sales collateral to tell a story, build understanding, and maintain momentum throughout prospect & client meetings.
PRPSL RPRTS
Proposals
[learn more](https://get.ycharts.com/platform/proposals)
[Acquire Clients & Grow AUM](https://get.ycharts.com/solutions/advisors/acquire-clients-grow-aum/)
### Portfolio Construction
Optimize portfolio holdings, allocations & exposures to meet and exceed client goals. Test hypothetical replacements and contribution scenarios for ongoing improvement.
MDL PORT
Model Portfolios
[learn more](https://get.ycharts.com/platform/tools/model-portfolios)
[Create & Share Insights](https://get.ycharts.com/solutions/advisors/create-share-insights/)
### Research & Analysis
Add efficiency to research workflows with pre-built comparison tables, charts & screens, and investment analysis tools built for wealth management use cases.
CHART ING
Fundamental Charts
[learn more](https://get.ycharts.com/platform/tools/fundamental-charts)
[Research Securities](https://get.ycharts.com/solutions/advisors/analyze-research-securities/)
### Market & Position Monitoring
Align your whole team around market and economic data, key holdings, and approved research lists. Share updates with your clients & your team.
DASH BRD
Dashboard
[learn more](https://get.ycharts.com/platform/tools/dashboard)
[Lead Advisor Teams](https://get.ycharts.com/solutions/advisors/#teams)
Which best describes your firm or your role?
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Answer a few questions and we will find you the perfect solution.
What’s your primary goal?
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Answer a few questions and we will find you the perfect solution.
Advisor
Asset Manager
Winning new business & growing AUM
Setting up opportunities & preparing our team
Leading & scaling a top-performing distribution team
Creating & managing market-leading fund strategies
Acquiring clients & growing AUM
Creating & managing the best investment portfolios
A bit of everything... I wear a lot of hats!
Supporting & leading advisor teams
See what YCharts can do for you.
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[Start 7-day free trial](https://ycharts.com/start_trial?utm_source=home-page&utm_campaign=home-page)
How we think
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[View blog](https://get.ycharts.com/resources/blog/)
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Advisors
March 20, 2025, 6:49 a.m.
What Happened to the Magnificent Seven Stocks?
The Magnificent Seven stocks–Alphabet, Apple, Amazon, Microsoft, Meta Platforms, NVIDIA, and Tesla–have carried U.S. indices higher. Between 2023 and 2024, these seven names rose 156.1% as a collective, compared to 25.16% for the remaining 493 names and 57.88% for the S&P 500 index overall. However, this cohort has fallen from grace to start the year, …
](https://get.ycharts.com/resources/blog/what-happened-to-the-magnificent-seven-stocks/)
[](https://get.ycharts.com/resources/blog/what-happened-to-the-magnificent-seven-stocks/)[Read More](https://get.ycharts.com/resources/blog/what-happened-to-the-magnificent-seven-stocks/)
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Economy
March 19, 2025, 7:16 p.m.
Federal Reserve Holds Rates Steady: Market Impacts and Investment Strategies for 2025
Introduction: Navigating the Fed’s Decision to Maintain Interest Rates On March 19, 2025, the Federal Reserve announced its decision to keep the federal funds rate unchanged at 4.25% to 4.50%, amid heightened economic uncertainty and revised growth forecasts. This decision reflects the Fed’s cautious approach in response to factors such as ongoing trade tensions and …
](https://get.ycharts.com/resources/blog/federal-reserve-holds-rates-steady-market-impacts-and-investment-strategies-for-2025/)
[](https://get.ycharts.com/resources/blog/federal-reserve-holds-rates-steady-market-impacts-and-investment-strategies-for-2025/)[Read More](https://get.ycharts.com/resources/blog/federal-reserve-holds-rates-steady-market-impacts-and-investment-strategies-for-2025/)
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Product
March 18, 2025, 7 a.m.
Unlock Insights Faster with AI Chat
Financial professionals must sift through vast amounts of data to uncover meaningful insights, often juggling multiple tools, dense reports, and a constant stream of market news. According to the YCharts 2024 user feedback survey, 80% of advisors expressed interest in using AI to enhance their workflow—whether for analyzing financial data, extracting insights from SEC filings, …
](https://get.ycharts.com/resources/blog/unlock-insights-faster-with-ai-chat/)
[](https://get.ycharts.com/resources/blog/unlock-insights-faster-with-ai-chat/)[Read More](https://get.ycharts.com/resources/blog/unlock-insights-faster-with-ai-chat/)
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Economy
March 17, 2025, 2:49 p.m.
Sector Rotation Strategy: Where to Allocate Capital in a Volatile Market
Introduction: Identifying Opportunities in a Volatile Market Market uncertainty often leave investors and asset managers searching for stability and new opMarket volatility has become a significant concern for investors and asset managers. With fluctuations in the Dow, S&P 500, and Nasdaq, strategic sector rotation is crucial for navigating uncertainty. Understanding which sectors historically lead recoveries …
](https://get.ycharts.com/resources/blog/sector-rotation-strategy-where-to-allocate-capital-in-a-volatile-market/)
[](https://get.ycharts.com/resources/blog/sector-rotation-strategy-where-to-allocate-capital-in-a-volatile-market/)[Read More](https://get.ycharts.com/resources/blog/sector-rotation-strategy-where-to-allocate-capital-in-a-volatile-market/)
Talk to one of our experts.
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Reach out for a personalized demo with a YCharts product specialist.
[Request a Demo](https://get.ycharts.com/request-a-demo/?utm_source=home-page&utm_campaign=home-page)