Investment Analytics · pricing
YCharts pricing
YCharts publishes 4 tiers. Below is each one, what it adds over the tier beneath it, and where the ladder stops being worth climbing for most people.
As of 12 November 2026, YCharts pricing is on request across 4 published tiers. Figures are the vendor's list prices as recorded on this page's last check; the vendor's site is the final word.
- Entry price
- On request
- Model
- Quote
- Tiers
- 4
- Free tier
- Not on record
YCharts plans, side by side
Every published tier in ascending order of price, with the number of features each one lists. An absence here means the record does not itemise it, not that the tier lacks it.
| Plan | Price | Features listed | Step up from the tier below |
|---|---|---|---|
| Analyst | On request | 4 | Entry tier |
| Presenter | On request | 5 | Priced on request |
| Professional | On request | 4 | Priced on request |
| Enterprise | On request | 4 | Priced on request |
What each tier adds
The set difference between each tier's feature list and the one beneath it. Where a tier lists nothing new, the vendor has either stopped repeating the inherited list or the tier raises limits rather than adding capability, the record does not distinguish the two, so this page does not either.
Analyst
On requestThe entry tier. It covers screeners and tables, dashboard, watchlists and alerts, charting, most data, aimed at research, market monitoring and individual investors, price on request.
Presenter
On requestOver Analyst, this tier adds:
- Customisations and select tools
- Basic equity, fund and index data
- Can receive shared items
- Aimed at proposal generation and meeting preparation
Professional
On requestOver Presenter, this tier adds:
- All tools, with fund, stock and economic data
- Firm-wide sharing and proposals with talking points
- Quick Extract included with new licences from September 2025
Enterprise
On requestOver Professional, this tier adds:
- Everything in Professional
- Compliance controls and firm-wide sharing
- Positioning of proprietary models for broker-dealers and advisor networks
What the product covers
The full YCharts feature record, grouped as the catalogue groups it. This is the product as a whole; the record does not map every feature onto a specific tier.
core
- Fundamental Charts
- Stock and Fund Screeners
- Economic data
reporting
- Report Builder and proposals
productivity
- Quick Extract
analytics
- Portfolio construction
integration
- Excel Add-In
ai
- Ask Y
People bring YCharts in for building client proposals from a prospect's existing brokerage statement, branded charts and reports for client reviews and marketing, screening stocks and funds for model portfolio construction, monitoring client and model portfolios for drift and rebalancing, wholesalers and asset managers preparing fund comparisons for advisers. If that is not the job you are buying for, the alternatives to YCharts are worth a look before you commit to a tier.
How that compares in Investment Analytics
Too few investment analytics tools in this directory publish a starting price to quote a meaningful median, so the table below is a like-for-like list rather than a ranking.
| Tool | Entry price | Model | Rated | Head to head |
|---|---|---|---|---|
| YCharts (this page) | On request | quote | - | |
| Morningstar Sustainalytics | On request | quote | - | vs YCharts |
| S&P Capital IQ Pro | On request | quote | - | vs YCharts |
| Preqin | Free | quote | - | vs YCharts |
| PitchBook | On request | quote | - | vs YCharts |
| LSEG Workspace | On request | quote | - | vs YCharts |
| Koyfin | Free, then $39/month | freemium | - | vs YCharts |
Ratings are aggregated from third-party sources and imported with each catalogue entry, they are not reviews hosted on Softwr. How each figure is used is set out on the YCharts badges page.
Before you pay for YCharts
Three things this page cannot tell you, and all three change the bill. The record carries a price and a billing period but not the unit - per-seat and flat-rate pricing are indistinguishable in this data, so a five-person team may be looking at five times the figure above. It carries no annual rate, so any discount for paying yearly is not something this page can quote. And it carries no trial length.
What it can tell you is the shape of the ladder: 4 tiers between On request and On request, with the jump itemised above. With no free tier on record, the cheapest way to answer the rest is to compare YCharts against the tools that do have one before committing.
YCharts runs on web, excel, and is published by YCharts of Chicago, Illinois. The full record is on the YCharts review, and the rest of the category is under best investment analytics tools.
YCharts pricing questions
- How much does YCharts cost?
- YCharts publishes 4 tiers, from On request for Analyst up to On request for Enterprise. The cheapest paid tier is On request.
- Does YCharts have a free plan?
- Not on the record we hold: YCharts is listed as quote. Whether a free trial is offered is not something this record captures, so check the vendor's site.
- What is the difference between Analyst and Presenter on YCharts?
- Presenter costs On request against On request, and adds customisations and select tools, basic equity, fund and index data, can receive shared items, aimed at proposal generation and meeting preparation.
- Which investment analytics tools can I use without paying?
- 2 of the 8 investment analytics tools listed alongside YCharts have a free tier: Preqin, Koyfin.
- What am I actually paying for with YCharts?
- The record lists 8 features across 6 areas: core, reporting, productivity, analytics, integration, ai. In practice it is brought in for building client proposals from a prospect's existing brokerage statement, branded charts and reports for client reviews and marketing, screening stocks and funds for model portfolio construction.
- Does YCharts charge per user?
- The record carries a price and a billing period for each of its 4 tiers, but not the unit that price is charged in. Per-seat and flat-rate billing look identical in this data, so check the vendor's page before budgeting for a team.
- Are these YCharts prices current?
- They are what the catalogue entry holds, refreshed when the entry is. Vendors change pricing without notice and nobody at Softwr re-verifies each tier by hand, so treat this as a structured summary and the vendor's own pricing page as the authority.
- What should I compare YCharts against before paying?
- The closest investment analytics tools in this directory are Morningstar Sustainalytics, S&P Capital IQ Pro, Preqin, PitchBook. Each has a side-by-side comparison with YCharts covering price, platforms and features.