YCharts Alternatives (January 2026)

YCharts

YCharts - Financial Research and Proposal Platform

https://ychart.com/

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

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1.
EquityRT | Comprehensive Stock Market Data for Investors
https://equityr
.com/

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

2.
Advisor Workstation | Financial Advisor Tool | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/advisor-workstation/

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

3.
Comprehensive financial data analysis - Koyfin
https://www.koyfi
.com/

Koyfin provides tools for investors to research stocks & other asset classes. Koyfin covers equities, ETFs, mutual funds, forex, bonds, etc.

4.
Free Stock Analysis & Market Research - Simply Wall St
https://simplywal
.st/

Make confident investment decisions with our unique fundamental analysis and in-depth visual reports. Research and discover new stocks with Simply Wall St.

5.
Morningstar Direct | Asset Management Platform | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/direct/

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

6.
RightCapital: Make Financial Planning a Breeze.
https://www.rightcapita
.com/

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

7.
Portfolio insights, tracking and investment research for your wealth.
https://ziggm
.com/

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

8.
Investment Portfolio Management Software for Advisors | FinFolio
http://www.finfoli
.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

9.
PreciseFP | Financial Planning Software for Financial Advisors
https://precisef
.com/

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.