at Financial Technnology Year
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YCharts Professional
from YCharts
Comprehensive market data, visualization tools, stock screener, fund screener, model portfolios, and automated report generation. Includes fundamental metrics, technical indicators, and economic data with Excel integration.
Category:
Performance Attribution Systems
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
YCharts Professional
Category:
Market Data Terminals
Professional financial information platforms that provide real-time market data, news, analytics, and research tools for investment professionals. Examples include Bloomberg Terminal, Refinitiv Eikon, and FactSet.
YCharts Professional
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
YCharts Professional
Publicly available data, summarised using AI.
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