YCharts

What is YCharts?

YCharts is a powerful investment research and communication platform designed to help advisors analyze investments, construct portfolios, and present insights to clients. It combines market data, portfolio tools, and client-facing visuals in one place, streamlining both research and communication.

Through Sapphire, members gain access to YCharts at exclusive pricing, with options to scale based on your practice’s needs.

YCharts Tier Options

All subscriptions will be billed directly through Stripe via your bank account on file (no separate billing from YCharts).

Free Tier (included for all Sapphire members)

  • Access to XYPN Model Portfolios
  • Monte Carlo & scenario analysis
  • Basic quote pages (limited functionality compared to paid tiers)

Presenter Tier – $200/user/month

Best for advisors who want polished, client-ready presentations.

  • Proposal generation tools
  • Client-facing reports & visuals
  • Streamlined experience for effective client presentations

Professional Tier – $270/user/month

Ideal for advisors who need full research and analytics capabilities.

  • Full suite for in-depth market research
  • Portfolio construction, analytics, and screening
  • Advanced tools to support investment due diligence and strategy development

Feature Comparison

For a detailed breakdown of features by tier, see the YCharts Plan Comparison.

How to Get Started

  1. Review the tier options above and decide which level of access fits your firm’s needs.
  2. Contact the Sapphire Investments Team to add YCharts access for you or your staff.
  3. Billing will be processed automatically through Stripe.

Support & Questions

If you have questions about YCharts access, features, or billing, please reach out to the Sapphire Operations & Investment Services team.